Try our online interactive tools and downloadable templates to help you choose products or complete common business tasks.

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Business Planning Tools

Get to the heart of a business plan with our quick planners that concentrate on just the basics. 

Help with Scotiabank

Self select the best Scotiabank products for your business.

Scotiabank for business® Tools

Innovative tools and resources to help you start, maintain, and grow your small business.


Try our downloadable ready made business templates in pdf, Excel and Word format.

  • Cashflow forecast template
  • Cashflow receivables worksheet
  • Charge out rate template
  • Marketing budget template
  • Profit and Loss forecast template
  • Product pricing template
  • View all

Find content for your business stage

Planning my new business

If you have not yet started your business, let us help you determine the feasibility of your new idea.


I’ve started my business

If you've been in business up to 2 years select this option to identify how to run your business more effectively.


I’m growing my business

If you have been in business for more than 2 years, determine the crucial next steps for growth.