Free Banking and Finance Templates

Banking and finance: 227 free templates to browse without an account, then edit with an AI agent and e-sign in GitLaw.

These documents cover debt management, startup financing, and international tax compliance. They include specialized instruments like the Post-money SAFE for Cayman Islands exempted companies and individual tax self-certification forms for CRS and FATCA. While these templates manage credit accounts and loan repayments, commercial lease agreements and property deeds are located in the Property category.

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Everything else in this category, uploaded by the GitLaw community. Read any of it free - check it fits your situation before you rely on it.

Oklahoma (US)
Invoice Template - Free template for businesses
This template provides a basic structure for an invoice, allowing users to detail items, quantities, prices, and calculate totals including subtotal and sales tax. It includes placeholders for company information, billing details, and contact information for inquiries.
Updated 17 Oct 2025
Offer to non-priority creditor - joint letter by Citizens Advice
This document is a joint letter from individuals to a non-priority creditor, such as a bank, explaining their inability to maintain original monthly payments due to illness and financial hardship. It proposes a reduced monthly payment plan and requests a freeze on interest and charges, enclosing a financial statement to support their offer.
Updated 17 Oct 2025
Past Due Invoice Notice Letter Template - Free Legal Template
This document is a formal notice sent to a recipient regarding an overdue invoice. It details the outstanding balance and the specific invoice(s) that are past their due dates, requesting an update or payment. It also offers assistance if the recipient has any concerns.
Updated 17 Oct 2025
Canada
Pro Rata Side Letter (Canada) by Y Combinator
This Pro Rata Agreement grants an investor the right to purchase their pro rata share of Standard Preferred Shares in a future equity financing. This right is granted in connection with the investor's purchase of a Simple Agreement for Future Equity (SAFE) with a Post-Money Valuation Cap. The agreement outlines the calculation of the pro rata share and conditions for termination of this right.
Updated 17 Oct 2025
Essential Company Credit Card Policy Template - Free Download for Financial Integrity
This document outlines a Company Credit Card Policy, detailing the guidelines for employees issued company credit cards. It covers eligibility, usage limits, restrictions, statement reconciliation, card management, dispute resolution, and termination procedures. The policy ensures responsible use of company credit cards solely for official business purposes.
Updated 17 Oct 2025
Secure Your Funds: Free Loan Agreement Template for Easy Borrowing
This Loan Agreement template outlines the terms and conditions for a loan between a Lender and a Borrower. It details the principal loan amount, interest rate, payment schedule, and provisions for prepayment and acceleration. The agreement also includes clauses on indemnification, restructuring, waivers, assignment, and remedies in case of default.
Updated 17 Oct 2025

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A template isn't binding on its own - like any contract, it becomes binding once it's properly completed and signed. Templates in our curated library are professionally drafted for US or UK law; review any template before you sign it.

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Templates in our curated library are professionally drafted for US or UK law. The wider library comes from the GitLaw community and public sources - a solid starting point, but check any template fits your situation before you rely on it.

Mostly US and UK law. Some templates use general commercial terms that work across jurisdictions, and many note which law they're written for.

It depends on the situation. Templates work well for routine business agreements. For anything involving significant money, complex IP, employment, or areas you're unsure about, it's worth getting professional advice before you sign. GitLaw provides templates and tools, not legal advice.

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