Templates
Working spreadsheets, not another chat window
Paste your QuickBooks or Xero export in. Live formulas, real threshold flags, and an owner-ready summary come out. Your books stay on your machine -- we never see, store, or process the data you paste in.
13-Week Cash Flow Forecast
A weekly view of the cash you expect in and out for the next 13 weeks, with a running cash position that carries forward.
FreeMargin Bridge
Paste your trial balance and GL in. It shows exactly which cost accounts moved your gross margin and by how much, reconciling fully to the total change -- no guessing at price, volume, or mix.
$14.99Budget-vs-Actual Variance Narrator
Paste your trial balance and budget in. It flags every account that moved enough to matter, and tells you whether the gap looks like a one-time timing event or a pattern worth watching -- against thresholds you can see and adjust.
$14.99Expense Anomaly Scanner
Paste your GL and vendor spend history in. It flags vendor spend that looks off against its own trailing average, brand-new vendors, possible duplicate payments, and round-dollar entries to catch-all accounts.
$14.99Revenue Quality Analyzer
Paste your revenue detail in. It flags customer concentration, refund/credit-memo levels, and aged receivables -- the questions a buyer or lender actually asks about revenue quality.
$14.99