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Balance and plan your company’s finances

Create and share documents, predict potential growth, and react quickly with Jira Work Management — so you and your team can focus on the financial future.

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Get your books to practically close themselves

Month-end close keeps your organization running, so let Jira Work Management help keep your finance team running. Lighten your team's load with a calendar view to track errant issues and automatically recreate monthly tasks.

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Keep your processes and tasks audit-proof

Activity records and easily searchable tasks help make your annual audit a breeze. Even better, use custom labels and saved filters to consolidate relevant work into one place for review. For advanced activity tracking, check out Atlassian Access.

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Collect simple finance requests

Whether it’s a brand-new budget or collecting financial expenses, use our forms feature to keep on top of requests from your organization and employees.

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No matter the financial process, we’ve got you covered

Approve budgets, track expenses, and keep your company in the green with Jira Work Management’s customizable workflows. It’s an all-new way to keep your finance teams in sync.

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Automation

Put your projects on autopilot with automation

Unlimited, free actions within projects mean you're free to focus on what matters. Create your team's custom rules or get started quickly with our pre-made favorites. Focused on privacy? Our audit logs come standard.

INTEGRATIONS

Bring your favorite tools together

Instead of context-switching between platforms, neatly integrate your tools with Jira Work Management.

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Google Sheets

Query Jira from Google Sheets and combine data from multiple Jira sites and projects into a single location for easier data manipulation.

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Microsoft Excel

Combine the power of Jira with the flexibility of Excel. Use the new export button in Jira to export Jira data to Excel with a single click.

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Slack

Use Slack to remove the constant hunt through documents and emails to get what you need, when you need it. Edit, view, and comment from Slack.

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The URL is dead, long live the Smart Link

The era of static URLs is over — Smart Links are here and enabled by default. Enter data into embedded Google Sheets, export and import data with Excel, and take actions with 30 other top providers with a single copy/paste.

Fine-Tune Your Financial Future

Keep your numbers and processes up to par

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Dynamic reports and dashboards

Follow the status of your team's projects via high-level overviews, customized dashboards, or 30+ reports. Discover bottlenecks and continuously improve.

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Templates

Templates for finance teams

20+ new project templates make it easy for every team and department to get started instantly, with no set-up required.