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Master ChatGPT for FP&A with Nicolas Boucher Image
The only financial model template you'll ever need—just plug in your actuals to see projections
Master ChatGPT for FP&A with Nicolas Boucher
Join us for a live webinar as Nicolas Boucher shares the exact prompts he uses to automate data preparation, accelerate forecasting, and deliver insight-driven reports.
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Insights and Strategies for FP&A Leaders

Explore guides, product updates, and expert opinions on how modern FP&A teams plan, forecast, and report.
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Templates
Cheatsheets

Templates

template

14 essential ChatGPT prompts for finance

A curation of the best ChatGPT prompts to speed up investor update emails and decks, transaction reconciliation, financial dashboarding, custom GPTs for Excel assistance, bank transaction categorization, and more.

template

A revenue projection template tailor-made for businesses with a PLG motion

Accurate revenue forecast template for PLG businesses. Build models in Excel or Sheets using your actuals, no complex formulas needed.

template

Streamline your workforce planning with our free headcount and payroll model template

With the ever-changing nature of the typical workforce, tracking your company’s headcount requirements, payroll expenses, and labor costs can be pretty complex. Whether you’re developing strategic hiring plans or evaluating cost-saving opportunities, our free and flexible headcount and payroll model template will make it easier.

template

(Finally!) A cost of goods sold formula Excel template tailor-made for SaaS

The complexities of a SaaS business model can make deciding what costs should be included in your costs of goods sold (COGS) a challenge. Our template is tailor-made for B2B SaaS businesses to help you figure out when (and when not to) categorize an expense as COGS.

template

SaaS metrics based planning: A template for top-down revenue planning

Fast-growing SaaS companies are using a new, proven approach to modeling revenue with just five core SaaS metrics and the Rule of 40. This template will show you how to use it to shorten the planning cycle and drive greater efficiency in your business.

template

A free, 3-statement financial model template tailor-made for SaaS

The three-statement financial model provides the foundation for financial reporting for any business. It provides a comprehensive view of the financial health of the business, supports strategic decision-making, and helps ensure compliance. With our integrated, easy-to-use Google Sheet financial statement template for SaaS, you can quickly and easily build a three-statement model to support your core reporting.

template

Cash Flow Projection Model Excel Template

Cash flow is the lifeblood of your business. Purpose built for SaaS, our cash flow projection model template makes it fast and easy to get a granular view of how money moves in your business so you can more fully optimize your working capital management.

template

SaaS Board Deck Template + Tips to Create Your Own

A plug-and-play presentation deck for early-stage and growth-stage SaaS companies with important tips and best practices to adapt it and make it your own.

template

Keeping investors informed and engaged: The only investor update email template you’ll ever need

Engaging with investors has never been more important than it is today. Our free, fully customizable investor update email template will give you everything you need to craft your own unique email – one your investors will always look forward to receiving.

template

Looking for a powerful, easy-to-use SaaS financial model template in Google Sheets?

Download this free SaaS financial model template in Google Sheets to quickly forecast your company’s future performance with a connected, driver-based model.

Cheatsheets

template

3 KPIs to track to improve revenue efficiency in FY25

Across startups and scaleups, growth continues to be weighted higher, and expected to be achieved in a capital-efficient fashion—meaning the cost structure driving your revenue growth has to be sustainable.

template

Streamline your balance sheet reconciliation with our 6-step checklist

To say balance sheet reconciliation can be tedious is probably an understatement. But it doesn’t have to be. Using a systematic process can make it a lot easier. Our checklist will give you the foundation you need to build a repeatable, streamlined process for your balance sheet reconciliation.

template

5 revenue forecasting methods every finance leader needs to know

Unlike most other SaaS metrics, subscription gross margin can be pretty tough to improve. Our cheat sheet explains why and will give you all the basics you need to know about this important SaaS metric, including why it matters and how to calculate it for your business.

template

The Ultimate Subscription Gross Margin Cheat Sheet

Unlike most other SaaS metrics, subscription gross margin can be pretty tough to improve. Our cheat sheet explains why and will give you all the basics you need to know about this important SaaS metric, including why it matters and how to calculate it for your business.

Templates

template

14 essential ChatGPT prompts for finance

A curation of the best ChatGPT prompts to speed up investor update emails and decks, transaction reconciliation, financial dashboarding, custom GPTs for Excel assistance, bank transaction categorization, and more.

template

A revenue projection template tailor-made for businesses with a PLG motion

Accurate revenue forecast template for PLG businesses. Build models in Excel or Sheets using your actuals, no complex formulas needed.

template

Streamline your workforce planning with our free headcount and payroll model template

With the ever-changing nature of the typical workforce, tracking your company’s headcount requirements, payroll expenses, and labor costs can be pretty complex. Whether you’re developing strategic hiring plans or evaluating cost-saving opportunities, our free and flexible headcount and payroll model template will make it easier.

template

(Finally!) A cost of goods sold formula Excel template tailor-made for SaaS

The complexities of a SaaS business model can make deciding what costs should be included in your costs of goods sold (COGS) a challenge. Our template is tailor-made for B2B SaaS businesses to help you figure out when (and when not to) categorize an expense as COGS.

template

SaaS metrics based planning: A template for top-down revenue planning

Fast-growing SaaS companies are using a new, proven approach to modeling revenue with just five core SaaS metrics and the Rule of 40. This template will show you how to use it to shorten the planning cycle and drive greater efficiency in your business.

template

A free, 3-statement financial model template tailor-made for SaaS

The three-statement financial model provides the foundation for financial reporting for any business. It provides a comprehensive view of the financial health of the business, supports strategic decision-making, and helps ensure compliance. With our integrated, easy-to-use Google Sheet financial statement template for SaaS, you can quickly and easily build a three-statement model to support your core reporting.

template

Cash Flow Projection Model Excel Template

Cash flow is the lifeblood of your business. Purpose built for SaaS, our cash flow projection model template makes it fast and easy to get a granular view of how money moves in your business so you can more fully optimize your working capital management.

template

SaaS Board Deck Template + Tips to Create Your Own

A plug-and-play presentation deck for early-stage and growth-stage SaaS companies with important tips and best practices to adapt it and make it your own.

template

Keeping investors informed and engaged: The only investor update email template you’ll ever need

Engaging with investors has never been more important than it is today. Our free, fully customizable investor update email template will give you everything you need to craft your own unique email – one your investors will always look forward to receiving.

template

Looking for a powerful, easy-to-use SaaS financial model template in Google Sheets?

Download this free SaaS financial model template in Google Sheets to quickly forecast your company’s future performance with a connected, driver-based model.

Cheatsheets

template

3 KPIs to track to improve revenue efficiency in FY25

Across startups and scaleups, growth continues to be weighted higher, and expected to be achieved in a capital-efficient fashion—meaning the cost structure driving your revenue growth has to be sustainable.

template

Streamline your balance sheet reconciliation with our 6-step checklist

To say balance sheet reconciliation can be tedious is probably an understatement. But it doesn’t have to be. Using a systematic process can make it a lot easier. Our checklist will give you the foundation you need to build a repeatable, streamlined process for your balance sheet reconciliation.

template

5 revenue forecasting methods every finance leader needs to know

Unlike most other SaaS metrics, subscription gross margin can be pretty tough to improve. Our cheat sheet explains why and will give you all the basics you need to know about this important SaaS metric, including why it matters and how to calculate it for your business.

template

The Ultimate Subscription Gross Margin Cheat Sheet

Unlike most other SaaS metrics, subscription gross margin can be pretty tough to improve. Our cheat sheet explains why and will give you all the basics you need to know about this important SaaS metric, including why it matters and how to calculate it for your business.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

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