Personal FinanceReady
Personal Monthly Budget Planner
Plan your monthly income and spending, record what really happened and see your savings rate and overspending at a glance.
$3.99XLSXSheetsWeb app
Finance and business tools.Buy once. Every format included.
Practical tools for individuals, small businesses and finance professionals. One purchase gives you every available format of a tool: an Excel workbook, a Google Sheets copy and a web app. Add your own company name, logo and currency.
33 tools in 8 categories7 money-saving bundlesYour own brandingTested before release
Store opening soon. 3 tools are built and tested. Checkout is not connected yet, so nothing can be bought today. Other tools show "Coming soon" until they are finished and tested.
1 · ChooseBrowse by category or search.
2 · Buy onceSecure checkout, one price.
3 · Access every formatExcel, Google Sheets and web app in My Banniz Tools.
4 · Make it yoursYour company name, logo, colours and currency.
Personal FinanceComing soon
Savings & Financial Goals Tracker
Set savings goals, track contributions and see how far you are from each target and the date you will reach it.
$2.99XLSXSheetsWeb app
Personal FinanceComing soon
Personal Debt Repayment Calculator
Plan how to clear your debts faster with snowball or avalanche repayment and see the interest you save.
$3.99XLSXSheetsWeb app
Personal FinanceComing soon
Personal Net Worth Tracker
Track what you own and what you owe each month and watch your net worth change over time.
$3.99XLSXSheetsWeb app
SME FinanceReady
SME Cash Flow Forecast
Forecast cash in and out for the next 12 months, see your closing balance each month and get warned before cash drops below your safety buffer.
$7.99XLSXSheetsWeb app
SME FinanceComing soon
Monthly P&L Template
A clean monthly profit and loss statement with margins, year-to-date totals and comparisons.
$5.99XLSXSheetsWeb app
SME FinanceComing soon
Balance Sheet & Financial Position
Prepare a monthly balance sheet with key ratios for liquidity, gearing and working capital.
$5.99XLSXSheetsWeb app
SME FinanceComing soon
Budget vs Actual Analysis
Compare actual results against budget by month and line, with variances in amount and percentage.
$7.99XLSXSheetsWeb app
SME FinanceComing soon
Break-Even & Pricing Calculator
Work out your break-even sales, contribution margin and the price you need to hit a target profit.
$5.99XLSXSheetsWeb app
SME FinanceComing soon
Accounts Receivable & Accounts Payable Tracker
Track who owes you and who you owe, with ageing, due dates and expected cash in and out.
$5.99XLSXSheetsWeb app
FP&A & ControllingComing soon
Three-Statement Financial Model
An integrated income statement, balance sheet and cash flow model driven by clear assumptions.
$19.99XLSXSheetsWeb app
FP&A & ControllingComing soon
FP&A Budget & Rolling Forecast
Build the annual budget and keep a 12-month rolling forecast by replacing forecast months with actuals.
$14.99XLSXSheetsWeb app
FP&A & ControllingComing soon
Financial KPI & Management Reporting Dashboard
A one-page monthly management report with your key financial KPIs, trends and targets.
$12.99XLSXSheetsWeb app
FP&A & ControllingComing soon
Project Cost Control & Profitability Model
Control project budgets, costs and margins, with forecast-to-complete and earned value indicators.
$14.99XLSXSheetsWeb app
FP&A & ControllingComing soon
Financial Variance & Management Commentary Pack
Explain the numbers: variance bridges with structured commentary templates for monthly reporting.
$9.99XLSXSheetsWeb app
IFRS & AccountingComing soon
IFRS 18 P&L Presentation & Reporting
Map your income and expenses into the IFRS 18 categories and subtotals of the new statement of profit or loss.
$19.99XLSXSheetsWeb app
IFRS & AccountingComing soon
IFRS 16 Lease Accounting Calculator
Calculate lease liabilities, right-of-use assets, interest and depreciation, with journal entries.
$14.99XLSXSheetsWeb app
IFRS & AccountingComing soon
IFRS 16 & IFRS 18 Integrated Financial Reporting Pack
Lease accounting and the new IFRS 18 presentation together, linked into one reporting pack.
$29.99XLSXSheetsWeb app
IFRS & AccountingComing soon
Fixed Asset Register & Depreciation Calculator
Keep a fixed asset register and calculate straight-line or reducing-balance depreciation automatically.
$9.99XLSXSheetsWeb app
IFRS & AccountingComing soon
Month-End Closing & Financial Reconciliation Pack
A close checklist with owners and dates, plus bank and balance sheet reconciliation templates.
$9.99XLSXSheetsWeb app
Payroll & WorkforceComing soon
Salary, Payroll, Headcount & FTE Planning Model
One integrated model for salaries, payroll costs, headcount and FTE planning, budget and actuals.
$19.99XLSXSheetsWeb app
Payroll & WorkforceComing soon
Inventory Management & Stock Valuation Tracker
Track stock in and out, reorder levels and stock value using weighted average cost.
$9.99XLSXSheetsWeb app
IFRS & AccountingComing soon
IFRS 15 Revenue Recognition Schedule
Apply the five-step model and schedule revenue for contracts with multiple performance obligations.
$14.99XLSXSheetsWeb app
IFRS & AccountingComing soon
FX Gain & Loss Calculator
Calculate realised and unrealised foreign exchange gains and losses on balances and transactions.
$7.99XLSXSheetsWeb app
IFRS & AccountingComing soon
Goodwill Impairment Model IAS 36
Test goodwill for impairment using value in use, with discounted cash flows and sensitivities.
$19.99XLSXSheetsWeb app
Corporate Finance & M&AComing soon
Financial Consolidation Workbook
Consolidate several entities, with currency translation, intercompany eliminations and group reports.
$24.99XLSXSheetsWeb app
Corporate Finance & M&AComing soon
Financial Due Diligence Checklist
A structured due diligence request list and tracker covering financial, tax and commercial areas.
$9.99XLSXSheetsWeb app
Corporate Finance & M&AComing soon
M&A Financial Analysis Model
Analyse an acquisition: purchase price, funding, accretion/dilution and returns.
$24.99XLSXSheetsWeb app
Corporate Finance & M&AComing soon
Company Valuation Calculator
Value a company with discounted cash flow and market multiples, side by side.
$14.99XLSXSheetsWeb app
Corporate Finance & M&AComing soon
Working Capital Analysis Model
Measure and improve working capital: DSO, DIO, DPO and the cash conversion cycle.
$9.99XLSXSheetsWeb app
Audit, Risk & InvestmentComing soon
Internal Audit Risk Assessment Template
Score risks by impact and likelihood, map controls and plan audit coverage.
$9.99XLSXSheetsWeb app
Audit, Risk & InvestmentComing soon
CapEx Budget & Investment Appraisal Model
Plan capital spending and appraise projects with NPV, IRR and payback.
$14.99XLSXSheetsWeb app
Sales & Marketing ToolsReady
Sales & Marketing Performance Tracker
Track marketing spend, campaigns, leads, pipeline and customers, and see CPL, CAC, conversion, pipeline value, ROAS, marketing ROI and sales against target.
$14.99XLSXSheetsWeb app
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Product bundles
Save with a bundle
A bundle gives you every tool in it, in every available format. Bundles open when the store opens.
Personal Finance Starter
$9.994 tools · worth $14.96 separately · save 33%
SME Finance Starter
$19.996 tools · worth $39.94 separately · save 50%
FP&A Professional
$39.995 tools · worth $72.95 separately · save 45%
IFRS Reporting
$49.998 tools · worth $127.92 separately · save 61%
- IFRS 18 P&L Presentation & Reporting
- IFRS 16 Lease Accounting Calculator
- IFRS 16 & IFRS 18 Integrated Financial Reporting Pack
- Fixed Asset Register & Depreciation Calculator
- Month-End Closing & Financial Reconciliation Pack
- IFRS 15 Revenue Recognition Schedule
- FX Gain & Loss Calculator
- Goodwill Impairment Model IAS 36
Workforce Planning
$19.992 tools · worth $29.98 separately · save 33%
Corporate Finance & M&A
$59.997 tools · worth $109.93 separately · save 45%
Complete Finance Toolkit
$99.9933 tools · worth $410.67 separately · save 76%
Questions
Do I pay separately for Excel, Google Sheets and the web app?
No. One purchase gives you every available format of that tool. The product page shows which formats are available before you buy.
Can I put my own logo and company name on the tools?
Yes. Every tool has a Settings sheet or branding settings for your company name, logo, contact details, currency and date format. The branding is for your own use.
Can I resell or share the tools?
No. A purchase is a licence for your own business use. You can't resell or redistribute the original Banniz product.
Are the IFRS tools guaranteed to be compliant?
No. They help you calculate and present figures under the named standards and show the standard, version and limitations. Your accountant or auditor remains responsible for compliance.
When can I buy?
Checkout is being connected. Until then the store shows the tools that are built and tested and marks the rest as Coming soon. Contact us if you want to be told when it opens.