Insights chat explained how the subscription compares to percent fees and when tax forms show up. Straight answers, no script, and they linked me to docs.
George King reviewed
SharpSheets.io
Template opened in Google Sheets with assumptions tab and notes. Learned the flow in an hour and linked the charts. Way faster than building from zero.
Jack Ma reviewed
FinanceFactory.com
Not a bank vibe, thank goodness. They stacked a few tools to get me open. Fees exist, sure, but the speed and coaching were worth it for me.