resourcesUpdated March 1, 2026

Best FP&A Templates

Choosing the right fp&a templates can make or break your finance function. We have researched, tested, and compared the leading options to help UK finance teams make an informed decision. Below you will find honest reviews with real pros, cons, and pricing -- no affiliate links, no sponsored placements.

How we evaluated

We evaluated each option based on five criteria: feature depth, ease of use, value for money (with UK pricing where available), integration ecosystem, and customer support quality. We prioritised tools with strong UK presence or global availability, and tested each where trial access was available.

1

Grove FP Template Library

Our Pick

Pre-built templates for UK finance teams.

Pros

  • UK-focused
  • Purpose-built for FP&A
  • Regular updates

Cons

  • Requires Grove FP account
  • Less flexible than spreadsheets
  • Limited free options
Included with Grove FPGrove FP customersVisit site
2

CFI Financial Model Templates

Professional Excel financial models.

Pros

  • Professional quality
  • Wide variety
  • Industry-specific

Cons

  • Excel only
  • Paid for premium
  • US-focused
Free basics; FMVA for premiumFinancial analystsVisit site
3

Smartsheet Finance Templates

Budgeting templates in Smartsheet.

Pros

  • Collaborative
  • Workflow built in
  • Good for projects

Cons

  • Smartsheet required
  • Not finance-specific
  • Basic calculations
From USD 9/user/moSmartsheet usersVisit site
4

Notion Finance Templates

Community finance templates.

Pros

  • Free
  • Flexible
  • Good documentation

Cons

  • Not financial tool
  • Manual entry
  • No calculations
Free (with Notion)Small teams on NotionVisit site
5

Google Sheets Template Gallery

Built-in finance templates.

Pros

  • Completely free
  • Immediately available
  • Collaborative

Cons

  • Very basic
  • No governance
  • Manual
FreeAnyone wanting a quick template

FAQ

Frequently asked questions

We evaluated each option based on feature depth, ease of use, UK pricing, integrations, and support quality. We tested tools where trial access was available and spoke with finance professionals who use them daily.

No. Grove FP is included where relevant (we are transparent about this), but rankings are based on our honest assessment. We do not accept payment for placement.

We review and update this list quarterly. The last update was March 2026. If you spot something outdated, please let us know at hello@grove.financial.

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