Packs for money-minded makers
Do more with your financial planning and analysis tools.
Free
Currency Converter
By Héctor Reyes
Get the exchange rate from 170+ currencies.
Team$10
QuickBooks
By Skilled Agents
Two-way sync
Manage your QuickBooks Online companies from your docs.
Team$10
Stripe
By Skilled Agents
Two-way sync
Supercharge your company’s financial data with the power of docs.
Free
Finta
By Taylor Facen
Two-way sync
Automatically sync your bank and payments data to Coda
Free
Harvest
By Simpladocs
Two-way sync
Sync clients, timesheets, invoices and more
Team$8
Xero
By Amir Banihashemi
Two-way sync
Xero pack for Coda docs
Docs in Finance
docs
Copyable
Flexible 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 Coda
Dreamline Calculator by Tim Ferriss
This step-by-step calculator helps you define your dreams and achieve your ideal lifestyle.
How Squared Away saves a thousand hours and $100k
A story about how a military spouse scaled an entire business using Coda. 
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.
Financial Statements
Create basic financial statements, including a balance sheet and income statement.
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.
Time & Money v2
Time & Money: A prototype financial modeling platform with big advantages over spreadsheet-based modeling
About Financial Essentials
Financial Essentials is the Pack that adds key financial formulas for loans and investments to your Coda docsVendor Scorecard for Inventory Management
Track the performance of the vendors you're purchasing from to better estimate everything from lead times to damage rates.
Strategic Investor Worksheet
One place to manage and keep track of angel or strategic investors for your new company.[Template] Time series scenario modeling
How to use Coda to create dynamic time series models with simple scenario evaluation
Mortgage Planner
Plan your home mortgage to save thousands in interest and reduce your pay-off time by yearsTracking Suppliers & Purchase Orders
This Coda doc allows you to tracks purchase orders to your suppliers. Track and analyze your expenses
View and add expenses, review your spending habits and customize categories.Wilson's Guide to Adding New Shopify Products
This doc provides a reliable and straightforward way to create new products on Shopify. 
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!
