ClearLedger Free Tools

Understand the financial question before deciding what comes next.

Free preliminary financial tools for bookkeeping, cash, reporting, year-end preparation, financial controls, and business planning. No account required and no sales gate before your result.

Start With the Financial Operations Diagnostic

Recommended Starting Point

Not sure which financial issue needs attention first?

Run one assessment across six parts of the financial operation. See where the business appears strongest, where attention may be needed, and whether bookkeeping, Controller, CFO, or professional support may deserve consideration first.

Run the Financial Operations Diagnostic →

Example Financial Operations Profile Illustrative

Bookkeeping Foundation 78%

Financial Controls 46%

Management Reporting 61%

Cash & Working Capital 53%

Year-End Readiness 67%

Planning & Leadership 39%

Explore by Need

Or go directly to a specific financial question.

ClearLedger's free tools are organized into two libraries: operational business finance and professional/year-end readiness.

Library 01 · Business Finance

Business Finance Tools

Tools for understanding the financial operation while the business is running.

Bookkeeping Health Score
Catch-Up Bookkeeping Estimator
Bookkeeper vs. Controller vs. CFO
Cash Runway Calculator
Break-Even Calculator
Month-End Close Readiness

Explore Business Finance Tools →

Library 02 · Professional Readiness

Professional & Year-End Tools

Detailed readiness assessments for records that may later support professional, tax, reporting, financing, or year-end work.

Year-End Professional Readiness
Tax Preparation Readiness
Contractor & 1099 Records Readiness
Financial Statement Readiness
Business Loan Package Readiness
Fixed Asset Records Readiness
Owner Contributions & Distributions
Expense Documentation Readiness

Explore Professional & Year-End Tools →

Resource Center

Tools are only one part of understanding the numbers.

ClearLedger's Resource Center brings together practical guides, checklists, financial definitions, planning references, and business-finance education built around the questions owners actually face.

Visit the Resource Center →

Guides Plain-English explanations of bookkeeping, controls, cash, Controller, CFO, and financial operations.

Checklists Month-end, year-end, cleanup, professional handoff, and financial preparation checklists.

Financial Glossary Clear definitions for the financial terms business owners encounter.

Planning Resources Cash, budgeting, financial metrics, hiring, and operating-decision education.

Use the tools freely. Contact ClearLedger when the real records need attention.

Preliminary tools can help identify the financial question. Actual work begins separately from your real books, systems, documents, and business requirements.

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