Tools and services for modern finance teams

Templates, tools and sharp monthly & board reports - in one place.

Ready-made, peer-reviewed reporting templates, Excel models and policy documents - plus done-for-you monthly and board reports and hands-on CFO advisory. Built by a CFO with 20+ years from Scania, AstraZeneca, SIWI and start-ups/scale-ups.

13
Ready-made tools
50+
Reports delivered to Scania's top management & board
20+
Years of CFO experience behind every template
100%
Reviewed by senior finance leaders

What you actually get

These are not templates that save you a little time. They are tools that raise the quality of your decisions.

Used properly, budget, month-end and board reporting become a shared map - so management and the board can debate the right questions instead of hunting for the numbers.

Smarter decisions

Investments, pricing and priorities rest on the same numbers, assumptions and scenarios - not gut feel in the meeting room.

No embarrassments at the board

The balance sheet ties, variances are explained and the budget holds together. No last-minute surprises mid-meeting.

A credible CFO voice

When you present to management, the board, banks or investors, the material looks, reads and hangs together like a mature company's.

Focus on the right questions

Standardised reporting frees the time you spend producing numbers today - so you can debate what they actually mean.

Product library

Thirteen carefully curated tools covering governance, budgeting, investment and sustainability - plus a complete bundle with everything included.

Advisory

Hands-on CFO advisory when it matters.

Need a sparring partner before the board meeting, help with budgeting, an investment decision or a transformation? I provide interim CFO, project leadership and senior advisory - by the hour, day or in longer engagements.

  • Interim CFO and senior financial control
  • Budgeting, forecasting and reporting processes
  • Investment decisions, M&A and valuation
  • Transformation, lean and change leadership
Book an intro call
“20+ years of leadership from Scania, AstraZeneca and SIWI - embedded in your finance team when you need it.”
Fredrik Orre
Founder · CFO

Instant download

Receive files immediately after purchase, ready to use in Excel, Word and PowerPoint.

Vetted by CFOs

Every template is built and reviewed by senior finance leaders from listed companies.

Fully customisable

No locked cells or hidden macros - make every tool your own in minutes.