Corporate-quality financial tools built for small business owners who want to manage their own finances. Free and premium options available.
Not every business is ready for a bookkeeper — and that's okay. These templates give you the financial tools you need to stay organized, understand your numbers, and make smart decisions on your own. When you're ready to hand it off, we'll be here.
Download, customize, and use. No email required — just tools that actually work.
Track your income and expenses month by month. Simple but powerful — see your profitability at a glance.
Download FreeGoogle Sheets & Excel
Know exactly when money is coming in and going out. Avoid cash crunches before they happen.
Download FreeGoogle Sheets & Excel
Plan your year with a realistic budget by department or cost category. Set targets and track actuals.
Download FreeGoogle Sheets & Excel
Never lose track of an outstanding invoice. Track what's been sent, paid, and overdue in one place.
Download FreeGoogle Sheets & Excel
More sophisticated templates for businesses that are ready to go deeper on their financial analysis.
The same rolling forecast model used by corporate finance teams — scaled for small business. Updates automatically as you add actuals.
$29
Get This TemplateKnow exactly how much revenue you need to cover costs — and what it takes to hit your profit targets. Includes sensitivity analysis.
$19
Get This TemplateEverything a bank needs to evaluate your business: formatted financials, projections, and a summary memo template. SBA-loan ready.
$49
Get This TemplateTrack the 10 metrics that matter most for your business type — with auto-calculated ratios, trend charts, and a clean executive view.
$39
Get This TemplateWhen you're ready to stop doing it yourself, SmartScale handles the whole thing — bookkeeping, FP&A, and Foundry Books implementation included.
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