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Balance Sheet Spreadsheet Template

Summarizes a company’s assets, liabilities, and equity at a specific point in time for financial overview.

Balance Sheet
As of {reportDate}

Company Name:	{companyName}

Assets
Type	Amount
{#assets.type}	{#assets.amount}

Liabilities
Type	Amount
{#liabilities.type}	{#liabilities.amount}

Equity
Type	Amount
{#equity.type}	{#equity.amount}

Total Assets	=SUM(assets[Amount])
Total Liabilities	=SUM(liabilities[Amount])
Total Equity	=SUM(equity[Amount])
Total Liabilities and Equity	=SUM(liabilities[Amount]) + SUM(equity[Amount])

This document template includes dynamic placeholders for automated document generation with Documentero.com. Excel Template - Free download

Download Excel Template (.XLSX)

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Use Cases

Automate Balance Sheet Using Forms

collect balance sheet data from branch offices using web form

gather small business financials to populate balance sheet automatically

create year-end balance sheet from accountant-submitted form

capture quarterly asset and liability updates via shareable form

input startup financials to generate investor-ready balance sheet

Generate Balance Sheet Using APIs

generate balance sheet spreadsheet from accounting software via API

create financial overview Excel file using real-time ERP data API

auto-fill balance sheet from CRM financial metrics through API call

trigger balance sheet generation from custom dashboard API

build automated monthly balance sheet reports from backend system

Integrations / Automations

automatically generate balance sheet from QuickBooks via Zapier

create Excel balance sheet from Google Sheets data using Make

send balance sheet to Slack each month using workflow automation

populate balance sheet from Salesforce financial reports via integration

schedule monthly balance sheet spreadsheet from Airtable using Zapier

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