Three-statement financial models break when formulas link incorrectly, historical data gets stale, or assumptions change without cascading through all statements. Most finance teams rebuild models from scratch for each scenario or spend hours checking that the balance sheet balances. This template connects to your accounting system for live historical data and maintains proper statement linkages so you can model scenarios confidently without formula errors.
What is a Three-Statement Financial Model Checklist?
A three-statement financial model links your income statement, balance sheet, and cash flow statement. You project revenue, model expenses, forecast working capital, and analyze scenarios. This creates a complete financial picture. Investors evaluate opportunities. Leadership tests strategies. Finance guides resource allocation with confidence.
Benefits of using this template
- Real-time automation and data accuracy – Coefficient automatically syncs your financial data into Google Sheets, eliminating manual data entry and ensuring your Three-Statement Financial Model Checklist is always up-to-date with live information from your source systems.
- Enhanced team collaboration – Multiple team members can work simultaneously in Google Sheets, providing real-time visibility into task status, completion, and any issues that arise during the process.
- Time savings and efficiency – Streamline your process by automating repetitive tasks and data collection, allowing your team to focus on analysis and strategic activities rather than manual work.
- Improved compliance and control – Maintain a clear audit trail and ensure all required steps are completed consistently, reducing compliance risks and improving internal controls.
Flexible and scalable solution – Easily customize the template to fit your organization’s unique requirements and scale as your business grows without expensive software investments.
