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Free Excel Templates for Finance Teams 2026
Free Excel templates for finance teams 2026 - audit checklist, hours-saved calculator, slow-file diagnoser, risk score quiz and more. Download in your browser.
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Eight free Excel tools for finance teams - audit, error-fixing, slow-file triage, dashboard readiness, reorder points, GST/TDS health and VLOOKUP migration. Run them in your browser in under two minutes, no sign-up. Downloadable PDF cheat sheets ship via WhatsApp. Updated August 2026.
Browser tools
Eight self-serve tools. Two minutes each.
Excel Error Solver
Paste a broken formula, pick the error (#N/A, #REF!, #VALUE!, #DIV/0!, #SPILL!), get production-ready rewrites.
Open toolSpreadsheet Risk Score
Seven questions that score the workbook your CFO opens every Monday against the seven checks a full audit runs.
Open toolHours-Saved Calculator
Two sliders - your annual recoverable time in rupees and dollars. What manual reporting actually costs you.
Open toolDashboard Readiness Quiz
Ten questions on data, KPIs, and process - score whether your team is ready to commission an executive dashboard.
Open toolSlow-File Diagnoser
Click-through diagnostic that routes your slow Excel file to one of seven known fixes - in the order we try them.
Open toolReorder Point Calculator
Three sliders - lead time, average daily sales, safety stock - and your reorder point in seconds, with annual savings.
Open toolGST/TDS Practice Health Check
Ten questions for chartered accountants - score your reconciliation practice against the checks every CA workbook should pass.
Open toolVLOOKUP to XLOOKUP Converter
Paste a VLOOKUP, get a working XLOOKUP conversion - fix #N/A propagation, survive inserted columns, default to exact match.
Open toolDownloadable PDFs
Three cheat sheets. Ship via WhatsApp.
10-Minute Excel Audit Checklist
The seven mechanical checks to run on any workbook before it leaves the team. PDF, one page.
Send via WhatsAppExcel Formula Cheat Sheet
The 25 formulas every finance analyst uses every week, with syntax and one-line examples. PDF, two pages.
Send via WhatsAppSlow-File Fix-It Guide
Seven fixes in order - turn nine out of ten slow files around before you migrate to Power BI or Tableau. PDF, three pages.
Send via WhatsAppFrequently asked
Free Excel templates - questions teams ask first.
Are these Excel templates really free?
Yes. The browser tools run in your browser, no sign-up, no email required. The downloadable PDFs ship via WhatsApp - also free. The only paid engagement is when you want us to build a custom dashboard, audit or financial model for your team.
Do I need an account or sign-up to use the tools?
No. Every browser tool runs immediately on the page. No login, no email, no install. The only data collected is anonymous usage to improve the tool.
Can I share these templates with my team?
Yes. The browser tools are designed to be shared - send the URL to your finance team and they can use them immediately. The downloadable PDFs are for your team's internal use. If you want a custom version branded for your firm, contact us.
What's the difference between the browser tools and a paid audit?
Browser tools give you a self-serve diagnostic in two minutes - they catch the common errors and tell you what to fix. A paid audit is a written seven-section report from a senior practitioner, delivered in one working day, on your actual workbook.
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Read the guideNeed more than a template?
Send the workbook. Get a written scope in one working day.
These tools cover the common errors. The custom engagement covers your specific workbook - fixed scope, fixed price, senior-led.
Free resource
Direct channels
Use it, then
call us.
- Cost
- 0
- Time to result
- <2m
- Reply if you build
- 24h
- 1Run it now
- 2Send us the score
- 3We fix it