Sheetify CRM
10-in-1 Google Sheets Bookkeeping Template for Small Business
10-in-1 Google Sheets Bookkeeping Template for Small Business
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Everything You Need to Manage Your Business Finances, Inside Google Sheets
Sheetify Bookkeeping builds on that familiarity of Google Sheets to give you a fully featured bookkeeping system, income and expense tracking, a built-in invoice and quote generator, automatic tax calculations, 7 visual financial dashboards, task management, and automated reporting, all inside a single spreadsheet.
Most small businesses are either cobbling together basic spreadsheets that fall short or paying monthly fees for accounting software that does far more than they need. QuickBooks starts at $30 per month, Xero at $15, and FreshBooks at $19. That is $180 to $360 every year, just to track your finances. Sheetify Bookkeeping sits in the middle, a 10-in-1 Google Sheets bookkeeping template that gives you everything a small business actually needs, without the ongoing cost or complexity of software designed for businesses ten times your size.
Sheetify Bookkeeping is a one-time payment of $57 with lifetime access and lifetime updates included. No subscriptions, no per-user costs, no renewal reminders. Just a proper bookkeeping system built inside a tool you already use every day, set up in minutes and built to grow with your business.
Also managing customers and leads? Our Google Sheets CRM template gives you the same one-time pricing and works inside the same Google ecosystem.
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🛠️ Sheetify Bookkeeping Features and Tools 🛠️
Take control of your business finances with everything included in a single one-time purchase. Here is what you get:
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Dashboards (Reporting)
- ✅ Monthly Dashboard: Analyze your income, expenses, and net profit for any given month at a glance, with all figures updated automatically as you add new transactions.
- ✅ Annual Dashboard: Review your full-year financial performance in one place, so you always know exactly where your business stands at year's end.
- ✅ 5-Year Dashboard: Track your business growth and financial trends across five years, giving you the long-term visibility to plan and make better decisions.
- ✅ Custom Dashboard: Measure your financial performance across any custom date range, so your reporting works around your business rather than a fixed calendar.
- ✅ Comparison Dashboard: Compare your business performance between two time periods to identify growth, spot patterns, and understand what is driving change.
- ✅ Sales Tax Dashboard: Monitor your business tax obligations and fees in one dedicated view, so there are no surprises at the end of the financial year.
- ✅ Balance Sheet: Get a clear snapshot of your business assets, liabilities, and equity at any point in time.
- ✅ Profit and Loss Statement: See exactly how much your business earned and spent over any period, formatted as a professional P&L ready to share with your accountant.
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Tools
- ✅ Manage Income: Log and categorize every income transaction in one place, with automatic totals and tax calculations updated in real time.
- ✅ Manage Expenses: Record and track every business expense with full categorization, so you always know where your money is going.
- ✅ Quote Generator: Create and send professional quotes to clients in a few clicks, directly from inside your Google Sheets bookkeeping template.
- ✅ Invoice Generator: Generate professional PDF invoices via Google Docs and send them directly to clients by email, without leaving your spreadsheet.
- ✅ Manage Tasks: Stay on top of bookkeeping tasks and bill payments inside Sheetify or via the Google Tasks app on desktop and mobile.
- ✅ Add New Records: Add new income or expense entries instantly at the top of the sheet, without scrolling through hundreds of rows to find the last entry.
- ✅ Scroll Down: Jump straight to your most recent entry with one click, keeping your workflow fast and uninterrupted.
- ✅ Automated Reporting: Schedule and send financial reports directly to your inbox or your team on a recurring basis, using the built-in Reportify feature.
A Closer Look at What's Inside
Google Tasks App Integration!
Sheetify Bookkeeping integrates directly with the Google Tasks app, meaning you can manage your bookkeeping tasks and recurring financial reminders inside Sheetify Bookkeeping and in the Google Tasks mobile or desktop app. Never miss a bill payment, tax deadline, or follow-up again.
Built-In Invoice and Quote Generator
Sheetify Bookkeeping connects with Google Docs and Google Forms to give you a professional invoicing system built directly into your bookkeeping template. Generate and send quotes or invoices to clients in just a few clicks, with each document saved automatically as a PDF and delivered straight to your customer's inbox. No separate invoicing tool needed.
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One Payment. Lifetime access. No Subscriptions, Ever.
Most accounting software treats your finances as a reason to charge you more every month. Sheetify Bookkeeping works differently. You pay once and own it outright, with every feature unlocked and every future update included from day one. No recurring fees, no price increases, no costs that compound as your business grows. The same one-time pricing applies across the full Sheetify suite. If you also need to manage projects and team tasks, our Google Sheets project management template handles Gantt charts, Kanban boards, and team collaboration without a monthly bill.
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🟢 Feature Packed Google Sheets Bookkeeping
Our most affordable functional bookkeeping template for small and micro businesses. Access all reporting, dashboards, and accounting tools in one place. Built for free and paid Google users.
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🟢 No Subscriptions or Fees
Most bookkeeping and accounting platforms lock you into expensive monthly subscription plans. Sheetify Bookkeeping is a one-time payment that gives you access to all features with lifetime updates.
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🟢 Lifetime Access
You get access to lifetimeSheetify Bookkeeping updates. Migrating your data from your existing template to a more recent version is straightforward and takes just a few minutes.
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🟢 Easy-to-use
Built on Google Sheets, a tool that many small business owners already know and use every day. Sheetify Bookkeeping is straightforward for anyone to use, even if you have never used Google Sheets before. Watch our tutorial to get up and running in minutes.
Sheetify Bookkeeping is designed to be set up fast. There is no accounting software to install, no data migration, and no complicated onboarding process. Just three simple steps, and you are ready to start managing your business finances.
Up and Running in Under 10 Minutes
Step 1: Copy the Template
Purchase and then copy the Google Sheets bookkeeping template directly to your own Google Drive to make it yours.
Inside the template click File > Create a copy > Choose a folder in your Drive > Copy > Authorize.
Step 2: Authorize Sheetify Bookkeeping
Click on 'Sheetify' then 'Set UpSheetify' and 'Set authorization', a simple 3-click process that connectsSheetifyBookkeeping to your Google account.
Step 3: Personalize Your Account
Click on the 'Setup' sheet and add your business details, configure yourincomeand expense categories, and you are ready to go.
See Sheetify Bookkeeping in Full
Not sure how it all fits together? Our full tutorial walks you through every feature, from setting up your income and expense sheets and generating your first invoice to reading your financial dashboards and automating your reports. Everything you need to get up and running, in one video.
Whether you are completely new to bookkeeping software or just want to see how Sheetify works before you buy, this is the best place to start. No accounting knowledge required. If you can use a spreadsheet, you can manage your finances with Sheetify Bookkeeping.
Take the Stress Out of Small Business Bookkeeping For Good
Share information about your brand with your customers. Describe a product, make announcements, or welcome customers to your store.
The Verdict: For small business owners, freelancers, and solopreneurs who dread monthly subscriptions and complex accounting software, Sheetify Bookkeeping is a game-changer. It transforms a familiar tool (Google Sheets) into a powerful, automated financial command center for a single one-time price.
If you are tired of paying $30–$80/month for QuickBooks or Xero just to do basic tracking, this is likely the perfect replacement.
Why It’s Great: The Highlights
1. No Monthly Subscriptions (Huge Win)
The Benefit: Unlike almost every other accounting software, you pay once (around $47–$67) and own it forever.
Great For: Keeping overhead low. You get lifetime updates without bleeding cash every month.
2. Seamless Google Integration
The Benefit: It lives in your Google Drive. It uses Google Forms to input data easily and Google Docs to generate beautiful PDF invoices automatically.
Great For: Anyone already in the Google ecosystem. It feels native and intuitive, not like learning a whole new OS.
3. "10-in-1" Feature Set It’s not just a spreadsheet; it’s a programmed application. The "10-in-1" typically covers:
Income & Expense Tracking: Automated calculations for net income.
Invoice Generator: Create professional invoices in one click.
Tax Calculator: Estimates sales tax/VAT automatically.
Visual Dashboards: 7 different views (Monthly, Annual, 5-Year Forecast, etc.) that look like high-end software analytics.
Task Manager: Syncs with Google Tasks to remind you of bill payments or follow-ups.
4. Automation for Non-Accountants
The Benefit: It uses scripts to automate the boring stuff. One-click "Add New Record" buttons save you from endless scrolling.
Great For: People who hate spreadsheets. You don't need to know formulas; you just click buttons and fill in boxes.
Who Is It For?
Perfect For: Freelancers, micro-agencies, coaches, consultants, and side-hustlers.
Not For: Large e-commerce operations with thousands of SKUs or businesses with complex payroll needs for 50+ employees.
Summary Score
Value: 10/10 (One-time fee is unbeatable)
Ease of Use: 9/10 (If you know Google Sheets, you know this)
Features: 8/10 (Robust for small biz, but lacks enterprise features)
Bottom Line: It is likely the best "bang for your buck" financial tool on the market right now for anyone making under $1M/year who wants to own their data.
Wow! Thank you for leaving such a comprehensive review. We appreciate this a bunch! Amazing breakdown. Your review will help many buyers identify if Sheetify Bookkeeping is for them. Thank you - Stewart Gauld
The first year in business I felt like I was struggling financially but without the data to back it up I didn't realize how bad until tax season this bookkeeping really keep me on track throughout the year so I know where I stand
Thanks again Alex for reviewing two of our toolkits. Cheers!
So far it's been a great addition to our small business. Tutorials are easy to understand and cover most topics.
Thank you for the review.
Our small (64 units) self managed Condominium are using the Google Workspace suite to manage our communications with unit owners, realtors, and vendors. We have been using Google Sheets to maintain our directory and maintenance. We manage finance using Quickbooks Online and find it difficult to share meaningful information with our community. We'll be using Sheetify Bookkeeping to run a dual system for a while. Transferring 2026 data has gone swimmingly. I particularly like the dashboard views. I'm impressed with the thoroughness of the product and appreciate the customization options (which I haven't used yet) My 4 star ranking could well become 5 after a few more months using the product. Lastly and importantly you get real value for your money. I like it.
We appreciate the detailed review! Thank you, let me know if you get stuck on anything. Thanks!
If you are a small business this is an excellent way to keep track of all your business fianaces.
Thank you for the review!
Learn About Our Built-in Invoice & Quote Generator
Frequently Asked Questions
How much does Sheetify Bookkeeping cost?
Currently only $57USD! This gives you lifetime updates to new versions with even more features.
We have three separate products:
- Sheetify CRM ($67)
- Sheetify Bookkeeping ($57)
- Sheetify Projects ($57)
Can Sheetify Bookkeeping be connected to Sheetify CRM?
Yes you can connect Sheetify CRM, Projects and Bookkeeping together!
We have a free Google Workspace add-on called Sheetify Flow. This allows you to connect all three of our templates together for automating the flow of data.
Learn more here:
https://youtu.be/xH-VrPlWl9g
Is it just a Google Sheets template?
It's more than just a Google Sheets template...
We have built an integrated Bookkeeping platform using Google Sheets that seamlessly integrates with your favorite Google Apps.
What type of business is Sheetify CRM suitable for?
Sheetify Bookkeeping is suitable for...
✅ Consultancies
✅ Tradesmen
✅ Small Agencies
✅ Sole Proprietor (Individuals)
✅ Home-based Businesses
✅ Marketers
✅ Service-based Businesses
✅ Ecommerce Businesses
✅ Real Estate Agents
✅ Contractors
✅ And many more!
This Google Sheets Bookkeeping template is built for Google users (free and paid).
What Google Apps does it work with?
Google App Integrations:
✅ Gmail Integration (Send reports)
✅ Google Forms (for generating invoices)
✅ Google Tasks (for Bookkeeping tasks)
✅ Google Docs (for Invoice templates)
Which languages is Sheetify CRM available in?
Sheetify Bookkeeping is built with Google Sheets meaning that you have access to all the languages that Google Sheets offer!
However, at the moment Sheetify Bookkeeping is only in English.
Read more about all the Google Sheets languages below.
- Learn more here.