FREE TEMPLATES
Excel templates I actually use.
No signup. No email gate. Direct .xlsx download. Formulas and conditional formatting are wired in.
Each template handles 30-100 invoices comfortably. Past that, the live tool is the better fit — same logic, no manual marking, 30-second result on real CSVs.
AR Aging Report Excel Template
Free AR aging report Excel template with 4 overdue buckets (0-30, 31-60, 61-90, 90+ days), formula-driven bucket assignment, conditional formatting, per-bucket totals.
Best for: Monthly receivables review at 10-50 open invoices. Solo freelancer or small services business with Net 30 terms.
Bank Reconciliation Excel Template
Free bank reconciliation Excel template — two-column layout (bank rows vs. expected invoice payments), match status dropdown, reconciliation gap calculator, period summary.
Best for: Weekly or monthly reconciliation against a single bank account at low-to-moderate transaction volume (20-100 transactions per period).
Invoice Tracker Excel Template
Free invoice tracker Excel template with status dropdown (Draft/Sent/Paid/Overdue), outstanding amount formula, days outstanding, summary cards by status.
Best for: Solo freelancers and one-person consultancies managing 10-30 active invoices.
Tired of marking "Paid?" boxes by hand? Drop your bank CSV + invoice CSV — get the four-bucket result in 30 seconds. Free, no signup.
Try with sample data →Why offer Excel templates if you make a tool that replaces them?
Honest answer: most people searching for "AR aging template" or "invoice tracker" don't need a tool yet — they have a real spreadsheet problem with 10-30 invoices and a template is the right answer. The tool is for when you outgrow the template. Better to give you the template that works at your current volume than convert you to a paid tool you don't need yet.