Why Breeze
●Why choose Breeze
Find out why Breeze is the best project management software
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How Breeze stacks up against other project management tools
For teams
●Marketing
Launch campaigns, track conversions, align team.
●Creative
One creative hub, track progress, better collaboration
 
●Sales
Boost sales, better engagement, close more deals
●Remote work
Help your remote team connect and work together.
 
●Managers
Plan projects, track progress, and centralize work
●Developers
Ship faster with agile planning & smooth workflows.
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Key features
●Project management
Manage projects from start to finish
●Task management
Organize tasks, collaborate, prioritize, and analyze
●Kanban tool
Use Kanban boards to track your work and manage projects
●Time tracking
Track time and fill out timesheets effortlessly
 
●Project reporting
Keep track of your work and stay on top of your team's progress
●Project calendars
Get your whole team together on one shared calendar
●Project timeline
See deadlines and how tasks connect across projects
●Team workload
Manage workloads fairly and effectively
 
●Project automation
Automate routine tasks and focus on important work
●Project customization
Do your best work in your own style
●Chat
Real-time chat in projects and teams
●Web forms
Build forms and collect feedback
 
●Project roadmap
Create roadmaps for products, projects, marketing, and more.
●AI
Ask questions about your projects.
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Learn
●What's new
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●Articles & guides
Hub for project management, productivity, planning, and more
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Getting started
●Breeze overview
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  • Teams |
  • Project management for finance teams

Project management for finance teams

Manage budgeting, forecasting, reporting, and compliance in one place. Use templates and checklists, assign work, track deadlines on a calendar, and share real-time updates with executives and stakeholders.

Finance project board with budgeting, forecasting, and reporting stages

Finance teams at all kinds of organizations use Breeze to manage their projects and get work done.

Everything you need for budgeting, forecasting, and financial reporting

Budgeting and forecasting templates

Standardize financial processes

Use templates for budgeting cycles, quarterly reforecasts, and financial reporting. Create checklists once and reuse them across departments or business units. Assign owners, set due dates, and track progress from not started to done.

Budgeting and forecasting templates board
Deadlines and workload

Hit every reporting and compliance date

See all deadlines on a calendar and timeline: board reports, audits, budget submissions, and regulatory filings. Balance workload across the team so nothing slips during busy periods.

Finance calendar with reporting and compliance deadlines
Documents and versions

Keep files with the tasks that move them

Attach budgets, forecasts, reconciliations, and supporting documents directly to tasks. Track versions and comments, @mention teammates, and keep an audit trail of changes.

Finance task with documents, versions, and comments
Share updates with executives and stakeholders

Clarity without extra logins

Send real-time, read-only links for boards, tasks, or calendars so executives and department heads can see status and dates without accounts. Keep communication in one place.

Finance reporting charts and read-only dashboards

Breeze features finance teams actually use

Reduce reporting stress, keep finance work organized, and never miss a deadline. Templates, timelines, and sharing built for finance teams.

  Breeze Others
Recurring budgeting & reporting checklists V X Manual lists cause errors and checklist drift
Department folders and documents attached to tasks V X Files scattered across email threads and shared drives
Calendar and timeline for deadlines V X Missed reporting dates and last-minute scrambles
Read-only links for executives and stakeholders V X No extra accounts to manage
Exports and roll-up reports V X Hard to share status rollups with leadership

Why finance teams choose Breeze

In-house finance teams and finance departments run budgeting and reporting as projects. Stay organized, communicate clearly, and hit every deadline.

Rating on G2 4.2 out of 5 *
4.2/5 on G2
Rating on Capterra 4.5 out of 5 *
4.5/5 on Capterra
Rating on Getapp 4.5 out of 5 *
4.5/5 on Getapp

A special shout out to @BreezeTeam for having not only a great #projectmanagement tool, but for also having exceptional customer service!! Thanks!!

Kim Atkinson avatar Kim Atkinson, Foundery
See more customers

Common questions

How does Breeze help with annual planning and reforecasts?

v

Use templates and checklists for annual planning and quarterly reforecasts, assign owners, and track milestones on a calendar and timeline.

Can we collect inputs from sales, HR, and operations without email?

v

Yes. Create tasks by department, set due dates, and @mention stakeholders for reviews. Keep files and comments attached to each task so context doesn’t get lost.

How do executives see progress without new accounts?

v

Share real-time, read-only links to boards, calendars, or reports. Leadership can see status and key dates without logins.

Can we track SOX controls and compliance reviews?

v

Create recurring tasks for SOX controls, policy updates, and filings. Use timelines and checklists to make sure nothing is missed, and keep an audit trail in task history.

How do we manage headcount and CAPEX approvals?

v

Track requests as tasks with checklists and due dates. Use comments and @mentions for approvals and keep documents attached so decisions are easy to review later.

What about board reporting packages and meeting prep?

v

Plan the reporting calendar, assign owners, and attach slide decks and datasets to tasks. Use due dates and reminders so the package is ready on time.

How do we keep variance analysis and monthly close organized?

v

Create a close board with tasks for reconciliations, variance commentary, and roll-ups. Attach spreadsheets, track comments, and move items from in progress to done.