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Logo for CA M.S. Roy featuring a circular design with upward chart, AI chip icon, and the letters MSR inside the circle, symbolizing Chartered Accountancy and Smart AI Tools in Finance
CAMSROY –AI for Finance Professionals & Productivity
Practical guide to use AI in finance and automation workflows

Free Finance Templates & Excel Productivity Tools

Download ready-to-use Excel financial models, SME dashboards, and structured business templates designed for professionals and students. Our free finance templates help improve budgeting, forecasting, cash flow planning, and financial decision-making.

Browse Free TemplatesBrowse Free Resources

Download Free Finance Templates for Professionals & SME

Professionals today need structured systems—not scattered spreadsheets. This Templates Hub provides a curated collection of free finance templates, Excel financial models, productivity templates, and AI workflow resources built for real-world professional use.
Whether you are creating a startup financial model in Excel, managing budgets and forecasts, tracking SME performance, or building structured AI prompt libraries, these templates are designed to simplify complex financial work. Each template is ready to download, fully editable, and developed using clear financial logic and professional standards.
Unlike generic spreadsheets found online, our free finance templates follow a finance-first structure. They are suitable for Chartered Accountants, finance managers, SME business owners, MBA students, and professionals who require reliable frameworks for budgeting, forecasting, financial analysis, and workflow optimization.
This hub will continue expanding with advanced Excel financial models, automation-ready workflow templates, and AI-powered finance tools — all available for free download.

Free Excel Template and utility

What You’ll Find in This Templates Hub

Inside this growing resource library, you will find excel AI powered Template. Each template is created with clarity, usability, and professional application in mind—so you can implement it immediately without unnecessary customization.
Explore the templates below and choose the one that supports your current business or learning goal.

1
Excel Financial Model Templates

Structured Excel templates designed for budgeting, financial forecasting, cash flow planning, and performance analysis. Built with logical formulas and clean layouts to support accurate business decision-making and financial reporting.

free excel template 2nd
2
Project Tracking Templates

Organized project management templates to monitor tasks, milestones, timelines, and deliverables—helping teams and SME businesses stay aligned and execution-focused.

3
Structured Business Utilities

Practical spreadsheet-based utilities designed to reduce manual errors, streamline reporting processes, and improve operational efficiency in professional environments.

Free finance templates Excel spreadsheet showing revenue tracking and financial analysis charts
4
AI Prompt Templates

Professionally structured AI prompt libraries created to standardize outputs, improve workflow efficiency, and enhance productivity across finance, research, and business operations.

FREE TEMPLATE LIBRARY

Browse Available Templates

Explore professionally structured Excel and productivity templates built for real-world finance, business, and workflow use. Each template is fully editable, practical, and designed to save time while improving accuracy and decision-making.

AI-Assisted ROI Framework (Excel)

A structured Excel framework designed to calculate return on investment (ROI), evaluate capital allocation decisions, and measure financial performance with AI-supported logic. Ideal for business owners and finance professionals who want data-driven investment insights.

SME Financial Health Basic Dashboard (Excel)

A comprehensive financial dashboard built for small and medium enterprises to monitor cash flow, profitability, liquidity, and operational metrics in one clear, structured view. Designed to help SME leaders make confident financial decisions.

Advanced SME Financial Model Excel Template

An advanced financial intelligence model that delivers CFO-level insights through structured analysis, scenario planning, and performance tracking. Built for growing businesses seeking strategic financial clarity.

Why These Templates Are Different

Most downloadable spreadsheets available online are generic, cluttered, and built without structured financial logic. These templates are created with a professional finance-first approach, focusing on clarity, usability, and real-world application.
Each template is designed to be practical — not theoretical. The layouts are clean, formulas are structured, and the models are built to support budgeting, forecasting, performance tracking, and strategic decision-making.
Whether you are a finance professional, SME business owner, student, or AI-driven operator, these templates provide reliable frameworks you can immediately implement without unnecessary customization.
They are not just spreadsheets — they are structured financial tools.


Get New Professional Templates Directly in Your Inbox

We regularly add structured Excel financial models, SME dashboards, and AI-driven business tools. Subscribe to receive early access to new releases and curated productivity resources.
Built for professionals. Designed for real-world application.


Frequently Asked Questions

Yes. All templates listed in this hub are available for free download. You can access and use them without any subscription or payment.

Absolutely. All templates are fully editable Excel files. You can customize inputs, formulas, and layouts according to your specific business or academic needs.

Yes. These templates are designed primarily for Microsoft Excel. Most versions of Excel (including Microsoft 365) will support the features and formulas used.

Yes. These templates are built with structured financial logic and professional use cases in mind. They are suitable for finance managers, SME business owners, consultants, students, and decision-makers.

Yes. This library will continue to expand with additional finance models, productivity frameworks, and AI-driven business tools. You can revisit this page to explore new additions.

Clean financial reporting template displayed on desktop screen for business planning

Upgrade Your Financial Decision-Making

Download professionally structured Excel finance templates built for real business use. From ROI frameworks to SME financial health dashboards, every template is designed to simplify analysis and improve performance tracking.

Explore Free Tools
1
Built for Real-World Finance

Professionally structured Excel finance templates designed for budgeting, forecasting, ROI analysis, and SME performance tracking — built for practical implementation, not theory.

2
Structured & Fully Editable

Clean layouts, logical formulas, and organized sheets make every template easy to customize and immediately usable for business or academic needs.

3
Designed for Professionals

Created with a finance-first approach for Chartered Accountants, business owners, finance managers, and students who require clarity, structure, and reliability.


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  • Home
  • Resources
    • Templates
      • ROI Excel Template
      • SME Financial Dashboard
      • Advanced SME Financial Model Excel
    • AI Tools Directory
  • Free Tools
    • SEO & Web Tools
      • SEO Generator
      • JSON-LD Builder
      • UTM Link Builder
      • Web Application Schema Builder
      • Robots.txt Generator
      • XML Sitemap Generator
      • SERP Snippet Simulator
      • OG & Twitter Card Previewer
      • Keywords Generator
      • Keyword Finder
    • Content & Prompts Tools
      • AI Prompt Helper
      • Image Prompt Builder
      • Plagiarism Checker
      • Word-Count Analyzer
    • Career & Resume Tools
      • Resume Builder
      • Resume Score Checker
    • Media & File tools
      • Image Compressor Tools
  • Insights
    • Smart Finance with AI
    • AI Tool Reviews
    • Work Smarter with AI
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