Free spreadsheet templates
Free consolidation, reconciliation and comparison templates for Excel and Google Sheets. Each workbook is built in your browser, with formulas ready to fill in.
- Ad spend roll-up template
Free Excel template that rolls Google Ads and Meta Ads exports into one weekly table of spend, clicks, conversions and blended cost per acquisition.
- Bank reconciliation template
Free bank reconciliation workbook: paste bank and ledger lines, match them by reference and amount, and see the adjusted balance and any unexplained difference.
- Budget vs actual template
Free budget vs actual workbook: paste your budget and transaction lines, and SUMIFS builds the variance by cost centre and account with a review flag.
- Cash flow consolidation template
Free Excel template that rolls up cash flows from several entities into one group view, with opening and closing cash and an intercompany check.
- Commission calculation template
Free sales commission template: looks up a rate per product line for each deal, totals commission per rep and adds an accelerator above quota.
- Consolidation template for Excel
General-purpose Excel consolidation template: stack data from any number of sources in one sheet and get a category-by-source grid with totals and checks.
- Customer churn comparison template
Compare two customer lists to see churned, new, expanded and contracted accounts, with logo churn rate and net revenue retention. Free Excel download.
- Duplicate checker template
Free Excel duplicate checker: paste a list, and formulas clean the key, count repeats, mark the first occurrence to keep and summarise how many rows to remove.
- E-commerce marketplace sales roll-up template
Free workbook that stacks Amazon, eBay and Etsy order exports and rolls them up by marketplace and SKU: orders, units, fees, refunds and net sales.
- Event attendance reconciliation template
Free template that matches event registrations to check-in scans by email to find no-shows, duplicate scans and walk-ins, with an attendance summary.
- Expense consolidation template
Free Excel template that stacks expense claim lines from every employee, checks each line against category limits and totals spend by category.
- Inventory consolidation template
Free workbook that combines stock counts from several locations into one table: quantity per site, total stock value and a reorder flag per SKU.
- Invoice to payment matching template
Free workbook that matches customer payments to invoices by reference and marks each invoice paid, part paid, overpaid or unpaid, plus unmatched receipts.
- Lead to customer match template
Free Excel template that matches a lead list to a customer list by email, flags which leads converted and totals conversion rate and revenue by source.
- Marketing channel report template
Free spreadsheet template that joins ad spend exports with CRM leads and revenue by channel, then works out cost per lead and ROAS for each channel.
- Master customer list template
Free workbook that merges customer lists from your CRM, web shop and newsletter into one master list, deduplicated by email, with no macros.
- Monthly reporting consolidation template
Free Excel template that combines monthly figures from each unit into one report of revenue, costs, profit, margin and headcount, with a submission check.
- Multi-entity P&L consolidation template
Free Excel template that converts each entity's P&L to one currency, applies intercompany eliminations and builds a consolidated P&L by line.
- Multi-store sales template
Free multi-store sales workbook that rolls up sales lines from every shop into units, revenue, % of target and a ranking per store and region.
- Payroll reconciliation template
Free payroll reconciliation workbook: check gross-to-net on the payroll register and match net pay to bank payments per employee, flagging every gap.
- Price comparison template
Free supplier price comparison workbook: paste each supplier's price list, compare unit prices side by side and see the cheapest supplier per item.
- Project hours vs budget template
Free Excel template that totals timesheet hours and cost per project, compares them with budgeted hours and flags projects at risk or over budget.
- Sales by region roll-up template
Free workbook that stacks regional sales exports, totals each region with SUMIFS and compares it with target, variance and share of total sales.
- SEO report template for GA4 and Search Console
Free SEO report workbook that joins Search Console page data with GA4 landing pages by URL path, showing CTR, engagement, key events and flags.
- Stock reconciliation template
Free stock reconciliation template that compares physical count sheets with system stock by SKU, values each variance and flags short, over and uncounted items.
- Student grades roll-up template
Free Excel and Google Sheets template that rolls marks from every assessment into one total and percentage per student, and flags missing work.
- Survey merge template
Free spreadsheet template that joins survey responses to your customer list by email, adds segment and region, and summarises scores by segment.
- Timesheet consolidation template
Free Excel template that stacks timesheet entries from every employee, compares hours with contracted hours and totals time by project.
- Two-list comparison template
Free Excel template that compares two lists by key: flags rows in both, only in list A or only in list B, and spots names that changed between lists.
- Vendor statement reconciliation template
Free Excel template that matches a supplier statement to your payables ledger by invoice number and explains the balance difference line by line.