Free finance templates

Eight Excel templates, ungated. No email required.

Budget vs Actual Variance Analysis Template — An editable Excel workbook for comparing budget and actual results, isolating material gaps and preparing a management explanation.
Unit Economics Stress Test Template — An editable Excel model for testing contribution economics under changes in price, volume and variable cost assumptions.
Three-Statement Financial Model Template — An editable Excel workbook that connects profit and loss, balance sheet and cash-flow assumptions for scenario planning.
Board Meeting Finance Pack Template — An editable Excel pack for presenting performance, cash, variances and management actions in a repeatable board format.
Investor Update Finance Template — An editable Excel template for a concise recurring update on performance, cash, operating progress and immediate asks.
Finance Reconciliation Review Checklist — An editable Excel checklist for making recurring finance reviews more complete, visible and repeatable.
Cap Table Dilution Model Template — An editable Excel model for illustrating ownership changes across a proposed financing scenario.
DCF Valuation Model Template — An editable Excel model for documenting a discounted cash-flow scenario and its underlying assumptions.

Solutions

Cash Flow Forecasting for Indian SMEs — Turn monthly finance data into a structured cash and runway view, then identify the assumptions and actions that need management attention.
Budget vs Actual Analysis for SMEs — Separate material budget drift from noise and convert the important gaps into owners, actions and next-period checks.
Margin and Cost Movement Analysis for Indian SMEs — Use verified period data to isolate the cost and margin movements worth acting on, without turning the exercise into a generic cost-cutting list.
Management Reporting for SME Finance Teams — Bring finance evidence, AI-assisted narrative, review status and a versioned PDF into one repeatable client and reporting-period workflow.