Account, Finance & Invoice Manager

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Streamline your business with our all-in-one, ready-to-use template to manage your Accounts, Clients, Projects, Invoices, and Finances – all in a single place.🔥

Template's key components are:

  1. Accounts: Lets you seamlessly handle multiple accounts, track account-specific statistics, and maintain a clear view of cash flow.
  2. Clients: This section helps you centralize and organize essential information about individuals or organizations you collaborate with, ensuring efficient client management.
  3. Projects: Makes it easy for you to maintain a list of ongoing and completed projects, facilitating simple project tracking and organization.
  4. Invoices: Enables you to effortlessly handle the entire invoicing process, from generation to diligent payment tracking.
  5. Finances: Helps you maintain a clear overview of your income and expenses, ensuring a comprehensive understanding of your financial well-being.

Interested? Watch the walkthrough video here.


  • Does this template work with Notion's free plan?
    • Yes, you can definitely use this template on Notion's free personal plan.
  • Is there instructions on how to use the template?
    • Yes, there is a Get started section in each page of the template.
  • Can I customize the template?
    • Yes, you can customise the template to suit your needs!
  • What will happen after I purchase?
    • Once you've completed your purchase, youll be redirected to a notion page.
      • This page has links to a Account, Finance & Invoice Manager template for you to duplicate.
      • Duplicate this template to your own Notion account to get started.
      • The template includes sample Accounts, Clients, Projects, and Invoices to demonstrate its functionality. It allows you to visualize how the template looks with real data & serves as a reference for your own entries.

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An all-in-one template to manage your accounts, clients, projects, invoices and finances – all in a single place.

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Account, Finance & Invoice Manager

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