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 
Plug 'N Play Financial Templates​

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

Plug 'N Play Financial Templates

Why Choose Wisefi

At Wisefi, we believe in making your financial journey smooth and efficient. We crafted our Plug ‘N Play Templates to accelerate your business with ready-to-go tools. We understand that launching a business venture or growing a new business can be a huge undergoing that takes a lot of your time. Our templates are tailored to save you time and money by providing quick results and a real-time glimpse into your financials. If you are starting a new business or in the beginning stages, don’t go at it alone. We are here to make sure your business takes off with confidence and to support you at every stage of your business journey!

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.