Business Toolkit
Free tools for Australian small and medium businesses: ROI, margin, pipeline, marketing and cloud cost calculators, AI, IT, cyber and digital assessments, a quote and email generator, project planner, onboarding and compliance checklists and templates. No sign-up needed.
Finance and profitability
Check returns, margins and the numbers behind your decisions.
- Business ROI calculator – Work out the return, net benefit and payback period of an investment before you commit.
- Profit margin calculator – Find your gross profit, gross margin and markup per unit, and net margin after overheads.
- Compliance checklist – The tax, employment, safety, consumer and privacy obligations that apply to your business.
Productivity and operations
See the cost of manual work and where time goes.
- Employee productivity calculator – Put a number on the time and money that manual, repetitive work costs your team.
- Business automation finder – Find the processes in your business most worth automating, ranked by the time you could get back.
- Document templates – Twelve free, ready-to-use business templates: plans, forecasts, checklists, SOPs and trackers.
- Project planner – Plan tasks, owners, dependencies and dates, with a timeline you can print or export.
- Employee onboarding checklist – Everything to do before and after a new starter joins, tailored to the type of employment.
Sales and growth
Plan the pipeline you need to hit your revenue goals.
- Sales pipeline calculator – Work backwards from a revenue target to the leads, opportunities and wins you need.
- Quotation generator – Create a professional quote with GST, discount and validity date, ready to print or save as PDF.
- Business email generator – Clear, ready-to-send emails for payment reminders, quote follow-ups, price changes and more.
- Marketing ROI calculator – See whether a campaign or channel is paying its way: ROI, ROAS, cost per lead and break-even.
- Customer lifetime value calculator – Work out what a customer is worth over time, and whether you are paying too much to win them.
Technology and AI
Benchmark your IT and your readiness for AI.
- AI readiness assessment – Fifteen questions on strategy, data, processes, people and governance, with a score and next steps.
- IT maturity assessment – Benchmark your infrastructure, applications, cloud, data, security, governance and continuity.
- Cyber security health check – Fourteen plain-English questions on the basics that stop most attacks, with a risk level and fixes.
- Cloud cost estimator – Estimate the monthly cost of cloud email, office apps, servers, storage and backup.
- Digital transformation planner – Score how digital your business is and get a staged 12-month plan.