Templates
A finance dashboard for your business, without spreadsheets
A finance dashboard shows on one screen what came in, what went out, what is due and what is left. With theo you start from the ready-made finance template — or describe what you track: income, expenses, categories, payables and receivables — and get the complete system, with database, login, charts and CSV export. Free to start, no credit card.
What the template includes
- Income and expenses by category, with dates and notes.
- Payables and receivables, with due dates and status.
- Monthly overview: balance, totals and a chart by category.
The screenshot above is the template running for real, with sample data.
Adjust it to your chart of accounts
Rename categories, add a cost center or a new report by asking in the chat. Small visual changes you make by clicking on the screen.
Who sees what
Finance data is sensitive. Each person signs in with their own account, and you decide who only views reports and who can post and edit entries.
Frequently asked questions
- Can it replace my finance spreadsheet?
- For a small business's day-to-day cash flow, yes. It is not accounting software and does not issue invoices.
- Can I export the data?
- Yes, any table can be exported to CSV.
- How much does it cost?
- theo starts free, with no credit card and no time limit.
Start from the finance template
Open it, see it working and create your own copy. Free, no credit card.
Free, no credit card · Database hosted in Brazil