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3 free templates your business needs in 2023

Capitalise Jan 11, 2023

If you run a business, we get that time is your most valuable resource. So when the end of the day rolls around, you don’t want to be spending hours on admin. 

We’ve rounded up our top-four financial planning tools, and crafted together easy-to-use, downloadable templates - that you can start using today to help you save time and focus on the business you enjoy doing. 

Download your FREE templates right now, or keep reading to find out why these resources are so key to your financial success.


  1. Download your free cash flow forecast 
  2. Download your free invoice template 
  3. Download your free pitch deck


Streamline your workflow, and get more done.


Cashflow forecast template - Google Sheets


A cashflow forecast is one of the most important business tools there is. It helps you make estimations of the money in and out of your business, by tracking your revenue against your costs.


With our simple 12 month Google Sheets template, you can get started in minutes. With spaces to add in revenue sources such as sales and investment, and places to add your expenses such as supplier costs and overheads.  


Start planning your business activities today, with a clearer understanding of your business cashflow. 


Download free cashfow forecast template


Invoice template - Google Sheets 


A clear invoice process helps you better manage your business relationships, market your business more professionally, and create credibility with those you work with.  


With our handy Google Sheets invoice template, you’ll have a quick, cost-free way to stay on top of your billings and better manage processes with your creditors. Without the need to create new documents from scratch for each transaction. Start using your template in minutes.


Download free invoice template 


Pitch Deck - Google Slides 


A big part of leading a business is making others understand your vision. Bring your ideas to life, with this Google Slides pitch deck. An easy-to-use presentation to help you showcase your business ideas, projects and high-level projections. 


We cover the key points investors or partners will want to know - from the products or services you provide, to the funding you need to support your projects. Start generating excitement and interest for your business, today.


Download free pitch deck


Take financial planning a step further…


Sign up for Capitalise for Business for free! Check your credit score, understand what’s impacting your credit profile and access a panel of 100+ lenders to help you reach your financial goals this year. 


Sign up free

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