The 2026 Business Automation Audit is a three-page diagnostic you run on your own business in about twenty minutes. It scores the five places revenue leaks out of a service company, and tells you which one to fix first.
The processes that cost the most are rarely the ones that feel worst.
Hours are quantified before anything is recommended.
Where automating is not worth it, the audit says so.
The same principle runs through everything here, from a single tool to a dashboard built around your own accounts: the software should do the analysis, not just hold the data.
Adds up what you typed in.
Costs the job against the quote and tells you which ones lost money.
Leaves you to work out whether you are behind.
Shows you the arithmetic, then offers a corrected plan you can accept or ignore.
Tells you in March that you are 70% under budget for the year.
Pro-rates the budget to today, so March is measured against March.
Every screen below is the real file, not a mockup. One purchase, one file, no subscription, and it keeps working whether or not this shop still exists.
Start where your problem actually sits. Each line is a real product, not a bigger version of the last one.
The five finance workbooks every small business needs whatever trade it is in: cash flow, receivables aging, bookkeeping and P&L, bills, and budget vs actuals. Take one for $19.99, or all five for $49.99.
An operations dashboard built for one trade rather than adapted from a generic template. Nine are live and buyable today, from HVAC dispatch to dental recall to a fractional CFO board pack.
Reporting infrastructure engineered around your own accounts, categories and reporting period, plus the automation that keeps it filled without manual entry.
No. The automation is Google Apps Script, which only runs inside Google Sheets. The file will open in Excel but the menu will not be there.
No. One purchase, one file, no monthly fee and nothing to install. It keeps working whether or not you ever come back here.
Only the spreadsheet you copied. Not your email, not your other files in Drive, and nothing is sent to us. Where a dashboard needs outside data, the product page says exactly what it requests and why.
For the menu commands, yes, a desktop browser, once. After the build, day-to-day entry works fine on a phone.
Nine are live: HVAC, plumbing, roofing, landscaping, pressure washing, dental, med-spa, solo law firms and fractional CFOs. If yours is not one of them, the Business Essentials workbooks are trade-agnostic and work anywhere. Ask on the support page and we will tell you honestly whether yours is worth building rather than promising a date.
Yes. Custom builds are run as engagements rather than products. Start an enquiry on the support page and describe what you need to see.
The audit is free, downloads instantly, and scores your own operation in twenty minutes. The dashboards are the same thinking, already built for your trade.
Get the free audit