Professional Invoice Template
Clean, print-ready invoice with auto-calculating totals, tax, and discounts. Auto-numbered invoices, customer database, and payment status tracking.
Preview & Download →Business & Operations Templates
Templates that keep small businesses running. Invoices, timesheets, project trackers, sales pipelines, inventory, and more — professional-looking and easy to customize.
📌 Built for real work: Every template is battle-tested for daily use. Auto-numbering on invoices, formula-driven totals, print-ready layouts, and configurable for different currencies and tax structures. If your business runs on spreadsheets, start here.
Featured templates
Project Timeline (Gantt Chart)
Visual project schedule with tasks, dependencies, milestones. Auto-drawing Gantt bars, progress tracking, and critical path highlighting.
Preview & Download →All business templates
Cash Flow Forecast
12-month cash flow projection with revenue forecast, expense categories, and running balance. Shows cash-crunch months in advance.
Preview & Download →P&L Statement Template
Monthly and annual profit & loss statements. Auto-categorizes revenue and expenses. Includes YoY comparison and profit margin calculations.
Preview & Download →Balance Sheet
Standard balance sheet with assets, liabilities, and equity. Auto-balancing checks, current vs long-term categorization, and ratio calculations.
Preview & Download →Purchase Order Template
Auto-numbered POs with vendor database, line items, tax, shipping. Prints to standard letter/A4 for signature and mailing.
Preview & Download →Sales Pipeline Tracker
Track deals from lead to close. Stage-based pipeline view, expected close values, weighted forecasts, and win-loss ratios.
Preview & Download →Simple CRM
Lightweight customer database with contact info, communication log, deal history, and follow-up reminders. No account needed, just Excel.
Preview & Download →Employee Timesheet
Weekly or bi-weekly timesheet with auto-calculating totals, overtime, breaks. Per-project time tracking and export-ready payroll summary.
Preview & Download →Employee Leave Tracker
Track vacation, sick days, and PTO for entire team. Balance calculations, calendar view, and manager approval workflow.
Preview & Download →Inventory Tracker
Track stock levels, reorder points, and movements. Auto-alerts when stock hits reorder threshold. SKU management with categories.
Preview & Download →OKR Tracker
Set Objectives and Key Results for team or company. Quarterly progress tracking with automatic scoring and rollups.
Preview & Download →Customer Onboarding Checklist
Standardize your onboarding process. Task-per-customer checklist with owner assignment, due dates, and completion tracking.
Preview & Download →SOP Template
Document standard operating procedures with steps, ownership, and revision history. Multi-SOP workbook for team knowledge base.
Preview & Download →What's inside every business template
- Professional formatting — print-ready with proper margins, headers, page breaks
- Auto-numbering — invoices, POs, and other numbered documents
- Customer/vendor lookup — enter once, reuse everywhere
- Tax and discount logic — configurable per jurisdiction
- Instructions tab — quick reference for setup and customization
- Company info section — one-time setup for your business name, logo, address
- Export-friendly: print, PDF, or email directly from Excel
Frequently asked questions
Can I use these for my registered business?
Yes — no attribution required, no license restrictions. Add your company logo, customize as needed, and use for client-facing documents.
Do these replace QuickBooks or Xero?
For a solo entrepreneur or micro-business (under $100K revenue), often yes. Above that, a proper accounting system with bank integration is worth the monthly fee. These templates fit best as complements to full software, or as starter tools before you outgrow them.
How do I add my company logo?
Insert → Pictures → select your logo file → position in the header area. Templates have marked spots for logos with correct sizing preset. Once placed, save the template as your customized master and duplicate it for each use.
Can multiple team members edit at once?
If saved on OneDrive or SharePoint, yes — real-time co-authoring works. For simple templates like invoices, this is rarely needed. For pipelines and inventory trackers, cloud storage is essential.
Do you have templates for specific industries?
The general templates work for most businesses. For industry specifics (construction bids, medical billing, restaurant costing), use the AI Add-in to customize a base template — describe your industry's needs and Claude will adapt it.
Custom business templates in seconds.
Describe your business — "invoice template for a photography studio with hourly rates and travel fees" — and get a working template built for you.
Get the Add-in →