My Templates

See your key numbers at a glance — sales, revenue, margin and conversion rate on one page, with traffic-light indicators that flag what needs attention.

Track spending against budget month by month and for the full year, with variances calculated automatically so overspends stand out straight away.

Keep every task in one place — status, owner, deadline and progress — and filter to see exactly what is late, due soon or done.

A daily and weekly to-do list that sorts itself by urgency, so the most important jobs are always at the top.

Enter the invoice details once and create a finished PDF invoice with one click — numbered, dated and saved where you want it.

Send personalised emails to a whole list from Excel through Outlook, with names and details merged in for each recipient.

A one-page snapshot of the whole business — finance, operations and people — built for board packs and monthly reviews.

Record agendas, attendees and notes for each meeting, and track every action through to completion.

Plan cash 12 months ahead with expected inflows and outflows, and see the closing balance each month before it becomes a problem.

Explore sales by month, quarter, product and customer with slicers, so trends and top performers are easy to spot.

See every project in one view — Gantt timeline, status, resources and deadlines — to spot clashes and risks early.

A branded invoice template with automatic numbering, VAT and totals — just pick the customer and items.

A clear small-business P&L with monthly figures and quarterly summaries, ready for reviews with your accountant or bank.

Log weekly and monthly hours per employee, with overtime calculated automatically and summary charts for payroll.

Import raw data and turn it into a formatted, ready-to-send report with a single button.

Pick a task from a drop-down and run it — a simple control panel for all your everyday automations.