If you’re a controller, FP&A analyst, or accountant working in Excel — you know the value of a good template. At PivotXL, we’ve built a growing library of free Excel Templates for accounting and finance that solve real month-end close, reporting and planning challenges across industries, especially for construction, service-based businesses, and lean finance teams.
Here’s a curated list of our most popular downloads — all designed to help you bridge the gap between your month-end close process, trial balance, financial statements, budgets and forecasts. Each template is fully editable, Excel-native, and designed for hands-on learning or implementation.
Trial Balance to Financial Statements (P&L, Final Accounts & Balance Sheet)
Use Case: Convert a raw trial balance into a structured income statement, balance sheet, and cash flow statement.
What’s Included:
- Trial balance import tab
- Account mapping logic using Excel formulas
- Automated P&L, Balance Sheet, and Cash Flow
Ideal For: Accountants, controllers, and FP&A teams building their first reporting model.
➡️ Related Read: Mapping Trial Balance to Financial Statements in Excel – Learn how to turn a raw trial balance into a complete P&L, Balance Sheet, and Cash Flow using Excel.
Build Business Budget in Excel (By Department)
Use Case: Create a collaborative budget workbook organized by department, then roll it up into a master P&L.
What’s Included:
- Department-level budget templates
- Roll-up logic for consolidated view
- Account code mapping
Ideal For: SMBs, nonprofit finance teams, and internal FP&A processes.
➡ Related Read: Creating a Business Budget in Excel (With Free Template) – Learn how to structure departmental budgets, roll them into a master P&L, plus grab a free Excel template to get started.
➡ Related Read: Automating Budgeting Process in Excel – Step-by-Step Guide – Discover how to automate collaborative, department-by-department budgeting in Excel that rolls up into a consolidated P&L.
AOP Template (Annual Operating Plan in Word)
Use Case: Structure your annual budget by month, account, and department with version tracking.
What’s Included:
- Monthly input tabs
- Assumption-based modeling
- Snapshot/save version feature
Ideal For: FP&A teams doing annual planning in Excel.
Related Read
Rolling Forecast Template in Excel
Use Case: Build a forward-looking rolling forecast model using relative time logic.
What’s Included:
- 12-month rolling forecast logic
- Actual vs forecast comparison
- Dynamic time range formulas
Ideal For: Controllers managing active forecasts in Excel.
Related Read
➡ Related Read: Rolling Forecast in Excel – Free Template Guide – Build a dynamic rolling forecast model in Excel with hands-on examples and a free template to apply immediately.
➡ Related Read: Rolling Forecast Software in Excel – With Free Excel Download – Learn how to elevate your Excel-based rolling forecasts using relative time logic and automation for smarter, scalable financial modeling. (pivotxl.com)
Work-In-Progress Reporting Components Template
Use Case: Calculate earned revenue, under/over billing, and margin using percent-complete logic for construction jobs.
What’s Included:
- CTC input tab
- WIP schedule with ASC 606 logic
- Bonding-ready format
Ideal For: Construction controllers, Sage/Viewpoint users, or CFOs.
➡ Related Read: Understanding WIP Reports – Core Components Explained – Master the fundamentals of Work-in-Progress reports, including purpose, calculation methods, and how to interpret key metrics clearly.
➡ Related Read: WIP Reporting Software in Excel – Live Templates & Guide – Learn to automate construction Work-in-Progress (WIP) schedules and earned revenue reports in Excel, complete with live templates and best practices for accuracy and compliance.
➡ Related Read: Work-in-Progress Reporting for Construction – Complete Guide – Dive into the full WIP reporting process—learn how to calculate earned revenue, manage over/under billing, and forecast margins using practical Excel examples and templates.
Month-End Close Checklist – Construction Edition
Use Case: A more detailed version of the close checklist tailored to job-based workflows in construction.
What’s Included:
- Job cost validation steps
- WIP-specific tasks
- ASC 606 compliance points
Ideal For: Construction accountants and project-based finance teams.
➡ Related Read: Month-End Close Checklist for Construction – Download a detailed, job-focused checklist designed to streamline your month-end closing process and ensure accuracy and compliance.
➡ Related Read: Best Month-End Close Checklist Software for Accounting – Explore top software tools to streamline your month-end close workflow, including checklist automation and task tracking.
Month-End Close Checklist (General)
Use Case: Streamline your accounting close process with a structured checklist across all key functions.
What’s Included:
- Task list by function (job costing, WIP, GL, billing)
- Owner + status columns
- Ready-to-use tracker
Ideal For: Controllers, finance managers, and audit-prep teams.
➡ Related Read: Financial Close Software – Tools & Best Practices – Explore key software solutions that automate and streamline your financial close process—from checklists to approval workflows.
Pivot Table Practice Examples
Use Case: Learn and practice Excel pivot tables using real-world finance scenarios.
What’s Included:
- 15 questions with sample data
- Solutions for the first 2
- Problems cover grouping, filtering, and calculated fields
Ideal For: Analysts looking to sharpen Excel skills.
➡ Related Read: Pivot Table Practice Examples – Excel Training Templates – Sharpen your Excel skills with real-world practice datasets and pivot table exercises designed for financial analysts and accountants.
➡ Related Read: Why Data Cubes Matter in 2025 – Discover how data cubes form the backbone of modern financial reporting and analysis, enabling multi-dimensional insights, automated roll-ups, real-time forecasting, and drill-down capabilities that save time and improve accuracy.
Pivot Table for Financial Statements
Use Case: Build dynamic P&L and balance sheet views from raw data using pivot tables.
What’s Included:
- Raw transactional data
- Pivot-ready chart of accounts
- Dynamic P&L model
Ideal For: Analysts and controllers building reports from QuickBooks/Xero exports.
➡ Related Read: Pivot Table Financial Statements – Excel Templates & Guide – Learn how to transform raw financial data into dynamic, drillable P&L and Balance Sheet reports using pivot tables and smart Excel mapping.
➡ Related Read: Why Data Cubes Matter in 2025 – Discover how data cubes form the backbone of modern financial reporting and analysis, enabling multi-dimensional insights, automated roll-ups, real-time forecasting, and drill-down capabilities that save time and improve accuracy.
Why We Created These Templates
Every template reflects common workflows that PivotXL automates — from importing trial balances and building WIP reports, to rolling forecasts and budgeting.
If you’re using Excel for financial reporting, but finding it increasingly manual or error-prone, PivotXL gives you:
- A central, live data cube for reporting
- Excel-connected templates with guardrails
- Multi-user collaboration and approval workflows
- Live integration with QuickBooks, Xero, Sage, and more
