Accounting
Accounting / Bookkeeping
For accounting and bookkeeping teams managing clients and recurring processes.
Free solutions
Free monday.com solutions, ready to install
Pre-built, ready-to-run monday.com setups for the work teams do most — from CRM and new product development to store openings and bookkeeping. Install the one that fits, free, and adapt it to how you work. Every one is built on the same structure-first thinking we bring to client work.
Why they're free
A better starting point than a blank board
Most people start in monday.com with an empty workspace and build from scratch. These solutions give you a structured, proven starting point instead: the boards, workflows and automations already set up for a specific job, ready to install and make your own. They're free because a good structure shouldn't be the hard part.
The solutions library
- Professional Services
Coaching
Client management system for coaches and consultants. Track sessions, goals and client progress.
- Sales
CRM Starter
Complete sales management system with lead tracking, deal pipeline and automated follow-ups.
- Product
New Product Development
Bring R&D, marketing and operations together in a unified workflow that tracks progress from concept to launch.
- Retail
Store Openings & Refurbs
Plan, track and deliver new store launches and refurbs with clarity across every phase, from request to completion.
- Travel
Travel
Complete travel planning and expense tracking system. Manage bookings, itineraries and travel budgets.
- General
Workflow Starter
Complete workflow starter with 5 board foundations, master overview, comprehensive automations and full documentation.
How it works
How the solutions work
Choose the solution that fits your work.
Get the free install link by email.
Install it to your monday.com and adapt it to how you work.
Beyond the template
Want it built around your business?
These solutions are a great starting point, but they're built for the general case. If you want monday.com designed and built around exactly how your business runs, with the integrations and AI agents to match, that's what we do.
Get started
Show us one task your team does by hand
We'll build an AI agent that does it, free, running on your real work for 30 days. No access to your systems, no cost, and no obligation at the end.