Free tools.
Small tools for the jobs owners and bookkeepers do by hand. They run in your browser on your own file.
Reports & answers.
- Excel
13 week cash flow template: free, with an Excel download
Enter your bank balance, payroll and bills to see 13 weeks of cash, the first week it drops below your minimum, and a spreadsheet with working formulas. - Excel
CAM reconciliation calculator: each tenant’s share and true-up
Enter the year’s CAM expenses and your tenants, and see what each tenant owes or gets back, with a statement for each one to print. - Excel
De minimis indirect cost rate calculation (15% of MTDC)
Type or paste your grant budget lines and get the MTDC base, every exclusion, the indirect you can charge, your match and a budget table to paste into the application. - Excel
Equipment hourly rate calculator for skid steers and excavators
Pick a machine, put in what it cost and what it burns, and get its cost per hour and what to charge by the hour, half day and day, with and without an operator. - Excel
Labor burden calculator: cost per billable hour for contractors
Put in a wage, your taxes, insurance, benefits and unbilled time, and get what one hour of billable work really costs you, the labor burden percent and the bill rate that covers it. - Shopify
Landed cost calculator: split freight and duty across SKUs
Paste the PO lines and the shipment costs. You get the landed cost per unit for every SKU, the margin at your price, and a cost file for Shopify or QuickBooks. - Toast
Menu matrix worksheet for Toast, Square and Clover item sales
Drop your Toast, Square or Clover item sales report and add plate costs, and every item is sorted into Star, Plowhorse, Puzzle or Dog with its margin and one next step. - QuickBooks Online
Over/under billing calculator for every open job
Add your open jobs from a spreadsheet or type them in. You get each job’s over or under billing by the cost-to-cost method, the totals for your balance sheet and the journal entry. - Excel
Overhead and profit calculator: markup vs margin for contractors
Enter your job costs and get overhead and profit both ways, the sell price, your real overhead percent and the markup that leaves the net profit you want. - Gusto
PTO accrual calculator based on hours worked, plus team liability
Enter your PTO policy to get the accrual rate per hour worked and per pay period, then paste your team to get the PTO liability for your books. - Excel
Sales commission calculator with tiers, quotas and splits
Type or paste each rep’s sales, pick a flat rate, tiers or quota tiers, and get every rep’s commission with the math shown. - Excel
Recipe cost calculator: plate cost and menu price
Enter what you pay for each ingredient and how much the recipe uses. You get the cost per portion, the food cost percentage and the menu price for your target. - AppFolio
Rent roll analysis from your AppFolio or Buildium export
Paste or drop a rent roll and get loss to lease, physical and economic occupancy, lease expirations by month, and every ended or month-to-month lease flagged. - Toast
Restaurant prime cost calculator: weekly food, bar and labor
Enter one week’s net sales, inventory counts, purchases and payroll. You get food, beverage, labor and prime cost as a share of sales, and the dollar gap to your target. - ServiceTitan
How much to charge for a service call: trip charge calculator
Put in the tech’s wage and burden, drive and on-site time, truck and office cost, and get the break-even service call fee, the fee at your margin and what waiving it costs each month. - Excel
Trucking cost per mile calculator with break-even rate
Type or paste your truck’s monthly, yearly and per-mile costs with your miles and fuel, and get cost per mile, the break-even rate per loaded mile and the profit on a load you are offered.
Fixes & connections.
- Excel
Compare two CSV files for differences, by key column
Add two lists, pick the column that identifies each row, and see which rows changed, by how much, and which are in only one list. - QuickBooks Payments
Credit card surcharge calculator: net the full invoice
Enter an invoice and your processor rates to get the surcharge that nets the full amount, the most the card rules allow, and what ACH would save on large invoices. - Excel
Fuel surcharge calculator and table for trucking contracts
Enter this week’s DOE diesel price, your peg price and your MPG to get the fuel surcharge per mile or as a percent of linehaul, plus a full table to attach to customer contracts. - Excel
Fuzzy match Excel lists without an add-in, Mac included
Paste or drop two lists. It finds the best match for each name with a score, sends only the unsure pairs to review, and gives you a pairs file with both IDs. - QuickBooks Online
QuickBooks invoices going to spam? Check your email domain setup
Type your domain and pick your invoicing tool to see whether SPF, DKIM and DMARC pass, who your invoices really come from, and the exact DNS records to add. - Google Workspace
Merge SPF records and count DNS lookups (10 limit)
Type your domain to merge its SPF records into one, count every nested DNS lookup against the limit of 10, and get the record to paste and the one to delete. - Excel
Mileage reimbursement calculator 2026 (72.5 and 76 cents)
Paste or type each employee’s miles and it applies 72.5 cents to trips before July 1, 2026 and 76 cents from July 1, with the catch-up owed and a car allowance comparison. - QuickBooks Online
Import journal entries from Excel into QuickBooks Online: checker
Drop in the journal entry sheet you plan to import. It finds what will make QuickBooks reject it, and gives you a clean import file for the entries that pass. - Gusto
Regular rate of pay calculator: overtime with bonuses and spiffs
Enter each person’s hours at each pay rate and the week’s bonuses, spiffs or commissions, and get the FLSA regular rate, the overtime owed and how much overtime paid on one base rate leaves them short. - QuickBooks Online
Split CSV into multiple files: Excel, QuickBooks, Shopify limits
Drop in a CSV of any size, pick where it is going, and download numbered files that each fit the limit, with the header on every file. - Toast
Tip pool calculator by hours and role points, with tip-outs
Paste the shift hours, enter the card and cash tips, and get each person’s payout, the tip-outs owed and a sheet for payroll. - GoDaddy
Who hosts my website? Find your domain, host and email provider
Type your domain and get the companies behind it: where the domain is registered and when it expires, who runs its DNS, who hosts the website and who runs your email. - Zapier
Zapier price calculator: Zapier vs Make vs n8n costs
Type each workflow with its runs a month and action steps, and see the Zapier plan that fits, next to what Make and n8n would count for the same work.
Cleanups & bulk changes.
- QuickBooks Online
1099 vendor threshold 2026 checker: who needs a 1099-NEC
Drop in your vendor payments for the year. It totals each vendor, sets card payments aside, and flags who is over the 2026 line of 2,000 dollars, close to it, or missing a tax ID. - Amazon Seller Central
Amazon title character limit checker for your whole catalog
Drop your All Listings Report and see every title over 75 characters, where the cut lands, and which SKUs to fix first. - QuickBooks Online
Batch reclassify QuickBooks Online transactions without Advanced
Drop in a General Ledger export, pick the rows posted to the wrong account, and name the right one. You get a journal entry file that QuickBooks Online imports in one go. - Shopify
Bulk price increase for Shopify: percent, .99 rounding, CSV
Drop in your Shopify or WooCommerce product export, set the increase and the rounding, and get an import file with only the changed prices plus a before and after sheet. - QuickBooks Online
Merge duplicate customers in QuickBooks Online: find them first
Paste or type your customer list, see every likely duplicate grouped, pick the profile to keep, and get the exact display name to type for each QuickBooks Online merge. - Mailchimp
Email list cleaner, free: fix typos, dead domains and duplicates
Paste or drop your list and every address comes back marked good, fixed, risky or bad, with duplicates removed and a file ready to import. - Etsy
Etsy CSV to Shopify: free listing file converter
Drop in the listings CSV from Etsy and download a Shopify product CSV, with every variant on its own row and a list of what Etsy leaves out. - QuickBooks Online
Find duplicate transactions in QuickBooks Online: free checker
Drop in a Transaction List by Date export. It groups transactions with the same amount and payee on the same or nearby dates, and adds up how much may be counted twice. - Excel
Find recurring charges on credit card and bank statements
Drop in a card or bank export from any bank and get every recurring charge, with how often it bills, what it costs a year and which prices went up. - Housecall Pro
Flat rate price book builder for HVAC, plumbing and electrical
Start from a trade list or paste your own tasks, and get a flat rate, a member price and the margin for every task, ready to import into Housecall Pro, Jobber or QuickBooks. - HubSpot
Find duplicate contacts in HubSpot without a Pro plan
Drop in your HubSpot contacts export. It groups the duplicates, marks how sure each match is, suggests the record to keep, and gives you a merge list. - Excel
Inventory count sheet template and variance report
List your items, print a count sheet, then type or paste the counts to see every shortage and overage at cost, with an adjustment list to download. - Excel
Leading zeros removed from CSV file? Restore them here
Drop or paste the file, set each column to ZIP, UPC, EAN or a fixed length, and get the zeros back, a list of rows scientific notation ruined, and an Excel file that keeps them as text. - Microsoft Word
Price increase letter to customers: free generator
Fill in the date, the increase and the reason, and get a letter, a short email, a subject line and a text to copy, plus how many customers you can lose and still earn the same gross profit. - QuickBooks Desktop
QuickBooks Desktop to Online migration limits: readiness checker
Enter the numbers from your QuickBooks Desktop file and tick what you use. You get a clear answer (move it all, condense first, or lists and balances only), the smallest QuickBooks Online plan that fits, and a checklist to work from. - QuickBooks Online
QuickBooks Online cleanup checker: undeposited funds and more
Drop in a Trial Balance exported from QuickBooks Online. It lists every holding account with a balance, the dollars in each, and the first step to clear it. - SharePoint
SharePoint file path too long checker: test before you move
Drop in a list of every folder and file on your share. It flags paths too long for SharePoint or for synced Office files, and names SharePoint blocks. - Shopify
Shopify CSV import not working? Check and fix the product file
Drop in the product CSV Shopify rejected, or the one you are about to import. You get every problem row by row and a fixed file to import. - Excel
Split full name into first and last, for any contact list
Paste a column of names or drop a CSV. You get prefix, first, middle, last and suffix columns, with companies, couples and unsure rows flagged. - Shopify
Tariff price increase calculator: hold your margin per SKU
Enter each SKU with its cost, price and old and new duty rates to get the new price that keeps your margin, next to the price that passes on only the duty. - Shopify
UPC check digit calculator for a whole list (bulk, GTIN, EAN)
Paste a column of UPC, EAN, GTIN-14 or SSCC codes and see which are valid, which lost a leading zero in Excel, which have the wrong last digit, and which repeat.
AI workers.
- Excel
How much does an answering service cost? Compare with your calls
Put in your calls a month and how long they last, and see what live answering, an AI receptionist and a part-time receptionist each cost you a month, a year and per booked job. - Excel
AR aging report template that ranks who to chase first
Type, paste or drop your open invoices to get an AR aging report by customer and bucket, a ranked list of who to call first, and reminder wording to copy. - Excel
Detention pay calculator for a week of loads
Paste a week of stops with arrival and departure times, set your free time, rate and billing increment, and get detention owed by stop and broker, with invoice lines and claim notes. - Amazon Seller Central
FBA reimbursement tool: find lost and damaged units to claim
Drop in the Inventory Ledger detailed view from Seller Central. It lists every lost or damaged unit Amazon has not found or reimbursed, with the last day you can file a claim. - QuickBooks Online
Import bills into QuickBooks Online from Excel: file checker
Drop in your bills spreadsheet. It checks every line against Intuit’s import rules and your vendor and account names, fixes the format, and splits the clean bills into files of up to 100. - QuickBooks Online
Invoice late fee calculator for several overdue invoices
Paste or type your overdue invoices, pick a flat fee or an interest rate, and get the late fee on each one, the total, and terms and reminder wording to copy. - Donorbox
LYBUNT report from any donation export (and SYBUNT)
Drop in any donation export to get your donor retention rate and LYBUNT and SYBUNT lists, sorted by value, ready for a mail merge. - RingCentral
Missed call cost calculator: revenue lost from unanswered calls
Enter your missed calls, booking rate and average ticket to see the jobs and revenue at risk each month and year, or drop your call log to see when calls are missed and who never got a call back. - QuickBooks Online
QuickBooks CSV import not working: fix your bank file here
Drop in the CSV your bank gives you. It finds the real header, drops title, balance and total lines, cleans dates and amounts, and gives you a file in the layout QuickBooks Online asks for. - Excel
Safety stock and reorder point calculator: one SKU or Excel list
Enter daily sales and lead time for one item, or paste a whole list from Excel. You get the safety stock, the reorder point and what to order now. - Shopify
Shopify payout reconciliation: match payouts to bank deposits
Drop in the Shopify payout transactions export and your bank download. Each payout is split into sales, refunds, fees, chargebacks and adjustments, then matched to its bank deposit. - Excel
Three way reconciliation template for IOLTA and trust accounts
Enter the bank balance, outstanding items, book balance and client ledger list, and see whether all three agree, the exact gap, and which balances need a look.
Custom software.
- Excel
BOM cost calculator: roll up a multi-level bill of materials
Paste or type your bill of materials and get the rolled-up cost per unit, split into material, labor and overhead, with the parts that drive it. - Excel
Change order template that prices the change and prints to sign
Fill in the change on your phone or computer, and you get a priced change order with signature lines, the new contract total and a running change order log. - Excel
Commercial cleaning bid calculator from production rates
Enter the cleanable square feet of each area, your production rates, visits per week and costs, and get the hours per visit, the monthly contract price and a bid line to paste into your proposal. - Google Sheets
Google Sheets 10 million cell limit checker (now 20 million)
Enter the size of each tab, or measure a growing tab from its CSV. You get the share of the cell limit used, the tabs taking the space, and the month the file fills at your current pace. - Jobber
Junk removal price calculator: a price list by truck load
Enter your truck, crew, dump fees and item charges, and get a price list from a 1/8 load to a full truck, the price and profit on this job, and a check on your minimum charge. - Jobber
Lawn mowing price calculator: price per visit and per acre
Enter the lawn size, your mower, crew and costs, and get minutes on site, cost and price per visit, price per acre, and an even monthly price for the season. - Jobber
Pressure washing price calculator by surface and square foot
List every surface on the job with its square feet, then get hours on site, the job price, price per square foot by surface, a minimum-charge check and a quote to copy. - Excel
Shop rate calculator for trade shops and machine shops
Enter your techs, their billable time and your yearly overhead, and get the break-even rate, the rate to charge and a separate hourly rate for each machine. - Jobber
Snow plow price calculator: per push, per inch and seasonal
Put in the lot or driveway, your truck, crew and salt costs, and get a price per push, per inch, per salt application and per season, plus the storm count where a seasonal contract stops paying.
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