Business Clarity OS · for Excel
Upload. Understand. Act.
A finished business dashboard in one Excel file. Type in your numbers or bring in the sales and expense files you already have, and it tells you how you did, who owes you money, where your costs are creeping, and what to do next, with smart recommendations.
How it works
Three steps from your numbers to answers
There is nothing to build or set up. The Import Center walks you through each step on screen.
Tell it about you
Enter your name, business and industry once. The dashboard greets you by name and compares you with benchmarks for your type of business.
Add your data
Type your sales and expenses straight in, or import the files you already have from your bank, accounting tool or payment processor. Business Clarity OS finds the date, customer and amount columns on its own, and you can correct any it gets wrong with a dropdown.
Read the answers
Every page fills in at once: profit, trends, who owes you, what changed, and recommendations on what to do first.
Know where you stand
Plain answers, not just charts
Each page opens with sentences you can act on, backed by the numbers underneath.
- Smart recommendations. Suggested next steps based on your own numbers, so you know what to fix first.
- Month picker. Look at any past month and every page follows.
- Brief and Actions. What changed this week and the next three things to do.
- Ask Clarity. Pick a question from a list and get an answer from your own data.
- Show the math. See how any number was worked out.
Stay on plan
Budget, break-even and cash
Set a monthly budget per cost category and see right away what is over. Find the revenue you need to cover your costs.
- Budget vs actual for up to eight categories.
- Break-even revenue and how far you are from it.
- Profit by service when your sales file includes a cost column.
Get paid, stay solvent
Cash Calendar and 13-week forecast
See who owes you and how late they are. Then see whether your cash lasts the next quarter.
- Receivables. Open and overdue invoices grouped by age.
- 13-week cash forecast from your cash on hand and typical payment time.
- Watchlist. Duplicate charges, unusual spikes and new vendors flagged for a second look.
- Lender Pack. One printable page for a bank or investor.
Type it in or import it
Enter your numbers by hand, or bring in files from your bank, accounting tool or payment processor. Odd column names, € or £ amounts, bracketed negatives and blank rows are cleaned, and a health check tells you if something could not be read.
Know what to do next
Every page ends with suggested actions drawn from your own numbers, such as the costs creeping up and the customers who owe you.
Up to 5,000 rows each
Sales and expenses each hold up to 5,000 rows. A warning appears if a file is larger.
Locked, macro-free, yours
Formulas are protected so nothing breaks by accident. There is no code to run, and your numbers stay in the workbook on your computer.
Is it for you?
Built for small businesses and solo operators
A good fit if you
- Run a service business, agency, shop or consultancy
- Invoice or sell a few thousand times a year at most
- Can type in your numbers or export them to a spreadsheet or CSV
- Want answers without learning pivot tables
What you need
- Excel for Windows (2010 or later). Built and tested there
- Your sales and expenses, typed in or imported from a file (the workbook starts empty)
- Other apps, including Excel for Mac, Excel for the web and Google Sheets, are not tested and may look different
Not sure yet? Try the free demo with sample data loaded.
Pricing
One price. Yours to keep.
Business Clarity OS
Launch price, going to $99. Single-business license. Instant download after payment. 7-day refund.
Included
- The Excel file, ready to use
- Quick Start guide (PDF) and step-by-step setup built into the file
- Month picker, Budget, Cash Calendar, 13-week forecast, Profit by Service
- Watchlist, Lender Pack and Ask Clarity
- Support after purchase
Single-business license (read before you buy)
What you can do
Use Business Clarity OS for one business, which may be your own or the one you work for. Use it on your own devices and keep copies as backups.
What you cannot do
Do not share, resell, redistribute, post or give away the file or its contents, including to friends, other businesses or clients. Do not remove the Template Palace name or logo. Do not present the file as your own product.
Using it for clients
Using it to run your own reports for a client is fine. Giving a client the file to use themselves needs its own license.
Each license is for one business
If someone else needs it for a different business, they can buy their own copy on this page.
Refunds
You have 7 days from purchase to ask for a refund. Please try the free demo first. See the refund policy and terms for details.
FAQ
Questions, answered
Does it need macros?
No. Business Clarity OS runs on formulas only, so Excel never asks you to enable content.
Which programs does it work in?
It is built and tested for Excel on Windows (2010 or later). Other apps such as Excel for Mac, Excel for the web or Google Sheets may open it, but they are not tested and some visuals may look different. Notion is not supported.
What data do I need?
Your sales or invoices and your expenses. You can type them straight into the workbook, or import an export from your accounting tool, bank or payment processor. Columns for due date, paid status and cost of sale are optional and unlock receivables and profit by service.
Does it give recommendations?
Yes. Each page suggests what to look at or do next, based on your own numbers, and the weekly brief and Actions page pull the most important ones together.
How much data can it hold?
Up to 5,000 rows each for sales and expenses. That covers several years for most small businesses.
Is my data sent anywhere?
No. Everything stays inside the file on your computer.
How do I get the file?
Your download link is emailed to you right after payment, as a zip file with the workbook and a Quick Start guide. Please double-check the email address you enter at checkout.
I did not get my file. What now?
Check your spam or promotions folder first. If it is not there, email templatepalace@outlook.com with your order number, or the email address you used at checkout, and we will resend it. If you typed your email wrong, tell us the right one and we will fix it.
Can I use it for more than one business?
Each license covers one business. See the license in the pricing section.
What if something does not work?
Email us within 7 days of purchase and we will fix it or refund you. Try the free demo first so you know what to expect.
Still have a question? Contact us. We reply within 2 business days.