Plug 'N Play Financial Templates
Hit The Express Lane
It is our conviction that every business should have easy access to trusted financial guidance to grow their business.
Jumpstart your business with our Quick-Start Financial Templates – the ultimate Plug ‘N Play solution. Receive a fully built and automated standard financial model that allows you to plug in your company-specific data and automatically model profitability, cash flow, trends, and forecasts. Our financial model template ensures you have a solid foundation for your financial planning.
No more waiting around – these financial modeling templates are ready for instant download, arming you with essential tools to kickstart and effortlessly manage crucial financial processes. Experience peace of mind as your business grows, knowing that you’ve got key financial metrics figured out. With our Plug ‘N Play Templates, you’re getting a shortcut to financial excellence from day one. Let’s streamline your finances!
Simply Plug 'N Play!
Standard 3-statement financial model
Income Statement, Balance Sheet, Cash Flow Statement.
Includes Detailed Instructions
A preview of statements, use cases, and results from previous clients.
Includes Analytics
Summary dashboard, key charts, and metrics.
Model Key Financial Metrics
Profitability, cash flow, trends, and forecasts.
Lifetime access to updates
Get Lifetime access to any updates made to the templates
Review Your Finances With Ease
You simply plug in your data and get real-time answers.
Options to Expand Plug 'N Play Templates
Expand your Plug ‘N Play templates with the following plug-ins:
- Sensitivity Analysis
- Breakeven Analysis
- Pricing Analysis
- Budget Templates
- Scenario Analysis
- Capital Budgeting
- Valuation
Trusted by small business owners
Second time using David for some tasks that I just did not have any time to complete myself – HIGHLY recommend and I will be using him again in the future.
– Kurtis Cummings, Owner of Switchyard Brewing
Custom Financial Modeling Client
David was an excellent resource. He is very knowledgeable and is a rare find. Was able to work through this project and met all deadlines. I plan on using him much more in the future.
– Vadim Leybel, Owner of Cast Capital Funding
Custom Financial Modeling Client
Why Choose Wisefi
Contact us
What are you waiting for? We’re ready to make your finances easy! Fill out the basics and let’s work together to bring your business dreams to life!
The Wisefi Difference – All Wisefi Financial Experts are experienced mentors who understand the importance of empathy in our industry. Your best interest is ALWAYS top of mind to us.
