Free tools & templates

These spreadsheet tools, designed by our team of accountants, auditors and CPAs, help you transition, close and calculate. These tools can get you started—for fully-featured solutions, see our software.

Building a Successful Tech Stack With NetSuite

Summit On-demand: Building a Successful Tech Stack With NetSuite

Derek Hitchman examines strategies to integrate supporting technologies, ensuring they work together to streamline processes and drive innovation

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Conquering Your Month-end Close

Summit On-demand: Conquering Your Month-end Close

This session is designed to help finance professionals take control of the close with strategies for improving speed, accuracy, and team coordination

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Toward the Sounds of Chaos

Summit On-demand: Toward the Sounds of Chaos

Lee Jacobs, SquareWorks Head of Product, leads this session on learning how to guide your team through complex AP challenges

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Vibe Coding for Accountants

Summit On-demand: Vibe Coding for Accountants

Learn how to automate accounting processes, share best practices for AI, and map out how you can start building customizations that save time.

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Project Accounting, Job Costing & Grant Management

Summit On-demand: Project Accounting, Job Costing & Grant Management

Learn how to streamline job costing, track grants with confidence, and maintain compliance with ASC 606—without sacrificing productivity.

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Building a Future-Ready Accounting Function

Summit On-demand: Building a Future-Ready Accounting Function

Learn how to identify your team’s current maturity level, plan the next steps for growth, & leverage modern systems to improve efficiency

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How To Be a Great NetSuite Administrator

Summit On-demand: How To Be a Great NetSuite Administrator

Learn strategies to empower end users to get the most out of NetSuite, ensuring higher productivity and a smoother user experience

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AI in Action for Accounting Teams

Summit On-demand: AI in Action for Accounting Teams

This session explores native AI features available in NetSuite today and how businesses are extending them with custom-built tools to boost efficiency

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Closing Keynote with Nathan Smart

Summit On-demand: Closing Keynote

An inspiring session on embracing change and preparing for the future of accounting.

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Adam Riched Opening Keynote

Summit on-demand: Opening Keynote

Adam Riches kicked off our first Netgain Accounting Summit with a 30-minute keynote

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Bank reconciliation template

Bank reconciliation Excel template

Quickly match transactions and reconcile accounts with this Excel-based bank reconciliation template.

Bank reconciliations
Closing the books
The definitive guide to modernizing month-end

The Definitive Guide to Modernizing Your Month-End Close

The month-end close process can feel like a recurring nightmare. Inefficiencies, manual tasks, and errors make it a stress-inducing burden. But the right tools and mindset can transform a last-minute rush into a seamless operation that adds strategic value to your organization. This e-Book will guide you through five steps to transform your close process into a smarter, faster, more reliable operation.

Closing the books
Modern accounting maturity model: Your flight map to growth

Modern accounting maturity model: Your flight map to growth

As your business grows, your accounting function must grow with it. But the industry is evolving rapidly, and growing your accounting department with modern systems can feel like uncharted territory. That’s why we put together this modern accounting maturity model to help you plan your flight path. Download the e-book to explore the path to maturity.

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December 12, 2024
An image of a Lease Liability and ROU (Right-of-Use) Asset Calculator within the NetLease software by Netgain. The image shows a section of an Excel spreadsheet with input fields for incremental borrowing rate, lease payments, direct costs, and other variables. A table below calculates the period payments and their present value over a twelve-month period, with totals for lease liability and ROU asset at the bottom. The NetLease logo is displayed in the top right corner, emphasizing the brand's presence in the interface.

ROU asset & lease liability calculator

Calculate the net present value of lease payments, including prepayments, costs, and incentives with this ROU calculator.

Lease accounting
April 1, 2024
Screenshot of an amortization schedule from NetLease software, detailing financial entries in a spreadsheet format. The image shows various columns for period numbers, dates, lease payments, interest, and accumulated amortization with corresponding figures. Highlighted sections indicate 'AMORTIZATION JOURNAL ENTRIES' and 'SHORT TERM REVERSING RECLASS JOURNAL ENTRIES,' with a note clarifying positive as debit and negative as credit. The NetLease logo is prominent at the top, and the table is filled with numerical data, reflecting a detailed financial report.

Lease amortization schedule

Track lease payments and stay ASC 842 compliant with a step-by-step amortization schedule for accurate reporting.

Lease accounting
A graphic depicting the usage of a fixed asset accounting checklist

Fixed asset accounting checklist

Stay compliant and in control with a detailed fixed asset accounting checklist that covers every step from acquisition to disposal.

Fixed asset management
October 1, 2024
Spreadsheet template for managing short-term leases, detailing transactions for a lease classified as 'SHORT-TERM'. The table lists transaction types with period numbers and dates, lease payments, lease expenses, amounts allocated to deferred rent, and the deferred rent balance. Below, sample journal entries for 'Prepaid Lease Payment', 'Rent Abatement', and 'Monthly Lease Payment' show debit and credit columns with specified amounts. This template is designed to aid in the financial management and reporting of leases, with clearly defined categories and amounts to ensure accuracy and facilitate compliance with accounting standards.

Short-term & low-value lease tool

This workbook will help you calculate the schedule for lease payment, lease expense and deferred rent using short-term and low-value lease exemptions.

Closing the books
Loan management
A financial spreadsheet with tables showing income statements, balance sheets, and journal entries for operating and finance leases across two years. Key figures include revenue, expenses, assets, and liabilities, with various monetary values listed.

Operating vs finance lease journal entries examples

See typical ASC 842 journal entries for operating and finance leases and understand their financial statement impact.

Lease accounting
August 1, 2024
A screenshot of a table from the monthly close checklist. It lists various financial tasks like verifying expenses, preparing payroll accruals, and reviewing credit card statements, categorized under "Accruals" and "Accounts Payable." Columns include frequency and preparer.

Month-end close checklist

Speed up your month-end close and reduce manual errors with a checklist built for consistent, accurate financial reporting.

Closing the books
June 1, 2024
An image of a lease accounting schedule. It shows lease details including start and end dates, borrowing rate, and initial costs. The monthly journal entries and amortization schedule from 11/1/2020 to 1/1/2022 are listed with debits and credits for lease liabilities and expenses.

Lease vs. loan calculator (seller's perspective)

Compare leases vs. loans under ASC 842 and see financial impacts from the lessor’s perspective using this interactive workbook.

Lease accounting
Loan management
A screenshot of the lease vs. buy calculator Excel template.

Lease vs. buy calculator

Compare leasing vs. buying side by side and make data-driven decisions with tax and cost insights from this calculator.

Lease accounting
Comprehensive spreadsheet detailing a financial lease schedule and guide, split between Finance and Capital lease classifications. The table includes various entries for lease terms, commencement dates, interest rates, monthly journal entries, and a series of procedures for lease payment, expense, and interest accretion. It provides a detailed lease liability balance and depreciation expense over multiple periods. The spreadsheet is part of Netgain's lease accounting tools, showcasing an in-depth approach to complying with accounting standards such as ASC 842. Color coding helps distinguish different sections for clarity and ease of reference.

Financing leases schedule and guide

Use this workbook to convert financing leases from ASC 840 to ASC 842 with auditor-style structure and compliant formatting.

Lease accounting
October 11, 2023
An image of a 'Risk Free Rate Calculator' spreadsheet. This financial tool is designed to compute the appropriate risk-free rate for leases. The calculator features fields for entering the 'Lease Name', 'Lease Term in Months', and the 'Date' for which the rate is to be calculated. The calculated risk-free rate is prominently displayed. A note explains that the tool pulls rates from U.S. Treasury bond terms to find the appropriate rate for lease terms not covered by standard periods. The layout is simple and user-friendly, with a clear focus on functionality and ease of data input for financial analysis.

Discount rate calculator‍

Identify the right risk-free rate and understand the formulas behind it with this calculation and insight tool.

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December 1, 2023
Silhouette of a person from behind, gazing at a large projected graph displaying a rising trend with a prominent red arrow. The setting suggests a business or academic environment, with the individual possibly analyzing financial data or market trends. The focus on the upward trend implies a positive outlook or increase in the context being studied.

Accounting policy memo example

Document the method used to calculate your discount rate as additional support for your auditors.

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August 1, 2023
Document titled 'ASC 842 Disclosure Report Example' providing a detailed guide on lease reporting requirements. The background section states that under ASC 842, lessees must disclose both quantitative and qualitative information about their leases. This document serves as an example of the required quantitative disclosure calculations for lease portfolios, with sections explaining how to navigate the workbook. It includes instructions for supplemental balance sheet information, an undiscounted lease maturity waterfall, supplemental cash flow information, components of lease costs & impairments, short-term lease census, and weighted average calculations. Each section has a brief description of the report it provides, all aimed at supporting financial disclosures and compliance with the new lease accounting standards.

ASC 842 disclosure report example‍

See example disclosure calculations for operating and financing leases with this ASC 842 workbook.

Lease accounting
May 27, 2024
Cover of the 'ASC 842 Guide for auditors' featuring an abstract, wavy line design on a light blue background, symbolizing complexity and flow. The image conveys a professional and informative resource for understanding and applying the ASC 842 accounting standard.

ASC 842 guide for auditors

Equip your team to perform efficient ASC 842 audits with this guide designed to improve audit outcomes and client satisfaction.

Lease accounting
Ask yourself: Could it be automated? Is it scalable? Have you customized it? Could you consolidate tools?

Accounting software evaluation checklist

Assess your NetSuite setup and find new ways to boost ROI, efficiency, and automation with this step-by-step checklist.

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August 7, 2024
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