Resources

Templates & guides
for your finance team.

Download free templates, checklists, and guides to level up your finance operations. Created by our CFO team.

PDF Checklist Startups

Complete checklist of every document you need in your data room before starting fundraise conversations. 62 items across 8 categories.

Template Pack All businesses

Professional MIS templates — monthly P&L, Balance Sheet, Cash Flow summary, and KPI tracker with example data.

PDF Calendar SMEs

Complete calendar of GST filing deadlines for FY 2025-26. Every GSTR-1, GSTR-3B, and annual return date with penalty info.

Excel Template All businesses

13-week rolling cash flow forecast template with instructions, example data, and alert thresholds.

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