Excel Templates
Accountant-designed Excel workbooks that give your small business the structure of a proper finance department, at a one-time cost with no monthly subscription.
Track monthly income and expenses, auto-calculate your gross and net profit, and see your business performance at a glance.
The essential tool for understanding your cash position. Map inflows and outflows 13 weeks ahead and never be surprised by a cash gap.
Build a structured annual budget, set revenue targets by month, allocate expenses by category, and track actual vs planned performance.
Keep every invoice organised, issued, outstanding, overdue, and paid. Stop chasing payments blind and know exactly what's owed to you.
Know your numbers before you set a price. Calculate your break-even point, test different price scenarios, and see the volume you need to hit any profit target.
Prepare your financial case before walking into any bank. Calculate your Debt Service Coverage Ratio, organise your documents, and know exactly where you stand.
Want all 6 templates plus both AI prompt packs?
The Complete Bundle includes everything above for $29.99, that's $30 off the individual total of $59.92.
Buy once, use forever. No monthly fees, no platform lock-in, no renewal reminders.
Everything runs in Excel or Google Sheets. No cloud dependency, no data-sharing concerns.
The templates are structured the way accountants and tax professionals want to receive data.
Change the currency symbol and the templates work identically, USD, GBP, EUR, SGD, or any other.
Templates vs accounting software
Read our full guide: Excel or QuickBooks? How to Know Which One Your Business Actually Needs →
| Situation | Our Templates | Accounting Software |
|---|---|---|
| First year of business | ✓ Ideal, builds understanding | Overkill for low complexity |
| Under 100 transactions/month | ✓ Manual entry takes <30 min/week | Monthly cost rarely pays off |
| Service-based business | ✓ Perfect fit, simple books | More features than needed |
| Annual accountant review | ✓ Accountants accept clean Excel | ✓ Also works |
| Preparing for a bank loan | ✓ Loan Readiness toolkit included | ✓ Software reports accepted too |
| 100+ transactions/month | Manual entry becomes time-consuming | ✓ Bank sync saves hours |
| Running payroll | Complex for multi-employee payroll | ✓ Payroll module handles compliance |
Get started today
Buy the template you need today, or get everything in the Complete Bundle and save over $30.
"I used to spend a Sunday afternoon every month just trying to figure out where my money went. The P&L tracker and cash flow template changed that completely. I now do it in under an hour and I actually understand what I'm looking at."
Small business owner, retail sector