Modeliks is web-based business planning software for financial planning, reporting, business-plan writing, and pitch deck creation, with QuickBooks import and online collaboration.
ModeliksModeliks is business planning software that combines financial planning, reporting, business-plan writing, and pitch-deck creation in one web-based product. The homepage positions it as an all-in-one solution to plan, manage, and grow a business, with tools for both forecasting and communicating results.
The product centers on driver-based financial plans, automated reports and dashboards, and guided business-plan workflows. The site also says users can create bank and SBA-format business plans, build investor-ready pitch decks, import data from QuickBooks, and collaborate online with team members, advisors, and investors.
Build driver-based financial forecasts and scenarios for total company, business unit, geography, store, or project planning. The site says users can forecast revenue, costs, employees, assets, financing, taxes, and working capital.
Generate plan-versus-actual reporting, prior-year comparisons, and period-over-period views with automated dashboards. The product page also highlights 100+ charts and tables, bridge and waterfall charts, ratio analysis, and custom KPIs.
Create business plans with AI after answering a few questions. The homepage says the software can produce bank and SBA-format business plans and that the process is step-by-step guided.
Assemble investor-ready pitch decks with professionally designed templates and guidance linked to the financial plan. The site says decks can be downloaded as PDF or shared online with investors.
Use QuickBooks import to bring in data for planning and reporting. The homepage describes the integration as a one-click import for QuickBooks data.
Plan revenue, costs, staffing, assets, financing, taxes, and working capital in a driver-based model, then test scenarios before making decisions.
Track actuals versus plan, compare performance to previous year or previous period, and publish dashboards for internal reporting.
Draft a bank or SBA-format business plan with guided prompts and AI support when preparing for financing or internal approval.
Create an investor-ready pitch deck connected to the financial plan, then export it as PDF or share it online with stakeholders.
Import historical data from QuickBooks to seed planning and reporting without manual re-entry.
The site describes Modeliks as business planning software for creating business and financial plans, reports, and pitch decks. It is positioned for users who want planning and reporting in one place, with AI-assisted business-plan writing.
The homepage says Modeliks can build financial plans, automated reports and dashboards, business plans, and pitch decks. It also mentions QuickBooks integration and online access for collaboration, downloading, or sharing.
The pricing page states that users can start for free and that no credit card is required. It also references monthly or yearly subscriptions and says yearly billing saves 30%.
The source mentions QuickBooks integration and integration with a financial plan, but it does not provide a full list of supported connectors or other third-party integrations.
The homepage says the software is accessible from anywhere, at any time, and supports collaboration with team members, advisors, and investors. It also describes online sharing and PDF download options for pitch decks and business plans.
