PaidAdvanced Company Finance
A paid company-finance workspace covering transactions, net worth, assets, liabilities, and equity, with monthly or quarterly reports and calculators for margins, break-even points, payroll costs, and ROI.
By profession
Notion templates for Finance teams
Keep planning, review, and financial follow-up work connected. Explore Notion templates for finance teams coordinating budgets, cash forecasts, source documents, responsibilities, and reporting conversations.
Showing 1–11 of 11 templates
A little structure goes a long way.Paid
FreeAgency Finance Tracker
A simple agency finance workspace for client income, expenses, payments, and vendor contract context, bringing the operating money records into a focused management view.
PaidBusiness Finance Management
A paid business-finance workspace covering budgets, cash flow, income, and expenses, intended to give a small business a combined view of its financial records.
FreeCash Flow Forecast
An incoming-cash forecast linking customers, expected receipts, probability, and collection status.
FreeCFO Budget vs Actual Tracker
A budget comparison system with variance records, alerts, charts, and a financial-control overview.
FreeInterior Design Budget Tracker & Change Orders
An interior-project budget system separating allowances from quotes, orders, invoices, and payments, with client-price budget consumption, change orders, and visible budget-risk signals.
PaidInterior Design CRM + Finance OS
A paid interior-design business workspace connecting leads, clients, project phases, tasks, invoices, payments, and expenses, with charts for workflow and financial review.
FreeMonth-End Close Checklist
A monthly close task system with owners, due dates, finance categories, and a progress chart, designed to preserve the history of completed reporting periods.
FreeProfit-Loss Statement
A business finance workspace linking clients, income and expenses, transactions, and a monthly dashboard showing net profit, client revenue, and spending categories.
FreeSmall Business Bookkeeper Toolkit Lite
A free bookkeeping starter kit with a ten-task month-end checklist and a profit-and-loss tracker using seven categories for income and expense records.
FreeSmall Company Finances
A simple business-budget dashboard with transaction-entry buttons, intended to begin fresh each year and provide an accessible starting point for recording company finances.
A closer look at the collection
Which template fits your work?
Compare the purpose and included features before choosing a workspace.
Cash Flow Forecast
Small businesses and finance managers reviewing expected customer payments.
- Cash forecast records with amount, date, probability, and status
- Customer or revenue-source records
- This-week and 30-, 60-, and 90-day forecast views
CFO Budget vs Actual Tracker
Finance teams, controllers, and founders reviewing performance against a plan.
- Budget Lines for planned and actual figures
- Alerts for unfavorable variance
- Budget charts and a Financial Control Snapshot
Business Finance Management
Entrepreneurs and small-business teams wanting their financial planning and transaction context together.
- Budget sections
- Cash-flow organization
- Income and expense records
Choose something that fits
How to choose Notion templates for finance teams
Define which system owns the financial figures and use the workspace to organize review and follow-up. Keep period definitions and owners consistent across budget and cash records. Separate an estimate from an approved amount and a confirmed payment. Test sharing with the people who need to contribute, while restricting confidential details. Add a regular review so questions are resolved rather than accumulating beside stale totals.
A few things to look for
Clear financial source systems
Owned reporting and follow-ups
Controlled access to records
About the directoryBefore you chooseQuestions about
Questions about
this collection
Are there free templates in the finance teams collection?+
Yes. This collection currently includes 8 listings with a confirmed free creator offer, alongside 3 paid or freemium options. Use the Free filter to compare them. A free version can have different features from a creator’s paid upgrade, so check the original listing and current access terms before adding it to your workspace.