Financial Services
Clients and relationships, approvals that need a second signature, people and payroll, and the accounts, with VAT and zakat where your country requires them.
Who it is for
- Banks & finance companies
- Insurance & brokerage
- Investment & wealth management
- Payments & fintech
The departments you start with
A new studio in this industry opens with these switched on. Every plan carries every department: add any of the others when you create your studio, or later in its settings.
- CRM & Sales
- Marketing
- Human Resources
- Finance & Accounting
- Reports & BI
Your industry is not a template you are locked into: change your specialism later and your studio adjusts.
All industries
- Construction & Real Estate
- Manufacturing
- Energy & Utilities
- Trading & Distribution
- Retail & E-commerce
- Hospitality & Food Service
- Transportation & Logistics
- Healthcare & Life Sciences
- Professional Services
- Technology & Communications
- Education
- Media & Events
- Facility & Field Services
- Agriculture
- Public Sector & Nonprofit