When will the BSF templates launch?

The first template release is scheduled for August 2026 \u2014 a 3-Statement Financial Model in Excel. Additional templates follow monthly.

What formats are the templates delivered in?

Excel (.xlsx) for financial models and dashboards, with optional Google Sheets versions for collaborative use. Some templates are also available as Word (.docx).

Are the templates suitable for US-based small businesses?

Yes. All templates use US accounting conventions and USD by default. Tax templates reflect current IRS rules.

Will I get future updates?

Yes. Every template purchase includes free updates for that year (and a major-version discount thereafter).

Resources → Templates

Excel & Word Templates

Professional Excel and Word templates for financial models, budgets, business plans, KPI dashboards, and invoice trackers.

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New Releases Coming Soon

We’re building a library of ready-to-use templates: 3-statement financial models, departmental budgets, KPI dashboards, business plans, invoice trackers, and cap-table tools.

Expected release: August 2026 (first release: 3-Statement Financial Model)

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