For small business owners, accountants, and finance teams, regularly managing and reporting on cash flow, budgets, or financial reports can seem daunting.
That’s why we’ve rounded up the top monday.com accounting templates to make your life a little easier.
From tracking expenses to managing balance sheets, these templates are built to help you spot issues early, track progress, and keep your accounting workflows running smoothly, without the tab overload.
We’ll also introduce you to a solid alternative to a Monday.com accounting template: ClickUp’s roster of accounting templates!
Top monday.com Templates for Accounting
- What Makes a Good monday.com Accounting Template?
- 10 monday.com Accounting Templates
- 1. Expense Tracking Template
- 2. Invoice Template
- 3. Account Management Template
- 4. Finance Requests Template
- 5. Supporting Sales Material Template
- 6. Budget Tracker Template
- 7. Bill Tracker Template
- 8. Financial Statement Template
- 9. Project Cost Management TemplateÂ
- 10. Account management by Compass Template
- monday.com Limitations
- Alternative monday.com Accounting Templates
- 1. The ClickUp Accounts Payable Template
- 2. The ClickUp Accounting Journal Template
- 3. The ClickUp Accounting Template
- 4. The ClickUp Invoice Template
- 5. The ClickUp Invoice Tracking Template
- 6. The ClickUp Request for Quote Template
- 7. The ClickUp Summary of Financial Accounts Template
- 8. The ClickUp Finance Management Template
- 9. The ClickUp Monthly Expense Report Template
- 10. The ClickUp Business Expense and Report Template
- 11. The ClickUp Bookkeeping Firm Template
- 12. The ClickUp Payment Form Template
- Your Accounting Workflow Deserves More Than Just Templates
Summarize this article for me pleaseWhat Makes a Good monday.com Accounting Template?
If you’ve ever built timelines your team ignored or to-do boards they abandoned, it’s time to adopt better features. Here’s what you should look for in a good monday.com accounting template:
- Simplify inputs with pre-mapped fields for dates, amounts, payees, invoice links, and more
- Automate reminders for payment due dates, payroll cycles, and reconciliation tasks to avoid end-of-day catch-up panic
- Sync updates across budgeting, invoicing, and approvals using linked boards and mirror columns
- Enable fast edits from mobile or desktop, so team members don’t resort to sticky notes or separate personal trackers
Summarize this article for me please10 monday.com Accounting Templates
These monday.com accounting templates give accounting firms and small teams the clarity they need to make crucial decisions faster. Let’s explore them together!
1. Expense Tracking Template
When team members add a new expense, they can quickly tag it with preset categories like travel, office supplies, or equipment in the monday.com Expense Tracking Template. The template automatically calculates totals and streamlines calculations.
With this template, you can:
- Record daily expenses instantly with customizable categories
- Monitor budget versus actual spending in real-time through built-in calculations
- Generate detailed expense reports by date, category, or project for stakeholder meetings
🔑 Ideal for: Small business owners and finance teams who want a reliable way to monitor and manage expenses.
2. Invoice Template
Are you manually entering the same clients’ details repeatedly? The monday.com Invoice Template includes a drag-and-drop layout, automated fields, and syncing options to make this process easier.
With this template, you can:
- Auto-populate invoice fields with client and project data using integrations or connected boards
- Track invoice status from sent to paid with color-coded status indicators and due date alerts
- Sync invoice updates to dashboards to review billing trends and flag late payments proactively
🔑 Ideal for: Freelancers and small businesses needing fast, professional invoicing without repetitive entry.
3. Account Management Template
If you’re wrapping up the quarter while juggling client relationships, pending contracts, and legal approvals, the monday.com Account Management Template might be worth a look.
It brings sales and finance teams into one organized workspace so that you can stay on top of your pipeline, track contract progress, and manage communication—all without endless email threads or spreadsheet chaos.
This template will help you:
- Visualize pipeline stages with status filters showing contract milestones, client types, and deal value
- Use timeline or calendar views to manage deadlines on client onboarding, renewal, and compliance workflows
- Customize boards with fields like contract size, legal status, and account manager for complete visibility
🔑 Ideal for: Revenue and operations teams juggling accounts, contracts, and internal collaboration.
📮 ClickUp Insight: Context-switching is silently eating away at your team’s productivity. Our research shows that 42% of disruptions at work come from juggling platforms, managing emails, and jumping between meetings. What if you could eliminate these costly interruptions?
ClickUp unites your workflows (and chat) under a single, streamlined platform.  Launch and manage your tasks from across chat, docs, whiteboards, and more—while AI-powered features keep the context connected, searchable, and manageable!
4. Finance Requests Template
Imagine your finance inbox is overflowing—one employee is asking for a laptop upgrade, another is submitting a client reimbursement, and someone else needs budget approval.
The monday.com Finance Requests Template helps you manage everything in one centralized system. From purchase approvals to expense reimbursements, you can tailor the process for both requestors and reviewers, keep things moving smoothly, and ensure everything stays compliant and audit-ready without the inbox chaos.
Use this template and:
- Collect requests through customizable forms that feed into a central board with pre-filled request info
- Track approvals, rejections, or pending items with status and formula columns for cost calculations
- Automate reminders and status changes to keep reviews and budget updates on schedule
🔑 Ideal for: Finance and ops teams handling high volumes of internal budget and purchase requests.
💡 Bonus: If you want to:
- Instantly search ClickUp, Google Drive, GitHub, OneDrive, SharePoint, and ALL your connected apps + the web for your financial statements or policies
- Use Talk to Text to ask, dictate, and command your work by voice—hands-free, anywhere
- Replaces dozens of disconnected AI tools like ChatGPT, Claude, and Gemini with a single, contextual, enterprise-ready solution for financial insights on your competitors
Try ClickUp Brain MAX—the AI Super App that truly understands you, because it knows your work. Ditch the AI tool sprawl, use your voice to get work done, create policy documents, assign tasks to team members, and more.
5. Supporting Sales Material Template
The monday.com Supporting Sales Material Template brings all your sales enablement content—brochures, case studies, email templates, decks, white papers—into one organized, collaborative space.
It helps your sales and marketing teams stay aligned, deliver the right assets faster, and keep deals moving without last-minute scrambling or outdated files.
Use this template to:
- Store all sales assets (case studies, brochures, decks) in one board with filters by asset type or team
- Track creation workflows with task ownership, status fields, and review deadlines
- Notify reps instantly when new materials are ready with automations tied to status updates
🔑 Ideal for: Sales enablement and marketing teams managing collateral production and distribution.
🧠Fun fact: The term “Accountant” has Latin roots. It comes from the Old French “compter,” derived from the Latin “computare,” meaning “to calculate.”
6. Budget Tracker Template
The monday.com Budget Tracker Template helps you break down costs by category, upload receipts or supporting docs, and automate approvals or alerts when limits are hit. It gives you a real-time view of where your money’s going—so you can make informed decisions without guesswork.
Customize this template to:
- Break down spending by team or initiative using grouped items and nested categories
- Track projected vs. actual spend in real-time with formula columns and visual summaries
- Attach receipts, proposals, or policy docs directly to budget items for a contextual cost breakdown
🔑 Ideal for: Department leads and project managers managing dynamic, multi-category budgets.
7. Bill Tracker Template
Need to keep track of who paid for what, when, and how? The monday.com Bill Tracker Template gives you a clear, reliable way to document sales, monitor payments, and stay organized—especially when managing multiple transactions across clients or departments.
With this template, you can:
- Log every transaction using custom columns like client name, amount, payment method, and status
- Monitor overdue payments by sorting on due date or filtering by unpaid status
- Upload sale receipts, signed agreements, or related files to maintain organized records
🔑 Ideal for: Freelancers and small teams trying to bill clients while handling sales and services.
📖 Also read: Free Purchase Order Templates in Excel, Word, & ClickUp
8. Financial Statement Template
Getting ready for a quarterly review or investor pitch—and juggling income statements, cash flow summaries, and balance sheets across different tools?
The monday.com Financial Statement Template brings all your key financial data into one centralized dashboard. It keeps your accounting team, leadership, and stakeholders aligned and provides a clear view of your company’s financial health without the headaches of version control.
This template lets you:
- Build structured financial statements using customizable boards with fields for capital, liabilities, and cash flow
- Track recurring reporting deadlines and audit timelines with automations and reminders
- Visualize trends in revenue, expenses, and debt with dashboards or chart widgets
🔑 Ideal for: Finance leaders who need to centralize reporting and investor-ready financials.
9. Project Cost Management Template
If you’ve ever struggled to track project expenses, stay within budget, or manage cost changes on the fly, the monday.com Project Cost Management Template can help. It offers a centralized, customizable workspace to plan budgets, monitor actual spend, and make real-time adjustments with ease.
With built-in automations, visual dashboards, and collaborative tools, this template helps you stay aligned with stakeholders and keep every financial detail under control—no spreadsheets required.
This template lets you:
- Track budgets and actual costs in real time to avoid overruns and keep projects financially on track
- Centralize all cost-related data — from resource estimates to vendor expenses—in one customizable workspace
- Make data-driven decisions fast with built-in dashboards, status updates, and visual budget breakdowns
🔑 Ideal for: Finance leads and project owners presenting budgets for approval or managing proposal workflows.
10. Account management by Compass Template
If you’ve ever juggled high-value accounts, struggled to standardize follow-ups, or lost visibility into client health, the monday.com Account Management by Compass template is here to help.
It provides a centralized space to log interactions, monitor account performance, and streamline onboarding—keeping your strategic relationships organized and proactive.
With this template, you can:
- Capture meetings, feedback, KPIs, renewals, and risk indicators all in one place
- Assign follow‑ups and tasks to specific owners, reducing manual coordination
- Segment clients by size, revenue, or health score to prioritize efforts
🔑 Ideal for: Bookkeepers and businesses managing receivables and payables at scale.
Summarize this article for me pleasemonday.com Limitations
While monday.com offers flexible templates and visual workflows, it can fall short for complex accounting or finance needs.
Here’s why you should consider monday alternatives:
- Lacks core accounting features like double-entry bookkeeping, general ledger management, and automated bank reconciliations
- Offers limited native integrations with key tools like QuickBooks or Xero
- Doesn’t include a built-in client portal for secure document sharing or communication
- Requires significant customization and training to fit most accounting team workflows
Summarize this article for me pleaseAlternative monday.com Accounting Templates
ClickUp, the everything app for work, combines project management, knowledge management, and chat—all powered by AI that helps you work faster and smarter.
Unlike monday.com, where tasks, docs, and communication often live in separate silos, ClickUp offers a unified space to manage accounting processes from start to finish.
In a ClickUp vs monday.com comparison, what truly sets ClickUp apart is how much you can customize—no rigid templates or limited views. And with built-in AI for improved accounting, your team can streamline financial workflows without sacrificing accuracy, collaboration, or control.
We’ve got you covered with plug-and-play accounting templates:
1. The ClickUp Accounts Payable Template
Say you manage multiple vendor invoices while handling team requests and the tax season. And bam! One payment’s information gets caught up in another. Chaotic, right?
The ClickUp Accounts Payable Template helps you avoid these lapses by giving you a centralized view of every invoice, status, and due date. You can track payment progress and reduce accounting errors.
Customize this template to:
- Log due dates, payment types, and balance breakdowns with Custom Fields to keep vendors and team members aligned
- Monitor payment workflows using ClickUp Views like a List and a Board that clarify what’s pending, approved, or complete
- Organize reporting with real-time updates that help with forecasting and budgeting
🔑 Ideal for: Bookkeepers and finance teams managing recurring vendor payments and approval workflows.
🧠Fun fact: November 10 is International Accounting Day. Celebrated annually, this day honors the profession and commemorates the publication of Pacioli’s seminal work on accounting in 1494.
2. The ClickUp Accounting Journal Template
Need to record each debit and credit entry across multiple accounts? The ClickUp Accounting Journal Template can log transactions accurately, keep them organized, and convert them into useful reports for monthly and quarterly reviews.
Use this template to:
- Get a bird’s eye view of your books easily by aligning Custom Fields and status tracking
- Store receipts and proofs alongside each transaction for documentation and compliance
- Build financial statements using ClickUp Docs and link them to journal entries for reference
🔑 Ideal for: Accounting professionals who need a reliable, organized ledger system for double-entry bookkeeping.
💡 Pro Tip: With ClickUp Brain, teams can automatically generate summaries, draft follow-up messages, and populate financial documents with fewer manual steps. That means less copy-pasting and more time spent on decisions that actually move the business forward.
3. The ClickUp Accounting Template
If you run a small accounting firm, a customizable workflow to manage invoices and income projections can be handy. The ClickUp Accounting Template gives you a workspace where your financials, invoices, and reports live harmoniously, making tracking easier.
With this template, you can:
- Collaborate with your team or accountant in real-time to update entries or flag issues
- Use multiple ClickUp Views, like Calendar and Table, to plan financial reviews or due dates
- Set up AR/AP workflows so you can stay on top of both incoming and outgoing cash, and ask for payments without delays
🔑 Ideal for: Small business owners and freelancers who want a versatile system to manage their finances holistically.
👀 Did you know? Only 44% of businesses have automated their accounts receivable processes to improve their financial performance.
4. The ClickUp Invoice Template
Imagine you’re a freelancer manually creating invoices each month, spending more time formatting columns than actually working with clients. That’s where the ClickUp Invoice Template could make a real difference.
Instead of juggling spreadsheets and scattered email threads, you might benefit from a fully customizable, branded template streamlining your billing cycle. It helps keep everything—from client details to payment status—in one organized space, so you can focus more on your work and less on chasing totals.
You can use this template to:
- Design professional invoice templates with Custom Fields for line items, due dates, and payment terms
- Track sent invoices using ClickUp Docs with embedded links, comments, and approvals
- Automate follow-ups with ClickUp Automations for unpaid invoices through task-based reminders
🔑 Ideal for: Freelancers and service providers who need a polished, repeatable system for billing clients consistently.
5. The ClickUp Invoice Tracking Template
If you manage dozens of clients’ invoices and struggle to stay updated about who’s paid what, the ClickUp Invoice Tracking Template is your go-to. It provides real-time insight into every invoice’s status so you always know whether to mark it complete or follow up.
This template helps you:
- Monitor payment trends and flag slow-paying clients for follow-up
- Automate overdue alerts so you’re always one step ahead on collections
- Visualize cash flow with charts and ClickUp Dashboards
🔑 Ideal for: Accounting teams and business owners managing a high volume of client invoices who need better visibility.
📣 Customer voice: Escritorio E., a small business owner, says on G2:
6. The ClickUp Request for Quote Template
You’re sourcing a new vendor for your growing business and must compare multiple bids. But your inbox is cluttered, spreadsheets are inconsistent, and you don’t know who’s yet to respond. Solve this issue with the ClickUp Request for Quote Template.
Use this quote template to:
- Create standardized RFQs using ClickUp Docs to ensure all vendors respond with the same required details
- Organize vendor info in ClickUp Board View to compare pricing, timelines, and conditions at a glance
- Document final decisions for audit readiness and cross-functional visibility
- Create a structured, repeatable workflow for collecting, tracking, and evaluating vendor responses without switching apps
🔑 Ideal for: Operations managers and purchasing teams who need to manage vendor sourcing and decision-making.
7. The ClickUp Summary of Financial Accounts Template
Pulling reports from five different sources to understand your business’s financial health? It’s bound to cause confusion between your teams. The ClickUp Summary of Financial Accounts Template consolidates all this data so your cash flow, account balances, and performance trends are clear and easy to monitor.
This template allows you to:
- Group accounts into categories (e.g., operational vs. reserve funds) for better focus and organization
- Use the ClickUp Table View to review account details or spot anomalies across time
- Set up ClickUp Dashboards to visualize balance changes, aging summaries, or performance metrics
🔑 Ideal for: Financial analysts and accounting leads who want a real-time, high-level view of all company accounts.
💡 Pro tip: Already using monday.com? Migrate all your projects, templates, and Custom Fields into ClickUp in just one click. Go to Workspace settings > Choose ‘Import’ > Select monday.com.
Bring over users, tasks, boards, and more; ClickUp will map them automatically.
8. The ClickUp Finance Management Template
The ClickUp Finance Management Template is for you if you regularly run quarterly reviews, manage budget approvals, and track multiple departmental spending. It automates budget management, tracks goals, and brings visibility to every layer of financial planning and execution.
This template lets you:
- Set financial goals and KPIs with ClickUp Docs, Custom Fields, and ClickUp Dashboards to align your team
- Use Task Dependency warnings and notifications to avoid bottlenecks during approvals or reporting
- Collaborate with stakeholders in real time on budget reviews, forecasting, and financial planning
🔑 Ideal for: Finance teams and department heads managing complex financial projects across teams and timeframes.
9. The ClickUp Monthly Expense Report Template
The end of each month brings challenges of collecting receipts, inputting data, or summarizing departmental spending before deadlines. Use the ClickUp Monthly Expense Report Template to make the process easier. Log, review, and report your business expenses confidently with this ready-to-go document.
Use this available template to:
- Log each transaction with details like date, category, amount, and notes for transparency
- Use Table View to filter and review expenses by type, department, or employee
- Spot trends over time by visualizing expenses in ClickUp Dashboards or workload charts
🔑 Ideal for: Financial managers and team leads who need a monthly rhythm for reviewing and reporting expenses.
10. The ClickUp Business Expense and Report Template
Your business team travels, meets clients, and pays for coffees, while your accounting department tries to process the receipts promptly. With the ClickUp Business Expense and Report Template, you can keep both these teams on the same page to track expenses from submission to approval.
Leverage this template to:
- Collect expense details and receipts from teammates using built-in ClickUp Forms
- Organize reports by employee, department, or time period using ClickUp Views
- Collaborate on comments and attach documentation directly within each ClickUp Task
🔑 Ideal for: Finance teams and operations managers overseeing multi-employee expense tracking and reimbursements.
11. The ClickUp Bookkeeping Firm Template
Say you’re running a small bookkeeping firm and managing multiple clients, deadlines, and financial reports. Adding the ClickUp Bookkeeping Firm Template could bring structure to that endless madness.
From onboarding new clients to managing recurring tasks like reconciliations, monthly reports, and follow-ups, this template provides a clear framework for organizing your workflows without digging through spreadsheets or sticky notes.
This template is ideal to let you:
- Manage client workspaces with a folder structure that separates tasks by account or service
- Organize deliverables and plan monthly task management using Table and List Views
- Assign roles and responsibilities with ClickUp Tasks to ensure no entries or reports go overlooked
🔑 Ideal for: Bookkeeping firms and solo accountants managing high client volume with a need for structured workflows.
12. The ClickUp Payment Form Template
Whether you’re running an event, offering services, or handling internal orders, the ClickUp Payment Form Template can be a handy addition. It lets you securely collect payment data, monitor transaction status, and trigger automated follow-ups—all without leaving your ClickUp workflows. It’s a simple way to stay organized and ensure nothing slips through the cracks when money’s involved.
With this template, you can:
- Build branded payment forms that are easy for clients or customers to fill out
- Collect key data fields like total cost, payment method, quantity, and supporting documents
- Automate reminders for pending payments or follow-ups using ClickUp Automations with non-responders
🔑 Ideal for: Retailers, service providers, or internal finance teams processing payments through forms and workflows.
👀 Did you know? Low-performing teams are four times more likely to juggle 15+ tools to get work done. In accounting, that means data lives in too many places, updates fall through the cracks, and your team spends more time switching tabs than actually doing the work.
Summarize this article for me pleaseYour Accounting Workflow Deserves More Than Just Templates
Templates are a great way to start streamlining information, but for real accounting efficiency, you need more than just a basic structure. Your system should adapt to your team’s pace, and scale as your business grows.
While monday.com does offer a variety of accounting templates, it often lacks the flexibility, collaboration tools, and unified view that modern teams need.
ClickUp, on the other hand, gives you a fully customizable workspace where accounting, project tracking, documentation, and communication all stay in sync. You can organize finances, tasks, and updates in one organized space—no scattered tools, no duplicate work.
If your current workflow feels fragmented or too manual, switch to something built for clarity and speed. Sign up for ClickUp; it’s free to get started.
Everything you need to stay organized and get work done.
