What's your small business financial story? An important part of your small business story is the financial chapter. But do you know how to tell yours? Now it’s easier than you thought, with our financial management tool, … [Read more...]

Strategy Builder

Use the Strategy Builder to plan for the future and chart your course forward. The app guides you through each aspect of your business with simple questions. Review your financial, operational, organizational and … [Read more...]

Valuation Tool

See how much your small business is worth today with the valuation tool. Sync your company’s data to see your valuation; it’s automatically calculated. Understand your value today and track how it trends over … [Read more...]

Goal Builder

Set your goals by answering a few plain-english questions about your business. The app walks you through your business step by step to set your goals. Explanations of what each metric is, why it matters, and how you … [Read more...]

Cash Tracker

Track and visualize your cash flow in real time. Simply sync your bank accounts to track cash flow. Categorize accounts to your liking. See a metric you don’t understand? We’ll explain each value along the … [Read more...]