Financial calculator template
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Free financial calculator template with revenue and expense inputs, a 12-month forecast, a cash balance chart, a monthly breakdown and a contact form.
What’s included in this financial calculator template
- Who it’s for
- Accountants, fractional CFOs and advisory firms who want a forecasting tool that gets prospects talking. Vantage Advisory's revenue and cash flow forecast calculator is the demo.
- Pages and sections
- Hero with Start Forecasting and View Example Scenario
- Inputs for revenue and expenses and timeframe
- Results with totals and a cash balance trend chart
- Monthly breakdown table
- How this calculator works
- Assumptions and notes
- Contact page with 4 advisory services and a Get in touch form
- Features
- Run a 12-month forecast from $50K monthly revenue and 5% growth
- Change fixed expenses or variable costs and rerun
- Read ending cash and a month-by-month table
- Request financial analysis through the contact form
- What to change first
- The home page header just says Forecast Calculator, so put your firm's name there and set defaults that match a typical client. Rewrite the 4 service blurbs to cover only what you offer.Try asking“Add a second scenario column so I can compare a best case and worst case forecast side by side”
Financial calculator template FAQs
Describe the specific calculation in the prompt, such as debt payoff, savings projection, investment growth, and mortgage affordability. Then, B12 builds a financial calculator template the same day. Input fields, output with visualization, lead capture, and disclaimers already laid out. You edit it in the browser without code, adjust the formula and disclaimers to your firm, and add it to your site in minutes. Free to start.
Almost any single-scenario calculator: debt payoff timeline, savings/retirement projection, investment growth over time, mortgage or loan affordability, cash-flow modeling, insurance-needs estimation, or a custom scenario specific to your advisory practice. B12 generates the calculator structure from your prompt; you configure the specific formula and disclaimers. See our loan calculator or retirement calculator prompts for specific pre-built variants.
Yes. B12's design experts can refine the layout, integrate the calculator with your existing advisory site, and ensure the disclaimers and branding meet your firm's compliance requirements. Financial calculators are a category where visual polish and clear disclosure matter, and designer input helps both.
This is a calculator tool, not financial advice. It performs calculations based on the inputs users provide, and outputs should be treated as estimates for planning conversation, not as forecasts or advice. Prospects using the tool should consult with a qualified financial advisor for actual planning decisions. The tool's lead-capture step is designed to connect them to you for exactly that conversation.
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