Tools
Five free tools that run in your browser, a free Excel template, plus one paid workbook. Nothing you enter in the free tools leaves your machine.
New to this? Watch a whole flux review run first, on a synthetic company. After that, roughly in the order you'd use them during a close: flux-ready to see what's unblocked, account breakdown or the template to organize and flag what needs explaining, then the commentary test to grade what you wrote before it goes to review. For a revenue movement driven by products, the price volume mix calculator splits it into drivers first. The template is the free single-workbook version: paste two periods of balances, flag, explain. The $79 system is the step up: it starts from your trial balance, builds both flux statements and ranks what to investigate.
A full flux review of one synthetic company’s August close, step by step: read the export, check it ties to the trial balance, compute the movements, flag what crossed both thresholds, show pre-written draft commentary beside the computed drivers, and list what still needs a person. Delete a transaction or flip a sign and the review stops, naming the account and the amount. Export the finished workpaper as a formula-based Excel file. Before a review like this reads any export, check it’s complete: general ledger doesn’t match the trial balance.
Paste raw GL or sub-ledger detail and get it organized by whatever dimension matters — customer, vendor, program — current period against prior, sorted by what moved. Flags categories that are new and ones that disappeared.
The pivot you build by hand every period, done in a second. Nothing is uploaded or stored.
Paste units and revenue by product for two periods. It splits the revenue movement into volume, mix, price, new products and lost products, and the pieces add up to the movement, with any rounding shown on its own line. Driver lines come out ready to paste into commentary, with an optional dollar tie-out to the GL revenue movement.
Two periods of actuals, revenue only: no budget, no currency. Nothing you enter leaves your browser.
Open the price volume mix calculator
Paste two periods of account balances, set a dollar and a percentage threshold, and it flags what needs explaining. Driver lines, an unexplained residual, and a direction check on each account.
Formula-only — no macros, no add-ins. Works in Excel, Google Sheets and LibreOffice.
Flux doesn't have to wait for the whole close to finish. Tick off milestones as they complete — subledgers closing, reserves booked, accruals posted — and account groups turn ready the moment everything feeding them has landed.
Set your dependencies once; it saves in your browser only. Nothing sent anywhere, no account needed.
Open the flux readiness tracker
The four computed tests, running on a page. Enter the accounts you're reviewing and the driver lines behind each one; coverage, direction, sourcing and specificity are graded as you type. The fifth test is judgment and stays yours.
It opens with six worked examples already in it. Nothing you enter leaves your browser — the page has no server and stores nothing.
The questions a reviewer asks before signing off on flux commentary. It's a review artifact, not a template: run it against a schedule you've already prepared and it surfaces what's missing.
The working version of the same discipline, built around your trial balance.
Formula-only throughout. No macros, no Power Query, no dynamic arrays — INDEX/MATCH rather than XLOOKUP, so it opens in older Excel installs. Holds up to 80 trial balance lines and compares two periods, not budget to actual.
The same fixed-asset tie-out from the agent cold tests log, packaged to run yourself: the workbook, the client's two exports, the engagement note, and a formula-only grading sheet with the reference answer already in it. Hand it to your own agent, then grade the result yourself — nothing sent back to me.
It isn't a close management platform, an ERP integration, or a substitute for your own judgment on materiality — those thresholds get set during risk assessment and control scoping, not by a spreadsheet. It's a structure for work you're already doing, so you stop rebuilding it every month.
Related: flux analysis vs variance analysis, the method behind these in month-end flux, start to finish, and four of the five tests your commentary fails are arithmetic.
Found something wrong or missing? Tell me here — anonymous, thirty seconds.