Browser tools for everyday business admin

Create useful business files from focused browser tools.

TemplatePilot gives small businesses focused tools for invoices, quotes, expenses, org charts and more. Start in your browser, preview your work, then export useful files when you need them.

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8 completed tools Browser-first Free exports Local browser data

Completed tools

Pick the admin job you need.

Eight practical browser tools for everyday admin, with useful imports and finished export files available for free.

Most useful starting point

Invoice & Payment Tracker

Track paid, due, overdue, part-paid and disputed invoices with a dashboard preview. Sample data loads automatically so you can see the layout before adding your own invoices.

Open invoice tracker
QuotesQuotation / Estimate BuilderPDF, Word and Excel outputs CashflowExpense & Cashflow TrackerExpenses, income, VAT and Excel ManagementOrg Chart BuilderPNG, SVG, CSV and PowerPoint ProjectsProject & Task TrackerKanban board, CSV and JPEG export HRAttendance TrackerPresence, lateness and notes ProcessFlowchart BuilderProcess maps and exports MeetingsMeeting Minutes TrackerActions and reusable records

How it works

Useful browser tools, with Free exports when you need them.

Jump into the right workflow quickly, preview the output, then download the finished files when ready.

1. Open a tool

Choose the admin workflow you need today.

2. Edit in browser

Use sample data, enter your own records and preview live.

3. Export when ready

Export polished files directly from the browser.

4. Keep data local

Drafts and uploads stay in the browser unless you export.

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