Three-Statement Model Template for Excel
Model Intro Video

Free Three-Statement Model Template for Excel

Professional Grade Budgeting

A clean, easy-to-use three-statement model for quick budgeting forecasting. Designed to help you enter assumptions, view linked outputs, and build your own forecast easily.

Free version features:

  • Built for CFOs and corporate executives
  • Executive-Friendly Design
  • Save 50+ hours with a ready-to-use, customizable Excel model
Premium models include advanced schedules, scenario tools, and long-term planning.
Board-Ready Financial Modeling That Saves Time
Keene's model was a game-changer. It saved me 50+ hours in our annual budgeting process and gave me the ability to quickly evaluate multiple scenarios across growth, profitability, cash flow, liquidity, and covenants. The outputs were board ready and held up to investor and lender scrutiny.  Finally, a model built for real decision making in a private equity environment.
Jason Pierce
CFO at MPP

Upgrade to the Full Premium Model

For deeper analysis, scenario planning, and investor-ready outputs. One-time, upfront payment, $199.

  • Dynamic revenue & expense drivers
  • Detailed debt & covenant schedules
  • Board & investor-ready outputs
  • Scenario analysis for deeper insights
  • Dynamic performance tracking
  • Priority support for model questions
Free
$0.00
What's Included:
  • Free Monthly Three-Statement
Benefits:
  • Powerful annual budgeting tool
  • Integrated three-statement model
  • Inputs for key financial statement drivers
  • Unlock formulas for max transparency
  • No onging SaaS costs
Download
Most popular
Premium
$199.00
What's Included:
  • Premium Monthly Three-Statement
Benefits:
  • Everything in Free, plus:
  • Dynamic revenue & expense drivers
  • Scenario analysis for deeper insights
  • Detailed debt & covenant schedules
  • Dynamic performance tracking
  • Board, investor, and lender–ready outputs
  • E-mail support from modeling experts
Learn more
Save $50!
Premium Bundle
$349.00
What's Included:
  • Premium Monthly Three-Statement
  • Premium 5-Year Three-Statement
Benefits:
  • Everything in Premium, plus:
  • Powerful long-term financial model
  • Deep insights for value creation planning
  • Perfect complement to the Premium Monthly Three-Statement Model
Learn more

Frequently Asked Questions

What is the difference between Free and Premium?

The Free model provides a foundational three-statement model, while the Premium model offers advanced drivers, scenario planning, and investor-ready outputs.

Is there a free trial for the Premium model?

Currently, we do not offer a free trial for the Premium model. However, the Free model allows you to experience the core functionality. Premium is one-time, upfront payment for the model.

How do I get support for the models?

Premium users receive priority support for all model-related questions.

Who Builds Digital Solutions?

Keene Advisors delivers investment-banking–grade financial modeling tools and advisory support to help businesses make confident, data-driven decisions. Our team is composed of seasoned finance professionals with backgrounds in investment banking, private equity, corporate finance, and FP&A.

We are dedicated to building robust, user-friendly models that empower CFOs, founders, and finance teams to achieve their strategic goals.

Travis Borden | Keene Advisors

Travis Borden, Founder & President

Unlock Deeper Insights With the Premium Three-Statement Model

Built for CFOs, founders, and FP&A teams who need advanced forecasting tools, deeper drivers, and presentation-ready financial outputs.

  • Full driver-based revenue & expense modeling
  • Multi-scenario analysis (best / base / downside)
  • Detailed debt, interest, and covenant schedules
  • Working capital & cash conversion modeling
  • Long-term projections for strategic planning
  • Board-, lender-, and investor-ready outputs
Feature Free Premium
Linked 3-Statement Model ✓ ✓
Advanced Drivers & Schedules ✓
Scenario Planning ✓

Explore Premium Model

Used by finance leaders at private equity–backed and growth-stage companies.

Keene offers this foundational model for free to help finance teams get started quickly. Upgrade to Premium for advanced insights and long-term planning.