Finance & Accounting Excel Templates
Cash flow forecasts, P&L, invoices, expense trackers and financial dashboards. Built for finance teams, accountants, freelancers and small businesses.
Launching soon. These tools are in final testing. Join the list to get notified.
- 12-Month Cash Flow ForecastComing soon
- Profit & Loss StatementComing soon
- Invoice & Payment TrackerComing soon
- Expense TrackerComing soon
Finance templates that stay simple
Cash flow forecasts, profit and loss statements, invoices and expense trackers built with clear formulas, so you can see where money comes from and where it goes.
Accuracy first
Templates support, not replace, professional accounting advice. Always check outputs before filing or reporting.
Related reading: TemplateSmiths guides.
Frequently asked questions
Who are the finance & accounting templates for?
They are designed for finance teams, accountants, freelancers and small businesses.
Which Excel versions are supported?
Excel 2016, 2019, 2021 and Microsoft 365 on Windows and Mac.
Do the files include instructions?
Yes. Every file includes an instructions sheet and a worked example.