Excel (.xlsx)
Works offline. Inputs are marked, formulas are protected and sample data shows how it works.
SB Banniz Ltd › Our businesses › Finance & Business
BBanniz Finance & BusinessFinance toolsthat do the work.
Banniz Finance & Business sells practical finance and business management tools: budgets, cash flow, FP&A, IFRS, payroll, valuation and more. Buy a tool once and get every available format, then add your own company name and logo.
Store opening soonBanniz Finance & BusinessFinance & business tools
Mission
Finance & Business
Give individuals, businesses and finance teams professional, tested tools they can buy once, brand as their own and use straight away.
Who we help
- Individuals and entrepreneurs
- Small and medium-sized businesses
- Accountants and financial controllers
- FP&A professionals and finance managers
- Business consultants and corporate finance teams
- Sales and marketing teams
Problems we solve
Sound familiar?
- Budgets and forecasts live in fragile, home-made spreadsheets
- Professional finance models are expensive or hard to find
- Templates look generic and can't carry your own branding
- You need the same tool in Excel, Google Sheets and online
The store
Buy once. Use it your way.
Every tool comes in all its available formats for one price: an Excel workbook, a Google Sheets copy and a web app in your account. Add your company name, logo and colours.
Google Sheets
Your own editable copy to share with your team and use in the browser.
Web app
Use it in My Banniz Tools on any device, with your branding saved.
Personal FinanceBudget, savings, debt, net worth
SME FinanceCash flow, P&L, balance sheet, pricing
FP&A & Controlling3-statement model, forecasts, KPIs
IFRS & AccountingIFRS 16, 18, 15, close, fixed assets
Payroll & WorkforcePayroll, headcount, FTE, inventory
Corporate Finance & M&AConsolidation, valuation, due diligence
Audit, Risk & InvestmentAudit risk, CapEx appraisal
Sales & MarketingCampaigns, pipeline, ROAS, CAC
Expert support on request
Need help beyond a template?
Our finance team can also set up, adapt or review your models and reporting. Choose the area you need.
Financial Strategy & CFO Advisory
- Financial planning, budgeting and forecasting
- Cash flow management
- Financial modelling and scenario analysis
- Profitability analysis and fractional CFO support
FP&A & Performance Intelligence
- Management reporting and KPI dashboards
- Budget versus actual and variance analysis
- Revenue, cost, client and product profitability
- Forecasting and scenario modelling
Financial Close & Reporting
- Month-end and year-end close support
- Balance sheet reconciliation documentation
- Accrual, prepayment and fixed asset schedules
- Intercompany reconciliation and reporting preparation
Audit Readiness & Audit Delivery Support
- Pre-audit readiness assessments
- Audit schedules, evidence and request tracking
- Audit query management and prior findings tracking
- Permitted documentation and analytical support for audit firms
Financial Controls & Risk Intelligence
- Financial control assessments
- Duplicate payment and unusual journal analysis
- Segregation-of-duties and approval workflow reviews
- Internal control improvement recommendations
Transaction & Investment Advisory Support
- Financial due diligence support
- Historical, quality of earnings and working capital analysis
- Debt and cash analysis, data room organisation
- Investor readiness and financial modelling
Finance Technology & AI Transformation
- Finance workflow and reporting automation
- AI-assisted document processing and reconciliations
- ERP and accounting system optimisation
- AI governance with human oversight
Finance Education & Research
Shared with Banniz Education & Entertainment: financial modelling, FP&A and AI-in-finance training, practical templates and workshops.
Professional boundaries. Banniz does not currently hold a statutory audit or tax advisory licence, does not issue audit opinions and does not claim regulatory permissions it does not hold. We are in the process of securing the relevant licences and will update this page if that changes. For audit firms we act as a preparation, documentation and analytical support partner; the audit firm keeps responsibility for its audit and professional judgements. All AI-assisted financial work is reviewed by a person, under confidentiality and data-processing agreements.
How we deliver
Understand. Plan. Build. Implement. Improve.
- UnderstandA free call about your goals, numbers and constraints.
- PlanA written plan and fixed quote within 48 hours.
- BuildWe build, you review, we refine.
- ImplementGo live, train your team, hand over.
- ImproveMeasure monthly and improve what matters.
Ways to start
Popular starting points
Fixed written quote after a free call, before any work starts.
Monthly pack with P&L, cash and KPIs, plus commentary
Gap check, schedule list and evidence tracker before your audit
Automate one reporting or reconciliation process end to end
Questions
Good to know
Are you an audit firm or tax adviser?
Not at present. Banniz does not currently hold a statutory audit or tax advisory licence and does not issue audit opinions. We are in the process of securing the relevant licences, and we will update this page if that changes. Until then we prepare, document and analyse; where regulated work is needed we work alongside authorised professionals, and audit firms keep responsibility for their audits.
Who does the work?
The unit is led by Samuel Bansah, our Co-Founder and Chief Executive Officer, with over 10 years in financial controlling, corporate finance, FP&A and reporting. He works with a team of finance professionals and AI tools, and every AI-assisted output is reviewed by a person.
How do you protect financial data?
We sign confidentiality and data-processing agreements, use only the access needed, and agree with you which data may be processed by AI tools.
Can you work with our accounting system?
Yes. We work from exports of common accounting and ERP systems and can automate the steps that repeat each month.
Contact
Let's talk about your business.
Send a short message. We reply within one working day and send a written proposal within 48 hours of a call.
Email info@banniz.com
SB Banniz Ltd