Free tools & templates for bookkeepers
Small, genuinely useful tools for anyone who processes invoices and keeps books. Free, no sign-up. The interactive ones run entirely in your browser.
Browser toolPDF & CSV to Excel converter
Turn a digital PDF or CSV into a clean Excel file — converted on your device, never uploaded.
Excel templateInvoice Tracker (Excel)
Track supplier invoices, due dates and payment status with built-in totals for outstanding, paid and overdue.
ChecklistAccounts payable process checklist
The steps to process a supplier invoice correctly — receive, verify, code, approve, pay, file — so nothing slips.
ChecklistMonth-end close checklist
A repeatable close routine: reconcile, post, review and report — the tasks bookkeepers run every month.
Want the data entry done for you?
These tools help you stay organised. When the volume gets real, DocAuto reads your invoices, receipts and bank statements, validates the numbers, and returns clean data — or pushes it straight into QuickBooks or Xero.
See DocAuto