Templates

Download the 3 essential financial templates every Canadian lender requires

Stop guessing at formats. Get the exact Income Statement, Balance Sheet, and Cash Flow Excel models that meet BDC and bank requirements.

Instant Access

Cover of an income statement template, featuring a stylized spreadsheet with a blue header and yellow layers in the background, on a beige background.
Illustration of a balance sheet template with a grid, blue header, and a yellow stack of sheets in the background.
Cover of a cash flow forecast template with a grid, blue header, and yellow pages, titled 'Cash Flow Forecast Template.'

Applying for a business loan is stressful enough without having to build financial reports from scratch.

Don't let a messy spreadsheet kill your funding chances. Our "Lender-Ready" templates are designed to:

✅ Save you 10+ hours of formatting work.

✅ Match the requirements of major Canadian lenders (BDC, CSBFP).

✅ Include formulas so your totals calculate automatically.

Cover page of an income statement template with a grid and a blue header, on a beige background.
A cover page for a balance sheet template with an illustration of a blank spreadsheet and a yellow layered background.
Cover of a cash flow forecast template with a grid and blue header.