Business & Financial Planning Software for Startups & SMEs

Modeliks: Advanced Business & Financial Planning Software for Startups & SMEs. Strategic Forecasting & Planning Tools.

SMEs &
Startups

Business Planning, Financial Modelling & Reporting Software for Startups & SMEs

Modeliks offers an unparalleled toolkit for SMEs and startups, streamlining the creation of investor-ready materials and simplifying financial tracking and reporting. Our platform is designed to empower entrepreneurs with no prior planning experience, guiding them through each step of the business and financial planning process. With Modeliks, transforming your innovative ideas into successful business ventures has never been easier.

Modeliks: Advanced Business & Financial Planning Software for Startups & SMEs. Strategic Forecasting & Planning Tools.

Solution for SMEs & Startups

01

Financial planning Build accurate, driver-based financial forecasts and scenarios to make confident decisions. Keep it simple or plan for every part of your business (total company, business unit, geography, store, project, etc.).

02

Reporting Automate actuals vs plan reporting and performance tracking to keep everyone informed, aligned and accountable to their targets.  Ensure you make data-driven and informed decisions.

03

Business planning powered by AI Create professional business plans in minutes with AI. It is faster, better quality, cheaper and actually fun. Just answer a few questions, AI will do the rest.

04

Anyone can do it! No planning experience required. Let Modeliks guide you!

CLIENTS & PROJECTS

Praised by Our Customers

Eric Putnam

Business Strategist Fractional CFO

“Driver based financial planning is the holy grail of professional planning. Modeliks makes it easy to create relationships between your clients' financial results and the resources they need to achieve those results (people, marketing budgets, equipment, etc.). Become a strategic advisor to your clients and help them set targets, drive organizational alignment, measure performance and make confident decisions to grow their business with Modeliks. I have always received excellent support from their experienced team, tho rarely needed it as their knowledge base and videos are very helpful.”

Vasil Gocevski

CEO Synergi

“The financial planning process was simple and intuitive. Once you build your plan in Modeliks, monthly performance tracking and reporting becomes quick and simple.”

Martin Sebald

COO Bergerlin

“Modeliks business planning software was a game changer for our last debt financing. Prior to Modeliks, it took us 3 months trying to fulfill the bank requirements of developing our business plan and financial projections. With Modeliks, we did it in 3 days. Never again this hasstle, thanks Modeliks!”

Daniel

CEO Bergerlin

“Modeliks business planning software was a game changer for our last debt financing. Prior to Modeliks, it took us 3 months trying to fulfill the bank requirements of developing our business plan and financial projections. With Modeliks, we did it in 3 days. Never again this hassle, thanks Modeliks!”

Igor

Business Development Director

“We are in the process of fundraising for a SaaS tool and had hired a consultant to help us with the pitch and financial model. We got stuck with an overcomplex and unusable Excel model. We then found Modeliks, and our consultant completed the job in 48 hours. We are still using the model and reporting tools every week.”

Nicolas

Chief of Staff

“I recently took over management of a chocolate retail business. I needed to quantify the potential of the business to negotiate a fair profit and equity share agreement with the shareholders. Since I am no expert in financial planning, I couldn't have imagined building the financial plan without Modeliks”

Craig

Serial Entrepreneur

“We are looking to sell our business in a few years and neither of us have experience in such transactions. I needed help with planning the sale to achieve the valuation I want. Modeliks helped me build my business and financial plan towards my goal of selling the business.”

Owen Pickrell

SaaS Founder

“Modeliks has saved me days of work poring over spreadsheets to create the financial model for my startup. It’s a completely stress-free experience. Making best-case/worst-case scenarios couldn't be easier. The UI is so presentable that it won't be long before every investor is saying, 'Can you send me your Modeliks?“

Nadica G.

Co-Founder ChiaDia

“Easy to use business planning software. I like how it's structured with all the necessary components that are needed to have a clear overview of all parameters that are important when running a business. Especially the forecast section, which is pretty simple to navigate without previous finance experience.“

Seamless Implementation & Support

Customized Onboarding

Get started with Modeliks tailored to your startup's needs, ensuring a perfect fit with your business model and goals.

Comprehensive Support

From personalized training sessions to ongoing technical support, our team is dedicated to ensuring your success with Modeliks.

Benefits and Solutions for SMEs & Startups

Portfolio view and pipeline management for you as SMEs & Startups. Plan, and prepare for fundraising of your startups + receive reporting

FEATURES

Pitch & Business Plan Creator

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Professional pitch deck templates

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Lender approved business plan format

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Step-by-step guidance

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Integrated financials

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Collaborate, export & share with anyone

Pitch & Business Plan Creator

FEATURES

Financial Planning

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Guided financial forecasting

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by department (i.e. business unit, geography, stores, projects, etc.)

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QuickBooks integration for seamless planning

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Automated financial statements (P&L, Balance Sheet, Cashflow)

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Financial model templates by industry

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Advanced, driver-based planning

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Scenario planning

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Collaboration with all stakeholders

Financial Planning

FEATURES

Reporting

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Automated reports (100+ charts & reports)

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Actual vs Plan vs Previous Period reporting

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Variance analysis

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Custom dashboards and custom KPIs

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Ratio analysis

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One-click management reports

Reporting
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