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Excel & Spreadsheet Templates

Financial Model Kit

Excel · Google Sheets

Linked income statement, balance sheet and cash flow with a 5-year forecast and dashboard.

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Linked income statement, balance sheet and cash flow with a 5-year forecast and dashboard.

Replace the sample content with your own, adjust colors and fonts to match your brand, and export when you are done. Free updates are added to your account automatically.

Key features

Fully editable textEvery heading, paragraph and table can be changed.
Guidance notesShort prompts explain what to write in each section.
Consistent stylesHeading and table styles keep the layout tidy as you edit.
Print-ready layoutA4 and US Letter versions included.
Brand-readySwap in your logo and colors in minutes.
PDF exportSend a polished PDF to clients, banks and partners.

What's inside

Pages and sections
01
Cover
02
Contents
03
Summary
04
Main sections
05
Tables
06
Checklists
07
Appendix
08
Back page

Who it's for

Small businessesProducing professional documents without a designer.
StartupsPreparing plans and proposals for investors and banks.
Operations & HR teamsStandardising the documents the team uses.

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