Modeliks | Business Planning Software

Streamline your Business Strategy with Modeliks – Business Planning Software for Strategic Success.
ebitda chart net cashflow dashboard Streamline your Business Strategy with Modeliks – Business Planning Software for Strategic Success.

Plan, fundraise and manage your business with ease.
No experience required.

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Get things done quickly and precisely:

2 hrs

to build an accurate, dynamic & driver-based financial plan

3 hrs

to create a vc-quality pitch deck

1 hr

to write a bank- and SBA-format business plan

1 click

to report your business performance vs your plans

Planning & Reporting,
Simplified and Automated

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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.

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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.).

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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

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Fully guided financial planning process

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Advanced driver-based financial planning

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Forecast revenue, costs, employees, assets, financing, taxes, working capital

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Predefined financial models by industry

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Automated financial statements

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Advanced subscription revenue modeling

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Advanced tax planning (Income Tax, Sales Tax, VAT, GST)

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Automated dashboards to manage your business

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Plan vs. Actual vs. Previous Year vs. Previous Period

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100+ financial charts and tables automatically calculated

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Bridge and Waterfall charts

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Ratio analysis (16+ key ratios)

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Custom KPIs to track every important indicator

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Custom dashboards for one click management reporting

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Step by step guidance to create a fundable pitch deck

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Integration with your financial plan

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Professionally designed pitch deck templates

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Download in PDF or share online with investors

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Create your pitch deck in less than 2 hours

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Collaborate with team members, advisors, investors

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SBA-format business plan to ensure compliance with bank requirements

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Step by step guidance to create a fundable business plan

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Seamless integration with your financial plan

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Online business plan software, accessible from anywhere, at any time

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Collaborate, download or share online

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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.

Owen P.

SaaS Founder

Make Confident Decisions

It is easier to make decisions when they are supported by numbers.

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Trust The Numbers

Make data driven decisions by relying on accurate and updated historical and forecast data. No formula errors!

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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.

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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.

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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

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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

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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.

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Leverage Our Knowledge

Our financial experts have minimum 10 years of experience with Big 4, in management consulting and investment banking.

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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

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Grow Your Team

Not in size, but in knowledge, efficiency and happiness. Successful onboarding, knowledge transfer and upskilling your team is our #1 priority

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Some of Our Clients

1,000+ entrepreneurs in over 50 countries grow their businesses with Modeliks

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CLIENTS & PROJECTS

Praised by Our Customers

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!”

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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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TAKE MODELIKS FOR A SPIN

15 day free trial

No Credit Card required