A growing shelf of practical financial models, decision frameworks, and analysis systems, each built around a specific business problem. Free tools are ready to download now. Advanced toolkits are in development, and custom builds are available for teams that need something tailored.
Drop in your raw monthly financials and get the full board pack back in one run: an interactive dashboard, a 9-slide deck, a formula-driven Excel workbook, and written management commentary. The mechanical assembly is done before you start reviewing, so your time goes to the analysis instead. Runs as a Claude skill, no integration to maintain.
New here? Start with the guide, then read the thinking behind it: The Real Cost of the Monthly Close →
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Each one takes a single decision and settles it on your own numbers, updating as you type. Nothing is sent anywhere, the maths runs in your browser, and each is built from the thinking in a specific article.
Takes a customer past gross margin: order handling, delivery, returns, support time and the financing cost of payment terms, down to what the account actually contributes.
Either direction of a price move: how much extra volume a discount has to produce, or how much volume a price increase can afford to lose, plus the dollar impact for the period.
Sets a price against all 3 anchors instead of 1: what the product costs you, what it is worth to the customer, and where your differentiation puts you between the two.
Ranks products by what each one earns per unit of the resource you have least of, then fills capacity from the top of that ranking down.
Screens a variance report on 2 filters instead of 1, so the lines that are merely large separate from the lines that have genuinely changed.
Tells you whether a sharper forecast would change any decision, before you spend 3 weeks making it sharper.
Every model below is formula-driven, documented, and adaptable to most businesses. No signup, no email wall, just download and open.
A complete annual budgeting model, from a central assumptions hub through to automatic budget-vs-actual variance reporting.
A structured model that separates a change in gross margin into its four real drivers: price, volume, mix, and cost.
A driver-based forecast with three scenarios and built-in sensitivity analysis showing which assumptions move the outcome most.
A 26-week cash flow model that shows liquidity pressure before it becomes a problem, with a Base vs Stress comparison.
A price-elasticity model with a working Solver optimisation engine: it finds the contribution-maximising price for every product, inside the commercial limits you set, and tells you which limit is costing you money.
A forecasting model built for operations-driven businesses, where backlog, lead times, and capacity drive the financials.
The free models are the entry layer. These advanced toolkits package the same analytical discipline into complete, repeatable systems for recurring finance work. Want to know when one ships, or shape what it includes? Get in touch.
A structured way to pressure-test any forecast: surface the driving assumptions, test them, and document where the real risk sits.
Separate signal from noise in a budget miss, diagnose the real driver, and present it to leadership without the guesswork.
A repeatable leadership reporting package that shows the signal, not the noise, and stays consistent month to month.
Elasticity, willingness to pay, and mix modelled together, so pricing moves hold up against margin and volume scrutiny.
Mathematical programming for pricing, mix, and resource allocation, finding the best available decision across real constraints.
The off-the-shelf tools fit most businesses around 90% of the way. When the last 10% matters, a custom build closes the gap.
A model built around your actual chart of accounts, drivers, and reporting structure, not a template you have to bend to fit.
Workflows and toolkits that combine your data with AI tools, including Claude, to speed up close, reporting, and commentary, with judgment kept human.
Dashboards and reporting systems that connect your data to the decisions it should inform, designed to be maintained by your team.
Integrated models for pricing, profitability, forecasting, or optimization, built so the tradeoffs that matter are explicit and defensible.
Tools here are built around real business problems. If there's a specific analytical problem or decision you're working on, describe it and I'll tell you how I'd approach it, and whether a tool already exists.
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