Fill fixed Excel templates from messy source files.
Use templates when the final workbook must match a fixed company layout. Start with convert if you only need a clean table, then save the setup as a workflow when the same task repeats.
Expense Report Template
Reimbursement, travel, mileage, contractor expenses, and project spending.
Template is the final workbook layout. Workflow is the repeatable cleanup process.
Use both when you repeatedly fill the same workbook from messy files. Convert one source file first, map it into the template, then save the extraction and cleanup rules for next time.
A public PO sample becomes a filled Excel template.
Template mode is for the moment after cleanup: the output must land in a fixed workbook layout. This sample uses a public Montana purchase order page, keeps visible ITEM, pack, size, UPC, freight allowance, and line totals, then writes review notes for fields the source does not show.
Filled template line rows
The output does not invent supplier SKUs, taxes, discounts, receiving quantities, approval status, payment status, or GL coding. Missing fields stay blank or move into review notes.
| item_number | description | order_cases | unit_price | extended_price | review_note |
|---|---|---|---|---|---|
| 7654321 | HAM, THIN SLICED | 12 | 27.50 | 330.00 | PACK, SIZE, UPC kept from source glossary. |
| 6543210 | THIN SL HNY HAM TUB | 28 | 14.22 | 398.16 | Currency not printed; review note explains USD context. |
| 5432109 | THIN SL TRKY BRST TB | 28 | 14.22 | 398.16 | No supplier SKU invented from ITEM or UPC. |
| 4321098 | THIN SL RST BEEF TUB | 28 | 14.22 | 398.16 | Freight allowance term kept as note; no line allowance amount added. |
If you only need a clean table, start with convert. Use this template flow when a reusable XLSX layout, formulas, or internal approval format must stay intact.
Fill a fixed workbook from messy files.
The form is already set to template mode with Basic purchase order template. Upload a PDF, screenshot, email, CSV, or pasted business notes to create a workbook from this layout.
Upload messy business files or paste notes. The selected template is already attached.
Template categories
Choose a category to find the right spreadsheet template for your work.
Expense Report Template
Download expense report spreadsheets for reimbursement, travel, contractor expenses, mileage logs, and project spending.
Work Order Template
Work order spreadsheets for service, maintenance, HVAC, plumbing, auto repair, and construction jobs.
Purchase Order Template
Purchase order spreadsheets for supplier quotes, vendor buying, construction materials, restaurant orders, and inventory replenishment.
Sales Order Template
Sales order spreadsheets for email orders, PDF sales orders, customer order forms, line items, totals, and source review.
Packing Slip Template
Packing slip spreadsheets for order exports, shipment emails, tracking numbers, ship-to details, SKUs, shipped quantities, and source review.
Bill of Lading Template
Bill of lading spreadsheets for carrier, shipper, consignee, freight lines, pieces, pallets, weights, and source review.
Estimate Template
Estimate templates for contractors, construction jobs, roofing jobs, and service businesses.
Accounting Template
Profit and loss statements, bank reconciliation sheets, and bookkeeping import layouts.
Inventory Spreadsheet Template
Inventory spreadsheets for SKU counts, supplier lists, reorder levels, locations, and stock review.