Monthly Financial Report Template
A free monthly financial report template that fills itself from a Google Sheet. Monthly P&L, cash flow, runway, key financial KPIs — one board-ready deck, auto-rebuilt every month.
Free. No credit card. No trial.
What this report looks like
A monthly financial report covers four things: P&L for the month (revenue, COGS, operating expenses, net income), cash flow (operating, investing, financing), balance sheet snapshot (cash, AR, AP, runway), and key financial KPIs (gross margin, burn rate, CAC payback).
SlideMaker turns this into a template that fills itself from a Google Sheet — typically an export from QuickBooks, Xero, or NetSuite. The report rebuilds itself on the 1st of every month.
Three ways this gets used
Concrete examples to picture before signing up.
Startup monthly board financials
CFO or founder hand-builds the financial section of the board deck every month. Same template, different numbers.
A monthly financial report regenerates from the QuickBooks export sheet on the 1st. Founder reviews and the board deck is half-done before they start.
Founder solo financial review
Founder never builds a formal monthly financial report — checks QuickBooks dashboard occasionally, has no trend visibility.
A monthly financial report runs from the finance sheet on the 1st. Founder reviews trend in 5 minutes, no manual work.
Investor monthly financial update
Monthly investor update is overdue because hand-building the financial section is the bottleneck.
A scheduled monthly financial report runs on the 1st. CEO sends with a 2-paragraph narrative. Investors get it on the 2nd, every month.
Set this up in three steps
Two minutes the first time. Zero minutes every time after.
Connect a data source
Point to a Google Sheet tab or paste any public URL.
Choose a cadence
Daily, weekly, monthly, or quarterly. Set the time and timezone.
Pick a theme + go
The report rebuilds itself on every run with the latest data. Pause or edit any time.
Common questions
What goes into a monthly financial report?
P&L (revenue, COGS, opex, net income), cash flow (operating, investing, financing), balance sheet snapshot, runway calculation, and the key financial KPIs (gross margin, burn, CAC, LTV, payback period if SaaS).
Which finance tools can I connect?
Any tool that exports to Google Sheets — QuickBooks, Xero, NetSuite, FreshBooks, Wave. Most have a native Sheets export or a Zapier integration. Point the report at that exported sheet.
Is the financial report private?
Yes. Each generated report has a share URL only people you send it to can access. Use the link in board folders, investor updates, or internal Slack — viewers do not need to log in.
Can I include narrative or explanations?
Yes. Add a "narrative" tab to the source sheet with the explanation paragraphs. The report renders them as a final slide.
Other automated report templates
Same engine. Different reports. All free.
Set up your monthly financial report in two minutes
Free. No credit card. No trial.
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