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Memberships

Unlimited template access

One subscription gives you every template in the library — including all future releases. Cancel anytime, no questions asked.

Personal
£9
Billed monthly — cancel anytime
  • All personal finance templates
  • Budgeting, savings & debt planners
  • Investing & life event templates
  • New personal templates included
  • Email support
  • Business templates
  • Consultation discount
Most Popular
Pro
£19
Billed monthly — cancel anytime
  • Everything in Personal
  • All business finance templates
  • Cash flow, forecasting & valuation
  • KPI dashboards & management accounts
  • New business templates included
  • Priority email support
  • 10% off all consultations
Business
£35
Billed monthly — cancel anytime
  • Everything in Pro
  • Monthly dashboard refresh
  • Updated UK tax rates & thresholds
  • Monthly finance commentary
  • 20% off all consultations
  • Priority 24hr support
  • Early access to new templates
Individual templates

Buy what you need

One-off purchase. Instant download after payment.

Most Popular
£19
Business
Cash Flow
12-Month Cash Flow Tracker
Monthly income, expenses, and runway with charts and scenario toggle.
£19
£22
Business
Cash Flow
Weekly Cash Flow Dashboard
Tight weekly view of inflows and outflows — ideal for lean runway management.
£22
£29
Business
Forecasting
3-Year Revenue Forecast
Base, bear, and bull scenario modelling for investor conversations.
£29
£39
Business
Valuation
DCF Valuation Model
Discounted cash flow with sensitivity analysis. For founders seeking investment.
£39
New
£14
Personal
Budgeting
Monthly Budget Planner
Track income, bills, spending, and savings in one clean monthly view.
£14
£14
Personal
Debt
Debt Payoff Planner
Avalanche or snowball — model your timeline and total interest saved.
£14
£18
Personal
Investing
Investment Portfolio Tracker
Track assets, total return, allocation, and performance over time.
£18
£22
Personal
Investing
ISA & Pension Planner
Model ISA and pension contributions — project your retirement pot at any age.
£22
Free
Personal
Travel
Holiday & Travel Budget
Plan and track your trip budget by category. Free to download.
Free
Download

Showing 9 of 25+ templates available.

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Consultations

One-to-one sessions

Book a focused video call to walk through your finances, review a model, or build something from scratch together.

Quick Review
£75 one-off
30-minute video call
A sharp, focused session to answer specific questions, review a spreadsheet, or talk through a financial decision.
  • 30-min Zoom or Google Meet call
  • Answer up to 3 specific questions
  • Review any existing model or spreadsheet
  • Written summary sent after the call
Deep Dive
£149 one-off
60-minute video call
A thorough session covering your full financial picture. Includes a custom Excel model built live and sent to you after.
  • 60-min video call
  • Custom model built during session
  • Full written action plan afterwards
  • One follow-up email included
  • Session recording provided
Custom Build
From £299 project
Delivered in 3–5 working days
A financial model or report built entirely to your specification. Fixed price agreed upfront — no surprises.
  • Bespoke Excel model or report
  • Scoping call included
  • Full documentation provided
  • Two revision rounds included
  • 3–5 working day delivery
FAQ

Common questions

Everything you need to know before purchasing.

You'll receive a confirmation email with a download link immediately after your payment is confirmed. The file is an unlocked Microsoft Excel (.xlsx) file. If you don't see it within a few minutes check your spam folder or contact clarifinadmin@gmail.com.
All payments are handled by Stripe — one of the world's most trusted payment processors used by millions of businesses. Your card details are encrypted and processed directly by Stripe. Clarifin never sees, stores, or touches your card information.
Yes — cancel anytime from your email confirmation or by contacting us. You retain access until the end of your billing period. No cancellation fees, no questions asked.
All templates are built for Microsoft Excel on Windows and Mac and are fully tested on both. Most will also open in Google Sheets though some formatting and formula behaviour may differ. Excel gives the best experience.
Because these are instant-download digital products we don't offer refunds as standard. However if a template doesn't work as described or has a technical error, contact us within 7 days and we'll fix it or issue a full refund — no argument.
Templates are licensed for personal or single-business use. If you'd like to use them with multiple clients, contact us about a commercial licence — we're happy to work something out.
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