Finance Model Audit
£250-£500
Review an existing spreadsheet for formula risk, model structure, reporting gaps, controls, and improvement opportunities.
Finance manager workspace
Model the plan. Explain the variance. Export the workbook.
A practical finance tool for driver-based forecasting, imported actuals, departmental review, working capital planning, scenario stress testing, and board-ready commentary. Data is kept for the current browser session only.
Driver Model
Inputs that finance teams can defend.
Assumptions
Forecast P&L and Cash
Revenue to cash, including working capital and scenario sensitivity.
Data Import
Bring in actuals, budgets, and department plans.
Upload CSV or Excel, or paste rows from a spreadsheet. Data is mapped in this browser session only; it is not saved permanently.
Required data for useful results
Variance actuals: Line item, Budget, Actual, Forecast. Optional: Department or Owner, Type. Use Type as good for revenue/income lines and bad for cost lines.
Department plan: Department, Revenue %, Payroll, Marketing, Software, Other. Revenue % should total close to 100%.
Model assumptions: Starting revenue, growth, gross margin, payroll, marketing, software, rent, other opex, capex, tax, opening cash, and working capital days.
Import Log
Mapping status
Import data to preview mapped rows and any skipped records.
Model Template Library
Formula templates for finance teams across industries.
Choose a model, download a ready-to-use Excel template with input guidance and formulas, or download the full library workbook. Templates are generated locally in the browser.
Interactive Model Workspace
Select a template to analyse your data.
Use any model card above, upload or paste your input values, then review calculated outputs and interpretation. Data remains session-only.
Variance Analysis
Actuals, budget, forecast, owner, and commentary.
Line itemOwnerBudgetActualForecastVariance
Department Review
Cost centre ownership built into the model.
DepartmentRevenue %PayrollMarketingSoftwareOther
Working Capital
Turn profit into cash.
Cash Bridge
Net income to ending cash
Scenario Levers
Stress test the story.
Scenario Comparison
Base vs upside vs downside
Board Pack
Management summary and variance narrative.
Formula Audit
Checks before export
Paid Packs and Services
Turn the free finance tool into paid template packs, audits, and custom builds.
Users can explore models for free, then request a premium pack when they need a board-ready workbook, tailored reporting pack, or a review of their existing spreadsheet.
Fastest route to revenue
Start with the model audit and flagship packs, then convert complex requests into custom pack projects.
Request Custom PackManufacturing Pack
From £199
Standard costing, material/labour variance, PVM, inventory ageing, yield, capacity, OEE, and product profitability.
SaaS Finance Pack
From £199
MRR, ARR, churn, expansion, CAC payback, LTV, cohort revenue, sales pipeline forecast, cash runway, and board KPIs.
Retail/Ecommerce Pack
From £199
Store contribution, product margin, AOV, repeat purchase, inventory, shrinkage, CAC payback, channel profitability, and cash.
Treasury Cash Flow Pack
From £199
13-week rolling cash flow, receipts and payments forecast, covenant dashboard, liquidity headroom, funding actions, and cash runway.
13 weeks
Covenants
Headroom
Runway
Single Template
£29-£79
One model, formula workbook, input guide, and basic interpretation.
Industry Pack
£149-£299
A focused set of templates for one industry plus dashboard and reporting guidance.
All Access Library
£499-£999
Full template library, catalogue, guides, and update path into custom packs.
Benchmark Positioning
A ladder from DIY templates to custom finance support.
1. DIY
£29-£79
Single model for confident self-serve users.
2. Pack
£149-£299
Industry bundle with dashboards and guides.
3. Review
£250-£500
Spreadsheet audit and improvement notes.
4. Setup
£750-£1,250
We configure the pack with client data.
5. Build
From £1,500
Custom model and board reporting workflow.
6. CFO
£750-£3,000/mo
Monthly refresh, commentary, and decision support.
Go beyond a static spreadsheet: use the interactive workspace to analyse performance, export a formula workbook, interpret variances, and add expert review or custom finance pack support when the model needs to fit your business.
Compare Plans
Pick the level of finance support you need.
Start with a self-serve template, add review when accuracy matters, or request a custom finance pack when the model needs to match your accounts, KPIs, and board reporting cadence.
| Plan | Best for | Includes | Delivery | Price | Action |
|---|---|---|---|---|---|
| DIY Template | Finance users who can adapt a workbook themselves | One formula model, inputs, checks, and guide | Digital delivery after payment | £29-£79 | Checkout |
| Industry Pack | Manufacturing, SaaS, retail, property, services, or sector-specific reporting | Template bundle, dashboards, model guide, and KPI structure | Digital delivery after payment | £149-£299 | Checkout |
| Expert Review | Teams with an existing model that needs confidence before use | Formula, structure, controls, and reporting risk review | Usually 2-5 working days after file access | £250-£500 | Request |
| Done-With-You Setup | Users who want Zequence to configure a pack with real data | Setup call, assumptions mapping, workbook configuration, and handover notes | Scoped after data request pack | £750-£1,250 | Request |
| Custom Build | Businesses needing a model built around their accounts and decisions | Forecast, variance, cash, scenario, dashboard, and board pack workflow | Scoped project delivery | From £1,500 | Scope |
| Monthly CFO Pack | Teams that need recurring model refresh and commentary | Monthly refresh, variance notes, board commentary, and decision support | Monthly support cadence | £750-£3,000/mo | Request |
FAQ
Common questions before using the tool.
Is uploaded or pasted finance data stored?
No. The tool runs in the browser and uses session storage only for the active session. Clear All removes demo, imported, and session data.
Can I download Excel with formulas?
Yes. Choose formula workbook mode before export. The workbook includes inputs, forecast model, variance analysis, working capital, scenarios, board summary, checks, and guide sheets.
Can Zequence customise the model?
Yes. Use the data request pack or custom-pack form to scope setup, model audit, custom build, or monthly CFO support.
Can I use this for board reporting?
Yes. The tool includes board pack summary, variance commentary, control checks, scenario comparison, and exportable reporting outputs.
Custom Finance Pack
Request a finance model pack built around your industry, accounts, KPIs, and board reporting.
The free tool helps users explore models. The custom pack turns their real operating model into a robust Excel workbook, variance pack, cash forecast, dashboard, and reporting workflow.
Custom Lite
From £1,500
Adapt an existing model to the client's chart of accounts, KPIs, and reporting cadence.
Custom Pro
From £5,000
Full model pack with forecast, variance analysis, working capital, scenarios, dashboard, and board summary.
CFO Pack
Monthly support
Model maintenance, monthly reporting, pack refreshes, and decision support for finance teams.
What the client can receive
- Driver-based forecast model with formulas
- Budget vs actual and forecast variance pack
- Industry-specific modules such as standard costing, PVM, inventory, SaaS metrics, job costing, or property appraisal
- Working capital and cash flow forecast
- Scenario analysis and sensitivity tables
- Board pack dashboard and commentary structure
Information needed to scope it
- Industry and business model
- Chart of accounts or management accounts structure
- Current budget, actuals, forecast, and reporting pack if available
- Key KPIs and decisions the model must support
- Preferred Excel, Google Sheets, or dashboard workflow
- Timeline, users, and review cadence
Excel Export
Download a workbook finance managers can keep using.
Export includes Inputs, Forecast Model, Variance Analysis, Departments, Working Capital, Scenario Comparison, Board Summary, and Control Checks. Formula mode writes Excel formulas into the core model and variance sheets.