What is it?
This tool will help you
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Quickly assess your financial health
Get a snapshot of your financial situation at a glance.
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Generate financial projections
Measure your ability to invest and meet your financial obligations.
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Assess your borrowing capacity
Show lending institutions that your business is in sound financial health.
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Create a budget
Examine the impacts of potential scenarios on your business, from best to worst, and plan for strategies you could use in each case.
Who is it for?
Entrepreneurs
Maintain control over your company’s assets, liabilities and equity.
Financial managers
See important information about the business at a glance and assess borrowing capacity.
Risk managers
Assess the company’s ability to meet its financial obligations.
Explore more
We allow you to use these templates only as part of your business activities, but we do not guarantee that they fit your needs. Unfortunately, we do not offer any assistance. You are responsible for the content of the documents you create using these templates. We are not responsible for the value or accuracy of these documents, nor for the damages resulting from their use. If you do not agree with what you just read, do not use the templates.