Free Finance & Accounting Report Templates | Live Data in Spreadsheets
Launch pre-built financial reports instantly in your Google Sheets or Excel. Then connect your live fiancial data in one-click. Supports NetSuite, QuickBooks, Xero, Stripe, & more.
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Template
Gain a comprehensive view of your revenue growth by tracking key metrics…
Forecast Template
Track key sales metrics and revenue projections in real-time.
Model
Forecast your company's growth and make data-driven decisions.
Template
Ensure your financial reports reflect the latest information so you can make…
Template
Gain complete control over your invoices and payments with live invoice data…
Template
Bring your key financial metrics into one place for a clear picture…
Template
Accurately forecast your company's financial health and make informed decisions about your…
Accounts Payable Dashboard
Get real-time insights into cash flow, manage vendor relationships, and make informed…
Accounts Receivables
Get a visual representation of your org's outstanding invoices and customer payment…
Revenue Dashboard
Get a visual representation of your org's financial performance by consolidating key…
Cashflow Template
Tracks sources of cash inflows and outflows and categorize them into operating,…
Dashboard
Boost your financial insights with our free Xero finance dashboard template. Track…
Report for Multiple Accounts
Streamline your multi-entity financial reporting with our free Xero Consolidated Reporting template.…
Projections Template
Create accurate financial projections with our free Xero-integrated template. Automate data imports,…
Aging Report
Improve cash flow and reduce financial risk by simplifying tracking and analyzing…
Aging Report
Simplify AP management and improve cash flow with real-time insights.
Template
Simplify financial tracking by syncing your live data into our QuickBooks ledger…
Sheet
Create accurate balance sheets effortlessly with our free QuickBooks template.
Accounts Template
Track finances, generate reports, and make informed decisions easily.
for Stripe & QuickBooks
Get instant access to your store's performance metrics.
Forecast Template
Create accurate cashflow forecasts with live data.
Inventory Template
Get real-time stock levels, asset values, and low inventory alerts.
Accounts Template
Organize, track, and analyze your accounts effortlessly.
Dashboard
Track LTV, MRR, and more in real-time, and start optimizing revenue today.
Dashboard
Track key metrics, visualize data, and make informed decisions to drive growth.
Dashboard
Monitor customer churn in real-time, analyze trends, and boost retention.