Plan, fundraise and manage your business with ease.
No experience required.
Get things done quickly and precisely:
to build an accurate, dynamic & driver-based financial plan
to create a vc-quality pitch deck
to write a bank- and SBA-format business plan
to report your business performance vs your plans
Planning & Reporting,
Simplified and
Automated
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.
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.).
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.
Build accurate financial plans
Automated reports & dashboards
Write bankable business plans
Create investor-ready pitch decks
Fully guided financial planning process
Advanced driver-based financial planning
Forecast revenue, costs, employees, assets, financing, taxes, working capital
Predefined financial models by industry
Automated financial statements
Advanced subscription revenue modeling
Advanced tax planning (Income Tax, Sales Tax, VAT, GST)
Automated dashboards to manage your business
Plan vs. Actual vs. Previous Year vs. Previous Period
100+ financial charts and tables automatically calculated
Bridge and Waterfall charts
Ratio analysis (16+ key ratios)
Custom KPIs to track every important indicator
Custom dashboards for one click management reporting
Step by step guidance to create a fundable pitch deck
Integration with your financial plan
Professionally designed pitch deck templates
Download in PDF or share online with investors
Create your pitch deck in less than 2 hours
Collaborate with team members, advisors, investors
SBA-format business plan to ensure compliance with bank requirements
Step by step guidance to create a fundable business plan
Seamless integration with your financial plan
Online business plan software, accessible from anywhere, at any time
Collaborate, download or share online
Build accurate financial plans
Fully guided financial planning process
Advanced driver-based financial planning
Forecast revenue, costs, employees, assets, financing, taxes, working capital
Predefined financial models by industry
Automated financial statements
Advanced subscription revenue modeling
Advanced tax planning (Income Tax, Sales Tax, VAT, GST)
Create investor-ready pitch decks
Step by step guidance to create a fundable pitch deck
Integration with your financial plan
Professionally designed pitch deck templates
Download in PDF or share online with investors
Create your pitch deck in less than 2 hours
Collaborate with team members, advisors, investors
Automated reports & dashboards
Automated dashboards to manage your business
Plan vs. Actual vs. Previous Year vs. Previous Period
100+ financial charts and tables automatically calculated
Bridge and Waterfall charts
Ratio analysis (16+ key ratios)
Custom KPIs to track every important indicator
Custom dashboards for one click management reporting
Write professional business plans with AI
SBA-format business plan to ensure compliance with bank requirements
Step by step guidance to create a fundable business plan
Seamless integration with your financial plan
Online business plan software, accessible from anywhere, at any time
Collaborate, download or share online
Make Confident Decisions
It is easier to make decisions when they are supported by numbers.
Trust The Numbers
Make data driven decisions by relying on accurate and updated historical and forecast data. No formula errors!
Gain Full Clarity
Build dynamic and driver-based forecasts to know exactly what to do to adapt to the market, minimize surprises and achieve your financial goals.
Maximize Efficiency
Write professional business plans in minutes with AI. Forecasting and reporting automation eliminates time-consuming manual processes. Do more with less effort.
Manage and Grow Your Business
Keep everyone informed, aligned and accountable to their targets to ensure you stay on track.
Measure Performance
Monitor you actual performance vs plan and vs previous periods, so you can make timely decisions, stay on track and grow your business
Drive Organizational Alignment & Accountability
Give employees visibility into what is expected from everyone allowing you to set goals, drive accountability and action across your organization
Mitigate Risk
Run scenarios and evaluate new initiatives to mitigate risks and ensure you stay on track and keep growing your business
Need Help? Together, We Grow
Modeliks is more than a software. We are trusted advisors. Our team of financial experts will guide you and upskill your team.
Leverage Our Knowledge
Our financial experts have minimum 10 years of experience with Big 4, in management consulting and investment banking.
Switch on The Lights
We support you on your path to success with a proven methodology for growth. We help you transform how you plan, manage and grow your business
Grow Your Team
Not in size, but in knowledge, efficiency and happiness. Successful onboarding, knowledge transfer and upskilling your team is our #1 priority
CLIENTS & PROJECTS
Praised by Our Customers
Daniel
CEO Bergerlin
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.“
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“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!”