Grab Our Excel Templates
View and download all of our free financial Excel templates for operations, strategy, and financial planning.
Financial Report Template
This financial report template gives you a complete monthly reporting package across six tabs: income statement, balance sheet, cash flow,...
Download Now
Startup Budget Template
This startup budget template projects first-year expenses, headcount, burn rate, and runway for pre-revenue and early-stage companies.
Download Now
Departmental Budget Template
This departmental budget template lets each team build its own budget and headcount plan, then rolls everything into one consolidated...
Download Now
Annual Operating Budget Template
This annual operating budget template consolidates full-year revenue, COGS, and operating expenses across service and product lines into one workbook.
Download Now
Small Business Budget Template
This small business budget template tracks monthly income, fixed and variable expenses, and budget-to-actual variance in one workbook.
Download Now
Month-End Close Checklist Template
An Excel template for tracking month-end close best practices. It organizes tasks by status, priority, and due dates to streamline...
Download Now
5 Key Financial Ratios Template
Financial ratios are an important indicator that are used to get insights and important information on the company’s performance, profitability, and...
Download Now
CapEx Template
This CapEx formula template helps you calculate the amount of capital expenditures from the income statement and balance sheet. Track...
Download Now
CAPM Template
This Capital Asset Pricing Model (CAPM) template calculates the relationship between systematic risk and expected return for assets, particularly stocks.
Download Now