Smarter Finance

Templates for Non-Accountants

Plan, forecast, and grow with professional-grade templates, even if you're not a numbers person.

Compare our Financial Template Packs

Choose the right toolkit for your business goals

πŸ“Š Startup Financial Pack

Plan your launch and organize your finances.

🧾 Finance Essentials

Budget, reconcile, and track business performance.

πŸ“ˆ Sales & Revenue Planning

Forecast revenue and set pricing with confidence.

πŸ’Ό Client Management

Track payments and manage clients like a pro.

🏷️ Operations & Inventory

Manage projects, budgets, and inventory.

πŸ•’ HR & Operations

Streamline your team’s planning and payroll.

Made for business owners, not finance pros.

We believe managing your business finances shouldn’t feel overwhelming. We've built tools that take the stress out of spreadsheets β€” so you can make smart decisions, even if numbers aren’t your thing.

βœ… Built for non-finance people

πŸ’Ό Designed to match how real businesses operate

🧾 No subscriptions β€” yours to keep, for life

⚑ Instant download, editable in Excel, Google Sheets, or Notion

How it works

1. Pick a Pack

Choose the templates that match your current stage or goal.

2. Download instantly

Get Excel and Google Sheets versions β€” no waiting, no software lock-in.

3. Start using it today

Open the file, follow the built-in guide, and start planning smarter.

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Stay updated on new templates, bundle drops, product improvements, and exclusive offers.

No spam. Just smart updates β€” once or twice a month.

We make finance make sense with tools that help you plan, track, and grow.

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