Free tools
Pick a check and see where you stand
The self-serve checks need no email. The reviews are done by hand, so we'll ask for a few details.
AI readiness check
Eight questions. Get a score and your top three gaps.
MSP exit-readiness scorecard
Ten questions. Get a band and your top three value gaps.
How card fees work
Plain-English explanations, plus a fictional sample review on our home page.
Card statement review
John reads your statements and sends a signed report.
Technology savings snapshot
Send a month of invoices. Get a snapshot within 5 business days.
Self-serve Statement Analyzer
Upload a statement and see a line-by-line breakdown.
More checks in development
Written security plan readiness for tax firms, a cyber-insurance checklist and unclaimed business funds. Tell us which you'd use first.