Free & Paid · Built From Real Practice

Templates & Automation Kits

The same Excel, Power BI, Google Sheets, n8n and AI automation logic used inside real client engagements — packaged as ready-to-use templates and kits. First batch launching soon.

Excel Power BI Google Sheets n8n Claude AI
Free Templates

Start here — no cost, no login walls beyond a quick intro

Lighter starter versions of the templates below, free to use. Tell us who you are once and get notified the moment each one goes live.

Free

GST Reconciliation — Starter

A basic GSTR-2B vs Purchase Register matcher built in Excel — flags mismatches so you stop discovering them at filing time.

Excel
Coming Soon
Free

Excel MIS — Starter

A ready-made monthly MIS shell built in Excel — trial balance in, a clean management summary out, no macros required.

Excel
Coming Soon
Free

Pre-Funding Financial Checklist

The finance documents, reconciliations and clarity checks investors actually ask for — organized in a single Excel workbook, built for founders preparing for a seed or growth round, from early-stage startups upward.

ExcelStartups
Coming Soon
Paid Templates & Automation Kits

The advanced versions — built for real operating use, not a demo

Deeper automation, built to be dropped into a running business rather than tinkered with. Pricing and checkout going live alongside the first releases.

Paid

GST Reconciliation — Pro

Multi-GSTIN, multi-month reconciliation built with Excel and Power Query, with vendor-wise mismatch tracking and an auto-generated follow-up list.

ExcelPower Query
Coming Soon
Notify Me
Paid

Excel MIS — Advanced

Full MIS engine built in Excel with VBA — P&L, balance sheet, cash flow and variance analysis, automated end to end from a trial balance import.

ExcelVBA
Coming Soon
Notify Me
Paid

Power BI Dashboard Kit

A pre-built Power BI dashboard template covering Cash, Inventory, Working Capital and Variance — connect your data and go live.

Power BI
Coming Soon
Notify Me
Paid

Google Sheets Automation Kit

Apps Script-powered Google Sheets templates for teams that live in Sheets — auto-refreshing MIS and cash trackers.

Google SheetsApps Script
Coming Soon
Notify Me
Paid

n8n Workflow Pack

Ready-made n8n workflows that pull data from ERP/Sheets/WhatsApp and route it into your reporting layer automatically.

n8nAutomation
Coming Soon
Notify Me
Paid

AI Automation Kit — Finance

Ready-to-use Claude/AI configuration files that run finance tasks directly — GST reconciliation, MIS commentary and variance analysis, done by AI on your own data.

ClaudeAI
Coming Soon
Notify Me
Be First to Know

Get notified the moment these go live

No spam — just one message when the first batch of templates and kits is ready.

Need It Custom-Built Instead?

Templates are a starting point. A diagnostic finds the real gap.

If your business needs something more specific than a template, the free diagnostic ranks exactly where your biggest visibility gap is first.

Start the Free Diagnostic →