Chartered Accountant · CFO — finance leadership across sectors & multi-currency operations
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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[ screenshot · Dashboard ]

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[ screenshot · MIS Pack ]

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.

  • 12 linked, 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[ screenshot · Board Pack ]

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

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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.

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