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.
Join the 100,000 customers worldwide who trust Jira

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.
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.


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