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.
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 →
Forecasting rather than closing? The Forecast Review Toolkit → does the same job for where the year lands.
Tried it? I'd value two minutes of honest feedback, it shapes what I build next: Share feedback →
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 models and calculators above each answer one question. A toolkit runs a whole recurring job end to end. The CFO Monthly Close Toolkit at the top of this page is the third. All 3 are free, and none of them wants your email address.
Weekly actuals against plan and prior year become a driver-based forecast for the rest of the year, with the assumptions on screen and the maths reconciled. Get it →
FreeWillingness to pay, cost to serve and constrained mix solved together, returning a ranked decision set where every recommendation carries what it is worth. Get it →
That is the shelf, with nothing left in the queue. If there is a recurring piece of finance work you would want packaged this way, tell me what it is and what it would have to do. Get in touch →
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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