Accounting Software Financial Model Excel Template

Five-year Accounting Software Financial Projection Excel for startups and entrepreneurs to impress investors and get funded. Key financial charts, summaries, metrics, and funding forecasts built-in. Created with the mind of the Accounting Software business. Accounting Software Cashflow Projection helps you evaluate your startup idea and/or plan a startup costs. Unlocked — edit all — last updated in Sep 2020.

Solid package of print-ready reports, including a Accounting Software P&L Forecast, Startup Cash Flow Projection, a All In One Dashboard, and a complete set of financial ratios.

SaaS Finance and Accounting Software model is a model for accounting software in which a service provider hosts the application. Instead of locally installing and maintaining the software, SaaS programs can be accessed securely through a PC or another device. And if you need accounting software in the cloud, we will be happy to provide you with our SaaS Finance and Accounting Software Business Plan. Entrepreneurs turn to similar tools when they need basic financial statements.

Usually, this is the economic data that a person sends to the tax accountant each year. Now everything has become more comfortable with our model SaaS Finance and Accounting Software. Our templates contain the essential SaaS financial data regarding the overall financial performance of your business. Such a business plan for SaaS will help to predict how your start-up should work. Our economic forecasts are designed for five years, and you can make any adjustments to them. The software will automatically recalculate all the data after you make changes.

Our SaaS financial model contains a unique built-in lifetime value (LTV) calculator that calculates the total average income from work with one client. The user of the SaaS Finance and Accounting Software model will also know how effectively his SaaS business increases his current income comparing with the costs, for example, the cost of marketing.

You can easily calculate average revenue per user, as well as annual and monthly recurring revenue. Do you want to know your average costs for attracting customers, and where is your start-up going? Our SaaS Finance and Accounting Software Business Plan will help you. It is an excellent tool for preparing tax returns, as well as for understanding the financial side of the business.

You might also need to enhance your financial model with comprehensive Accounting Software Business Plan Template . And if you would need to track your month to month business performance, please, follow this link too Financial Performance Dashboard Excel Template


Establish Milestones With Accounting Software Budget Financial Model

Pro Forma Template Helps To Prove You Can Pay Back The Loan You Requested

Gain Trust From Stakeholders With Budget Financial Model

Financial Model Excel Template Helps You Identify Cash Gaps And Surpluses Before They Happen

Plot Your Startup Loans Repayments With Accounting Software Financial Projection Template

Budget Financial Model Helps You Better Understand Competition

Spot Problems With Customer Payments With 3 Way Forecast

External Stakeholders Such As Banks May Require A Regularly Updated Cashflow Projection


We do the math

3 Way Forecast Excel Template has all the features above ready with no formula writing, no formatting, no programming, no charting, and no expensive external consultants!

All necessary reports

When creating a Accounting Software Pro Forma Projection, you will not need to independently prepare financial reports and study the requirements for them. Our Excel template contains all the necessary reports and calculations that correspond with the lenders demand.

Cohorts based Model

Modeling in detail: The whole Financial Model Excel Template is based on customer retention and uses monthly cohorts. This is a challenging part of the SaaS modeling, but only have this in place you can do any analysis related to cohorts.

Spot problems with customer payments

Preparing the Projected Cash Flow Statement encourages the business to look at how quickly customers are paying their debts. Identify unpaid invoices and take necessary actions to make them pay.

Works for startups

Three Statement Financial Model creates a financial summary formatted for your pitch deck

CAC/LTV calculation

Customer Acquisition Cost or Cost of acquiring a new customer divided by Life Time Value of a customer or value of a customer (CAC/LTV): This is one of the most important SaaS metric calculated based on both customer churn rate and Monthly Recurring Revenue churn.

Update anytime

You can easily adjust inputs at the launch stage and throughout the further activities of your store to update your forecasts.

We do the math

The template is ready-to-use. No formulas writing, no formatting, no programming, no charting, and no expensive external consultants! Concentrate on the task of planning rather than programming.



Capital expenditures, or CapEx, calculations reflect the company’s spendings to buy various assets that will bring long-term value to the company. CapEx is typically related to buildings, property, plant, and equipment (PPEs). Our Accounting Software 3 Way Financial Model Template has a pre-built tab for CapEX calculations that will help users determine the company’s growth and expansion plans that require significant spendings on equipment and other assets. It is important for business owners and financial specialists to understand the relationship between the company’s CapEx, deprecation, and financial statement.

Liquidity KPIs

Working Capital. The working capital in the 3 Way Forecast Excel Template financial estimation reflects the cash you need for transitory undertakings. Working capital shows the difference between current assets and current liabilities.

Loan opt-in

The start-ups and growing companies need to monitor and manage their loans’ repayment schedules. Usually, such schedules reflect the company’s loan line-by-line breakdown with information about their amounts, maturity terms, and others. This loan repayment schedule is an important part of a company’s cash flow analysis. Also, interest expense in the debt schedule impacts the company’s Startup Cash Flow Statement, and the closing debt balance flows onto the balance sheet. Moreover, the principal repayments flow through the Cash Flow Projection as a part of the company’s financing activities.

All in One Place

Our coordinated Accounting Software Pro Forma incorporates and associates all you require for speculators’ gathering. It has financial assumptions, proformas, counts, income gauges, and different templates. In addition, our Startup Financial Model presents it in a speculator amicable way.

Financial Statements

Profit And Loss Proforma. The Profit and Loss Statement (P&L) shows the summary of the enterprise’s primary income and expense streams, as well as net income (or net loss) for a reporting period.

Financial KPIs

In the Three Statement Financial Model Template you can outwardly follow your key financial pointers (KPIs) for two years and up to five years. The model all KPIs you may require for your organization: — EBITDA/EBIT shows your organization’s operational performance; — CASH FLOWS show your organization’s inflows and outpourings; — CASH BALANCE this is the conjecture of cash close by you will have.



Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store