Every X4Plan solution — 32 listings across 10 categories — is available in our official Etsy store. Browse the categories below, then open the listing that matches what you need.
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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.
Projects and their tasks in one workbook, with owners, status and progress rolled up per project.
Track projects and tasks without new software.
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.
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.
A financial model built in Excel around your own structure, drivers and reporting needs.
A model that matches your business, not a generic one.
Bespoke Excel development covering business finance, bookkeeping, dashboards, automation and financial management workflows.
Get the exact workbook your process requires.
