Excel templates, customized by AI.
Templates are the starting point. Deckary is the AI agent that adapts them to your actual workbook — your numbers, your reporting structure, your output sheets — inside Excel.
.xlsx255 KB6 sheetsUpdated 2026-03-23
Free download. No signup required.
Templates get you 30% there.
The other 70% — fitting it to your business, your data, your actuals, your reporting structure — is what the Deckary AI Excel Agent does.
Browse all Excel template types
Each type covers 32 industries. Pick the closest fit and let the agent customize it from there.
An integrated revenue, expense, and cash flow workbook. Use it as the scaffold; let the agent fit it to your business.
A profit and loss statement structured for Excel. Use the layout; let the agent reconcile and reformat for you.
A monthly budget structure with categories and rollups. Use it as the spine; let the agent reforecast and consolidate.
A monthly cash flow statement with operating, investing, and financing sections. Use it; let the agent project and stress-test.
A one-page metrics view with charts and rollups. Use the layout; let the agent wire it up to your data.
A GAAP-style income statement layout. Use the structure; let the agent reconcile and reformat.
A balance sheet layout with assets, liabilities, and equity. Use it; let the agent reconcile and audit.
A forward-looking projection with assumptions and outputs. Use it as the scaffold; let the agent fit it to your run-rate.
A pipeline-driven forecast with stages and weighting. Use the structure; let the agent fit it to your sales motion.
A DCF / comparables valuation layout. Use the scaffold; let the agent run scenarios and stress-test.
An expense log with categories and rollups. Use the layout; let the agent categorize and audit a pasted export.
A clean invoice layout with line items and totals. Use it; let the agent generate batches and add aging.
A project budget with phases, line items, and burn-down. Use it; let the agent reforecast and surface overruns.
A business plan workbook with financials, headcount, and assumptions. Use it; let the agent fit it to your business.
Stop adapting templates by hand.
Install Deckary in Excel, open any template, and ask the agent to fit it to your business — your numbers, your structure, your output sheets.