top of page

Access Essential Resources for Scaling Your Company

Get Templates For





How it works

From the categories, choose the desired category. Then, choose the template you want

Select the template

From the template page, click on the "download" button. The template will be downloaded into your Excel file.

Download the template

Month Over Month Dashboard

This Dashboard shows you how the most important metrics of your business are doing on...

Power Query Sheet

This worksheet helps you see the before and after that take place when data is transformed with...

Headcount Dashboard

This Dashboard presents the number of hires for each department a company has and their total cost.

Prepaid Expenses

Prepaid expenses are balances for amounts paid in advance but not yet consumed under accrual...

Get more than 80 templates

Our Plans

Unlock the full potential of financial mastery with our CFO templates. 

Most popular


Paid Annually

One license allows one user to access all the templates.

Install for your company

Contact Us

Speak to Sales

Get multiple licenses for all templates

  • How does it work?
    Download the template from the Microsoft App store, and get access to 80+ excel templates, infographics, power point files.
  • What type of templates are included?
    Accounting templates, FP&A templates, Dashboards, and Templates to learn excel
  • How long will I have access for?
    You will have access for an entire year
  • What is the price?
    $50 / month, paid annually.
  • What technical requirements do I need?
    You will need a license to Microsoft Excel
  • Will I be notified of new templates added
    Yes! We will continue adding new templates, which will sync directly to the plugin that you will have access to.
  • Do you have a google sheets integration?
    Not yet, but it's on the roadmap!
  • Can I connect my data to these templates?
    Not yet, but we will be releasing a premium version of our plugin soon where you will be able to!

in touch

bottom of page