Learn

How to use every tool

Short, plain-English guides for each tool. What it does, how to use it, and worked examples for different situations. No jargon, no finance degree required. Each tool’s guide opens with a 30-second demo of the tool in action.

SEC & public-company tools

For controllers, CFOs, and finance teams at US-listed companies.

10-Q Disclosure AssessmentRead the guide →10-K Disclosure AssessmentRead the guide →8-K Decision TreeRead the guide →Audit Fee BenchmarkRead the guide →Auditor Change DisclosureRead the guide →CECL Allowance EstimatorRead the guide →CFO Hiring DecisionRead the guide →Cyber Incident MaterialityRead the guide →Earnings Release Pre-Press AuditRead the guide →Going Concern RiskRead the guide →Material Weakness SeverityRead the guide →SOX Readiness AssessmentRead the guide →Warrant Classification (ASC 815-40)Read the guide →SEC Filing Deadline CalendarDemo + guide →Deadline AlertsDemo + guide →MD&A Flux ExplainerDemo + guide →Cash Runway & Going-ConcernDemo + guide →Hiring & Termination HelperDemo + guide →Employee Evaluation BuilderDemo + guide →

Deadlines and filings

Every 10-K and 10-Q deadline by filer status, the NT extension, and what happens when you miss one.

10-K deadline: large accelerated filersRead the guide →10-K deadline: accelerated filersRead the guide →10-K deadline: non-accelerated filers and SRCsRead the guide →10-Q deadlines by filer statusRead the guide →What actually happens when you file lateRead the guide →Form NT and Rule 12b-25, explainedRead the guide →The 8-K four-business-day clockRead the guide →How to determine your filer statusRead the guide →

Filing-seat tutorials

Step-by-step tutorials on the standards behind the filings: going concern, ASC 606, ASC 842, ASC 280, ASC 230, convertibles, related parties, and the proxy calendar.

How to Build Your Annual Meeting and Proxy TimelineRead the tutorial →How to Classify Cash Flows Under ASC 230Read the tutorial →How to Assess Going Concern Under ASC 205-40Read the tutorial →How to Classify Convertible Notes After ASU 2020-06Read the tutorial →Calculate Your ROU Asset and Lease Liability Under ASC 842Read the tutorial →How to Identify and Disclose Related-Party TransactionsRead the tutorial →How to Apply the ASC 606 Five-Step ModelRead the tutorial →How to Determine Your Reportable Segments Under ASC 280Read the tutorial →

Founder finance tools

For founders who are brilliant at what they build. And were never taught the money side.

Runway & BurnRead the guide →Runway War-RoomRead the guide →Break-EvenRead the guide →Unit Economics (LTV:CAC)Read the guide →Pricing Decision EngineRead the guide →Price-Increase SimulatorRead the guide →Profitable but BrokeRead the guide →Cash Conversion CycleRead the guide →Co-Founder Equity SplitRead the guide →Ownership & DilutionRead the guide →Pre-MortemRead the guide →India Income Tax (FY 2025-26)Read the guide →India GST (GST 2.0)Read the guide →