Business planning software for financial forecasting, reporting, business plans, and pitch decks.
Modeliks is an online business planning and reporting platform for creating financial plans, forecasts, business plans, pitch decks, and management reports. Its guided workflows support users who need to model business performance without prior financial planning experience. Financial plans can connect operational drivers with forecasts, statements, scenarios, and reporting outputs.
Build linked forecasts for revenue, costs, employees, assets, financing, taxes, and working capital. Plans can be structured for the total company or for departments, business units, regions, stores, projects, and other organizational levels.
Compare actual performance with plan, previous year, and previous period using automatically calculated charts and tables. The platform also supports ratios, custom KPIs, custom dashboards, and management reports.
Answer guided questions to generate and format a business plan with AI, including improvement suggestions. The business plan is linked to the financial plan so financial changes are reflected in the document.
Create pitch decks with guided steps, financial-plan integration, and professionally designed templates. Decks can be shared online or downloaded as PDF files.
Import data from QuickBooks for planning and reporting workflows. The pricing information also lists a Pantheon integration.
Use scenarios, predefined financial models by industry, subscription revenue modeling for SaaS businesses, tax planning, and working-capital modeling to evaluate different operating assumptions.
Follow a guided process to create a business plan in an SBA-inspired format, connect it to financial projections, and share it online or export it as a PDF.
Model revenue, operating costs, staffing, assets, financing, taxes, and working capital across company divisions or projects, then consolidate plans to the total company.
Bring in accounting data and review actuals against plan and prior periods through dashboards, charts, ratios, and custom KPIs.
Create scenarios and adjust business drivers to assess new initiatives, financing needs, or changes in operating assumptions before committing resources.
Use the financial plan to support an investor-ready pitch deck, collaborate with advisors or team members, and share the finished presentation online or as a PDF.
Modeliks offers a 15-day free trial with access to the full functionality. A credit card is not required, but the trial is limited to one user and does not allow plans to be downloaded or shared outside Modeliks.
Yes. Modeliks supports forecast periods of three or five years. The first year can be planned monthly.
Yes. You can invite partners, accountants, or advisors as viewers or editors. Plans can also be shared online or exported to PDF.
The source content identifies QuickBooks integration for importing or syncing data. The pricing information also lists a Pantheon integration.
Canceled account data is retained for 90 days, allowing reactivation during that period. After 90 days, the account and data are permanently deleted.
Traffic data is for reference only.
