Browse all 176 Ledger Summit tools and live apps.
This catalogue keeps the full Ledger Summit tool library and app suite in one consistent browse flow, grouped by the finance workflows users already recognize: planning apps, GL review, QBO cleanup, roll-forwards, FP&A, depreciation, audit, valuation, tax, and reference work.
Use the catalogue map to jump into the right workflow
Start with the category grid below, then scan the tools inside each section. Every card uses the same Ledger Summit interface and links directly to the live page.
Try a broader workflow term such as reconciliations, QBO, close, payroll, or cash flow.
Planning & Workflow Apps
Project planning, timekeeping, grants, consolidated P&L, detailed EAC, and month-end review from stable Ledger Summit URLs.
Jump to category → 12 toolsGL & Journal Entry Tools
GL review, controls, close process, and revenue workflows.
Jump to category → 10 toolsQuickBooks / QBO Tools
QBO transactions, reporting, payroll, AR, AP, and year-end cleanup.
Jump to category → 8 toolsRoll-Forward Schedules
Fixed assets, receivables, debt, equity, inventory, tax, and intangibles.
Jump to category → 14 toolsPersonal Finance Calculators
Tax planning, retirement, budgeting, debt management, and housing.
Jump to category → 12 toolsBusiness Finance & FP&A Tools
Cost analysis, profitability, liquidity, forecasting, budgeting, and SaaS metrics.
Jump to category → 8 toolsDepreciation & Asset Tools
MACRS, straight-line, DDB, Section 179, bonus, and asset management.
Jump to category → 8 toolsReconciliation & Audit Tools
Bank and card tie-outs, petty cash, AP, intercompany, crossfooting, and audit support.
Jump to category → 8 toolsInvestment & Valuation Tools
DCF, WACC, EV/EBITDA, IRR, NPV, cap rate, dividend yield, and P/E analysis.
Jump to category → 10 toolsTax & Payroll Calculators
Estimated tax, payroll deposits, deductions, employment comparisons, and business tax planning.
Jump to category → 10 toolsConverters & Reference Tools
Date conversion, FX, efficiency ratios, returns, reference formulas, and invoicing math.
Jump to category → 10 toolsNonprofit & Fund Accounting
Fund tracking, grant compliance, Form 990, donor pledges, functional allocation, and nonprofit financial statements.
Jump to category → 8 toolsInternational & Multi-Currency
FX translation, hedge effectiveness, transfer pricing, foreign tax credits, FBAR, and GILTI exposure.
Jump to category → 12 toolsFinancial Statement Analysis
Profitability, efficiency, and solvency ratios, common-size statements, horizontal analysis, cash flow, and earnings quality.
Jump to category → 8 toolsHealthcare & Medical Practice
Revenue per visit, reimbursement analysis, A/R aging, cost per procedure, RVU productivity, HIPAA compliance, entity tax, and overhead.
Jump to category → 10 toolsStartup & Venture Finance
Pre/post-money valuation, dilution, SAFE conversion, revenue forecasting, LTV, payback, 409A, ASC 718, headcount, and NRR.
Jump to category →Live Ledger Summit app suite
These pages give final users clean Ledger Summit URLs for the live planning and workflow apps, with mirrored static bundles where possible and a secure handoff for the month-end checker.
Project Planning App
Shared EAC, budgeting, revenue, labor, and P&L planning in one browser workflow.
Open the app page → Timekeeping AppTimekeeping App
Capture hours, route approvals, manage assignments, and keep project actuals aligned to plan.
Open the app page → Grants PlanningGrants Planning App
Grant budgeting, actuals review, and restricted-funding planning in one workflow.
Open the app page → Consolidated P&LConsolidated P&L Planner
Roll direct plans, indirect allocations, add-backs, and scenarios into one leadership-ready view.
Open the app page → Detailed EACDetailed EAC Planner
Keep detailed forecast inputs, benchmark views, and cleaner visual summaries connected.
Open the app page → Month-End CheckerMonth-End Checker
Stable Ledger Summit entry page for the secure close-review workflow and login handoff.
Open the app page →GL, journal entry, and close-support tools
These tools cover GL detail review, journal controls, intercompany cleanup, account mapping, accrual support, and deferred revenue workflows.
GL Detail Analyzer
Find duplicate lines, unusual amounts, generic memos, weekend postings, unbalanced journals, and account hot spots without leaving the browser.
Open the tool → Journal EntriesJournal Entry Validator
Catch unbalanced journals, missing approvals, missing support references, duplicate patterns, and round-dollar top-side signals in a shared Ledger Summit UI.
Open the tool → ConsolidationIntercompany Elimination Checker
Upload intercompany transactions to identify elimination pairs, unmatched entries, and net exposure by entity pair.
Open the tool → Chart of AccountsChart of Accounts Builder
Build a chart of accounts from a starter template with add, delete, validate, and export functionality in the browser.
Open the tool → GL MappingGL Mapping Tool
Upload source and target account lists to auto-map GL accounts using fuzzy name matching with manual override.
Open the tool → Journal EntriesDuplicate Journal Entry Detector
Upload a journal entry export to find exact and near-duplicate entries based on date, amount, account, and memo patterns.
Open the tool → Audit & RiskHigh-Risk Transaction Flagger
Surface repeated rows, unusual amounts, weak memos, weekend postings, manual-source activity, and unbalanced batches without a separate risk platform.
Open the tool → Close ProcessMonth-End Close Checklist Generator
Generate a structured close checklist based on entity count, close-day target, and workflow flags for payroll, intercompany, and fixed assets.
Open the tool → AccrualsAccrual Reversal Scheduler
Build accrual and reversal journal entry pairs with account codes, dates, and descriptions for clean period-end processing.
Open the tool → AccrualsPrepaid Expense Amortization Schedule
Generate a month-by-month prepaid amortization schedule with opening balance, monthly expense, and closing prepaid balance.
Open the tool → RevenueDeferred Revenue Waterfall
Build a deferred revenue recognition waterfall showing opening deferred balance, monthly recognized revenue, and closing deferred balance.
Open the tool → ReconciliationGL to Trial Balance Reconciler
Compare GL detail totals against trial balance lines to find differences by account and flag reconciling items.
Open the tool →QuickBooks cleanup, reporting, and data-shaping tools
This category focuses on the spreadsheet-heavy QBO work that still happens after exports: transaction review, bank feeds, payroll, AR, AP, and cleanup.
QBO Transaction Analyzer
Flag uncategorized transactions, missing class or location, duplicates, manual entries, and weak memos in exported QBO activity.
Open the tool → Chart of AccountsQBO Chart of Accounts Cleaner
Review a QBO chart of accounts export for duplicates, catch-all accounts, missing detail types, and hierarchy problems.
Open the tool → ReportingQBO P&L Variance Tool
Compare current, prior, and budget P and L rows from QBO to rank the biggest variances and budget misses.
Open the tool → BankingQBO Bank Feed Matcher
Compare QBO bank-feed lines against book transactions to find unmatched items, competing candidates, and timing gaps.
Open the tool → Data ManagementQBO to Excel Formatter
Normalize QuickBooks Online exports for Excel with cleaner dates, amounts, and analysis-ready columns.
Open the tool → AllocationQBO Class/Department Allocator
Use historical QBO coding patterns to suggest missing class and location values for current transactions.
Open the tool → PayrollQBO Payroll Tax Reconciler
Compare QBO payroll tax liabilities against payment-side exports to find underpayments, overpayments, and orphan payments.
Open the tool → Accounts ReceivableQBO Customer Aging Analyzer
Analyze QBO customer aging exports for overdue balances, 90 plus exposure, credits, and collection priorities.
Open the tool → Accounts PayableQBO Vendor Spend Analyzer
Analyze vendor spend concentration in QuickBooks Online with Pareto ranking, concentration risk scoring, and negotiation insights.
Open the tool → Year-EndQBO Year-End Cleanup Checklist
Generate a prioritized year-end cleanup checklist for QuickBooks Online with task owners, effort estimates, and deadline tracking.
Open the tool →Roll-forward schedules for balance movement and audit support
Use these tools to structure beginning balance, activity, and ending balance schedules for the accounts that usually require a clear movement bridge.
Fixed Asset Roll-Forward
Build a fixed asset roll-forward schedule with beginning balances, additions, disposals, and depreciation to reconcile net book value for close, audit, or financial reporting.
Open the tool → ConstructionEquipment Cost & Depreciation Tracker
Calculate equipment depreciation using straight-line, double-declining, or sum-of-years methods with salvage value and full schedule output.
Open the tool →ConstructionWork-in-Progress (WIP) Schedule Builder
Calculate percentage of completion, earned revenue, overbilling or underbilling, and estimated profit for construction contracts.
Open the tool → Accounts ReceivableAccounts Receivable Roll-Forward
Reconcile beginning to ending AR through sales, collections, write-offs, and adjustments by customer or category.
Open the tool → DebtDebt Roll-Forward Schedule
Track beginning debt, new borrowings, repayments, amortization, and adjustments to reconcile ending debt balances.
Open the tool → EquityEquity Roll-Forward
Reconcile beginning to ending equity through net income, dividends, issuances, buybacks, and OCI movements.
Open the tool → IntangiblesGoodwill & Intangibles Roll-Forward
Track beginning balances, acquisitions, amortization, impairments, and adjustments for goodwill and intangible assets.
Open the tool → InventoryInventory Roll-Forward
Reconcile beginning to ending inventory through purchases, COGS, write-downs, and adjustments by product or category.
Open the tool → TaxTax Provision Roll-Forward
Track beginning provision, current expense, tax payments, deferred changes, and adjustments to reconcile ending tax provision.
Open the tool → Accounts ReceivableAllowance for Doubtful Accounts Roll-Forward
Reconcile the allowance reserve through bad debt expense, write-offs, recoveries, and adjustments by aging bucket.
Open the tool →Personal finance, retirement, debt, and housing calculators
These tools help people estimate taxes, compare payoff strategies, set retirement targets, monitor savings, and test affordability assumptions.
Paycheck Tax Estimator
Estimate federal income tax, FICA, and state tax withholding from your salary to see per-paycheck take-home pay.
Open the tool → Tax PlanningW-4 Allowance Calculator
Estimate the right W-4 allowances and additional withholding to match your expected federal tax liability.
Open the tool → RetirementRoth vs Traditional IRA Calculator
Compare Roth and Traditional IRA outcomes side by side with tax bracket projections and after-tax retirement balances.
Open the tool → BudgetingEmergency Fund Calculator
Calculate your risk-adjusted emergency fund target and see how many months it takes to reach it at your savings rate.
Open the tool → Debt ManagementDebt Avalanche vs Snowball Comparison
Compare avalanche and snowball payoff strategies side by side to see which saves more interest on your debts.
Open the tool → Net WorthNet Worth Tracker
List assets and liabilities to see total assets, total liabilities, and net worth calculated instantly.
Open the tool → RetirementFIRE Number Calculator
Calculate your Financial Independence Retire Early number and see how many years until you reach it.
Open the tool → RetirementSocial Security Benefit Estimator
Estimate your Social Security retirement benefit based on earnings, claiming age, and COLA projections.
Open the tool → Student DebtStudent Loan Payoff Planner
Compare minimum vs extra payment scenarios to see interest savings and months to payoff on your student loans.
Open the tool → Real EstateHome Affordability Calculator
Calculate maximum home price based on income, debts, down payment, and interest rates with DTI-based affordability.
Open the tool → Tax PlanningTax Bracket Visualizer
See exactly how your income flows through each federal tax bracket with a marginal vs effective rate breakdown.
Open the tool → Tax PlanningSide Hustle Tax Calculator
Calculate self-employment tax, incremental income tax, and quarterly estimated payments on your side hustle income.
Open the tool → BudgetingSavings Rate Calculator
Calculate gross, net, and FI-community savings rates with years-to-financial-independence and national benchmarks.
Open the tool → InflationInflation Impact Calculator
See how inflation erodes purchasing power over time and whether your salary raises and savings interest keep pace.
Open the tool →Business finance and FP&A tools for planning and decision support
This set covers profitability, liquidity, runway, forecasting, budgeting, and SaaS metrics without forcing teams into a full planning platform first.
Break-Even Analysis Calculator
Calculate break-even units, break-even revenue, target-profit volume, and margin of safety without building the formula manually.
Open the tool → ProfitabilityGross Margin Analyzer
Calculate gross profit, gross margin, prior-period movement, and the dollar value of each margin point.
Open the tool → ProfitabilityEBITDA Calculator
Calculate EBITDA, adjusted EBITDA, and EBITDA margin with an explainable bridge from net income.
Open the tool → LiquidityWorking Capital Ratio Calculator
Calculate current ratio, quick ratio, and net working capital from period-end current assets and liabilities.
Open the tool → EfficiencyCash Conversion Cycle Calculator
Calculate DSO, DIO, DPO, cash conversion cycle, and an estimated cash-tied-up impact.
Open the tool → ForecastingRevenue Run Rate Calculator
Paste recent monthly revenue to calculate latest-month and trailing-average run rate with momentum context.
Open the tool → Startup FinanceBurn Rate & Runway Calculator
Calculate gross burn, net burn, runway months, and the cash gap to a chosen safety buffer.
Open the tool → BudgetingBudget vs Actual Variance Analyzer
Paste budget and actual rows to rank the largest adverse variances and export the review queue.
Open the tool → SaaS MetricsSaaS Metrics Calculator
Calculate ARR, NRR, GRR, ARPA, CAC, logo churn, and related SaaS metrics from one browser page.
Open the tool → SaaS MetricsUnit Economics Calculator
Calculate contribution margin, LTV, payback period, and LTV to CAC from the core customer economics.
Open the tool → Cost AnalysisOperating Leverage Calculator
Calculate degree of operating leverage, incremental margin, and profit sensitivity from two comparable periods.
Open the tool → Cost AnalysisOverhead Allocation Calculator
Allocate overhead across departments or products using a chosen driver and export the allocation table.
Open the tool →Depreciation, disposal, and asset-decision tools
Use this category for book depreciation, tax depreciation, asset disposal analysis, lease-versus-buy comparisons, and asset life planning.
MACRS Depreciation Calculator
Build a year-by-year MACRS depreciation schedule in your browser using current class-life rules and asset basis.
Open the tool → Book DepreciationStraight-Line Depreciation Calculator
Calculate straight-line depreciation with salvage value, useful life, start month, and an annual schedule.
Open the tool → Book DepreciationDouble Declining Balance Calculator
Calculate double declining balance depreciation, switch-to-straight-line timing, and year-by-year book value.
Open the tool → Tax DepreciationSection 179 Deduction Calculator
Estimate the current-year Section 179 deduction using current IRS limits, thresholds, business use, taxable income, and SUV caps.
Open the tool → Tax DepreciationBonus Depreciation Calculator
Estimate first-year bonus depreciation using current-law 100% treatment or the January 2025 transition-rate path.
Open the tool → Asset ManagementAsset Disposal Gain/Loss Calculator
Calculate net book value, net proceeds, gain or loss on disposal, and a journal-entry style breakdown.
Open the tool → Asset ManagementLease vs Buy Analysis Tool
Compare the buy path and lease path using monthly cash, residual value, and discounted cost over a common horizon.
Open the tool → Asset ManagementAsset Life Expectancy Tool
Estimate a practical useful-life range using asset category, operating environment, utilization, maintenance discipline, and replacement cost.
Open the tool →Reconciliation, crossfoot, consolidation, and audit tools
These tools help teams tie balances out, investigate differences, and support audit work across banking, AP, intercompany, trial balance, and flux review.
Bank Reconciliation Tool
Compare bank statement and book balances to identify outstanding checks, deposits in transit, and unexplained differences.
Open the tool → BankingCredit Card Reconciliation Tool
Reconcile credit card statements against book entries to flag missing charges, duplicate postings, and timing differences.
Open the tool → Accounts PayableAccounts Payable Reconciliation
Reconcile accounts payable sub-ledger balances to GL and vendor statements to catch missed invoices and duplicate payments.
Open the tool → Cash ManagementPetty Cash Reconciliation
Reconcile petty cash fund balances against receipts and replenishments to identify shortages or overages.
Open the tool → ConsolidationIntercompany Balance Checker
Compare intercompany receivable and payable balances across entities to flag mismatches before consolidation.
Open the tool → Trial BalanceTrial Balance Crossfoot Checker
Verify that debits equal credits across the full trial balance and flag any out-of-balance conditions by account group.
Open the tool → AnalysisAccount Flux Analysis Tool
Compare account balances across periods to identify significant fluctuations and generate variance explanations for audit.
Open the tool → AuditAudit Sampling Calculator
Calculate statistical sample sizes for audit testing based on population size, confidence level, and tolerable error rate.
Open the tool → Audit & ControlsInternal Control Weakness Risk Scorer
Score internal control weaknesses using likelihood, impact, and detection dimensions to produce a composite risk score and remediation priority.
Open the tool →Audit & ControlsSOX 404 Control Testing Tracker
Track SOX 404 testing coverage, deficiency severity, material weaknesses, and program health score for management assessment.
Open the tool →Fraud DetectionBenford's Law Digit Frequency Analyzer
Compare first-digit frequency distributions against Benford's Law to detect anomalies in financial datasets for fraud detection.
Open the tool →Audit SamplingMonetary Unit Sampling Calculator
Calculate MUS sample size, sampling interval, and upper error limit using Poisson reliability factors for audit testing.
Open the tool →Audit PlanningAudit Materiality Calculator
Calculate overall materiality, performance materiality, and clearly trivial thresholds using common financial benchmarks and percentage ranges.
Open the tool →Fraud DetectionSegregation of Duties Risk Matrix
Score SOD conflicts by severity, calculate mitigation coverage, and prioritize remediation for access control reviews.
Open the tool →ComplianceChart of Accounts Compliance Checker
Score COA health by checking for duplicates, classification errors, missing accounts, naming violations, and inactive account ratios.
Open the tool →Fraud DetectionExpense Report Anomaly Detector
Score expense reports for fraud risk using weighted anomaly indicators: threshold avoidance, duplicates, round numbers, and off-day submissions.
Open the tool →Audit ReportingManagement Representation Letter Checklist
Score rep letter completeness against AU-C 580 required representations and identify missing items before audit report issuance.
Open the tool →ComplianceFinancial Close Control Calendar Builder
Score financial close process health, benchmark against best-in-class timelines, and identify bottlenecks in period-end workflows.
Open the tool →Valuation, capital budgeting, real estate, and stock tools
This category groups the capital analysis tools used for valuation, investment decisions, and public-market or real-estate metric checks.
DCF Valuation Calculator
Project revenue growth, EBITDA margin, and terminal value to calculate enterprise value, equity value, and value per share using discounted cash flows.
Open the tool → Capital BudgetingIRR Calculator
Enter cash flows including the initial investment to find the internal rate of return using Newton-Raphson iteration with NPV cross-checks.
Open the tool → Capital BudgetingNPV Calculator
Enter a discount rate, initial investment, and future cash flows to see net present value, profitability index, and simple payback.
Open the tool → Real EstateCap Rate Calculator
Calculate capitalization rate, implied values at different cap rates, cash-on-cash return, and debt service coverage for real estate investments.
Open the tool → StocksDividend Yield Calculator
Calculate dividend yield, payout ratio, dividend growth, and total annual income from a dividend-paying stock position.
Open the tool → StocksP/E Ratio Analyzer
Calculate trailing P/E, forward P/E, PEG ratio, and earnings yield with industry comparison to evaluate stock valuation.
Open the tool → Real EstateReal Estate ROI Calculator
Calculate cash-on-cash return, total return with appreciation, and annual cash flow for real estate investments with debt financing.
Open the tool →Real EstateCash-on-Cash Return Calculator
Calculate NOI, annual cash flow, cash-on-cash return, and DSCR for rental property investments.
Open the tool →Real EstateRental Property Income & Expense Tracker
Calculate effective gross income, NOI, expense ratio, and net cash flow for rental property operations.
Open the tool →Real EstateRental Property Depreciation Schedule
Build residential (27.5-year) or commercial (39-year) depreciation schedules with mid-month convention and improvement cost basis.
Open the tool →Real Estate1031 Exchange Boot Calculator
Calculate mortgage boot, cash boot, gain recognized, and gain deferred for like-kind exchange tax planning.
Open the tool →Real EstateReal Estate Passive Loss Tracker
Calculate the $25K passive loss allowance with AGI phase-out, suspended losses, and real estate professional bypass rules.
Open the tool →Real EstateMortgage Amortization Table Generator
Build a year-by-year mortgage amortization schedule with principal, interest, cumulative interest, and remaining balance.
Open the tool →Real EstateGross Rent Multiplier Calculator
Calculate GRM, implied property value at market GRM, and valuation gap for rental property screening.
Open the tool → Real EstateNOI Calculator
Calculate net operating income, cap rate, and expense ratio for commercial or residential investment property analysis.
Open the tool → Real EstateProperty Cash Flow Analyzer
Calculate after-debt-service cash flow, DSCR, cash-on-cash return, and total ROI over the holding period.
Open the tool → ValuationWACC Calculator
Model equity weight, cost of equity via CAPM, debt cost, and tax rate to see the weighted average cost of capital for DCF and investment analysis.
Open the tool → ValuationEV/EBITDA Multiple Calculator
Calculate enterprise value, EV/EBITDA multiple, and compare against industry benchmarks to see if a company trades at a premium or discount.
Open the tool →Tax planning, payroll, deductions, and entity-structure calculators
Use these calculators for estimated tax, self-employment tax, payroll deposits, deductions, worker classification, sales tax, and S-Corp planning.
Quarterly Estimated Tax Calculator
Calculate quarterly estimated tax payments including federal, self-employment, and state taxes with safe harbor comparison.
Open the tool → Self-EmploymentSelf-Employment Tax Calculator
Calculate Social Security and Medicare self-employment tax, the deductible half, and QBI deduction for freelancers and contractors.
Open the tool → DeductionsMileage Deduction Calculator
Compare the IRS standard mileage rate against the actual expense method to find the larger vehicle deduction.
Open the tool → DeductionsHome Office Deduction Calculator
Compare simplified and regular methods for the home office deduction to find which gives you the larger write-off.
Open the tool → Employment1099 vs W-2 Comparison Tool
Compare take-home pay, tax burden, and total compensation between W-2 employee and 1099 independent contractor scenarios.
Open the tool → PayrollPayroll Tax Deposit Calculator
Determine your deposit schedule, calculate payroll tax deposit amounts, and check next-day deposit rule thresholds.
Open the tool → PayrollFICA Tax Calculator
Calculate Social Security and Medicare taxes for both employee and employer shares including additional Medicare tax.
Open the tool → Business TaxS-Corp Reasonable Salary Calculator
Estimate a defensible reasonable salary for S-Corp owner-employees and calculate FICA tax savings versus sole proprietorship.
Open the tool → Sales TaxSales Tax Calculator by State
Calculate total sales tax for any state including state rate, local rate, exemptions, and effective combined rate.
Open the tool → PayrollBonus Tax Calculator
Calculate tax withholding on bonus payments using flat rate or aggregate method with federal, state, and FICA breakdown.
Open the tool →Converters, finance math, accounting checks, and quick references
These are the utility tools finance teams reach for between larger workflows: date conversion, ratio reference, return math, invoicing, and accounting checks.
Accounting Date Period Converter
Convert dates between fiscal periods, calendar quarters, and custom period-end conventions.
Open the tool → CurrencyCurrency Converter (Accounting Focus)
Convert amounts between currencies using accounting-appropriate rates for journal entries and revaluation.
Open the tool → Number FormatThousands/Millions Converter
Convert financial figures between units, thousands, millions, and billions for consistent reporting presentation.
Open the tool → Efficiency RatiosDSO Calculator
Calculate days sales outstanding to measure how quickly your business collects receivables.
Open the tool → Efficiency RatiosDPO Calculator
Calculate days payable outstanding to measure how long your business takes to pay suppliers.
Open the tool → ReturnsAnnualized Return Calculator
Convert any holding-period return into an annualized rate for consistent performance comparison.
Open the tool → InterestCompound Interest Calculator
Calculate compound interest growth with principal, rate, compounding frequency, and time horizon.
Open the tool → ReferenceFinancial Ratio Quick Reference
Look up common financial ratio formulas, benchmarks, and interpretations in one searchable page.
Open the tool → Accounting BasicsAccounting Equation Checker
Verify that assets equal liabilities plus equity and check whether your balance sheet balances.
Open the tool → InvoicingInvoice Payment Terms Calculator
Calculate due dates, early payment discounts, and effective annual rates for common invoice terms.
Open the tool →10 tools for fund tracking, grant compliance, and nonprofit financial reporting
Manage restricted and unrestricted funds, track grant budgets, run public support tests, build statements of activities, and calculate indirect cost rates - all in the browser.
Restricted vs Unrestricted Fund Tracker
Classify fund balances by restriction type, track releases, and see your net asset breakdown for GAAP-compliant reporting.
Open the tool → Grant ManagementGrant Budget vs Actual Tool
Compare grant spending against budget by category, track burn rate, and project final spend to catch overspend before your funder does.
Open the tool → Fund TrackingFund Balance Roll-Forward
Roll fund balances forward from beginning to ending by tracking revenues, expenses, transfers, and reclassifications.
Open the tool → ComplianceForm 990 Revenue Reconciler
Reconcile book revenue to Form 990 Part VIII by adjusting for special events netting, asset sale gains, and pledge timing.
Open the tool → Donor ManagementDonor Pledge Receivable Tracker
Track donor pledges, aging, collection rates, and net realizable value with allowance for doubtful pledges built in.
Open the tool → AllocationFunctional Expense Allocation Calculator
Allocate expenses across program, management & general, and fundraising functions with default splits and line-level overrides.
Open the tool → ComplianceIRS Public Support Test Calculator
Run the 509(a)(1) or 509(a)(2) public support test with 5 years of data against the 33.33% threshold.
Open the tool → Financial StatementsStatement of Activities Builder
Build an ASC 958 statement of activities with restriction columns, release tracking, and comparative year figures.
Open the tool → Cash FlowNonprofit Cash Flow Projector
Project 12 months of cash flow by combining unrestricted revenue, grant draws, gala timing, and operating expenses.
Open the tool → Grant ManagementIndirect Cost Rate Calculator
Calculate your indirect cost rate using MTDC, TDC, or salary base, and project indirect recovery on a proposed grant.
Open the tool →8 tools for FX translation, hedging, transfer pricing, and international tax compliance
Translate foreign subsidiary financials, test hedge effectiveness, calculate transfer pricing markups, size foreign tax credits, check FBAR thresholds, and estimate GILTI exposure.
Foreign Currency Translation Gain/Loss Tool
Translate foreign subsidiary accounts using ASC 830 current-rate method with separate rates for assets, liabilities, income, and equity.
Open the tool → FX TranslationASC 830 Functional Currency Analyzer
Score six ASC 830-10-55 indicators to determine whether a foreign entity's functional currency is local or parent.
Open the tool → HedgingFX Hedge Effectiveness Calculator
Test hedge effectiveness using the dollar offset method for cash flow, fair value, or net investment hedges per ASC 815.
Open the tool → Transfer PricingTransfer Pricing Markup Calculator
Calculate intercompany transfer prices using cost-plus, resale price, or TNMM with arm's length range testing.
Open the tool → TaxForeign Tax Credit Calculator
Calculate the US foreign tax credit limitation, credit allowed, and excess credits available for carryforward.
Open the tool → FX TranslationMulti-Currency P&L Translator
Translate a foreign subsidiary P&L from local currency to reporting currency with optional line-level rate overrides.
Open the tool → ComplianceFBAR Filing Threshold Checker
Enter your foreign account maximum balances to check if the aggregate exceeds the $10,000 FBAR filing threshold.
Open the tool → TaxGILTI Tax Exposure Estimator
Estimate GILTI inclusion, Section 250 deduction, and net US tax cost for CFC shareholders under TCJA.
Open the tool →12 tools for ratio analysis, common-size statements, and earnings quality
Profitability dashboards, efficiency ratios, common-size income statement and balance sheet, horizontal analysis, industry benchmarks, free cash flow, OCF reconciliation, 3-statement modeling, and accruals-based earnings quality.
Liquidity Ratio Suite (Current, Quick, Cash)
Calculate current ratio, quick ratio, cash ratio, and operating cash flow ratio in one view to assess short-term liquidity.
Open the tool → Ratio AnalysisSolvency Ratio Calculator
Calculate debt-to-equity, debt-to-assets, interest coverage, equity ratio, and leverage ratios for long-term health.
Open the tool → Ratio AnalysisProfitability Ratio Dashboard
Calculate gross margin, operating margin, net margin, EBITDA margin, ROA, and ROE in a single view.
Open the tool → Ratio AnalysisActivity & Efficiency Ratio Calculator
Calculate DSO, DSI, DPO, cash conversion cycle, asset turnover, and fixed asset turnover for working capital analysis.
Open the tool → Statement AnalysisCommon-Size Income Statement Builder
Express every income statement line item as a percentage of revenue for vertical analysis and peer comparison.
Open the tool → Statement AnalysisCommon-Size Balance Sheet Builder
Express every balance sheet line item as a percentage of total assets for structural analysis and comparison.
Open the tool → Trend AnalysisHorizontal Analysis (Multi-Year Trend) Tool
Compare financial line items across 3 periods to identify growth trends, acceleration, and divergence.
Open the tool → BenchmarkingIndustry Benchmark Comparison
Compare 6 key ratios against industry benchmarks to identify strengths, weaknesses, and performance gaps.
Open the tool → Cash FlowFree Cash Flow Calculator
Calculate FCFE, FCFF, FCF margin, and FCF yield from operating cash flow, CapEx, and financing data.
Open the tool → Cash FlowOCF-to-Net Income Reconciler
Reconcile operating cash flow to net income using the indirect method and assess earnings quality.
Open the tool → Modeling3-Statement Model Starter
Project a simplified 3-year income statement and free cash flow from growth and margin assumptions.
Open the tool → Earnings QualityAccruals Ratio & Earnings Quality
Calculate the balance-sheet accruals ratio and decompose earnings into cash vs. accrual components.
Open the tool →8 tools for medical practice finance, billing, and compliance
Revenue per visit, insurance reimbursement analysis, A/R aging, cost per procedure, RVU-based productivity, HIPAA billing compliance, entity tax comparison, and practice overhead benchmarking.
Revenue per Visit Calculator
Calculate revenue and collections per visit, net collection rate, and per-provider productivity metrics for medical practices.
Open the tool → HealthcareInsurance Reimbursement Rate Analyzer
Compare paid amounts against billed charges and Medicare fee schedules to analyze contractual write-offs.
Open the tool → HealthcareA/R Days Calculator (Healthcare)
Calculate A/R days and five-tier aging analysis to identify overdue concentration in medical billing.
Open the tool → HealthcareCost per Procedure Calculator
Calculate direct and indirect cost per procedure, margin, and breakeven volume for medical practice profitability.
Open the tool → HealthcareProvider Productivity & RVU Calculator
Benchmark wRVU-based provider productivity, collection per wRVU, and compensation-to-collection ratio.
Open the tool → ComplianceHIPAA Billing Compliance Checklist
Score 12 billing compliance controls covering consent, coding accuracy, authorization, denial tracking, and audit readiness.
Open the tool → Tax PlanningMedical Practice Entity Tax Comparison
Compare Sole Prop, S-Corp, and C-Corp tax outcomes with QBI deduction and SE tax savings for medical practices.
Open the tool → OverheadPractice Overhead Ratio Analyzer
Benchmark category-level overhead ratios against MGMA targets for staffing, rent, billing, supplies, and technology.
Open the tool →10 tools for startup valuation, unit economics, and equity compensation
Model pre/post-money valuation, cap table dilution, SAFE conversion, revenue forecasts, LTV, payback period, 409A inputs, ASC 718 expense, headcount planning, and net revenue retention.
Pre & Post-Money Valuation Calculator
Model investment amount, pre-money valuation, and option pool to calculate post-money valuation, price per share, and founder dilution.
Open the tool → Cap TableDilution & Cap Table Calculator
Model shareholders, new round shares, option pool, and price per share to see pre vs. post dilution and implied valuation.
Open the tool → SAFESAFE Note Conversion Calculator
Model SAFE amount, valuation cap, discount rate, and round price to calculate conversion shares and post-conversion ownership.
Open the tool → RevenueStartup Revenue Forecast Model
Project MRR over 12-36 months using growth rate, churn, ARPU, and new customer acquisition to build a bottoms-up SaaS model.
Open the tool → Unit EconomicsCustomer Lifetime Value Calculator
Calculate LTV using ARPU, churn, gross margin, and discount rate, then compare to CAC for a unit economics health check.
Open the tool → InvestmentPayback Period Calculator
Enter an initial investment and up to 8 years of cash flows to calculate simple payback, discounted payback, NPV, and ROI.
Open the tool → 409A409A Valuation Input Organizer
Organize preferred PPS, equity value, liquidation preferences, DLOM, and DLOC to estimate implied 409A common stock FMV.
Open the tool → ASC 718Stock Option Expense (ASC 718)
Calculate Black-Scholes fair value, total compensation expense, and annual amortization for employee stock option grants.
Open the tool → HeadcountHeadcount & Hiring Cost Planner
Plan hiring by role with start months, salaries, benefit loads, and recruiting costs to project total headcount expense and burn.
Open the tool → RetentionNet Revenue Retention Calculator
Calculate NRR, gross retention, expansion rate, and churn rate from beginning ARR to measure SaaS cohort health.
Open the tool →Need a tool library built around your workflow?
Book a free 30-minute call. We will map your current process, identify the highest-friction finance tasks, and show where browser-first tooling should stay lightweight versus where custom automation makes sense.
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