The Finance Desk

Excel tools

Workbooks you buy once and keep

Locked, licensed Excel workbooks, each with a user guide and a worked example filled in. Buy a single tool, a bundle of four, a whole desk or The Full Suite, and keep them.

See Excel pricesDownload a sample guide

The Excel versions

Inside the workbooks

These are the Excel workbooks: the flagship tool from each desk, with its worked example filled in. Select a screen to see it full size, or open a desk to see more.

Proposal and fee quote builder summary, from the worked example
The Clients DeskCL-01 · Proposal and fee quote builderSee The Clients Desk →
Client AML risk assessment summary, from the worked example
The Compliance DeskCO-01 · Client AML risk assessmentSee The Compliance Desk →
Statutory deadline tracker summary, from the worked example
The Workflow DeskWF-01 · Statutory deadline trackerSee The Workflow Desk →
Fee calculator summary, from the worked example
The Fees DeskFE-01 · Fee calculatorSee The Fees Desk →
Accounts review checklist summary, from the worked example
The Quality DeskQU-01 · Accounts review checklistSee The Quality Desk →
Client profitability analysis summary, from the worked example
The Reporting DeskRP-01 · Client profitability analysisSee The Reporting Desk →

What you get

In every tool, on every desk

Every workbook comes the same way, whichever desk it's from.

User guideA Guide tab and a PDF with every step explained
Worked exampleFilled in, so you can see how it works
One-page summaryReady to print or save as PDF for the partners
Locked formulasChange only the white cells with blue text
Licensed to youYour practice name on every page
Built with accountantsThe checks and controls well-run practices rely on

Excel prices

Buy once, keep them

Pay once and the tools are yours, licensed to your practice, one user each. Prices exclude VAT.

Single tool

£95–£295

One workbook, user guide and worked example.

Bundle of four

£295–£595

Four tools that work together, about a quarter less than buying them one by one.

Whole desk

£1,495

All 16 tools on one desk, with 12 months of updates.

The Full Suite

£5,950

All six desks and all 96 tools, with 12 months of updates.

Founding members: the first 50 get The Full Suite for £4,450 instead of £5,950, with the updates plan at £890 a year fixed for life.

Updates plan from the second year: £395 a year for one desk, or £1,190 a year for all six. Stop any time and keep what you have.

Price cap: whatever mix you choose, you never pay more than The Full Suite.

Place an orderSee every tool's price

Free samples

Read a user guide before you buy

The full user guide for the flagship tool on each desk, the same guide that comes with the workbook.

CL-01 · Proposal and fee quote builderThe Clients Desk · user guide, PDFCO-01 · Client AML risk assessmentThe Compliance Desk · user guide, PDFWF-01 · Statutory deadline trackerThe Workflow Desk · user guide, PDFFE-01 · Fee calculatorThe Fees Desk · user guide, PDFQU-01 · Accounts review checklistThe Quality Desk · user guide, PDFRP-01 · Client profitability analysisThe Reporting Desk · user guide, PDF
Want your whole team on one client list? See the software

The Desk family

The Developer DeskFor housebuilders, land and RPs The Finance DeskYou’re here The Subcontractor DeskFor subcontractors GainFoundRevenue and cost reviews