Working finance analyses.
Yours in one click.
Every template is a recipe — the steps and the SQL, never anyone’s data. Open one, connect your QuickBooks Online or drop a file, and it runs on your numbers.
7 templates · free account · no card
Calculate Adjusted EBITDA - Latest LTM and latest 2 full years
This template calculates adjusted EBITDA for latest LTM and last two full years
Quarterly Income Statement from QuickBooks
Turns the monthly P&L into a clean quarterly income statement — Income, COGS, Gross Profit, Expenses, Net Income — with a trailing-12-month total column.
Expenses vs Inflation (QuickBooks × FRED CPI)
Joins your QuickBooks expenses to the official CPI series from FRED — real, inflation-adjusted spend vs nominal, indexed to 100. A live cross-source join that refreshes with your books.
Vendor Spend Pareto (80/20)
Groups general-ledger spend by vendor month by month and flags the few vendors that make up 80% of total spend. Connect QuickBooks and press Run — no data leaves your browser
What Moved — Monthly P&L Driver Analysis
What Moved — Monthly P&L Driver Analysis: a 4-step workflow for QuickBooks / spreadsheet data over columns like section, account, 2025-08, 2025-09. Every step is plain SQL you can read — open it, connect your data, and make it your own. No data is shared in this template, only the recipe.
AR Aging - Latest month end
AR Aging - Latest month end: a 2-step workflow for QuickBooks / spreadsheet data over columns like account, date, name, memo_description. Every step is plain SQL you can read — open it, connect your data, and make it your own. No data is shared in this template, only the recipe.
QofE - Last 2 Full Yrs + Latest LTM
QofE - Last 2 Full Yrs + Latest LTM: a 8-step workflow for QuickBooks / spreadsheet data over columns like section, account, 2024-01, 2024-02. Every step is plain SQL you can read — open it, connect your data, and make it your own. No data is shared in this template, only the recipe.
Templates contain no data — only column names and SQL logic. How privacy works