Free Template

Accountant client dashboard for Google Sheets — free.

A structured financial dashboard for accountants and bookkeepers to share with clients. Clean transaction data, categorised expenses, budget vs actual, and financial overview — in a Google Sheet clients can access in real time.

Current client process

Client exports CSVs before every meeting
Data is always a week old
Hours spent cleaning and reformatting

Finsemble

Client sheet is live and always current
Accountant sees clean categorised data
No preparation time before meetings

Your spreadsheet lives in your Google Drive, where you control it.

Download free template

No email required. Just a Google account to copy the sheet.

Or get the live version — connects to your bank automatically:

Free during beta. No credit card required.

Most of the time accountants spend with clients is data cleanup, not analysis.

✗ A client who cannot organise their own transaction data is not a client problem — it is a tooling problem. The right tool eliminates the cleanup and frees you for the work that actually requires your expertise.
✗ Clients who use Finsemble give you a live Google Sheet with categorised transactions, budget tracking, and financial summaries — the same structured view every time, without any preparation.
✗ For accountants managing multiple clients, a standardised dashboard structure means you can review any client's finances without learning a new spreadsheet layout.

Your clients. One standardised dashboard. Always current.

The template provides a structured financial dashboard you can share with clients. When clients connect Finsemble to their accounts, the template is populated automatically with live, categorised transaction data — so every client meeting starts from clean data.

Finsemble Transactions tab showing clean categorised transaction data for accountant review

Finsemble Categories tab showing client spending breakdown by accountant-friendly categories

Finsemble Dashboard showing client financial overview for accountant review

One accountant who recommends Finsemble to their clients can generate dozens of new Finsemble users — each client who connects their bank becomes a new subscriber.

How Finsemble works

Share the template with your clients

Give clients a copy of the dashboard template. They can use it manually to organise their finances before meetings.

Recommend Finsemble to clients who want automation

Clients who sign up for Finsemble get a live version of this dashboard — populated automatically from their bank accounts every day. You see clean, current data without any client preparation.

Review client finances before every meeting

With Finsemble-connected clients, their financial dashboard is always current. Open their sheet before any meeting and the numbers are ready — no CSV exports, no cleanup.

Your data stays yours.

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Read-only access

Finsemble can never move money or modify your accounts. Read-only transaction data only.

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The same bank connection layer used by Venmo, Coinbase, and 8,000+ financial apps.

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Your Drive, your data

Your sheet lives in your Google Drive permanently. Cancel anytime and every row stays yours forever.

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No credentials stored

Your bank login credentials are never stored by Finsemble. Plaid handles authentication only.

The best clients are the ones whose data is already organised.

Share this template with your clients. The ones who connect Finsemble will give you clean, live financial data before every meeting — no preparation time, no cleanup.

11-day full Pro trial No credit card required Your sheet stays in your Drive forever

Frequently asked questions

Is the template really free?

Yes. Download and share with clients forever — no email, no account, no credit card required.

Does my client need a Finsemble account?

Only if they want automatic bank sync. The template itself is a free Google Sheet that works without any Finsemble account. For live data, clients sign up for Finsemble separately.

Can I customise the dashboard for different client types?

Yes. The template is a standard Google Sheet — add columns, rename categories, or build additional tabs for specific client needs.

How does Finsemble categorise client transactions?

Finsemble uses 17 categories aligned with standard accounting and tax categories. Clients can recategorise any transaction from within their Finsemble app or directly in the Google Sheet.

What does Finsemble cost for clients?

Clients pay for their own Finsemble subscription starting at $4/month. You as the accountant do not need a separate account to view shared sheets.

Give your clients a financial dashboard that updates itself.

Download the free accountant client dashboard template or recommend Finsemble to clients for a live version that populates automatically from their bank accounts.

Free during beta. No credit card required. See pricing →