Free Templates
Free Templates
Three practical Excel templates we use with clients, each with a short PDF guide: reconcile POS sales to bank deposits, run a weekly KPI scorecard and map the hand-offs between your tools.
Who they're for: owners and managers of restaurants, retail shops, sports facilities and service businesses.
Pick a template
One signup sends all three. Open any card to see screens and what is inside.
Restaurants and retailPOS vs Bank Deposit Reconciliation templateMatch daily POS sales from Square, Toast or Clover to what actually hit the bank, and walk the gap line by line.See what's inside →
ReportingWeekly KPI Dashboard StarterA one-page weekly scorecard with red, amber and green status and 12-week trend charts. Paste in a few numbers every Monday.See what's inside →
Systems and automationSystems Map WorksheetList your apps, score every hand-off between tools, see the hours lost each week and rank the top 3 gaps to fix.See what's inside →