Free Financial Templates

Download professional templates for cash flow, invoicing, expenses, and more. Available in Excel, Google Sheets, and PDF.

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Free 13-week cash flow forecast template for small businesses. Track income, expenses, and predict cash crunches before they happen.

Professional invoice template for freelancers and small businesses. Includes all essential elements and payment terms.

Invoice template specifically designed for freelancers. Includes hourly rates, project billing, and payment terms.

Track business expenses with this comprehensive expense report template. Perfect for reimbursements and tax deductions.

Simple P&L statement template for small businesses. Track revenue, expenses, and net profit monthly or quarterly.

Annual budget template with monthly breakdowns. Plan expenses, forecast revenue, and track actuals vs. budget.

90-day cash flow projection template. Predict future cash position and avoid cash crunches.

Track all your freelance business expenses by category. Perfect for tax time and maximizing deductions.

Calculate estimated quarterly taxes for self-employed individuals. Includes federal and self-employment tax.

Calculate your break-even point and understand how many sales you need to cover costs.

FiscalInsights automatically generates cash flow forecasts, invoices, and financial reports—no manual spreadsheets required.