Resources

Tools We Built for Ourselves, Made Public.

Calculators that return a real number, checklists we use on client onboarding, and the models our CFO team works from. No email gate on any of it.

Calculators

Instant Answers, No Email Required

Guides & templates

The Documents We Actually Use

Year-End Close Checklist

Everything that needs to be true before your books go to your accountant.

Request the file →

SR&ED Documentation Checklist

What to capture through the year so the claim writes itself in January.

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13-Week Cash Flow Template

The model our CFO team runs weekly, as a spreadsheet you can fill in.

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Annual Budget Template

Departmental budget with headcount planning and variance tracking built in.

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Board Reporting Pack

The format we use for seed and Series A boards. Edit the numbers, keep the structure.

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Founder Remuneration Worksheet

Salary versus dividends modelled across a range of income levels.

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Downloads are wired to the contact page for now, swap these links for real file URLs when the documents are ready.

Orientum Intelligence

The AI Layer Behind the Calculators

The same engine that estimates your claim here runs inside every client engagement, alongside AI bookkeeping, live projection models and a WhatsApp assistant.

Used the Calculator and Want the Real Number?

Book a call. We'll do the version with your actual data.