Free tools
Free tools to build momentum.
01/The tools
Simple on purpose.
Launch checklist
Every step from naming your business to opening day, in order.
- For future owners
Startup cost estimator
Add up what it takes to open, and how many months your savings will cover.
- For future owners
Business checkup
The money, customer, and protection basics that keep a business healthy.
- For current owners
Money overview
Revenue, expenses, and profit over time, by month, quarter, or year.
- For current owners
Monthly budget
Set a simple plan for each category and see what's left as you spend.
- For future owners
- For current owners
Grant finder
Federal, state, and local grants filtered to you, with deadline reminders.
- For future owners
- For current owners
Income & expenses
Log money in and out in seconds and see where it goes each month.
- For future owners
- For current owners
02/Your dashboard
See your progress at a glance.
Every tool you use moves your ring. Planning to start? It tracks how ready you are to open. Already running? It tracks this month's budget, spending, and business basics.
- Plan2 of 3 parts doneAdd one-time costs, monthly costs, and your savings67%
- Launch11 of 16 stepsWork through the next launch step69%
- Budget3 categories plannedDone100%
- Track2 expenses loggedLog the money you've spent getting set up40%
03/Planning assistant
An assistant that knows your numbers.
Built into your free account. It reads only your own budget, expenses, and saved grants, and it never sends anything on its own.
Plans and tasks
Turn a goal into concrete next steps, saved to your task list, and get answers that use your own numbers.
Business plan, step by step
Work through each section of a business plan with a few questions at a time, then review and edit the draft.
Email drafts
Get a first draft of the email to a lender, landlord, or grant officer. Nothing sends until you review it and click Send.
Questions
Create your free account- Is it really free?
- Yes. The tools are free to use with an account, and you never need to hire us to keep using them.
- Who can see my numbers?
- Only you. Your budget, expenses, and checklists are private to your account. We don't sell or share them.
- Does the assistant send emails for me?
- No. It writes drafts and saves them. You review and edit each one, and it only goes out if you click Send. You can also copy it into your own email app.
- How do I sign in?
- With your email and a password you choose. If you forget it, use “Forgot password?” on the sign-in page and we'll email you a link to set a new one.
- I'm not sure which option fits me.
- Pick the closest one. You can switch between “planning” and “already running” anytime in your profile.