Featured
Free
Productivity
Financial Operating System
Notion-style native workspace for weekly money reviews.
Rich text structureReview checklist+2
Beginner 5mView Details
Community Marketplace
Professional templates for global finance
Spreadsheets, documents, contracts, and calculators built by operators who use them in the real world. Clone any template to your workspace instantly.
All Templates
30 templates Featured
$12.00
Startup
Startup Runway
Cash, burn, revenue, and months of runway in one workbook.
Burn trackingCash assumptions+2
Advanced 18mView Details
Featured
Free
Accounting
Cash Flow Forecast
Forecast incoming and outgoing cash by week.
Weekly forecastOpening cash assumptions+2
Intermediate 14mView Details
Featured
Free
Expense Tracking
Expense Tracker
Audit-ready daily spending tracker with categories and variance formulas.
Daily expense logCategory list+2
Beginner 6mView Details
Featured
Free
Budgeting
Monthly Budget
Plan income, expenses, savings, and variance for a complete month.
Income and spending planFormula-driven totals+2
Beginner 8mView Details
Featured
Free
Invoices
EU Freelancer Invoice
Compliant with EU VAT regulations
Beginner 5mView Details
Featured
$29.00
Legal & Contracts
Freelance Retainer Agreement
Standard B2B service agreement for ongoing retainer work.
Scope definitionPayment terms+1
Intermediate 15mView Details
Featured
$49.00
Business Finance
SaaS Financial Model
Track MRR, Churn, and ARPU for your software business.
MRR ForecastingChurn Tracking+1
Advanced 30mView Details
Featured
Free
Personal Finance
Debt Payoff Ultimate Pack
Calculate your exact payoff date using the Debt Snowball or Avalanche method.
Snowball & Avalanche modesAuto-calculates payoff date+1
Beginner 10mView Details
Free
Business
Business Budget
Monthly operating budget for revenue, teams, tools, taxes, and marketing.
Department ownershipOperating assumptions+2
Intermediate 12mView Details
Free
Savings
Savings Tracker
Track savings goals, deposits, milestones, and completion progress.
Goal trackingDeposit log+2
Beginner 6mView Details
Free
Accounting
Balance Sheet
Assets, liabilities, equity, and liquidity checks.
Assets and liabilitiesOwner equity formula+2
Intermediate 12mView Details
Free
Finance
Loan Tracker
Monitor principal, interest, payments, and remaining balances.
Loan inventoryPayment log+2
Intermediate 9mView Details
Free
Personal
Net Worth Tracker
Track assets, liabilities, and monthly net worth movement.
Asset and debt rowsMonthly snapshot+2
Beginner 8mView Details
Free
Finance
Debt Snowball Calculator
Snowball method debt payoff tracker and balance planner.
Debt inventoryPayment tracking+2
Intermediate 10mView Details
Free
Startup
Sales Forecast
Forecast opportunities, stages, expected value, and owner notes.
Pipeline rowsExpected revenue+2
Intermediate 10mView Details
Free
Budgeting
Marketing Budget
Plan campaigns, channels, spend, owner, and ROI review notes.
Channel budgetsCampaign ownership+2
Intermediate 9mView Details
Free
Accounting
Profit and Loss Statement
Revenue, COGS, operating expenses, and margin formulas.
Quarterly P&LGross margin formulas+2
Intermediate 15mView Details
Free
Expense Tracking
Subscription Tracker
Recurring costs, renewal dates, owners, and cancellation notes.
Renewal trackerOwner fields+2
Beginner 5mView Details
Free
Taxes
Tax Planner
Estimate income, deductions, credits, and payment reserves.
Deduction logEstimated tax reserve+2
Advanced 15mView Details
Free
Invoices
Invoice Register
Track invoice numbers, due dates, collection status, and aging.
Invoice logAging review+2
Beginner 7mView Details
Free
Income
Payroll Tracker
Track gross pay, taxes, benefits, reimbursements, and payroll status.
Payroll runsBenefits notes+2
Intermediate 11mView Details
Free
Business
ROI Calculator
Compare investment cost, benefit, payback, and decision notes.
ROI inputsBenefit tracking+2
Intermediate 8mView Details
Free
Income
Revenue Tracker
Track revenue by product, customer, channel, and collection status.
Revenue rowsOwner tracking+2
Intermediate 10mView Details
Free
Travel
Travel Budget
Plan trip costs, currency needs, deposits, and per-person splits.
Trip categoriesDeposit tracking+2
Beginner 7mView Details
Free
Finance
Debt Payoff Planner
Snowball and avalanche-style payoff tracker.
Debt inventoryPayment tracking+2
Intermediate 10mView Details
Free
Invoices
US Contractor Invoice (W-9)
Standard US formatting with W-9 attachment
Beginner 5mView Details
$19.00
Business Finance
Cross-Border Tax Estimator
Calculate withholding taxes for international clients.
Withholding tax calculatorMulti-country tracking
Intermediate 20mView Details
Free
Legal & Contracts
W-8BEN Compliance Checklist
Ensure tax compliance when working with US clients.
Step-by-step guideCommon mistakes to avoid
Beginner 10mView Details
Free
Personal Finance
Freelance Invoice Template
A clean, professional invoice template for freelancers.
Clean designReady to export+1
Beginner 5mView Details