Spreadsheets that do the math you'd pay an accountant for.
Real estate underwriting, small business P&L, freelancer taxes. Built with IRS data, not guesswork.
See all products
Real estate underwriting, small business P&L, freelancer taxes. Built with IRS data, not guesswork.
See all products
$39 for both — save $19 ($58 separately)
Includes: Freelancer Financial Command Center Pro (11 tabs) + Small Business Dashboard Pro (10 tabs). Client P&L, quarterly taxes, cash flow projector, Tax Intelligence with 2026 IRS rates, Lending Pulse, and Assumptions Audit.
11 tabs. Client P&L, quarterly tax estimator with safe harbor, mileage log, invoice aging, Tax Intelligence with current IRS rates.
One-time purchase. Yours forever.
Also in Small Biz Starter Kit ($39 for both)
10 tabs. Monthly P&L with COGS, 6-month cash flow projector, Schedule C auto-fill, Tax Intelligence, Lending Pulse.
One-time purchase. Yours forever.
Also in Small Biz Starter Kit ($39 for both)
Track 1099 income, expenses, and quarterly taxes. IRS Schedule C categories built into every dropdown.
Monthly P&L, expense log with IRS categories, and a Tax Prep tab that auto-maps your expenses to Schedule C lines.
$59 for all 3 — save $28 ($87 separately)
Includes: Deal Analyzer Pro (11 tabs) + BRRRR Calculator Pro (9 tabs) + Rental Cash Flow Tracker Pro (9 tabs). Sensitivity tables, refi scenarios, Schedule E auto-fill, CRE market context, and lender defaults in every workbook.
11 tabs. GO/NO-GO verdict, 5-year pro forma, IRR, two sensitivity tables, CBRE segment benchmarks, 3-deal comparison.
One-time purchase. Yours forever.
Also in RE Investor Toolkit ($59 for all 3)
9 tabs. Phase-by-phase breakdown, 12-month cash flow cycle, refi scenario tables stress-testing your ARV assumption.
One-time purchase. Yours forever.
Also in RE Investor Toolkit ($59 for all 3)
9 tabs. Track up to 3 properties. Monthly log, YTD variance, Schedule E auto-fill, CRE market context, lender defaults.
One-time purchase. Yours forever.
Also in RE Investor Toolkit ($59 for all 3)
GO/NO-GO verdict checking DSCR, Cash-on-Cash, and Cap Rate together. Tells you if the lender will fund it.
12-month income/expense tracking for one rental property. Schedule E auto-fills at tax time. Depreciation calculates from purchase price.
Shopfolio templates exist because the free calculators online were missing the metrics that matter when real money is on the line — DSCR, debt yield, sensitivity analysis.
Every workbook is built for the way investors and small business owners actually work. The Tax Intelligence tabs pull from current IRS data. The lending-environment indicators reflect real credit-market benchmarks.
These are not pretty spreadsheets made by a designer. They are working tools built by people who actually run the numbers.
Pick your spreadsheet. Pay once through Stripe. Download link hits your email in 30 seconds.
Open in Excel or Google Sheets. Blue cells are your inputs. Type your numbers.
Every other cell auto-calculates. Tax estimates, deal verdicts, cash flow projections. Done.
Everything you need to know before your first tax season as an independent contractor.
Why a spreadsheet might be all you need for your first year of business finances.
Cap rates by market and asset class, with the context most calculators leave out.
A worked example with actual numbers showing where deals break and where they work.