Balance Sheet (Monthly reconciliations)
This template ensures accurate monthly reconciliation of a company’s balance sheet accounts, including assets, liabilities, and equity. It helps detect discrepancies, maintain data integrity, and provide a clear financial position at the end of each period. Suitable for finance teams, it ensures compliance with accounting standards and improves reporting accuracy.
Basic
Free Template
$
0
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Account Coverage: Key accounts only (e.g., cash, AR/AP)
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Single annual estimate
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Fixed debt/equity ratio
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Static summary
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Standard calculation
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Simple IRR/NPV
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Basic flat-rate tariff
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Fixed yearly OPEX
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Fixed inputs for cost
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No Environmental Impact Metrics
Free
Premium
Detailed Excel Template
$
1000
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Account Coverage: Comprehensive (assets & liabilities)
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Monthly breakdown
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Detailed inputs (customizable components)
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Customizable OPEX inputs
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Tiered tariff system
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IRR/NPV with sensitivity analysis
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Customized based on revenue streams
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Interactive dashboard
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Customizable ratios
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Basic CO2 savings
1:1 Consultation
Consultation + Pro Detailed Template
$
3500
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Account Coverage: All accounts (assets, liabilities, equity)
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Hourly breakdown with variability
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Go-to-Market Strategy
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Comprehensive breakdown with vendor benchmarking
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Dedicated Financial Consultant
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Advanced OPEX with inflation trends
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Dynamic pricing with market simulation
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Advanced IRR/NPV with scenario testing
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Integrated with market scenarios
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Real-time interactive dashboard
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Comprehensive with loan schedules
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Detailed CO2 savings & ESG alignment
Pro
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