Paperwork tools that prove their own math
Every tool runs in your browser, checks its own numbers, and gives you a reconciliation certificate with the result. Your files are never uploaded.
Construction subcontractors
- Lien waiver generator — Fill in one of four waiver types and check the amount against payment due.
- Over/under billing schedule — Percent complete, earned revenue, and over or under billing for every job.
- Pay application checker — Open a pay application spreadsheet and see every cell that differs from the math.
- Pay application builder — Schedule of values, retainage, and payment due, checked line by line.
- Pay application template — A blank Excel pay application with your project, lines, and retainage rate filled in.
- Progress billing statement — A printable progress billing statement for jobs billed by percent complete or by milestones.
- Retainage calculator — Retainage withheld and net payable on one invoice, shown step by step with your numbers.
- State retainage limits — Retainage caps by state for public and private jobs, each with its statute link.
- Retainage tracker — Retainage withheld, released, and still held by period, with a release invoice.
- Schedule of values builder — Turn a contract sum and a list of percents or fixed amounts into a schedule of values that adds up exactly.
Medical billing
- 835 file anatomy — See how an 835 file is put together: every segment in order, nested where it belongs, with a plain-words label.
- 835 status and group codes — Plain-word explanations of claim status and adjustment group codes, with a lookup and a per-file count.
- 835 to Excel — Turn ERA remittance files into spreadsheets. The file never leaves your computer.
- 835 viewer (free) — Read an 835 file on screen, claim by claim, with each claim's balance shown. Free; nothing is uploaded.
- Denial and adjustment analyzer — Total 835 adjustments by payer, group, and reason code, and list denied claims. Nothing is uploaded.
- Bank deposit to remittance matcher — Pair 835 payments with bank credits by amount, trace number, and date. Ties are reported, never guessed.
Property managers
- CAM reconciliation — Split common area costs by square footage, with vacancy and admin fees.
- CAM reconciliation template — A fill-in Excel layout for common area expenses and tenants, sized to your property.
- Owner statement template — A fill-in Excel layout for a monthly owner statement and its ledger.
- Owner statements — Monthly owner statements with the fee, distributions, and a closing balance that rolls forward.
- Security deposit accounting — Deposit interest at your rate, itemized deductions, and a printable deposit statement.
- Security deposit rules by state — Sourced table of state deposit maximums, return periods, and interest, with a date calculator.
- Short-term rental payout reconciler — Tie out a platform payout report row by row and match each payout to one bank deposit.
Insurance agency commissions
- Commission statement to Excel or CSV — Turn any commission statement spreadsheet into clean rows, tied to the statement total and the payment.
- Expected-versus-paid reconciler — Match a commission statement to your book of business by policy number and see what was short, over, or missing.
- Producer split calculator — Split each paid commission line among producers and the house, to the cent, with a payout statement per producer.