Free Checks & Tools
Free checks and tools for the gaps between your systems.
Each one answers a specific question with the files or numbers you already have. No signup, no integrations, nothing uploaded.
Did every won deal become an invoice?
Compare your CRM's won deals with your invoice export and get a business overview: verified billing handoffs, deal value needing attention, and where to start. Works with CSV files from most CRM and accounting tools.
Sample results — illustrative data
What does manual client reporting cost your agency?
Estimate the hours and cost your team spends on monthly client reports.
How much revenue is at risk when you miss calls?
Estimate the monthly and annual revenue at risk from unanswered inbound calls for home services businesses.
Roadmap
More checks are in development.
We're building checks for other handoffs between CRM, projects and billing.
Your files are processed in your browser. We don't upload or store your business records.
We store two dates in your browser (first and last check) to count repeat use. No business data is stored.
The full data-handling statement lives on the Privacy page.