Interactive Tools

Calculators & Templates

Embed interactive calculators and offer downloadable templates on your website to help your small business owners create their own financial scenarios.

Empower Your Customers with Financial Literacy

Calculators and templates allow small business owners to use their own data to make better financial decisions. Knowledge empowers your customers to take control of their finances and gives them the tools to predict the road ahead.

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Why business owners like calculators and templates

They can use their own information, therefore get results that are specifically relevant to them
Help text and examples make them easy to use
Results are quick and fast to calculate

Why financial institutions like calculators and templates

Topics are some of the most popular, generating pre-qualified traffic
They directly help small businesses with financial literacy
Calculators increase time on site and templates can be amplified across communication channels

Customization

Each calculator and template match your brand guidelines
Explanatory and help text adopt your tone, SEO requirements and local keywords
We'll add links to your product and calls to action for next steps

Download template anatomy Download calculator anatomy

Deployment is easy

For calculators, we'll send you code that your dev team can either iFrame or embed inside your website, for a seamless customer experience. For templates, we'll send you the original Word, Excel or editable PDF file.

Versatile

We’ve created templates in PDF, Excel, and Word formats. Each layout offers different advantages and we’ll advise which content and format will be most effective for your business model.

Online or Offline

Interactive formats keep your customers on your site longer but giving them the option to download your branded templates to use offline doubles the value you provide.

Simply Implemented

Easy to deploy with minimal coding required, our calculators are responsive and simple to use. Accessibility and compliance standards vary, but many of them can easily be customized to suit.

Calculator topics

Break-even
Business loan
Business valuation
Cash burn estimate
Five ways to increase profit
Gross profit break-even
Impact of discounting
Loan vs lease
Product selector

Template topics

Advertising break-even
Break-even
Business loan
Business plan
Business valuation
Cash burn estimate
Cash flow
Cash flow improvement
Charge out rate
Customer lifetime value
Employee costs
Five ways to increase profit
Impact of discounting
Marketing on a shoestring
Marketing plan
Product pricing
Ratio analysis
Revenue potential
SBA cash flow
Start-up costs
SWOT analysis

Trusted by the best

Our Range of Content Options

Some people like to read, some prefer to do. Appeal to learners of all kinds by using a bit of everything. Here’s a snapshot of our popular tools and content.

Business Health Checks

Diagnostic tools that allow your customers to self-select information, generate reports, and download.

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about health checks

Videos & Infographics

Straightforward and engaging, visually formatted information makes difficult topics easier to explain and understand.

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about videos and infographics

Articles

Optimized for SEO to drive traffic with the flexibility to fit multiple channels (social media, e-newsletters, etc.)

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about articles

E-books & Checklists

Highlight specific topics to demonstrate your knowledge, position your brand as one of value, and improve engagement.

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about e-books and checklists

Online Business Planners

Increase qualified leads with customized business planners that correspond with your loan requirements and other offers.

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about business planners

Templates & Calculators

With interactive templates and calculators embedded in your website, you’ll increase engagement time and brand awareness.

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about templates and calculators

DEMO

Ready to Enhance Your Content Offering?

We offer free 30 minute demos so you can see our
collection of tools and content

Request a Demo