Ready-to-Use Templates
Professional financial templates and tools you can start using immediately. Excel, Google Sheets, PowerPoint, and Word formats included.
Financial Model Template Pack
Complete set of financial modeling templates including three-statement models, revenue forecasts, and scenario planning tools.
- 3-statement model
- Revenue forecast builder
- Expense planning template
- Cash flow projections
- Scenario analysis tool
- Cap table template
- Unit economics calculator
- Fundraising model
Treasury Management Dashboard
Complete treasury management system with cash positioning, 13-week forecasts, and payment tracking.
- Cash positioning dashboard
- 13-week cash forecast
- Payment tracker
- Bank reconciliation template
- Treasury policy template
Investor Metrics Dashboard
Track and visualize the metrics investors care about. Pre-built formulas and charts included.
- SaaS metrics dashboard
- Unit economics tracker
- Cohort analysis template
- Growth metrics dashboard
- Burn rate calculator
- Runway tracker
Board Reporting Templates
Professional board presentation templates with linked Excel dashboards. Ready to customize with your data.
- Board deck template
- Financial summary slides
- Metrics dashboard
- Variance analysis
- KPI tracker
- Executive summary template
- Appendix templates
- Data room checklist
- Meeting agenda template
- Action items tracker
Fundraising Preparation Kit
Everything you need to prepare for fundraising. Financial models, data room templates, and investor materials.
- Fundraising financial model
- Pitch deck financial slides
- Data room checklist
- Due diligence tracker
- Cap table template
- Term sheet template
- Investor update template
- Financial FAQ document
- Valuation calculator
- Use of funds template
- Investor pipeline tracker
- Meeting prep checklist
Budget Planning Templates
Comprehensive budgeting and planning templates for annual and quarterly planning cycles.
- Annual budget template
- Quarterly planning template
- Department budget templates
- Headcount planning tool
- Capital expenditure tracker
- Budget vs. actual dashboard
- Variance analysis template
Financial Operations Toolkit
Complete set of operational finance templates for day-to-day financial management.
- Invoice template
- Expense report template
- Purchase order template
- Vendor management tracker
- Contract tracker
- Payment schedule template
- Month-end close checklist
- Reconciliation templates
- Accrual tracker
- Prepaid schedule
- Fixed asset register
- Depreciation calculator
- Journal entry template
- Account reconciliation template
- Financial calendar
Hiring & Compensation Templates
Templates for building and managing your finance team. Job descriptions, compensation benchmarks, and more.
- Finance job descriptions
- Compensation benchmarking tool
- Offer letter templates
- Equity calculator
- Headcount planning model
- Performance review template
- Team org chart template
- Onboarding checklist
Systems Implementation Toolkit
Plan and execute financial systems implementations. Vendor evaluation, implementation planning, and training materials.
- System requirements template
- Vendor evaluation scorecard
- Implementation project plan
- Data migration checklist
- Testing plan template
- Training materials template
- Process documentation template
- Change management plan
- Go-live checklist
- Post-implementation review
International Finance Templates
Manage multi-currency operations and international expansion. FX tracking, transfer pricing, and more.
- Multi-currency tracker
- FX exposure calculator
- Transfer pricing template
- International entity tracker
- Global cash positioning
- Intercompany reconciliation
- VAT/GST tracker
- International payroll template
- Global compliance checklist
Complete Template Library
Get every template and tool at once. Over 90 files covering every aspect of financial management. Save 50%.