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Cash & Expenses template
Cash and expense book for small business owners who are not accountants: shops, bakeries, food businesses, workshops and services.
by AgentUIUpdated November 13, 2026
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What's inside the Cash & Expenses template
- Record every sale and every expense with its category, payment method, branch or cost center, supplier or client, reference and a photo or PDF of the receipt.
- Snap a receipt and AI fills in the amount, date, supplier and tax for you to check before saving.
- Entries that look like duplicates (same date, amount and reference or supplier) are flagged, and deleted entries stay in the history with the reason.
- Each cashier closes their own cash every day: opening float plus cash in minus cash out, against what they counted.
- See the month's profit against last month, by category and by branch, with a simple monthly budget per category and how much of it is used.
- Export the month for your accountant as a CSV with links to the receipts, and ask AI questions about your own numbers.
- Cashiers only see what they recorded, viewers read everything without changing it, and the owner runs the setup.
- Excel import (up to 500 rows), sample data, English and Spanish.
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Questions about this template
Something else? Talk to a person and we'll reply within a day.
Click “Use this template” to open it in Agent UI. Log in or create your account, add the template to your workspace, and it's ready to use.
Yes. Once it's in your workspace, it's your app. Ask Agent UI in the chat to add fields, screens or automations, and hand off to a person on our team at any time.
Yes. Import your existing records from Excel or CSV, or ask Agent UI to connect the tools you already use, such as Google Sheets or a SQL database.
There's no extra charge for the template. It runs on your Agent UI plan, and new accounts get a 7-day free trial. Plans and prices are on our pricing page.
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