Freelancer Excel Templates
Replaces FreshBooks · Bonsai · Harvest
Cash runway visibility, invoice aging control, project-level margin.
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Bookkeeper Practice OS
Replaces Karbon
~$79/mosave ~$948/yrSolo bookkeeper / accountant back-office, $0/mo recurring.
$19.00 → -
Solo Practice OS
Replaces Practice + HoneyBook
~$78/mosave ~$936/yrCentral nervous system for the solo consultant, coach, or advisor.
$19.00 → -
Financial Advisor OS
Replaces Wealthbox
~$59/mosave ~$708/yrSolo financial advisor practice operations, $0/mo recurring.
$19.00 → -
Cash Flow Tracker
Replaces Float
~$59/mosave ~$708/yrComplete freelancer cash flow system — daily ledger with running balance, weekly forecast, monthly cashflow summary, and runway dashboard showing how many weeks of cash you have left.
$7.00 → -
Designer Retainer OS
Replaces Notion + FreshBooks
~$45/mosave ~$540/yrSolo designer back-office with retainer clients, $0/mo recurring.
$19.00 → -
Solo Lawyer OS
Replaces Clio Manage
~$39/mosave ~$468/yrSolo / small-firm legal practice back-office, $0/mo recurring.
$19.00 → -
Invoice & Expenses Tracker
Replaces FreshBooks Plus
~$30/mosave ~$360/yrFull freelancer invoicing and expense system — invoice log with aging, expense register with categories, aging summary for chasing payments, and tax-ready view of deductible costs.
$11.00 → -
Quarterly Tax Estimator
Replaces Keeper / Bonsai Tax
~$20/mosave ~$240/yrSE tax (15.
$11.00 → -
Rate Calculator & Project Profitability
Replaces Bonsai pricing module
~$19/mosave ~$228/yrReverse-solve your target hourly rate from desired annual income across 8 scenarios (Survival → Stretch), with overhead, tax buffer, and profit margin baked in.
$11.00 →
If you're moving from FreshBooks
- FreshBooks → Reports → Time Entries → Export
- Paste into the workbook Data tab
- Cash runway and project margin update