Individuals / Tradies +2 more
Make sense of IRD, GST and other official letters
A plain-English summary of a confusing letter, what you need to do and by when, plus questions for IRD or your accountant.
7 use cases
AI for money, GST and the numbers
Sorting receipts, cashflow forecasts, menu costings, budgets and chasing unpaid invoices. AI can help lay things out and explain them. Your accountant and IRD still have the final word.
Retail / Professional services +2 more
Build a simple 13-week cashflow forecast in a spreadsheet
A working 13-week cashflow table in Excel or Google Sheets, with formulas, so you can see tight weeks before they arrive.
Individuals
Build a simple household budget and find a few savings
A clear monthly budget from your rough spending, the costs you've forgotten about, and a short list of savings ideas to try.
Tradies / Professional services +1 more
Chase an unpaid invoice without the awkwardness
A firm but friendly reminder email for an overdue invoice, in a softer and firmer version, ready to send.
Farming / Tradies +3 more
Compare supplier or contractor quotes side by side
A clear side-by-side table of 2 to 4 quotes, with what's included, what's missing and the questions to ask each supplier.
Cafés and hospo
Cost a dish and set a menu price with a clear margin
A cost per plate, gross margin and a few GST-inclusive price options for a dish, with the working shown so you can check it.
Tradies / Professional services +2 more
Sort your expenses into tidy categories for your accountant
A tidy, categorised expense table ready for your accountant or Xero, with items that might include GST flagged to check.
Want help applying these to your business?
Book a free 20-minute chat. We'll pick the two or three that would save you the most time.