templates

Chart of Accounts Mapping Template

Make it easier to report your financials with a clean chart of accounts. This template is perfect for early-stage companies looking to painlessly simplify their expense categories. Enter your data manually or use our free Google Add-on to automatically import your Xero data.

Many small businesses make the mistake of regularly creating new categories in their chart of accounts without a clear structure - falling into the trap of coding a transaction with the aim of describing it, rather than reporting it. 

Our Chart of Accounts Mapping Template makes it easy for you to clean up your chart of accounts, so you can get better clarity when reporting your financials. Based on best practices for early-stage business we’ve put together this template to help you focus on the information that matters most across 6 meaningful categories: 

  • Income
  • Other income 
  • Cost of Goods Sold (COGs)
  • Research and Development 
  • Sales and Marketing
  • General and Admin

Build your chart of accounts based on this best-practice template that:
  • Meets the needs of early-stage SaaS companies
  • Gives you an instant understanding of where your resources are being allocated
  • Makes financial modelling and reporting easier
  • Delivers a more straightforward budgeting process working from the top down

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