Rate Studio Support

Rate Studio saves locally to your own device — there's no automatic cloud backup. Save your file explicitly after each session, and keep it in the same place you'd keep any other financial working file (e.g., your regular backup location or shared drive).

No — because files save locally, one person at a time works on a given file. If multiple people on your team need to collaborate on the same rate structure, pass the saved file between you rather than trying to edit simultaneously.

Unsaved work is lost. This is a browser-based tool, not a database, so there's no autosave. You'll see reminders and banners in the tool prompting you to save as you work — but they're reminders, not a safety net. Save deliberately, the same way you would with any working file.

Upgrading happens on the website — log into your account there and complete the upgrade. That generates a token tied to your new subscription level and mode, which unlocks the added features directly in the tool. There's no separate login or download for the tool itself, and no need to start over with a file you're already working in.

Upgrade to the next subscription level (Solo/SMB → Small Firm → Enterprise), which raises your pool caps. This is independent of which edition (Single Calculation / What-If / Multi-Model) you're on.

Start by checking the most common sources of a mismatch: an input on the wrong side of a base exclusion, a cost element missing from a base it should be in, or a recent GL account addition that hasn't been reflected in your pool setup. If it still doesn't reconcile, contact support with your file so we can look at the specific structure.

You can export your full rate calculation to Excel, and save or print your results as a PDF. Incurred cost proposal export isn't built into the tool yet — if that's part of your workflow today, our advisory team can help in the meantime.

Log into your account on the website and select Upgrade — the same flow applies whether you're renewing, moving to a higher subscription tier, or adding calculation modes.

Use the "Report a Bug" option in the contact section below rather than the general question option, and include what you were doing when it happened, plus your file if possible.

Use the contact form below and pick the category that matches what you need. We're a small business and aim to respond within one business day during normal business hours (8:00 AM–6:00 PM PDT), excluding weekends and holidays.

It's tempting to assume burden rates stack multiplicatively — rate times rate times rate. MSOH doesn't work that way. The MSOH pool total flows into the G&A base as a dollar amount, not as a rate multiplied against another rate.

A concrete example: $100,000 in materials at a 5% MSOH rate applies $5,000 of MSOH to that pool. That $5,000 — not the original $100,000 — is what flows into the G&A base. At a 24% G&A rate, that's $1,200 of G&A on the MSOH amount. Total burden on the original $100,000 in materials: $6,200, a 6.2% effective rate — not 5% × 24% compounded into something else.

This is why the cascade order (Fringe → Intermediate → Overhead → MSOH → G&A) matters so much: each stage's output becomes the next stage's input as a dollar figure, calculated once, in order — never re-multiplied back through earlier stages.