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The catalog · 42+ tools

Every finance tool. One finished result away.

Close checklists, CFO reports, tax summaries, engagement letters, invoice reminders — pick a tool, add a few details, walk away with a finished asset.

Operations & SOPs

Accounts Payable Process

Get AP process - just enter volume, systems, approvals.

A ready-to-use aP processTry it →
Plans, Strategies & Roadmaps

Accounts Receivable Playbook

Get collections playbook - just enter ar aging, customer types, policies.

A ready-to-use collections playbookTry it →
AI Agents & Automation

AI FP&A Analyst Workflow

Get FP&A workflow spec - just enter data sources, reporting needs, cadence.

A ready-to-use fP&A workflow specTry it →
Operations & SOPs

Audit Preparation Checklist

Get audit prep - just enter entity, scope, timeline.

A ready-to-use audit prepTry it →
Operations & SOPs

Board Meeting Pack

Get board pack outline - just enter company metrics, agenda items, decisions needed.

A ready-to-use board pack outlineTry it →
Audits, Analyses & Reports

Break-Even Analysis

Get break-even analysis - just enter costs, price, volume.

A ready-to-use break-even analysisTry it →
Financial Docs & Models

Budget Variance Report

Get variance analysis report - just enter budget, actuals, period.

A ready-to-use variance analysis reportTry it →
Financial Docs & Models

Burn Rate & Runway Tracker

Get runway tracker spec - just enter cash, monthly spend, revenue.

A ready-to-use runway tracker specTry it →
Financial Docs & Models

Cap Table Scenario Model

Get dilution scenario analysis - just enter current cap table, round terms, option pool.

A ready-to-use dilution scenario analysisTry it →
Proposals, Bids & Quotes

Capital Expenditure Proposal

Get capex proposal - just enter investment, benefits, costs.

A ready-to-use capex proposalTry it →
Financial Docs & Models

Cash Flow Forecast

Get 13-week cash forecast spec - just enter ar/ap data, payroll, recurring items.

A ready-to-use 13-week cash forecast specTry it →
Financial Docs & Models

Cash Flow Statement Builder

Get cash flow statement - just enter p&l, balance sheet changes.

A ready-to-use cash flow statementTry it →
Other Documents

Chart of Accounts Setup

Get COA - just enter business type, reporting needs.

A ready-to-use cOATry it →
Audits, Analyses & Reports

Cost Reduction Analysis

Get cost reduction plan - just enter expense breakdown, contracts, headcount.

A ready-to-use cost reduction planTry it →
Financial Docs & Models

Department Budget Template

Get budget template - just enter department, costs, headcount.

A ready-to-use budget templateTry it →
Employment & HR

Equity Compensation Explainer

Get equity analysis report - just enter offer details, company stage, vesting.

A ready-to-use equity analysis reportTry it →
Policies & Compliance

Expense Policy Generator

Get expense policy document - just enter company size, travel norms, card program.

A ready-to-use expense policy documentTry it →
Policies & Compliance

Expense Reimbursement Policy

Get policy - just enter company, norms, limits.

A ready-to-use policyTry it →
Guides, Checklists & How-To

Financial Controls & SOX Checklist

Get controls checklist - just enter processes, size, systems.

A ready-to-use controls checklistTry it →
Guides, Checklists & How-To

Financial Due Diligence Checklist

Get due diligence checklist - just enter deal type, target company profile.

A ready-to-use due diligence checklistTry it →
Financial Docs & Models

Financial Model Builder

Get financial projection model spec - just enter revenue drivers, costs, growth assumptions.

A ready-to-use financial projection model specTry it →
Policies & Compliance

Financial Policy Manual

Get policy manual - just enter company, size, risks.

A ready-to-use policy manualTry it →
Financial Docs & Models

Financial Statement Analyzer

Get financial health report - just enter p&l, balance sheet, cash flow data.

A ready-to-use financial health reportTry it →
Plans, Strategies & Roadmaps

Fundraising Strategy Memo

Get fundraising strategy memo - just enter stage, metrics, runway.

A ready-to-use fundraising strategy memoTry it →
Financial Docs & Models

Grant Budget & Reporting Kit

Get grant budget kit - just enter grant terms, program, period.

A ready-to-use grant budget kitTry it →
Financial Docs & Models

Investor Reporting Template

Get reporting template - just enter metrics, stage, audience.

A ready-to-use reporting templateTry it →
Other Documents

Investor Update Writer

Get investor update document - just enter kpis, wins, challenges.

A ready-to-use investor update documentTry it →
Financial Docs & Models

Invoice & Payment Terms Kit

Get invoice template and terms - just enter business, services, payment policies.

A ready-to-use invoice template and termsTry it →
Operations & SOPs

KPI / Financial Dashboard Spec

Get dashboard spec - just enter business, metrics, audience.

A ready-to-use dashboard specTry it →
Other Documents

Loan Application Package

Get loan application package - just enter business financials, loan purpose, amount.

A ready-to-use loan application packageTry it →
Guides, Checklists & How-To

Monthly Close Checklist

Get close checklist - just enter entity, systems, team.

A ready-to-use close checklistTry it →
Marketing & Content

Personal Finance Plan

Get personal finance plan - just enter income, expenses, debts.

A ready-to-use personal finance planTry it →
Proposals, Bids & Quotes

Pitch Deck Financials

Get financial slides content - just enter historicals, projections, ask.

A ready-to-use financial slides contentTry it →
Financial Docs & Models

Pricing & Unit Economics

Get unit economics report - just enter price, costs, cac.

A ready-to-use unit economics reportTry it →
Audits, Analyses & Reports

Pricing Margin Analysis

Get margin analysis - just enter costs, prices, mix.

A ready-to-use margin analysisTry it →
Audits, Analyses & Reports

Procurement & Vendor Spend Analysis

Get spend analysis report - just enter spend data, vendors, categories.

A ready-to-use spend analysis reportTry it →
Policies & Compliance

Revenue Recognition Policy

Get rev rec policy - just enter business model, contracts, deliverables.

A ready-to-use rev rec policyTry it →
Audits, Analyses & Reports

Scenario & Sensitivity Model

Get scenario analysis spec - just enter base model, key drivers, scenarios.

A ready-to-use scenario analysis specTry it →
Audits, Analyses & Reports

Subscription Revenue Metrics

Get saaS metrics report - just enter billing data summary, cohorts.

A ready-to-use saaS metrics reportTry it →
Financial Docs & Models

Tax Deduction Checklist

Get deduction checklist with notes - just enter business type, expenses, structure.

A ready-to-use deduction checklist with notesTry it →
Plans, Strategies & Roadmaps

Three-Statement Model Spec

Get model spec - just enter drivers, history, assumptions.

A ready-to-use model specTry it →
Marketing & Content

Working Capital Optimization

Get working capital report - just enter ar/ap/inventory data, terms.

A ready-to-use working capital reportTry it →