BEST VALUE
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
instant download
Excel Templates
Reusable Excel Templates for Finance Teams
The building blocks finance teams reuse every quarter — actuals trackers, KPI sheets, three-statement scaffolds, waterfall and bridge templates, and clean board-pack output pages.
What's inside excel templates.
Every workbook in this collection is built to the same institutional standard — fully editable Excel, clear inputs, transparent formulas, and executive-ready outputs.
Three-Statement Scaffold
A clean P&L, balance sheet, and cash-flow shell with the right checks already wired.
KPI Tracker
Monthly KPI grid with sparkline, MoM, YoY, and target columns.
Waterfall & Bridge
Revenue and margin bridge templates with proper category mapping.
Cohort Tab
Reusable cohort grid for retention, revenue, and contribution analysis.
Headcount Roll
Headcount plan with ramp, fully-loaded cost, and capacity by team.
Board Pack Pages
Pre-formatted output pages that drop straight into a board deck.
Use cases
Built for the work finance teams actually do.
These templates replace hours of from-scratch modeling with a starting point that's already board-ready.
- Monthly close packages
- Board and investor packs
- KPI and metrics dashboards
- Cohort retention analysis
- Headcount planning
- Revenue and margin bridges
Related workbooks
Workbooks that pair with this category.
Premium models from our library that finance teams use alongside these templates.
ENTERPRISE
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
instant download
Free tools
Free calculators for this category.
Run the numbers instantly in your browser — no signup, no download.
Excel Templates FAQ.
Are these templates or full models?
Templates — the reusable building blocks you drop into bigger models and reports.
Do they include charts?
Yes — every output page ships with pre-built charts you can restyle to your brand.
Is there a brand sheet?
Yes. A central style sheet drives colors and number formats across every tab.
Can I combine them?
Yes — that's the point. They're built to be composed into larger models.
Need a custom excel templates build?
Our team builds bespoke workbooks for finance, banking, and payments programs. Tell us what you need and we'll quote it.