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
CopyableFinance 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.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 modelingStrategic Investor Worksheet
One place to manage and keep track of angel or strategic investors for your new company.Vendor 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 evaluationMortgage 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. Wilson's Guide to Adding New Shopify Products
This doc provides a reliable and straightforward way to create new products on Shopify. Credit Card Churning Catalog
Churners rejoice! Track all of your annual fees and cards to cancel in one doc. 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 Sales Tax Nexus
Running an e-commerce business in the United States? Use this Coda doc to discover in which states you need to pay sales tax.DAD SANDALS Cost Sharing
Track and split expenses between friends, roommates, travel buddies, or moreDreamline Calculator by Tim Ferriss
This step-by-step calculator helps you define your dreams and achieve your ideal lifestyle.Shopify + Coda Starter Kit
Sync data between Shopify and Coda with the click of a button. Add products, edit prices, process orders, all from your Coda doc.
