Pre-built financial models with formulas, structure, and formatting built in. Download any template for free -- no account required.
Full-year operating budget with revenue, COGS, and departmental OpEx. Pre-built formulas for gross margin, EBITDA, and net income.
Weekly cash flow projection for the next quarter. Tracks receivables, payables, payroll, and discretionary spend.
Position-level headcount plan with fully loaded cost calculations. Includes salary, employer taxes, benefits, and equipment.
Driver-based revenue model with assumptions for new customers, expansion, churn, and pricing changes.
Standardised budget template for department heads. Pre-populated with common expense categories that roll up to the master budget.
Executive summary dashboard with P&L, BvA analysis, cash flow, and key metrics. One-click export to PDF.
All templates
24 free templates across budgeting, forecasting, and reporting — each with step-by-step guides and best practices.
Download a free annual operating budget template with pre-built P&L formulas, departmental roll-ups, and quarterly phasing. Excel-compatible.
Free departmental budget template for department heads. Pre-populated expense categories, budget vs actual tracking, and automatic roll-up to the master budget.
Free zero-based budgeting template. Build every line item from scratch with justification fields, priority ranking, and approval tracking.
Free project budget template with phase-based cost tracking, resource allocation, and earned value analysis. Track spend against milestones.
Free capital expenditure budget template with asset register, depreciation schedules, and ROI analysis. Track CapEx against approved limits.
Free marketing budget template with channel-level spend tracking, CAC calculations, and campaign ROI analysis. Plan paid, organic, and events.
Free IT budget template covering infrastructure, SaaS licences, headcount, and project costs. Track run-the-business vs change-the-business spend.
Free startup budget template with burn rate tracking, runway calculations, and fundraising scenario modelling. Built for seed to Series A companies.
Free multi-currency budget template with exchange rate tables, automatic translation, and FX variance analysis. Built for European finance teams managing EUR and local currencies.
Free multi-department budget template with US tax considerations, state-level payroll modeling, and GAAP-aligned structure. Built for US finance teams.
Free rolling forecast template with 12-month rolling horizon, automatic period extension, and variance tracking against the static budget.
Free 13-week cash flow forecast template with weekly inflows, outflows, and closing balance tracking. Know your cash position with confidence.
Free driver-based revenue forecast template with customer, ARPU, and churn assumptions. Model subscription, transactional, and recurring revenue.
Free three-statement financial model linking P&L, balance sheet, and cash flow statement. Includes automated inter-statement reconciliation.
Free discounted cash flow (DCF) model template with WACC calculator, terminal value, and sensitivity analysis. Enterprise and equity value output.
Free scenario planning template with base, upside, and downside models. Compare outcomes side by side with automatic variance calculation.
Free headcount planning template with position-level detail, fully loaded cost calculations, and P&L integration. Plan hires with confidence.
Free SaaS financial model with ARR waterfall, unit economics, cohort analysis, and fundraising scenario modelling. Built for B2B SaaS companies.
Free board reporting template with P&L summary, KPI dashboard, budget vs actual analysis, and commentary sections. Board-ready in minutes.
Free budget vs actual variance analysis template with price/volume decomposition, RAG status, and commentary fields. Identify and explain deviations.
Free monthly close checklist template with task assignments, due dates, and completion tracking. Close your books faster and more consistently.
Free KPI dashboard template with financial and operational metrics, trend tracking, and threshold alerts. Track the metrics that matter.
Free budget vs actual report template with monthly and YTD views, percentage variance, and trend analysis. Compare plan to performance at a glance.
Free monthly management report template with P&L summary, operational highlights, risks, and action items. Keep your leadership team informed.
Free monthly investor update template with KPI summary, financial highlights, product milestones, and ask section. Keep your investors informed.
Free quarterly financial review template with period-over-period analysis, trend identification, and strategic recommendations. Drive better decisions.
Free IFRS-compliant income statement template with proper classification of expenses, finance costs, and tax. Designed for European finance teams reporting under IFRS.
Free consolidation workbook for multi-entity EU groups. Includes intercompany elimination, currency translation, and IFRS-compliant consolidated financial statements.
Free US GAAP-compliant profit and loss template with ASC 606 revenue structure, operating expense breakdown, and EPS calculation. Designed for US finance teams.
Free SaaS metrics dashboard template with ARR waterfall, NRR, CAC payback, and Rule of 40 tracking. Built for US SaaS finance teams in USD.
Custom models
Our team can help you build a model tailored to your business. All templates are included on every plan.
Talk to our team