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Templates - industry library

Industry charts of accounts, built for review, ready in a click.

Each template is a full chart - assets, liabilities, revenue, cost of goods sold, and operating expenses - structured around the reporting needs of a specific industry. Start with a template, then review and customize it in Chart Optimizer.

7 active templates-466 accounts across the library-Demo-ready starting points
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Every industry

7 templates
Featured - job-costing depth

The construction template that keeps job costing reviewable.

Retention receivable, WIP, billings in excess of costs, and direct job costs are represented as real chart structure. Use it as the starting point, then tune the chart inside the app.

Explore the construction template->
CODECHART STRUCTURE
1200Accounts Receivable
1210Retention Receivable
1220Work in Progress (Unbilled)
2300Billings in Excess of Costs
4000Construction Revenue
4200Change Orders
5000Job Materials
5100Job Labor
5200Subcontractor Costs
5300Equipment Rental - Jobs

Don't see your industry? Tell us what is missing.

Templates are how we encode the conventions of an industry. If your sector needs a different structure, send the request and use the free demo while we prioritize the next template pass.