New · Free finance toolkit

Financial Intelligence for Banking, Treasury and Finance Professionals

Professional financial models, forecasting templates, valuation tools, budgeting spreadsheets, and treasury calculators — built by operators for modern finance teams.

Live preview · what's inside every workbook

Models that actually move the number.

Driver-based logic, scenario toggles, audit-clean formulas — wired to the charts your CFO already wants to see.

LIVE
fx=FORECAST(Revenue, Drivers!B2:B13, Scenario.Base)
ARR
$0.00M
+12.1%
Gross Margin
0.0%
+0.8 pt
Payback
0.00 mo
-0.4 mo
BaseBase
+24%
Scenario
48
Price
62
Volume
40
Mix
38
Churn
70
New
Featured workbooks

Featured financial workbooks.

Audit-ready financial models engineered by finance operators. Fully editable, executive-ready outputs, yours forever. Delivered immediately after checkout.

Finance Workbooks product cover
XLSX · 6 tabs

Deal Desk Proposal Calculator

Fast proposal economics model for pricing approvals and deal desk workflows.

$99
one-time
instant download
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MOST POPULAR
Finance Workbooks product cover
XLSX · 8 tabs

Merchant Pricing Model

Board-ready Excel model for building merchant payment pricing proposals, margin scenarios, and pricing economics instantly.

$149
one-time
instant download
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Finance Workbooks product cover
XLSX · 8 tabs

PayFac Economics Model

Institutional Excel model for evaluating payment facilitator unit economics and margin performance.

$249
one-time
instant download
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Finance Workbooks product cover
XLSX · 7 tabs

Sponsor Bank Economics Model

Enterprise-grade Excel financial model for sponsor banking and embedded finance program economics.

$299
one-time
instant download
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BEST VALUE
Finance Workbooks product cover
XLSX · 4 tabs

Payments Sales Master Bundle

All four Excel models plus future updates and bonus templates. The complete payments deal desk toolkit.

$499
one-time
instant download
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ENTERPRISE
Finance Workbooks product cover
XLSX · 7 tabs

Enterprise Edition

All four models plus bespoke tabs, white-label branding, and multi-entity consolidation. Built for banks, processors, and PayFac programs.

$1499
one-time
instant download
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Coming soon

AI dashboard for your workbooks.

Upload any financial model and get instant driver analysis, scenario recommendations, and variance explanations — without touching a formula.

Driver Detection
Auto-identifies what moves the number.
Variance Narrative
Natural-language walkthrough of changes.
Scenario Suggestions
AI-generated upside & stress cases.
Private by Design
Your data never leaves your vault.
AI Insights
LIVE
ARR sensitivityRevenue

Price increase of +8% drives 2.3x more ARR than volume alone.

Margin riskCost

Cogs growth outpaces revenue in Month 9 under stress scenario.

Scenario gapForecast

Upside vs Base widens to +$1.8M by Q4 if churn drops to 4%.

Live calculator

Model your deal leakage in under 60 seconds.

Adjust the inputs to reflect your pipeline. See exactly where revenue disappears.

$25,000,000
$150,000
28%
60 days
14%
11%
42%
7 d
5 d
15%
Estimated annual lost revenue
$8.88M

Many payments teams underestimate deal leakage caused by pricing and economics friction. Recovering even a fraction translates directly to margin.

Download Full Excel Model
Deals lost to pricing delays
23
deals / year
Deals lost to weak economics
18
deals / year
Revenue leakage
$6.25M
topline impact
Margin impact
$2.63M
at 42% gross margin
Approval drag
35 d²
delay × turnaround
Projected next year
$10.21M
+15% growth
Why Finance Workbooks

The premium standard for financial models.

Six reasons finance teams pick Finance Workbooks over generic spreadsheet libraries.

Professional-grade templates

Built by senior finance operators, audit-ready, and battle-tested in real boardrooms.

Instant download

Pay and download in under a minute. No accounts, no waiting, no email gates.

Fully editable Excel models

Every formula unlocked. Every assumption labeled. Drop in your own numbers and run.

Executive-ready outputs

Polished dashboards and summary tabs designed for CFO, board, and investor reviews.

Finance-team approved

Trusted by FP&A, treasury, banking, payments, and corporate strategy teams.

Lifetime access

Buy once, own forever. Free minor updates within version. Commercial-use license.

Trusted by finance teams

What finance leaders say about us.

"We replaced three internal models with one Finance Workbooks template. The interchange waterfall alone paid for itself on the first deal we repriced."
VP, Finance
Series C fintech
"Executive-ready outputs out of the box. Our deal desk runs proposals 4x faster and the margin guardrails actually hold."
Director, Deal Desk
Top-10 US acquirer
"Cleanest, most auditable financial models we've bought. Every formula labeled, every assumption editable. Our analysts onboarded in an hour."
Head of FP&A
Embedded finance platform
FAQ

Frequently asked questions.

Start building better financial models today.

Premium financial workbooks, instant download, lifetime access. Loved by finance, treasury, and FP&A teams.