Tallyport
Back-office templates

Practical digital tools
for the work that keeps coming back.

Practical digital tools for small businesses and solo operators — downloadable templates, planners, and calculators that solve the recurring operational work. Every download is a file you already know how to open — Excel, Notion, Canva, or PDF — built so the recurring operational work stops being invented from scratch.

  • Excel
  • Google Sheets
  • Notion
  • Canva
  • PDF
the-catalog.tally
Now shipping
  • 01
    BundleExpense Tracker + Client Onboarding Checklist
    $18
  • 02
    Expense TrackerExcel · Notion · PDF
    $12
  • 03
    Client Onboarding ChecklistNotion · Canva / PDF
    $9
  • 04
    Financial DashboardSheets · Excel
    shipping soon

Sold individually. Bundle and membership options ship alongside the catalog.

What Tallyport is for

Three recurring jobs, solved in a file you already know how to open.

Tallyport is a small storefront — not a catalog. We focus on the handful of tasks every one-person business does every month, and ship clean, ready-to-use tools for each one.

Month-end close

A workbook, a receipt log, and a category calculator — so the numbers close themselves before Sunday.

Client onboarding

Intake forms, a welcome sequence, and a checklist that takes a new client from contract to first deliverable.

Financial dashboards

Revenue, profit, and cash-flow dashboards built on spreadsheets you already own — sized for a one-person business.

Featured product
Most downloaded

Start with Expense Tracker.
A month-end close in a file you already use.

A monthly close workbook, a quick-capture receipt log, and a category calculator — bundled so the month-end close takes an hour, not a Sunday. Bundle ships as an Excel workbook, a Notion export, and a Canva / PDF calculator — plug into the tool on the label, and the close takes an hour.

Get the Expense Tracker$12 one-time · lifetime file access · 14-day refund
  • Excel
  • Notion
  • PDF
monthly-expenses.tally

July spend

$4,182.40

on track
  • Software & tools$182.00
  • Contract help$1,400.00
  • Marketing$612.50

Stay in the loop

One short note when a new template ships.

New releases — and the occasional note on a tool that pairs well with the catalog. No drip campaigns, no weekly digest.

Get notified when we ship a new template — one short note per release, no drip campaign.

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Prefer reading? Practical guides for solo operators →