Free Template

Agency and consulting P&L tracker for Google Sheets — free.

A P&L tracker built for agencies and consulting firms in Google Sheets. Revenue by client, team and contractor costs, project profitability, and overall margin — all in one sheet. Download free or connect your accounts for automatic tracking.

Free template (manual)

Enter revenue and costs manually
Profitability calculations done by hand
P&L prepared at end of quarter

Finsemble

All transactions categorised automatically
Profit margin updated every day
Share live P&L with investors or partners

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.

Agency profitability is harder to track than it looks.

✗ Revenue is predictable — retainers and project fees are known. Costs are not. Contractor hours, tool subscriptions, and ad spend accumulate throughout the month and are only totalled after the fact.
✗ Most agency owners know their revenue. They are fuzzier on their actual margin after payroll, contractors, software, and operations.
✗ A P&L prepared monthly from bank statements is always a month behind. Business decisions — hiring, pricing, new client work — are made on last month's margin.

Revenue, costs, and margin. Always current.

The template tracks client revenue, team costs, contractor spend, software subscriptions, and overall profit margin. Connect your business accounts and every transaction is categorised automatically — so your P&L is current every day, not every quarter.

Finsemble Transactions tab showing agency revenue and cost transactions categorised automatically

Finsemble Categories tab showing agency P&L by expense category

Finsemble Dashboard showing agency financial overview with revenue, costs, and margin

If your accountant charges $150/hour and spends 2 hours reviewing your finances before each board meeting, that is $300 per meeting. A clean, always-current P&L in a Google Sheet changes that to 0 hours.

How Finsemble works

Download the free template

Get the agency P&L tracker in your Google Drive. Enter client revenue and operating costs manually — retainers, project fees, contractor payments, subscriptions.

Connect your business accounts (optional)

Link your business checking and credit accounts via Plaid. Every revenue deposit and operating expense is categorised automatically.

Share with partners, investors, or your accountant

Your P&L is a Google Sheet — share it directly from Drive. No export, no preparation. Always current.

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.

Know your margin before you take on new work.

Download the free template and start tracking. Connect your accounts when you want your P&L to update itself from real transactions every day.

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 use it manually forever — no email, no account, no credit card required.

Can I track revenue by client?

Yes. The template has a client revenue section where you track income per client with monthly breakdown and YTD totals.

Does it track contractor payments?

Yes. The template separates full-time team costs from contractor and freelancer payments so you can see your total labour cost clearly.

Can I share this with my business partner or investors?

Yes. Share the Google Sheet directly from Google Drive. Your partners or investors see a live, always-current P&L without a Finsemble account.

What does the live version cost?

Plans start at $4/month. All paid plans include an 11-day full Pro trial — no credit card required.

Know your margin — not just your revenue.

Download the free agency P&L tracker or connect your business accounts for automatic categorisation that keeps your P&L current every day.

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