Free — no signup

Drop in a spreadsheet and see what's bleeding.

Export jobs or expenses from QuickBooks, Excel, Google Sheets — anywhere. We accept .xlsx, .xls, .csv, and .ods files and fuzzy-match the headers (Project, Work Order, Job Name… all map to the same field).

Pick a spreadsheet

Up to 5 MB. Stays in this browser session — nothing is stored on our servers in the free tier.

Job profitability Expense audit Commission check Cash flow forecast

Analyze →

What to expect

• — Job profitability → ranking by profit + jobs losing money + margin distribution + total exposure on underwater jobs.
• — Expense audit → unaudited spend (no PO) + spend by vendor + unassigned expenses + duplicate detection + cost-code consistency.
• — Commission check → flags every job where commission was paid below your margin floor + catches same-week rate inconsistencies.
• — Cash flow forecast → projects your cash position over the next 90 days, week by week, and warns you before it goes negative.

Required columns (fuzzy-matched)

Jobs: Job Name (or "Project", "Work Order"…), Estimated Revenue, Actual Revenue, Estimated Costs, Actual Costs, Status, Start Date, End Date.

Expenses: Vendor (or "Supplier", "Payee"…), Amount (or "Total", "Cost"…), Date, Job Name, PO (or "Has PO", "PO Number"…), Cost Code, Description.

Want unlimited uploads + QuickBooks connection + ongoing monitoring? See plans →