DwellBook
Free-time, detention, and demurrage: hourly or daily schedules, open dwell clock, carrier and invoice CSV. Local-only.
CredBook
Training and credential matrix: people, required roles, clearance roster, dept rollups, snapshots, alerts .ics, CSV import. Local-only.
TipBook
Tip pool allocation: cash and card tips, FOH/BOH split, hours or points×hours or equal, weekly rollup, staff CSV import, payroll CSV. Local-only.
ApportionBook
Multi-state income tax apportionment: factors, est. tax by rate, what-if base, formula comparison, residual check. Local-only.
NexusBook
Multi-state sales tax nexus: thresholds, what-if projected trips, uncollected exposure estimate, headroom ranking, filing calendar. Local-only.
GarnishBook
Multi-order wage garnishment: shared support pool, remittance by payee, YTD/balance period close, CCPA stacking. Local-only.
HoldBook
Sample hold-time register: remaining hours, late transit and temp flags, multi-analysis expand, cooler receive/login sheet, custom methods, and hold history. Local-only.
NcrBook
Nonconformance register: net CoQ (minus supplier recoverable), open aging, critical escalation, repeat parts, CAPA chase, work-center Pareto, and CoQ history snapshots. Local-only.
PremAudit
Premium audit worksheet: class exposure vs audit, rates, experience mod, deposit vs final, additional or return premium. Local-only.
GrantBook
Grant budget vs actual: direct/F&A/cost share, encumbrances, available, burn rate, pace vs calendar. Local-only.
PlateCost
Recipe and plate costing: pack→unit cost with yield, food cost % vs target, contribution, covers, menu engineering. Local-only.
CovenantBook
Loan covenant compliance: min/max thresholds, headroom, pass/watch/fail, period snapshots, lender summary. Local-only.
CalBook
Equipment calibration schedule: last cal, interval (months/days), next due, overdue aging, pass/fail, location rollups, audit CSV. Local-only.
StockCount
Inventory cycle count: system vs physical qty, variance units and $, recount thresholds, ABC filters, CSV import. Local-only.
CapTable
Capitalization table: share classes, issuances, ownership % outstanding and fully diluted (option pool reserve). Local-only.
EscrowBook
Single-file escrow ledger: earnest, loan proceeds, commissions, payoffs, seller proceeds, running balance, cleared flags. Local-only.
PrivilegeLog
Discovery privilege log: Bates, date, author, recipients, privilege basis, status, incomplete flags, serving CSV. Local-only.
AllocSheet
Cost allocation workpaper: pools × receivers with driver, percent, or equal methods, matrix and unallocated warnings. Local-only.
RevWaterfall
Deferred revenue waterfall: billings vs straight-line or manual recognition, monthly deferred roll-forward, multi-year opening balances. Local-only.
UtilSheet
Utilization and realization workpaper: available hours, billable, targets, standard fees, billed $, unbilled value. Local-only.
BudgetSheet
Monthly budget vs actual workpaper: 12-month lines, category polarity, YTD variance, contribution (rev − exp), monthly entry, CSV. Local-only.
CommSheet
Sales commission workpaper: flat and progressive tiered plans, deals, clawbacks, draws/SPIFFs, period payable CSV. Local-only.
Tax941
Quarterly employer payroll tax workpaper: FIT, SS, Medicare, Schedule B monthly liability, deposits, balance due. Local-only — not e-file.
BankRec
Operating bank recon: statement vs books, DIT, outstanding checks, clear items, roll to next statement, history. Local-only.
AgingSheet
AR or AP open-item aging: buckets, past due, DSO/DPO, CSV import, collection list, concentration. Local-only.
CloseBook
Month-end close checklist: required tasks by area, owners, blockers, progress %, ready-to-close sign-off, clone to next month. Local-only.
Cash13
Rolling 13-week direct cash forecast: receipts, disbursements, financing, actual ending cash, variance, min-cash alerts, roll-forward. Local-only.
DeadlineBook
Multi-matter litigation deadlines: trigger ± calendar or US federal business days, firm agenda, .ics export, aging alerts. Local-only — not a rules engine.
Vendor1099
Vendor payment workpaper for 1099-NEC: W-9 status, calendar-year payments, configurable threshold, file/below/exempt status, CSV export. Local-only.
WipBook
Percentage-of-completion WIP schedule: earned revenue, period activity, over/under billings, balance-sheet position, issue flags, CSV workpapers. Local-only.
TmTicket
Build auditable time-and-material tickets: labor ST/OT, equipment hours, materials, and separate markups — lock, print, CSV. Local-only.
CoiTrack
Track vendor GL, WC, auto, and umbrella COI expirations — expiring-soon alerts, issues filter, register CSV. Local-only.
ChangeOrderLog
Change order register: original contract, approved and pending COs, revised sum, schedule days, running balance — CSV export, local-only.
WaiverLog
Track conditional and unconditional partial and final lien waivers by vendor and pay app — open chase list, coverage summary, CSV export. Local-only.
LeaseSheet
Commercial lease abstracts and rent schedules: $/SF or flat rent, escalations, free rent, NNN estimates, occupancy and monthly rollups — local-only.
BidLevel
Compare trade-package bids with scope leveling adjustments, alternates, and bond load — rank leveled totals (not just raw prices) for fairer award conversations.
DrawBook
Schedule-of-values pay apps with retainage (flat or tiered), materials stored, change orders, architect certifications, AR aging, lockable draws, project archive, and printable packages. Data never leaves the browser.
EVMCalc
BAC, PV, EV, AC → CV, SV, CPI, SPI, EAC (three methods), ETC, VAC, TCPI — multi-project snapshots, history CSV, printable report. Local-only.
BurdenCalc
Fully loaded labor cost from base wage plus taxes, workers’ comp, benefits, and other burdens — multi-scenario, optional markup to sell rate, local-only.
CertPay
Multi-week certified payroll worksheets for public work: employee roster, day hours, OT modes, cash fringe, deductions, lockable weeks, and printable reports — without a full payroll suite.
DeprecBook
Fixed-asset MACRS schedules with §179 and bonus: half-year, mid-quarter, residential 27.5, nonresidential 39, tax-year rollup, CSV export — data stays in the browser.
SettleSheet
Settlement statements for plaintiffs’ matters: recovery sources, contingency or flat fees, case costs, medical and statutory liens, referral splits, and net to client — printable and exportable, data stays in the browser.
LedesKit
LEDES 1998B invoices with UTBMS codes, matter presets, timekeeper roster, validation, archive, and .LED export — for solos and small firms whose clients require electronic billing.
TrustRecon
Three-way reconciliation for pooled client trust accounts: subsidiary ledgers, trust journal, cleared/outstanding tracking, and month-end book ↔ clients ↔ adjusted bank — data stays in the browser.