# Free Finance and Accounting Templates Source: https://nerix.ai/templates/finance-accounting An expense policy, an expense report and a credit note. Fill in the amounts and the rules, then download a document an accountant can read at a glance. Search templates / - Popular - A to Z - Newest Filter templates Type Price Trade ## 22 templates - [Profit and loss statement Business: Business name Period: Period covered Compared with: Last period, for comparison (optional) Basis: How the figures are counted (optional) Prepared by: Prepared by Date: 7 November 2026 1. Sales and other income Sales and other income 2. Cost of sales Cost of sales New Profit and loss statement Show sales, costs and profit for a period, with gross, operating and net profit worked out for you. Finance and accounting](https://nerix.ai/templates/profit-and-loss-statement) - [Balance sheet Business: Business name As at: Balance sheet date Prepared by: Prepared by 1. Assets Current assets Current assets Long-term assets Long-term assets 2. Liabilities Current liabilities New Balance sheet Show what a business owns and owes on one date, with totals and a check that both sides match. Finance and accounting](https://nerix.ai/templates/balance-sheet) - [Your logo Credit note Your business name Your address Tax number: Your tax or VAT number (optional) Credit note number: Credit note number Date: Credit note date To: Customer name Customer address What this credit is for This credit note corrects invoice Invoice being credited dated Date of that invoice , be… Credit note Cancel or reduce an invoice you issued, for a return, an error or a discount. Finance and accounting](https://nerix.ai/templates/credit-note) - [Account reconciliation sign-off Organisation: Organisation Account: Account reconciled Reconciled as at: Reconciled as at Currency: Currency 1. Balances Balance in our books: Balance in our books Balance on the source ( Source document ): Balance on the bank statement or other source 2. Reconciling items These are the items that explain why the two balances differ. Reconciling items Account reconciliation sign-off Show that a ledger balance matches the bank or statement, with the differences explained and signed off. Finance and accounting](https://nerix.ai/templates/account-reconciliation-sign-off) - [Memo: bad debt write-off Company: Company Date: Date From: From To: To (approver) Request I ask for approval to write off the debt below as uncollectable. Customer: Customer Invoices Invoices written off Total to write off: Total amount to write off Bad debt write-off memo Record and approve writing off a debt that cannot be collected, with the steps already tried. Finance and accounting](https://nerix.ai/templates/bad-debt-write-off-memo) - [Budget for Company, team or project Period: Budget period Currency: Currency Prepared by: Prepared by To be approved by: To be approved by 1. Purpose Purpose 2. Assumptions Assumptions 3. Income Income Budget Plan income and costs for a period in tables that add up by themselves, with risks and approval. Finance and accounting](https://nerix.ai/templates/budget) - [Budget variance report Organisation: Company or department Period: Period Currency and unit: Currency and unit Prepared by: Prepared by Date: Date Summary Summary Income Income: budget, actual, variance Costs Budget variance report Compare budget with actual results, explain the gaps and say what you will do about them. Finance and accounting](https://nerix.ai/templates/budget-variance-report) - [Capital expenditure request Organisation: Organisation Item: What you want to buy Requested by: Requested by , Department Date: Request date 1. Why it is needed Why it is needed 2. Options considered Options considered 3. Cost Total: Total cost Currency Capital expenditure request Ask for approval to spend on a major asset: need, options, cost, payback and risks. Finance and accounting](https://nerix.ai/templates/capital-expenditure-request) - [Cash flow forecast Show how much cash comes in and goes out each month, what is left, and what you will do if it runs short. Finance and accounting](https://nerix.ai/templates/cash-flow-forecast) - [Credit application form Let a business customer ask for trade credit, with company details, references and a signed authorisation to check them. Finance and accounting](https://nerix.ai/templates/credit-application-form) - [Debit note Charge an extra amount on an earlier invoice, such as a price rise, extra work or an undercharge. Finance and accounting](https://nerix.ai/templates/debit-note) - [Donation receipt Thank a donor and record the gift: who gave, how much, when, how and for what purpose. Finance and accounting](https://nerix.ai/templates/donation-receipt) - [Expense accrual schedule List the costs you owe at period end but have not been billed for, with basis, approval and reversal date. Finance and accounting](https://nerix.ai/templates/expense-accrual-schedule) - [Expense claim approval memo Record a manager's decision on an expense claim: what was checked, what is approved and how it is paid. Finance and accounting](https://nerix.ai/templates/expense-claim-approval-memo) - [Expense policy Tell staff what business costs they can claim, the limits, and how to claim and get repaid. Finance and accounting Premium, €4.99](https://nerix.ai/templates/expense-policy) - [Expense report List the business costs you paid yourself, with dates and amounts, and ask to be repaid. Finance and accounting](https://nerix.ai/templates/expense-report) - [Invoice dispute reply Answer a disputed invoice calmly, with the facts, any correction and a clear next step. Finance and accounting Email](https://nerix.ai/templates/invoice-dispute-reply) - [Payment plan agreement Agree to pay what is owed in instalments, with dates, what happens if one is missed and how it ends. Finance and accounting](https://nerix.ai/templates/payment-plan-agreement) - [Petty cash log Track the small cash float: each payment, receipt, top-up and the count that proves it balances. Finance and accounting](https://nerix.ai/templates/petty-cash-log) - [Procurement policy Set the rules for buying: who may approve what, how many quotes, supplier checks and records. Finance and accounting Premium, €4.99](https://nerix.ai/templates/procurement-policy) - [Sales commission statement Show a salesperson how their commission was worked out: sales, rate, adjustments and amount due. Finance and accounting](https://nerix.ai/templates/sales-commission-statement) - [Year-end closing checklist Close the financial year step by step, with an owner and a due date for each task. Finance and accounting](https://nerix.ai/templates/year-end-closing-checklist) No template matches Try fewer or other words, or start from one of these. [Ask nerix to draft it](https://nerix.ai/try?write=1) Templates ## Finance and accounting templates Finance documents have to be exact: who, how much, for what and under which rule. These templates ask for those facts, keep money and dates as fields, and add no country's tax rules, so you add the ones that apply to you. Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Finance and accounting ## Questions people ask ### Are these finance templates free? Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price. ### Do these templates include tax rules? No. Tax and invoicing rules differ by country. Each template has fields for amounts and references, and you add the tax details your local rules require. ### Can I use them with my accounting software? Yes. They are plain documents. Download the Word version, or copy the figures into your software. Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. [Draft it with nerix](https://nerix.ai/try?write=1)[All templates](https://nerix.ai/templates)