Finance service management template

Manage budget, spend, and other finance requests.

Request types
Request a budget allocation
REQUEST A compliance review
Submit a request or incident
Use template
Finance help center

Featured product: Jira Service Management

Manage budget and spend requests, respond to questions, and share guidelines and insights. Learn more

“Now we have a single place of truth from which we can extract data and base our reports. This provides us with a better overview and a common understanding throughout the organization.”


Head of IT Service Management, ISS World

Sony music publishing logo

Related templates

Related resources

Direction icon

How Enterprise Service Management works in Jira Service Management

Direction icon

The Atlassian approach to ESM

Ready to use this template?

Get it free
Analytics help center screenshot

Finance service management template

Manage budget, spend, and other finance requests.

Use template
best for

Finance teams 

key features

Customer portal

Finance request types


Knowledge base

What is a finance service management template?

This template provides teams with a central place to field queries, and triage and manage budget, spend, and other finance requests. Set up a knowledge base so employees can find answers to common questions without submitting a request.

What does the finance service management template include?

A finance service portal

Create a service portal to manage finance requests. Shape request types and workflows to meet your organization’s needs.

On-call screenshot

Manage finance requests

Capture, track, and manage incoming finance requests in one place. Quickly assign tasks to the right people.

Change requests screenshot

Report on performance

Proactively spot and fix bottlenecks slowing down your team’s work, make better decisions around resource allocation, staffing, and investments, and keep tabs on the state of your finance programs.

Assets screenshot

Empower employees with knowledge

Provide answers to common questions using a self-service portal. Leverage a knowledge base that surfaces relevant articles to deflect requests.

Backlog screenshot
Problem solving window

Drive operational efficiency

Make it easy for employees to submit requests, and for your team to prioritize, track, and manage them using workflows and queues that support your processes. Automate how you handle simple or common requests, so your team can spend more time focusing on the work that matters.

Security shield

Share information securely

Create a secure space so that finance teams can manage sensitive requests and share information with confidence. Protect your employees' privacy and keep information confidential by using permissions to manage who can view, find, and comment on requests.

Message bubbles

Promote cross-team collaboration

Use one central location to share progress on requests in real-time, promote consistent processes, and set expectations with stakeholders and approvers. Foster collaboration with employees and business partners by using shared workflows, tailored request types, and form templates.

How to get started with the finance service management template

This template uses Jira Service Management to help you manage budget, spend, and other finance requests.

1. Set up your help center and portal

The help center is where customers can submit requests and access your self-service knowledge base. Customize the welcome message, announcements, and layout. Learn more.

2. Customize your request types

Help customers and agents by using tailored finance request types, or even creating your own. Learn more.

3. Organize your queues

Align your queue with the way your teams triage and address finance requests. Learn more.

4. Add agents

It’s time to get the party started! Add agents to your service project team. Learn more.

Ready to use this template?

Use template
bg image