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Business Finance Organizer

$197.00

As an OBM, you're going to see your client's finances. It comes with the territory. The Business Finance Organizer helps you keep this part of your client's business organized.  From managing subscriptions to ensuring invoices are paid on time, you'll be able to keep track of all it in one central database for your clients in Airtable. This template makes it easier to manage finance tracking (which makes it easier when working with your client's Accountant, CFO or Bookkeeper). 

  • 1 Airtable Template
  • 12 Fully Customizable Tables
  • 3 Airtable Automations (Available Instantly)
  • 2 Zapier Automations (One-click Install)
  • Setup Video Guide via Portal


Read the full digital product terms and conditions here.

TL,DR; 

  • This is a digital template, therefore no physical is sent. 
  • Designed for personal use only. Resell is prohibited.  
  • All sales are final. No refunds available. 

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Business Finance Organizer

$197.00
This template is a no-brainer if...

You manage invoicing, subscription tracking, or budgets for your clients.

You want an easy way to organize business expenses and ensure timely payments.

You need a clear, reliable system to oversee financial tasks without stepping into a CFO role.

Frequently Asked Questions

Do I need accounting knowledge to use this template?

Not at all! This template is made for OBMs who handle financial organization but aren’t accountants or CFOs.

How long does it take to set up?

With the video guide, you can have everything set up and running within an hour.

Does this work with the free Airtable plan?

Absolutely! This template is fully functional with Airtable’s free plan.