Docs in Finance
docs
CopyableFlexible Invoice System
This is a template to illustrate how a Coda doc can become a light-weight invoicing system.How Canva trained 800 employees to fuel a $6 Billion growth spurt
An inside look at how a small team designed and scaled learning standards for a $6 billion company.Finance Starter Kit
A starter kit for finance and operations professionals to streamline your processes in CodaFinancial Statements
Create basic financial statements, including a balance sheet and income statement.Subscription Tracker
An easy but powerful personal finance tracker for all your subscriptions and recurring payments. Manage different schedules (monthly, every 6 months, yearly), shared subscriptions with friends or family and view all past subscriptions in a history.How Squared Away saves a thousand hours and $100k
A story about how a military spouse scaled an entire business using Coda. Venture Capital Portfolio Tracker
Easily keep your team up to date of investments by fund, partner, and company.Madrona Venture Group's Investment Decision System
Madrona Venture Group's process for evaluating new investment opportunities.About Financial Essentials
Financial Essentials is the Pack that adds key financial formulas for loans and investments to your Coda docsTime & Money v2
Time & Money: A prototype financial modeling platform with big advantages over spreadsheet-based modelingVendor Scorecard for Inventory Management
Track the performance of the vendors you're purchasing from to better estimate everything from lead times to damage rates.[Template] Time series scenario modeling
How to use Coda to create dynamic time series models with simple scenario evaluationStrategic Investor Worksheet
One place to manage and keep track of angel or strategic investors for your new company.Tracking Suppliers & Purchase Orders
This Coda doc allows you to tracks purchase orders to your suppliers. Pay Summary
Easy view of how many hours you have worked and money you have made by day, month, week and year. Use to create your summary view!Mortgage Planner
Plan your home mortgage to save thousands in interest and reduce your pay-off time by yearsWilson's Guide to Adding New Shopify Products
This doc provides a reliable and straightforward way to create new products on Shopify. Managing Production
Whether you're optimizing pizza production, manufacturing widgets, or building the first rocket to Mars, this doc helps you manage production. Build up finished products via the individual components, tracking shortages, margins, and reorder points as you Credit Card Churning Catalog
Churners rejoice! Track all of your annual fees and cards to cancel in one doc. 

