Financial Tools

6 yes-or-no questions to assess your business's financial infrastructure — gross margin, budget variance, profitability by segment, days in AR, cash flow forecasting, and more. Takes 60 seconds.

Check your savings rate, debt-to-income ratio, and retirement trajectory in 2 minutes. Benchmarked against widely-accepted financial planning standards.

Enter your take-home pay and get a complete budget breakdown across every major category. Includes a self-employed mode that estimates your tax set-aside before building your budget.

Uses the 28/36 rule to calculate the maximum home price you can responsibly afford. Factors in property tax, insurance, PMI, and your existing debts. Shows what the bank will approve versus what you should actually spend.

Calculates your maximum vehicle price based on the 10% payment rule. Shows total cost of ownership including insurance, fuel, and maintenance.