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Every template is a recipe: the steps and the SQL, never anyone’s data. Open one, connect your QuickBooks Online or drop a file, and it runs on your numbers.
33 templates · Free account, no card
Accounting and finance
24 templatesBreak-Even Calculator
How many sales a month you need to cover rent, payroll and everything else, your margin of safety today, and revenue vs cost as sales grow. Change any number and it recalculates.
Raise Prices: How Many Customers Can You Lose?
Before you raise prices: the share of customers you could lose and still make the same profit, and your monthly profit as customers leave. Change the price, cost or increase and it recalculates.
EBITDA Bridge - Last 12 Months vs the 12 Before
What moved EBITDA, line by line: the summary P&L to EBITDA, a bridge from last year's EBITDA to this year's with the biggest movers, the lines left out (D&A, interest, taxes) and a tie-out. Straight from QuickBooks.
QuickBooks Cleanup Quote - Score the File Before You Quote It
Quoted 25 hours, spent 60? Run this before you price a cleanup: parked balances, duplicates, wrong signs, thin months, coding drift and an off trial balance - each counted, then turned into hours and a fee from your own rate table.
Month-End Close Package on Campfire - Instant Demo
The close package a controller builds in Excel on top of the ledger: balance sheet and P&L from two trial balances, 12-month trend, flux against thresholds, suspense and intercompany exceptions - and four tie-outs that must hold before it goes out.
Stripe Revenue Recognition - Instant Demo
Turn a Stripe invoice export into the month-end entries: every line spread by day over its service period, billed vs earned by month, the deferred revenue roll-forward, the journal entry, and a tie-out to the invoices.
Board Treasurer's Report - Instant Demo
The monthly board report from QuickBooks: surplus or deficit for the last 12 months against the 12 before, the accounts that moved, months of cash on hand, what is owed within a year, and how much revenue rests on one source.
Grant Spend-Down Tracker - Instant Demo
Budget vs actual for every grant, from QuickBooks classes: spent and remaining by budget line, grants ending within 90 days with money left, spending pace against the calendar, and lines more than 10% over - before the funder report is due.
Statement of Functional Expenses - Instant Demo
The nonprofit statement QuickBooks can't produce: every expense split into program, management and fundraising - from your classes plus an allocation table for shared costs - with uncoded dollars flagged and a tie-out to the P&L.
Federal Recompete Finder - Instant Demo
Which 'expiring' federal contracts are real recompetes? Live from USAspending.gov: final end dates with option years, offers received last time, the incumbent's parent and scale against the SBA size limit - every row linked to its award record.
Nonprofit Peer Benchmark - Instant Demo
A board-ready peer benchmark: a nonprofit's books against similar organizations' public Form 990 filings - margin, reliance on donations, staff cost, officer pay - with every peer linked to its own filing.
Free Cash Flow Calculation - Last 12 Months
Builds monthly Free Cash Flow for the last 12 months based on summary PL and TB information (for BS captions)
Tax-Ready Books Check — Instant Demo
See the check work before connecting anything: sample books are built in, seeded with the classic pre-filing landmines. Hit Run to watch it catch them, ship the Excel deliverable, then connect your own QuickBooks Online and run the same check on a real entity.
Tax-Ready Books Check (2025)
Is this client's 2025 file actually ready for the tax preparer? One click answers it: parked and uncategorized balances, duplicate entries, wrong-sign amounts, months that were never fully entered - and a plain-English punch list ending in a READY / NOT YET verdict. Built for the
Burn Rate & Cash Runway - revised
Burn Rate & Cash Runway - revised: a 6-step workflow for QuickBooks / spreadsheet data over columns like section, account, 2025-09, 2025-10. Every step is plain SQL you can read — open it, connect your data, and make it your own. No data is shared in this template, only the recipe.
Treasury Markets Decision Pack
One Run, five outputs: liquidity ladder, portfolio duration/yield/concentration with policy checks, FX hedge scenarios, rate sensitivities, and an executive memo with full calculation lineage. Live FRED market data + synthetic exposures you can edit - no connections or sign-up ne
New & Lost Vendors
Which vendors appeared this month and which quietly disappeared - the fastest way to catch unapproved spend and lapsed relationships. Live from your QuickBooks ledger, rerun monthly.
Subscription Creep Detector
Finds the vendors that bill you every single month and shows how each is trending - the quiet month-over-month increases hiding in software and services spend. Live from your QuickBooks ledger.
Revenue by Customer
Who actually pays you: ledger receipts on income accounts grouped by customer - monthly columns, totals, and each customer's share of revenue. Concentration risk in one table. Live from QuickBooks.
Monthly P&L Driver Analysis
Monthly P&L Driver Analysis: a 4-step workflow for QuickBooks / spreadsheet data. Every step is plain SQL you can read — open it, connect your data, and make it your own. No data is shared in this template, only the recipe.
Expenses vs Inflation (QuickBooks × FRED CPI)
Expenses vs Inflation (QuickBooks × FRED CPI): a 5-step workflow for QuickBooks / spreadsheet data. Every step is plain SQL you can read — open it, connect your data, and make it your own. No data is shared in this template, only the recipe.
Vendor Spend Pareto (80/20)
Groups general-ledger spend by vendor month by month and flags the few vendors that make up 80% of total spend. Connect QuickBooks and press Run — no data leaves your browser
AR Aging - Latest month end
AR Aging - Latest month end: a 2-step workflow for QuickBooks / spreadsheet data over columns like account, date, name, memo_description. Every step is plain SQL you can read — open it, connect your data, and make it your own. No data is shared in this template, only the recipe.
For fun: the world in numbers
Live public data, pulled fresh on every runWhen Can I Retire?
The age you can retire on your numbers: savings today, what you put away each month, expected return, inflation and what you'll spend. A year-by-year chart of your savings against the nest egg you need, and what $500 more a month would change.
Bitcoin vs the S&P 500: $10,000, Five Years Ago
$10,000 in Bitcoin vs $10,000 in the S&P 500 five years ago: what each is worth now, the winner, and how deep each one fell on the way. Official data, pulled fresh.
Mortgage Rates: What the Same House Costs Now
Today's 30-year mortgage rate against the 2021 low: the monthly payment on the same house then and now, and the difference over the life of the loan. Change the price and down payment.
The Price of a Dozen Eggs
The average price of a dozen large eggs in US cities since 2015: today, the record, how far it fell, and what a year of eggs costs your household. Official data, pulled fresh.
US Car Sales: Back to Normal Yet?
Light-vehicle sales (cars and light trucks, seasonally adjusted annual rate) since 2015: today vs the pre-pandemic normal, the April 2020 collapse, and the trend. Official data, pulled fresh.
Inflation Since 2020: What Your Money Buys Now
Consumer prices since January 2020: inflation right now, the 2022 peak, what $100 then buys today, and the raise you needed to keep up. Official CPI data, pulled fresh.
The Magnificent 7 Race: Who Is Winning This Year?
Apple, Microsoft, Nvidia, Alphabet, Amazon, Meta and Tesla ranked by their return this year — the leader, the laggard, and what $10,000 split across all seven is worth now. Live prices.
Templates contain the recipe, column names and SQL logic, not anyone's real data. How privacy works