The Finance Toolbox

If I rate it then you’ll find it in the finance toolbox below. The best Finance, Tech and Business Model resources from around the web!

I’m always here to help andΒ  at heart I’m a total geek and love tools and technology that make things easier and that save time and money!

Got any suggestions for tools? I’d love to hear your thoughts πŸ™‚


Featured Resources

The current cream of the crop – please check them out on our blog!


The ultimate tool to geek out on all your LinkedIn stats. Learn what works and what doesn’t. If you serve the B2B market then LinkedIn and SHIELD should be part of your toolset.

LEADx – Leadership Development

Train great managers with LEADx, an AI-powered leadership development platform. Finally, you can provide personalised training and coaching at scale.

Traction Tools

The official software for EOS Traction. Manage Level 10 Meetings, Same Page Meetings, Scorecards, Issues, Rocks, To-Do’s and V/TO all in one tool.


Pleo is a company payment card solution that automates expense reports and simplifies company spending.

TOOLS & Resources

Xero Accounting Software

In our opinion THE best cloud accounting platform on the planet. And we don’t even get paid to say that!



WorkFlowMax [A Xero product]

From lead to quote and everything in between. When you need to manage time and you already have Xero thenΒ WorkFlowMax is the perfect partner.

Check out the video explainer below πŸ™‚

Planright App

The perfect compliment to WorklowMax! Planright is a WFM add-on that sorts the capacity planning across your business.

Check out the excellent video from Will McTavish below πŸ™‚

Float - Cash Flow Forecasting

Get a real-time, visual view of your cash flow and make more confident decisions about the future of your business.

Check out this three minute tour of Float!

ApprovalMax - Cloud Approval Workflow

Automate the approval of your sales and purchase invoices directly in the cloud.

Check out this one minute video of ApprovalMax below.

Traffic Live from Deltek

Get an understanting of how your agency is performing with Traffic Live from Deltek.

Check out the video explainer below πŸ™‚


Quite simply the best way to automate expense reports and simplify company spending.

Check out review of PLEOΒ on the blog too πŸ™‚




Business Model Canvas

Understand your business model all on one page!



Trainual - The Business Playbook Builder

Build one playbook for every process, policy and procedure your people need to know to keep operating consistently from anywhere.

Check out what Trainual is and how to use it below πŸ™‚



GoCardless - Online Direct Debits

Take control of your payments and ensure your invoices get paid on time with GoCardless.

Interested in how GoCardless works? Check out the video below.