Free Templates

Free financial templates to help you track cash flow, plan budgets, and monitor KPIs.

Weekly cash flow forecasting template with actual vs projected view. Works with any spreadsheet tool.

Simple profit & loss template with automatic gross margin and net profit calculations.

Step-by-step checklist covering reconciliations, accruals, payroll review, and final close sign-off.

Track MRR, ARR, churn, CAC, and LTV in one place. Designed for subscription businesses.

Plan revenue, headcount, and operating expenses by month with automatic variance tracking.

Track contractor payments by vendor, date, and amount. Auto-flags when a contractor hits the $600 threshold.

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