Excel
Google Sheets
Run Your Finances & Business With Intelligent Spreadsheets
Ditch cluttered expensive SaaS apps. Our battle-tested Google Sheets and Microsoft Excel templates give you automated budgets, P&L statements, CRM trackers, and planners with instant lifetime access.
Build Your Custom 6-Template Suite
Select any 6 templates below to build your custom finance & productivity workstation. Fixed price of $19.99 with instant digital download.
Administration Profit and Loss Statement Template
Invoice Tracker Template
Product Pricing Template
Product Database Excel Template
Product Database Template
Product Inventory & Sales Tracker Template
Stock and Inventory Tracker Template
Cash Flow Management for Accounts Template
Cash Flow Tracking Excel Template
Cash Flow Statement Template
Startup Balance Sheet Template
Free Balance Sheet Template
Proforma Profit and Loss Template
Finance Profit and Loss Analysis Template
Advertising Profit Margin Calculator for Campaigns Template
Budget Ledger Template
Accounts Receivable Ledger Template
Free Bookkeeping Template
Inventory Tracking Template
Excel
Google Sheets
The Ultimate Small Business & Finance Master Bundle
The definitive all-in-one spreadsheet operating system for small business owners and freelancers. Fully automated, plug-and-play Excel & Google Sheets templates—from bookkeeping and P&L statements to CRM pipelines, invoicing, inventory, and payroll.
Everything Inside the Small Business Master Bundle
Every template is engineered with automated calculations, dynamic visual dashboards, error-proof formulas, and beginner-friendly video walkthroughs.
Small Business Bookkeeping & Automated P&L Hub
$49Full bookkeeping engine with automated tax write-off categorization, revenue charts, and instant year-end P&L generation.
- 1-Click P&L statements
- Tax deduction tracking
- Monthly cashflow chart
Client CRM Pipeline & Smart Invoicing System
$19.99Track prospective leads, pipeline stages, client records, and generate print-ready PDF invoices automatically.
- Lead & deal CRM pipeline
- Automated invoice generator
- Payment status alerts
Inventory Management & Unit Cost Engine
$19.99Real-time stock alerts, re-order trigger thresholds, COGS calculation, and gross profit margin forecasting.
- Low-stock warnings
- COGS margin calculator
- SKU batch catalog
Employee & Contractor Payroll / Time Tracker
$35Log hourly rates, project milestones, overtime, and monthly paystub summaries with automatic tax withholding.
- Auto tax withholding
- Contractor payment logs
- Timecard summaries
Social Media Marketing & Content Planner
$29Plan marketing campaigns across TikTok, Instagram, and LinkedIn with post schedules and asset links.
- Multi-platform calendar
- Content status pipeline
- Hook & hashtag bank
Annual Financial Forecasting & Cash Flow Model
$19.99Multi-scenario financial forecast (Best, Base, Conservative) with dynamic graphs to project cash runways.
- Dynamic visual charts
- Runway burn calculator
- Automated forecasting
Project Management Gantt Roadmap & Task Tracker
$29High-level roadmap with automatic milestone dependencies, team task allocation, and deadline alarms.
- Gantt chart timeline
- Team task assignments
- Deadline alerts
Ultimate 50/30/20 Owner Financial Tracker
$26Personal & executive income planner ensuring owners maintain healthy compensation and tax savings.
- Owner distribution tracker
- Emergency fund calculator
- Visual milestone charts
Immediate access via instant download and email receipt.
Engineered for Maximum Speed & Compatibility
Built by certified financial analysts and spreadsheet architects to give you clean, bulletproof automation.
100% Free Google Sheets
Zero subscriptions required. Easily duplicate the template directly into your Google Drive in one click and access it anywhere across your laptop, iPad, or smartphone.
Microsoft Excel (.XLSX)
Fully compatible with Microsoft 365, Excel 2016, 2019, 2021 on both Windows and MacOS. No broken external links or formula errors.
Automated Formula Engine
Pre-programmed with smart SUMIFS, nested logic, and automated visual dashboards. Just enter your numbers; the spreadsheet handles the math instantly.
Instant Access & PDF Guide
Your purchase unlocks immediately on screen and arrives in your inbox. Includes a detailed visual PDF setup guide with helpful video walkthrough links.
Beginner Friendly
Never used a spreadsheet before? No problem. Clear instructions guide you step-by-step. Formula cells are color-coded and locked so you never accidentally erase them.
Zero Recurring Fees
Pay once, own it forever. Why pay $30-$80/month for complex financial SaaS subscriptions when a clean, privacy-respecting spreadsheet does the job perfectly?
Loved by 15,000+ Business Owners & Budgeters
See how our automated Excel and Google Sheets templates are saving hours every single week.
"Replaced a $50/month QuickBooks subscription!"
I run a creative studio and was sick of bloated accounting software. The Small Business Bookkeeping template is so clean, intuitive, and the automated P&L statement made tax season effortless.
"The 6-template bundle is an incredible value."
I used the Build-a-Bundle tool to pick the Monthly Budget, Debt Snowball, and Business CRM sheets. The Google Sheets duplicate link worked in 2 seconds. The formulas are genius!
"Paid off $8,400 in debt in 7 months!"
Seeing my debt balance shrink on the visual snowball chart kept me motivated every single payday. Super beginner friendly even if you haven't opened Excel in years.
Frequently Asked Questions
Everything you need to know about our digital downloads, file compatibility, and instant access.