Excel • Financial Management • FP&A • Automation
Smart Excel spreadsheets, financial management tools, FP&A solutions, automation templates and business productivity tools designed for professionals and growing businesses.
32 products across 10 solution categories — all available in the official X4Plan Etsy store.
Start from the problem you need to solve. Each category page explains the approach and lists the matching X4Plan products.
Excel templates for business financial management: financial control, bank import, cash flow and FP&A dashboards.
View templatesCash flow Excel templates for business and personal finance, with bank reconciliation, OFX import and dashboards.
View templatesBank reconciliation Excel spreadsheets with OFX and QFX import to match statements against your records.
View templatesTrack bills to pay and invoices to collect with AP and AR Excel templates, including dashboard views.
View templatesFP&A Excel templates and custom financial models for planning, analysis and dashboards.
View templatesPersonal finance Excel templates for budgeting, expense tracking and household cash flow, with bank import options.
View templatesProject management Excel templates for task tracking, timelines, project dashboards and progress reporting.
View templatesExcel automation tools that pull email data into spreadsheets and build dashboards, cutting manual data entry.
View templatesX4Plan financial planning software for cash flow, KPIs and FP&A dashboards — online solutions, not spreadsheet downloads.
View templatesCustom Excel spreadsheet development for business finance, pricing models and FP&A.
View templatesThe X4Plan products professionals reach for most often.
A straightforward Excel workbook for logging bills to pay and invoices to collect, with due dates and status tracking in one place.
Know exactly what you owe and what you are owed this week.
A complete financial control workbook that brings transactions, bank reconciliation and an FP&A dashboard into a single Excel file.
Run the whole finance routine from one workbook.
Cash flow tracking paired with bank reconciliation, usable for either a household or a company ledger.
Match the bank and read cash flow in the same file.
A compact financial control file combining reconciliation, cash flow and a dashboard summary of the period.
See control, cash and reporting on one screen.
An FP&A-oriented workbook for planning, analyzing and reporting financial performance across periods.
Bring planning and analysis into your finance routine.
A business cash flow template with bank reconciliation and a dashboard, built around OFX statement import.
Track cash in and out with the bank already matched.
A focused bank reconciliation workbook that compares your records against the bank statement and highlights what does not match.
Close the month with the bank fully reconciled.
A single workbook for personal income, expenses, categories and monthly results, without juggling several files.
Your whole financial life in one Excel file.
Household budgeting plus personal cash flow, with bank import so recurring bills and income arrive automatically.
Budget the household with real bank data.
Every X4Plan workbook is delivered through our official Etsy store, with listing details, previews and instant download.
Financial control, cash flow, bank reconciliation, payables and receivables, and FP&A in structured Excel workbooks.
A complete financial control workbook that brings transactions, bank reconciliation and an FP&A dashboard into a single Excel file.
Run the whole finance routine from one workbook.
A business cash flow template with bank reconciliation and a dashboard, built around OFX statement import.
Track cash in and out with the bank already matched.
A focused bank reconciliation workbook that compares your records against the bank statement and highlights what does not match.
Close the month with the bank fully reconciled.
A straightforward Excel workbook for logging bills to pay and invoices to collect, with due dates and status tracking in one place.
Know exactly what you owe and what you are owed this week.
An FP&A-oriented workbook for planning, analyzing and reporting financial performance across periods.
Bring planning and analysis into your finance routine.
A compact financial control file combining reconciliation, cash flow and a dashboard summary of the period.
See control, cash and reporting on one screen.
Budgeting, spending tracking and household cash flow with the same rigor applied to business finance.
A single workbook for personal income, expenses, categories and monthly results, without juggling several files.
Your whole financial life in one Excel file.
Household budgeting plus personal cash flow, with bank import so recurring bills and income arrive automatically.
Budget the household with real bank data.
A tracker built for quick daily entry, with summaries that show where the money actually went.
Fast entry, clear monthly picture.
Personal finance workbook that reads OFX/QFX files exported from your bank so transactions do not have to be typed.
Skip manual entry for personal accounts.
Projects, tasks, owners and progress reporting for teams that run delivery in Excel.
Projects and their tasks in one workbook, with owners, status and progress rolled up per project.
Track projects and tasks without new software.
A structured project workbook for scope, schedule and status reporting across multiple initiatives.
Report project status in a consistent format.
A project tracker where progress, dates and status indicators update from the task data you enter.
Less spreadsheet maintenance, more tracking.
Bring email data into Excel and analyze it, instead of copying information by hand.
Brings email data into Excel automatically so message information can be filtered, sorted and analyzed like any other dataset.
Stop copying email details into spreadsheets by hand.
A business-intelligence style dashboard in Excel built from Outlook email data, for volume and activity analysis.
Turn your inbox into measurable data.
Imports Outlook messages into an Excel workbook so the data can be organized and reused in your own reports.
Get Outlook data into Excel, ready to work with.
Online planning solutions for cash flow, KPIs and FP&A dashboards — software, not spreadsheets.
An online financial planning solution covering cash flow, KPIs and FP&A dashboards — software, not a spreadsheet download.
Plan and monitor finances in a dedicated platform.
X4Planner is X4Plan's financial planning solution for cash flow and financial planning work in an online environment.
A planning tool built for recurring financial cycles.
Made-to-order workbooks: FP&A models, pricing spreadsheets and bespoke Excel development.
A financial model built in Excel around your own structure, drivers and reporting needs.
A model that matches your business, not a generic one.
A pricing workbook developed for your cost structure, margins and product or service catalog.
Price with your real costs and margin rules.
Bespoke Excel development covering business finance, bookkeeping, dashboards, automation and financial management workflows.
Get the exact workbook your process requires.
Workbooks built to a professional standard, not quick templates assembled from scratch.
Financial control, reconciliation, payables and receivables organized the way finance teams work.
Bank statement import and email data automation that removes repetitive manual entry.
Reporting views that turn transaction records into decisions you can act on.
Planning and analysis structures, plus custom financial models built for your business.
Everything is delivered as a usable product through the official X4Plan Etsy store.
Every X4Plan product — templates, automation tools, planning software and custom development — is delivered through our official Etsy store.
