Resources
for finance teams
Curated list of templates and reports built in partnerships with the finance teams of some of the most sought after high-growth companies. No need to reinvent the wheel, just download these resources and leverage their best practices.
Board memo template
Streamline your board updates with this customizable template. Use it to highlight your successes, note areas for improvement, track KPIs and include discussion prompts for key topics. Ideal for CEOs and finance leaders, this template balances concise summaries and in-depth discussions, helping you save time while improving board communication.
ERP selection template
This comprehensive Excel template helps you select the right ERP for your business. It includes a full checklist with categories like reporting, invoicing, security, and more, ensuring you evaluate every critical feature. Simplify your decision-making process and choose the ERP that fits your needs with this easy-to-use tool.