Free Tools
Interactive tools that deliver real value
Try them in under 60 seconds — no signup, no catch. Just practical help from a CPA who builds.
Investment Allocation Wizard
Get a personalized asset allocation in 60 seconds. See your recommended mix of equities, bonds, and cash — for free.
AI Prompt Library for Accountants
Copy-paste AI prompts for close, FP&A, bookkeeping, client comms, and tax planning — curated by a CPA.
State Tax Comparison
Compare estimated income, sales, and property taxes across 2–4 states to see where your tax burden is lowest.
Cash Runway Calculator
Calculate your startup's runway, cliff date, and zero date. Toggle best, base, and worst-case scenarios.
Business Entity Wizard
Not sure whether to form an LLC, S-Corp, or C-Corp? Answer a few questions and get a recommendation instantly.
1099 / Contractor Classification Checker
Answer a few questions to get an educational lean on whether a worker is likely an independent contractor or likely an employee — federal factors plus California's ABC test.
Bookkeeping Cleanup Cost Estimator
Behind on your books? Answer six quick questions and get a rough, educational estimate of what a cleanup might cost.
QuickBooks Health Scanner
Upload a QuickBooks CSV export and get a health score. Flags uncategorized transactions, stale AR/AP, and duplicate vendors.
Chart of Accounts Simplifier
Upload a CSV or modern XLSX export for a private, deterministic category map and cleanup review — with no bookkeeping changes made.
Ramp & Hiring Planner
See how planned hires affect runway and when each role may meet a modeled cash reserve.
AI Strategy Self-Assessment
A 10-question quiz for small-business operators. Get your AI readiness score, personalized workflow recommendations, and a 90-day action plan.
Prompt Improver Library
Paste a rough prompt and get a sharper, structured version with teaching notes on what changed and why. Browse accounting and finance prompt templates.
Privacy Gateway — AI Data Boundary
Paste a sample client note and see which sensitive entities would be exposed to an AI tool — and how a data boundary would mask them. Runs entirely in your browser.
Competitive Intelligence Ledger
Name your product and competitors, then capture every claim as a dated, sourced row — with hypothesis badges for what's unverified and contradiction links between claims.
Product Delivery Quality Gate
Paste a public repo URL or a PRD and get an honest release-readiness score across product, security, data, UX, and finance.
Coming Soon
Ideas on the roadmap
These are being planned. When they ship, they'll be free too.
California CPA CPE Compliance Checker
Enter your hours by category and see your CBA rules score and gaps — built on the CPE knowledge base.
Social Security Claiming Age Optimizer
See break-even ages and cumulative benefit curves for when to claim — in plain English.
AI Tools Recommender Wizard
Answer a few questions about your goals and budget, then get ranked AI tool suggestions — including strong free options.
Want the full versions? Paid products — like the Investment Council and Personal Finance GPT — live on their own page.
See paid productsReady to talk about your books, forecast, or product?
No pitch. Just a clear conversation about where you are and what might help.