CoreConsult provides structured templates and layouts for companies managing internal financial records. These formats are designed to assist with budgeting, reporting, cash flow tracking, and planning. Our work does not involve advisory or investment-related functions. Instead, we offer reliable, well-organized systems tailored for daily use by finance and operations teams. Businesses of various sizes use CoreConsult for documentation consistency and internal clarity.
We believe internal documentation should be simple, reusable, and easy to understand. CoreConsult develops neutral templates that follow clear logic and formatting. These tools are made to fit a variety of workflows — whether your business handles monthly budgets or quarterly reports. Each format is reviewed for clarity and ease of use. Our approach avoids unnecessary features and focuses purely on helping organize recurring financial documents.
KES 19,380/ month
Includes: Standard templates for budgets, cash flow, and monthly reports
For: Small teams or startups needing foundational organization
KES 32,300 / month
Includes: Expanded template library + flexible formatting modules
For: Growing businesses with multiple departments
KES 45,220 / month
Includes: Customized tools, onboarding assistance, and email-based priority support
For: Larger teams with structured documentation processes
CoreConsult templates are used by organizations looking to bring consistency to their internal documentation workflows. Businesses in areas such as logistics, retail, services, and operations apply our layouts for planning, reviewing, and organizing recurring financial records. These tools help support teams in creating structured reporting cycles without relying on external systems or analytical platforms. All formats are built for clarity and internal usability, making them suitable for businesses with regular reporting needs.
The documentation systems are not industry-specific and can be adjusted to fit different team setups or reporting frequencies. Whether used in small departments or across larger operations, the templates assist with planning visibility and consistent formatting. Users can reuse formats as needed while keeping internal records aligned across departments. All files are designed to be used in a practical, neutral, and repeatable way.
Every business handles its reporting differently, and selecting the right layout depends on how your team works. For example, a company that tracks weekly cash flow may prefer templates with recurring date fields, while a quarterly planning team might look for more segmented overviews. Consistency is important — using the same format over time helps keep records aligned and easy to reference.
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