Business Finance Templates
Profit and loss statements, cash flow trackers and financial dashboards for monthly and annual reporting.
Explore TemplatesExcel & Google Sheets templates
Save time, stay organized, and make better decisions with professionally designed Excel and Google Sheets templates built for real-world business needs.
| Channel | Revenue | Margin |
|---|---|---|
| Online store | $21,400 | 38% |
| Wholesale | $14,900 | 29% |
| Retail | $8,650 | 34% |
| Services | $3,300 | 52% |
Mezo Tech LLC designs spreadsheet templates that take the setup work out of everyday business tasks. Each file arrives structured, formatted and ready for your numbers, so you can spend your time on decisions instead of building formulas from scratch.
Our templates cover the work most businesses do every week:
Clear input cells, labeled sheets and a short guide in every file.
Consistent layouts, readable charts and formulas you can inspect.
Downloadable files. Nothing to install and nothing shipped.
Browse by the work you need to get done. Every category includes Excel files, and most templates also come in a Google Sheets version.
Profit and loss statements, cash flow trackers and financial dashboards for monthly and annual reporting.
Explore TemplatesDeal pipelines, customer lists, sales targets and commission tracking in one organized workbook.
Explore TemplatesStock levels, reorder alerts, purchase orders and supplier records for product-based businesses.
Explore TemplatesTask lists, timelines and status trackers that show who is doing what and when it is due.
Explore TemplatesBudget planners, goal trackers and weekly planners for keeping business and personal plans on course.
Explore TemplatesCalculators and trackers built for specific fields, starting with real estate investment analysis.
Explore TemplatesWhat you can expect from every Mezo Tech template.
Download and start working immediately.
Professionally structured .xlsx files for Microsoft Excel.
Templates designed to work with Google Sheets.
Built-in formulas reduce manual calculations.
Clear KPI dashboards and visual reports.
Adapt colors, fields, formulas and categories to your needs.
Simple instructions included with each product.
Access your purchased digital files quickly.
Ready-made workbooks for common business tasks. Each one includes an instructions sheet to help you get set up.
Business Finance
Track revenue, expenses, profit, cash flow and key financial metrics from one professional dashboard.
Excel + Google Sheets
Sales & CRM
Log deals, follow each stage of your pipeline and see monthly sales, targets and win rate at a glance.
Excel + Google Sheets
Inventory & Operations
Keep stock counts, reorder points, purchases and suppliers in one place, with automatic low-stock flags.
Excel + Google Sheets
Planning & Productivity
Plan monthly and annual budgets, compare them with actual spending and spot overspending early.
Excel + Google Sheets
Project Management
Plan tasks, assign owners and follow progress on a timeline that updates as you enter dates.
Excel + Google Sheets
Industry-Specific
Enter a property's price, financing and rent to see mortgage payment, cash flow, cap rate and equity growth.
Excel + Google Sheets
Pay once and keep your files. No subscriptions and no recurring charges.
For simple everyday tracking.
$19.99one-time
For small teams getting organized.
$34.99one-time
Most Popular
For growing businesses.
$59.99one-time
For a complete business toolkit.
$65.99one-time
For managing money and planning spend.
$79.99one-time
For tracking deals and customers.
$95.99one-time
For product-based businesses.
$139.99one-time
For planning work and deadlines.
$199.99one-time
Digital products. No physical shipment required. Prices in USD.
Can't find your answer here? Send us a message and we'll help.
You receive the template file (or files) in the formats listed on the product, plus a short instructions sheet explaining where to enter your data and how the calculations work.
Yes. Templates are provided as .xlsx files built for current desktop versions of Microsoft Excel on Windows and Mac. Some features may behave differently in older versions or in Excel for the web.
Yes, for any product marked "Excel + Google Sheets". You'll get a Google Sheets version you can copy to your own Google Drive. Starter plan files are Excel format only.
Yes. You can rename categories, add rows, change colors and edit formulas. Formula cells are labeled so you can see what each one calculates before you change it.
No. If you can type numbers into a cell, you can use our templates. Input cells are clearly marked and the calculations run automatically.
All of our products are digital files. Nothing is printed or shipped.
After your payment is confirmed, you receive a download link for your files. If a link doesn't arrive or stops working, email [email protected] with your order details.
Yes. You can use them for your own business and for work you do for clients. Reselling or redistributing the template files themselves is not permitted.
Yes. Totals, summaries, charts and dashboard figures update automatically when you enter or change your data.
Yes. Tell us what you need through the contact form. We review every request and let you know whether it fits our upcoming templates or could be built as a custom project.
Need help choosing a template or looking for a specific spreadsheet solution? Get in touch with our team.
Choose a professional spreadsheet template and start working smarter today.