Financial questions?

We’ve got answers.

Standard financial statements are overwhelming to the average business owner, but understanding them is critical to success. Wow your team by using this template to visualize data from your three financial statements: Profit and Loss, Balance Sheet, and Statement of Cashflow.


⏱️ Build dashboards in seconds from 25+ data connections

⚙️ Customize boards to fit your specific needs

✌️Collaborate and share with your clients or team

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Explore Financial Templates

Start with a financial board from Xero or QuickBooks and customize to fit the needs of any client.



Building a template of your own?

Create your own template and have it listed here for new businesses to find. Get notified when a business uses your template and introduce yourself as the advisor behind the board. What’s more? Malartu partners are eligible for advertising grants to promote new templates.