The complete AI-powered corporate finance template bundle. Four premium templates in one package — risk analysis, tax optimization, dividend tracking, and portfolio management. Everything a finance professional needs to automate their workflow and deliver faster, smarter results.
Instant download · Excel 2016+ · Free 2026 updates · Priority support
Run Monte Carlo simulations, stress tests, and scenario analysis with AI-assisted parameter optimization. No coding required.
Automated capital gains calculations for US & Canada. AI suggests tax-loss harvesting opportunities and optimal selling strategies.
Track income across your entire portfolio. AI predicts future dividend payments and identifies yield optimization opportunities.
Real-time portfolio tracking with AI-powered rebalancing suggestions, performance attribution, and custom benchmark comparisons.
Works in Microsoft Excel 2016+ and 365. No plugins, no add-ins, no external APIs. All AI runs inside your spreadsheet.
Everything runs locally in Excel. Your financial data never leaves your computer. No cloud uploads, no third-party processing.
The Finance Pro Bundle 2026 is a comprehensive collection of AI-powered Excel templates designed for corporate finance professionals, CFOs, FP&A analysts, and finance teams who need to move fast without sacrificing accuracy. Unlike generic spreadsheet templates, every tool in this bundle was built with built-in artificial intelligence that handles the heavy lifting — from scenario modeling to tax-loss harvesting to dividend forecasting.
The bundle brings together four premium products that cover the complete corporate finance workflow. The Risk Analysis Dashboard Pro gives you institutional-grade risk assessment with Monte Carlo simulations and stress testing. The Tax Optimizer Capital Gains Calculator handles US and Canadian tax compliance with AI-assisted harvesting suggestions. The Dividend Income Tracker & Forecaster Pro projects future income streams and identifies yield optimization opportunities. And the Portfolio Tracker Pro PREMIUM provides real-time portfolio intelligence with rebalancing recommendations.
Each template works standalone, but together they form an integrated financial toolkit. Data flows between templates, giving you a complete view of your financial position — risk exposure, tax liability, income projections, and portfolio performance — all in one ecosystem. No external software, no API keys, no subscriptions. Everything runs inside Microsoft Excel.
At $249 (20% off the $314 individual price), the bundle is the most cost-effective way to upgrade your entire finance workflow. Every purchase includes free updates for the entire 2026 fiscal year and priority email support from the Kyootek team.
The Finance Pro Bundle 2026 is the fastest way to transform your corporate finance workflow. Free updates, priority support, and $65 in savings.