Ready-made financial template: payables and receivables in one dashboard

A ready-made financial template puts payables and receivables in one dashboard, with balance and flow always visible. Instead of two separate spreadsheets and a manual balance calculation, you track ins and outs in a single place, with history organized by supplier. Platforms like Jestor already offer this as a ready-made template.

Why splitting payables and receivables hurts

When payables live in one spreadsheet and receivables in another, the real balance becomes a calculation nobody wants to do. Finance wastes time consolidating and still risks working with an outdated number.

A ready-made template joins both sides and shows the balance effortlessly.

What the template brings together

Payables and receivables side by side
Supplier records
Balance and flow dashboards
A standardized entry form
Organized financial history

What this solves

Payables and receivables stop living in isolated spreadsheets
The balance appears with no manual math
The flow becomes visible for quick decisions
Each supplier has its history in one place

The Jestor solution

The Jestor Financial template already includes payables and receivables, supplier records, balance and flow dashboards, and a ready entry form. It structures the operational side of finance — and, integrated with an ERP like Omie or Conta Azul, sends entries there, where the fiscal and accounting side runs. It installs in about two minutes, no code, and works on desktop and mobile, replacing separate financial spreadsheets.

Frequently asked questions

Does the template join payables and receivables? Yes. The Jestor template brings both into one dashboard, with balance and flow updated.

Do I have to calculate the balance manually? No. The dashboard shows balance and flow automatically, from the entries recorded.

Does Jestor replace the accounting ERP? No. Jestor handles the operational process; the ERP runs the fiscal and accounting side. They complement each other.

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control. A ready-made financial template brings payables and receivables together without switching spreadsheets.

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