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Free Financial Tools

Excel templates built for service businesses. Track profitability, forecast cash flow, and find your break-even point.

Financial Health Scorecard

Track job profitability, labor costs, cash flow, and 10 key KPIs in one spreadsheet.

  • Job profitability tracker
  • Labor cost analysis
  • Cash flow summary
  • 10 service business KPIs

13-Week Cash Flow Calculator

Project your cash position week by week so you can plan payroll, purchases, and seasonal dips.

  • 13-week projection
  • Category breakdown
  • Rolling cash balance
  • Variance tracking

Break-Even Analysis Calculator

Know exactly how many jobs you need per month to cover your fixed and variable costs.

  • Fixed & variable cost inputs
  • Break-even point calculation
  • Margin of safety
  • Scenario modeling

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Works with Excel, Google Sheets, and Numbers

Standard .xlsx format compatible with all major spreadsheet apps

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Accomptant does everything in these spreadsheets — automatically. Job profitability, cash forecasting, break-even analysis, and AI-powered recommendations for service businesses.

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