CoController AI — free tools

FREE · NO SIGNUP · NO UPLOAD

Free tools that do one job well.

Small, sharp utilities for the annoying parts of bookkeeping — built by the CoController AI team, free forever, no account required. Most run entirely in your browser, so your data never leaves your device.

CONVERT

Bank Statement → QuickBooks Converter

Turn any bank or credit-card PDF into clean CSV or .QBO transactions, verified against the statement's own math.

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COLLECT

W-9 Request Links

Stop chasing contractors over email. Send a link, they fill the W-9 in their browser, you watch the missing list shrink.

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DECODE

Stripe / Shopify Payout Explainer

Upload a payout CSV and see exactly what it was: gross sales, fees, refunds, tax, net — mapped to a journal entry.

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DEADLINE

QuickBooks Online Accountant Switch Readiness Check

Intuit moves every firm to Accountant Suite by Dec 31, 2026. Take the 2-minute quiz for a readiness score and a printable action checklist.

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MONITOR

Sales Tax Nexus Tracker

Upload sales-by-state exports and see where you're approaching economic nexus — before a notice tells you.

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FORECAST

13-Week Cash Flow Builder

Turn your receivables, payables, and recurring flows into a 13-week rolling forecast with minimum-cash alerts.

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VERIFY

1099 Filing-Readiness Check

Upload your vendor payments and find out who actually needs a 1099 under the 2026 $2,000 threshold — before January panics you.

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PRICE

Bookkeeping Pricing Calculator

Price a client from the hours the work really takes: transactions, accounts, payroll, entities, book condition — plus a separate cleanup quote.

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WORKFLOW

Workflow workspace — browser-local demo

Client questions, close exceptions, invoice disputes and contract renewals. Records stay in this browser only — not shared, not account-secured. Demo with fictional data.

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Because the annoying jobs shouldn't cost money.

Each of these solves one painful, specific problem we kept hearing about from bookkeepers. They're free because useful tools earn trust — and because some people who use them go on to try CoController AI, the AI coworker for the month-end close.

Got a painful job we haven't tooled yet?

Tell us what's eating your week. The best free tools come from real bookkeeper complaints.

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Also: QuickBooks Online month-end close checklist · Software comparisons · Financial Cents alternative · Blog