---
title: "Cash & Expenses Template | Ready to Use, No Code | Agent UI"
description: "Cash and expense book for small business owners who are not accountants: shops, bakeries, food businesses, workshops and services."
url: https://www.agentui.ai/en/templates/cash-expenses/
lang: en
source: en/templates/cash-expenses/index.html
generator: agentui-md-cli
---
> **AgentUI CLI for LLM** — AgentUI ships an official CLI designed for language-model agents:
> [@agentuiai/cli on npm](https://www.npmjs.com/package/@agentuiai/cli) · install with `npm install -g @agentuiai/cli`.
>
> This file is the LLM-optimised markdown build of
> [https://www.agentui.ai/en/templates/cash-expenses/](https://www.agentui.ai/en/templates/cash-expenses/) — a machine-readable alternate of
> the HTML at the same URL. Content mirrors the human-visible page.
>
> Site index for LLMs: [https://www.agentui.ai/llms.txt](https://www.agentui.ai/llms.txt) · full content: [https://www.agentui.ai/llms-full.txt](https://www.agentui.ai/llms-full.txt)

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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.

[Use this template](https://app.agentui.ai/blueprints?blueprintId=cmwba8qhg0005rv08wq48bzls)[Book a demo](/en/book-a-demo/)

by AgentUIUpdated November 13, 2026

![Cash & Expenses template in Agent UI, main screen: Cash and expense book for small business owners who are not accountants: shops, bakeries, food businesses,…](https://cdn.agentui.ai/templates/owner-cash-expenses.webp)

## More screens

- ![Cash & Expenses template in Agent UI, main screen: Cash and expense book for small business owners who are not accountants: shops, bakeries, food businesses,…](https://cdn.agentui.ai/templates/owner-cash-expenses.webp)
- ![Cash & Expenses template in Agent UI, screen 2 of 5](https://cdn.agentui.ai/templates/owner-cash-expenses-2.webp)
- ![Cash & Expenses template in Agent UI, screen 3 of 5](https://cdn.agentui.ai/templates/owner-cash-expenses-3.webp)
- ![Cash & Expenses template in Agent UI, screen 4 of 5](https://cdn.agentui.ai/templates/owner-cash-expenses-4.webp)
- ![Cash & Expenses template in Agent UI, screen 5 of 5](https://cdn.agentui.ai/templates/owner-cash-expenses-5.webp)

## 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.

## At a glance

AreaOperationsBuilt byAgentUIVerifiedLast updatedNovember 13, 2026PriceNo extra charge for the template. New accounts get a 7-day free trial. [See plans and prices](/en/pricing/)

## Related templates

[See all templates](/en/blueprints/)OperationsVerified

### [Supplier Payments & Approvals](/en/templates/supplier-payments-approvals/)

Supplier payments with approvals for businesses that pay many suppliers every week: distributors, retailers, restaurants, builders and service companies.

by AgentUI[Use template](/en/templates/supplier-payments-approvals/)OperationsVerified

### [Customer Current Accounts](/en/templates/customer-current-accounts/)

Customer current accounts for route distributors, wholesalers and shops that sell on credit.

by AgentUI[Use template](/en/templates/customer-current-accounts/)OperationsVerified

### [QuickBooks Profit & Loss](/en/templates/quickbooks-profit-loss/)

See your QuickBooks profit and loss by month and open any number to see the transactions behind it.

by AgentUI[Use template](/en/templates/quickbooks-profit-loss/)

## Questions about this template

Something else? [Talk to a person](/en/contact) and we'll reply within a day.

### How do I start using the Cash & Expenses template?

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.

### Can I change the Cash & Expenses template?

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.

### Does it work with my own data?

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.

### How much does the Cash & Expenses template cost?

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.

## Describe it. We'll build it with you.

Every template started as someone's idea. Tell Agent UI what you need and get your own version. Hand off to a human at any time.

Describe the app you need[Start building](https://app.agentui.ai/chat)

## Browse by what you need to build

Every tool below runs on the data you already have, with role-based access, a full audit trail and a real person behind it.

[See all use cases](/en/use-cases/)


---

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