LaTeX Finance & Business Report Templates (2026)
Finance documents live or die on clean, precise typesetting — and LaTeX does it better than any word processor. These free templates cover the numbers-heavy documents analysts, founders and finance students produce most: financial statements, equity research, corporate reports, business plans and invoices.
Every template opens on LetX and compiles in your browser in seconds, with aligned figure columns, booktabs tables and a tasteful, professional palette. All sample numbers, companies and tickers are fictional.
The templates
Annual Financial Statement
Annual Financial Statement LaTeX template — financial statement latex template. Elegant, compile-tested, edita
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Balance Sheet & Income Statement
Balance Sheet & Income Statement LaTeX template — balance sheet latex template. Elegant, compile-tested, edita
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Corporate Finance Report
Corporate Finance Report LaTeX template — corporate finance report latex. Elegant, compile-tested, editable on
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Stock Equity Research Report
Stock Equity Research Report LaTeX template — equity research report latex template. Elegant, compile-tested,
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Startup Business Plan
Startup Business Plan LaTeX template — business plan latex template. Elegant, compile-tested, editable online
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Cryptocurrency Whitepaper
Cryptocurrency Whitepaper LaTeX template — crypto whitepaper latex template. Elegant, compile-tested, editable
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Pro Forma Invoice
Pro Forma Invoice LaTeX template — pro forma invoice latex. Elegant, compile-tested, editable online at letx.a
Open in LetX →Which one should you pick?
| If you need a... | Use |
|---|---|
| Company annual report | Annual Financial Statement |
| Balance sheet / P&L | Balance Sheet & Income Statement |
| Sell-side stock note | Stock Equity Research Report |
| Fundraising deck doc | Startup Business Plan |
| Token / DeFi project | Cryptocurrency Whitepaper |
| Client billing | Pro Forma Invoice |
Browse these plus 440+ other free LaTeX templates at letx.app/templates. All MIT-licensed, all editable in your browser.
Frequently asked questions
Is LaTeX good for financial statements?
Yes. LaTeX's siunitx and booktabs packages align decimal points and thousands separators perfectly, which is exactly what balance sheets and income statements need. Our templates set this up for you.
Is there a LaTeX business plan template?
Yes — our startup business plan template has a title page, market analysis, financial projections tables and a clean modern layout you can edit in the browser.
Can I write an equity research report in LaTeX?
Our stock equity research report template follows the sell-side format: rating box, price target, financial-summary table and thesis sections, all fictionalised and ready to edit.
Do I need to install LaTeX to use these?
No. Open any template on LetX and it compiles in your browser in seconds — no TeX Live install, on any operating system.
Are the sample companies and numbers real?
No — every company, ticker, fund and figure is fictional. The templates are starting points you fill with your own data.
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Written by Shihab Shahriar Antor — AI Engineer & Founder of Shahriar Labs. Builder of LetX (collaborative LaTeX) and QuantumSketch (AI STEM video).