Build a simple or advanced financial plan for any business. No spreadsheets, no formulas!

Fully Guided Financial Planning: Anyone can build a professional financial plan, no financial planning experience required.
Financial Model Templates By Industry: The full financial plan logic is there, you just need to enter data about your specific business.
Automated Financial Statements: Automatically generated Profit and Loss, Balance Sheet, and Cash Flow Statements.
Driver-Based Financial Plans: Build dynamic & linked financial models based on the value drivers of your specific business.
Advanced Subscription Revenue Modeling for SaaS businesses.
Create Assets And Calculate Depreciation.
Multiple Funding Sources: Advanced loan calculator, line of credit, equity investments, or other liabilities.
Advanced Tax Planning: Accurately estimate your income tax, sales tax, or VAT / GST taxes.
Working Capital Planning.
Financial plan summary.
Scenario planning.
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Create an investor-ready pitch deck.
Pitch Deck Creator

Create an investor-ready pitch deck in minutes.

Present your business with confidence to potential investors, business partners, or employees.

Step-by-step guidance: Modeliks guides you through the process, step by step.
Pitch deck templates by industry: Develop your pitch deck with over 100 professionally designed pitch deck slide templates.
Slide editor: Add, delete, and edit textboxes, shapes, tables, charts, and icons to create your perfect pitch deck. All in the browser.
Financial plan integration: Your pitch is linked to your financial plan. When you make changes to your financials, they are automatically reflected in your pitch.
Collaborate, download and share your pitch deck with investors, employees, management, or anyone. Download it in PDF and share it by email or social media.
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Generate a bankable business plan.
Business Planning

Write a bankable business plan, inspired by SBA structure and format, to ensure your plan complies with bank loan approval requirements.

SBA inspired structure: Business plan template to ensure your plan complies with bank loan approval requirements.
Financial plan integration: Your business plan is linked to your financial plan. When you make changes to your financials, they are automatically reflected in your plan.
Collaborate, download and share your business plan with investors, employees, management, or anyone. Download it in PDF and share it by email or social media.
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It’s never been easier to track your progress, thanks to our automated dashboards.
Financial Reporting

Track your progress!

Automated dashboards: All reports you will ever need to understand the financial performance of your business in one place and available with one click.
100+ financial charts: All charts and reports are automatically calculated.
Variance analysis: Understand your business actual performance vs. your plan or vs. previous periods.
Waterfall charts: Bridge and waterfall charts to easily understand the reasons for the differences in your performance.
Ratios: The most important financial ratios are automatically calculated. Profitability, return, leverage, liquidity, and efficiency ratios.
Custom KPIs: Define custom key performance indicators (KPIs) specific to your business and track their performance.
Custom dashboards: Select the most relevant charts for you and include them in a single dashboard
Update actuals in 10 minutes
Collaborate, download and share dashboards with investors, employees, management, or anyone. Download it in PDF and share it by email.

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