Chartered Accountant · CFO — finance leadership across sectors & multi-currency operations
HomeAboutServices Fractional & Interim CFOFundraising & Capital AdvisoryBoard & MIS ReportingFP&A & Business Modelling TemplatesInsightsTestimonialsContact Browse templates
CFO Toolkit

The tools a finance function actually runs on.

Board-ready models, built and used by a working CFO, then made generic for you to adapt. One-time purchase, instant download, secure checkout.

Dashboard
Sales MTD
48.2₹ M

Daily Management Dashboard

One interactive page for the whole operation — sales, collections, debtors, ageing and inventory, filterable by division, with a built-in tie-out check so every figure reconciles to source.

  • Global division filter across all sections
  • Summary, charts and full break-up tabs
  • Internal tie-out on every refresh
  • AI prompt library for commentary
₹2,500 one-time
Buy now
MIS Pack
Rev vs AOP
+6.2%

Monthly MIS Pack

Actuals against budget with a full variance bridge, ratio analysis and a commentary framework — the pack a finance manager runs the monthly close on.

  • Advanced Excel formula-driven tabs
  • Automatic variance flags over 5%
  • Ratio and margin analysis built in
  • AI commentary prompt set
₹2,500 one-time
Buy now
Board Pack
RoCE
18.4%

Board Pack System

A board-narration deck with a six-sheet cross-check workbook behind it. Every number on a slide ties back to the workbook, including a dual-currency RoCE methodology.

  • Narration deck + cross-check workbook
  • Dual-currency RoCE method
  • Slide-to-source tie-out
  • Editable narration script
₹3,500 one-time
Buy now

Get all three — bundle ₹6,000

Dashboard, MIS Pack and Board Pack System together. Save ₹2,500.

Buy the bundle
Payment

How to pay.

Scan the QR with any UPI app, or use PayPal / card for international payment. The file is shared on confirmation.

UPI QR code — scan with PhonePe, GPay or any UPI appUPI — India

Scan with PhonePe, Google Pay or any UPI app

PayPal QR code — international paymentsPayPal — International

Scan with the PayPal app, or pay by card via PayPal

An invoice is issued for every payment. For template purchases the file is shared on confirmation; for services, the scope and fee are agreed before you pay.
Questions

Before you buy

What format are these in?

Excel (.xlsx) and PowerPoint (.pptx). They open in Microsoft Office; the workbooks also open in Google Sheets, though some formatting differs.

Is my data sent anywhere?

No. These are files you download and run on your own machine. Nothing is uploaded. The AI prompts are text you paste into your own AI tool alongside your output.

Can I use them for client work?

Yes, for your own and your employer’s or clients’ internal use. You may not resell or redistribute the templates themselves.

Do you offer refunds?

Because these are instant digital downloads, sales are final once downloaded — but if something is broken, message me and I’ll fix it or refund it.

Get new templates & notes by email.

A short note when a new template ships or a new piece goes up. No noise, unsubscribe anytime.

Built by a working CFONot a template factory
Instant downloadSecure UPI & card checkout
Formula-drivenRecalculates on your data
AI-readyPrompt library in every pack