All-in-One Business Finance Suite

One workbook. Every key finance report.

The FINREPORTLY All-in-One Business Finance Suite turns one controlled transaction list into a complete monthly management-reporting workflow. Paste an exported bank CSV or enter transactions manually, review only the exceptions, add balances and adjustments that are not available from the bank, then read every connected report from the same source.

Connected-suite price: £179.99. Purchasing the six core templates individually would cost £239.94, so the complete suite saves £59.95.

Six core reports included
Income Statement
Cash Flow Statement
Balance Sheet with balance control
Budget vs Actual analysis
Sales Analysis
Bookkeeping summary

Additional workbook features
Guided Setup, Category Setup and editable Import Rules
300-row transaction workflow with bank CSV and manual input routes
Automatic category suggestions with visible override, approval and review status
Dedicated Adjustments, Balance Inputs and Budget Input sheets
Sales reporting by product or service, sales channel and customer
Selected-month dashboard with revenue, profit, cash, budget and sales KPIs
Automatically generated management commentary
12 visible control checks and an overall PASS status

How it works
Set up: enter your business details, financial-year start date and optional sales lists.
Paste: add bank transactions in the yellow input columns, or enter them manually.
Review: use the suggested category and resolve transactions that are not marked READY.
Complete: enter month-end adjustments, opening or closing balances, budgets and optional sales details.
Report: select a month and review the connected reports, dashboard, commentary and checks.

Your download
Blank Excel workbook ready for your data
Completed demonstration workbook
Eight-page Quick-start Guide
Customer License and Important Notes

Designed for
Small-business owners, freelancers, consultants and managers who want one practical Excel workflow for monthly management reporting without rebuilding separate spreadsheets.

Compatibility
Microsoft Excel desktop is required. Microsoft 365 or Excel 2021 is recommended. Version 1.0 is preformatted for GBP reporting and supports a configurable 12-month financial year. Google Sheets, Apple Numbers and mobile spreadsheet apps are not guaranteed to preserve the formulas, charts, validation or formatting.

Important
This is a digital Microsoft Excel template. No physical product, live bank connection, bookkeeping service, tax service or accounting advice is included. The workbook supports management reporting and does not replace statutory accounts, tax advice or professional accounting judgement.

License: one purchaser and one business for internal use only. A separate license is required for each additional business or client.