Free Excel Templates for Finance, Planning & Business
Download practical Excel templates for financial analysis, budgeting, forecasting, investment planning and business decisions.
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Practical Free Excel Templates for Everyday Work
Managing finances, planning investments and organizing business tasks becomes easier with the right tools.
At CamsRoy, you can explore free Excel templates designed for financial analysis, budgeting, forecasting, investment planning and everyday business activities. The collection includes finance Excel templates, business Excel templates, financial planning spreadsheets, investment calculators, payroll and payslip templates, invoice templates and business planning tools.
These templates help you organize information, perform calculations, track performance and evaluate financial decisions without building every spreadsheet from scratch. They are designed for practical use by professionals, business owners, students and anyone who works with financial or business data.
Alongside the Excel template library, CamsRoy also provides AI guides, career tools, AI prompt tools and other professional resources to support productivity, improve workflows and encourage professional growth.
Explore the free Excel templates first, then discover additional resources to help you work smarter.
about me
I’m a Chartered Accountant with over 13 years of experience in Project finance, taxation, accounting, financial reporting, Consolidation, FP&A, Process improvement and controlling. Alongside my finance background, I actively explore AI, automation, and emerging technologies to improve productivity and solve real-world business challenges.
I also build practical web-based tools, calculators, and digital resources using HTML, CSS, JavaScript, and AI-assisted development—combining financial expertise with technology to create solutions that help professionals and businesses work smarter.
Chartered Accountant
Self-made CA with 13+ years in reporting, audit, taxation, MIS, budgeting, and internal financial controls.
AI Generalist
Exploring practical AI tools to automate workflows, boost productivity, and simplify everyday tasks for professionals.
Tool Creator & Educator
Creating calculators, templates, prompt libraries, and digital resources that simplify everyday work.
I am M.S. Roy—a Chartered Accountant, AI enthusiast, and lifelong learner passionate about the intersection of finance, technology, and innovation. Throughout my career, I have worked across financial reporting, taxation, budgeting, MIS, internal controls, and business performance management.
Today, I focus on exploring practical applications of AI, automation, and digital tools that can simplify complex tasks and improve decision-making. Through CamsRoy, I share insights, tools, prompt libraries, and resources designed to help professionals, entrepreneurs, and curious learners adapt to the rapidly evolving world of AI.
✨ “I once lost a job for refusing to compromise my ethics, but I gained something greater—the freedom of a clear conscience. That experience shaped my journey, and today I continue to build my work and ventures on a foundation of integrity, resilience, and continuous learning.”
CamsRoy is a practical resource platform that combines financial expertise with Excel templates, digital tools, professional resources and selected applications of AI and automation—helping individuals and businesses organize information, simplify complex tasks and make better-informed decisions.
For tax updates and accounting resources, visit TaxBizMantra.
Explore More Resources
CamsRoy also offers practical resources beyond Excel templates, including AI guides, tool reviews, career utilities, prompt libraries and professional productivity tools. Explore these resources to learn new workflows, simplify everyday tasks and support your professional development.
AI Guides & Tool Reviews
Practical guides and reviews of AI tools, real-world use cases and workflow solutions for professionals and everyday users.
AI in Finance & Productivity
Discover practical ways to use AI for financial analysis, reporting, budgeting, documentation and professional productivity.
Career & Professional Tools
Explore useful HTML tools and resources for career planning, job applications, professional development and workplace tasks.
AI Prompts & Free Utilities
Access AI prompt libraries, productivity utilities and digital resources designed to simplify recurring professional tasks.
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I’m A Chartered Accountant, AI Generalist & Blogger.
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Have Questions or Want to Collaborate? Let’s Connect
Whether you have a question about an Excel template, feedback, or a collaboration idea, I’d be happy to hear from you.
Featured Excel Templates
Explore our featured free Excel templates for financial analysis, budgeting, forecasting, investment planning and everyday business tasks. Each template is designed to help you organize information, perform calculations and make better-informed decisions without building complex spreadsheets from scratch.
Whether you need a financial planning spreadsheet, an investment analysis model, a budgeting template or a practical business worksheet, these Excel resources provide a convenient starting point for your work.
Browse the featured templates below and choose the spreadsheet that best fits your needs.
Practical Excel Templates for Smarter Financial Decisions
Explore selected Excel templates designed to simplify financial analysis, cash-flow planning, business monitoring and everyday decision-making.
SME Financial Dashboard
Monitor key financial indicators, business performance and management insights through a structured Excel dashboard.
Explore Template →Advanced SME Financial Model
Build financial projections, evaluate business performance and understand the financial drivers of an SME.
Explore Template →13 Week Cash Flow Forecast
Track weekly cash inflows, outflows and projected balances to improve short-term liquidity planning.
Explore Template →Break-Even Analysis Excel Template
Analyse fixed costs, variable costs, contribution margin and sales requirements to understand business break-even points.
Explore Template →Startup MIS Dashboard
Organise business metrics, financial information and key performance indicators through a practical startup MIS dashboard.
Explore Template →Budget vs Actual Excel Template
Compare planned and actual results, identify variances and improve financial monitoring with a structured Excel worksheet.
Explore Template →New Here? Start With These
Not sure where to begin? Explore a few practical starting points based on what you want to accomplish.
Start with Excel Templates
Explore practical Excel templates for financial analysis, budgeting, forecasting and business planning.
Explore Free Tools
Use free calculators, utilities and productivity tools designed to simplify everyday professional tasks.
Explore AI Prompt Packs
Download practical AI prompt packs designed to help with finance, productivity, research and everyday professional workflows.
Stay Updated with New Templates & Resources
Get notified about new Excel templates, financial planning tools, business resources, and useful downloads designed to simplify your everyday work.
Explore My Other Resources
Discover additional resources for tax, business compliance, professional tools, and everyday productivity.
Toolsuite.in
Explore practical online tools and utilities designed to simplify everyday professional tasks.
Explore Toolsuite →TaxBizMantra.in
Find practical tax updates, compliance guidance, and business finance insights curated by a Chartered Accountant.
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