Explore a curated collection of Business and Financial Management Excel templates designed to support Controlling, Financial Planning, and Decision-Making in companies of all sizes.
Here you’ll find:
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Free templates,
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Premium templates, and
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Exclusive tools included in my Management and Financial Control services, used by numerous companies in different sectors.
Build, Adapt, and Create Value
Many of these templates serve as models and examples to guide you in building your own management tools — especially in areas where your ERP or business software doesn’t reach.
You can also adapt them to fit your company’s processes or use them as they are, if they already deliver value.
The real key is not just downloading a template, but knowing how to turn it into value for your organization.
Templates that don’t generate insight or measurable results are not worth using.
Tailored Tools for Real Companies
Each company works differently — that’s why standardization rarely makes sense in Management Accounting or Controlling.
My templates are designed to be:
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Flexible enough to adapt, and
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Practical enough to use immediately.
Even without customization, many models in their standard version already deliver meaningful insights and measurable improvements in business results.
Purpose of These Templates
The goal of these Controlling and Financial Excel templates is not only to serve as tools, but also as examples of what can be achieved through professional management control.
They help you:
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Understand cost structures and profitability,
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Improve decision-making,
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Optimize business processes, and
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Strengthen financial and operational performance.
Each template represents a small piece of a Management Accounting system — one that transforms data into value.
- Excel Template Cash Flow Forecast M15
- Balanced Scorecard Excel Template Key Indicators (KPIs) Control
- Personal Finance Free Excel Template
- Customer Invoices Free Excel Template
- CRM Free Excel Templates
- Action Planning Free Excel Template
- Home Budget M2 Excel Template
- Projects Costs Calculation and Control M3 Excel Template
- Balanced Scorecard M1 Excel Template
- Working Hours Timesheet Free Excel Template
- Budget Control for Events M1 Excel Template
- Travel Expenses Control M1 Free Excel Template
- Wedding Budget Control M1 Free Excel Template
- Employee Absences Free Excel Template
- Training Courses Control Free Excel Template
- Documents Management Free Excel Template M1
- Employee Costs Allocation to Cost Centers Free Excel Template
- 3 Methods Selling Price Calculation Free Excel Template
- Multiproducts Breakeven Simulator Free Excel Template
- Marketing Plan Free Excel Template
- Budget Sales Control Free Excel Template
- Pickleball and Padel Sport Club Profit Analysis Free Excel spreadsheet
- Retail Commerce Profit Analysis Free Excel Template
- Employee Management Free Excel Download
- Stocks Planning Procurement Simulator Free Excel Download
- Suppliers Prices Comparative Analysis Free Excel Download
- New Investments Requests Form Free Excel spreadsheet
- Timesheet Control and Report Free Excel Template
- Financial Plan M3 Free Excel Template
- Warehouse Inventory Control Free Excel spreadsheet
- Payments Forecast Control FREE Excel Template
- Restaurants Sales forecast Free Excel Template
- Decisions Sale Price Lists Calculation Free Excel Template
- Cost product BOM components example Excel spreadsheet
- Business Plan Budget 5 Years M1 Free Excel Template
- Digital Marketing Dashboard Control M1 Free Excel Template
- Cash Flow Control M1 Free Excel Template
- Hotels Excel Cost Calculation
- Control and Justification of Commercial Expenses Excel Free Template
- Training Management Free Excel Spreadsheet
- Direct Costing Free Excel Template
- Excel Manufacturing Standard Costs and Margins M10
- Excel Budget BOM Manufacturing Costs and Margins M15
- KPI OEE Report Excel Free Template
- FREE Excel Balanced Scorecard 2KM15
- Employees Best Practices Improvements Requests M2 Free Excel Template
- Planning and Control Projects Costs and Profitability Excel FREE Template M15
- Budget Control Excel YTD & FYForecast M15
- Actual Vs Budget Excel Templates
- Free Excel Template Break Even Point Calculation