# Modeliks Business planning software for financial forecasting, reporting, business plans, and pitch decks. - Findings24: - Website: - Pricing: Freemium - Categories: Business Software ## What is Modeliks? 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. ## What can Modeliks do? ### Guided driver-based financial planning 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. ### Automated reporting and dashboards 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. ### AI-assisted business plans 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. ### Investor-ready pitch decks Create pitch decks with guided steps, financial-plan integration, and professionally designed templates. Decks can be shared online or downloaded as PDF files. ### Accounting and planning integrations Import data from QuickBooks for planning and reporting workflows. The pricing information also lists a Pantheon integration. ### Scenario and industry modeling Use scenarios, predefined financial models by industry, subscription revenue modeling for SaaS businesses, tax planning, and working-capital modeling to evaluate different operating assumptions. ## Use Cases ### Prepare a bank or SBA-format business plan 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. ### Build forecasts for a growing company Model revenue, operating costs, staffing, assets, financing, taxes, and working capital across company divisions or projects, then consolidate plans to the total company. ### Track performance against targets Bring in accounting data and review actuals against plan and prior periods through dashboards, charts, ratios, and custom KPIs. ### Evaluate initiatives and financing scenarios Create scenarios and adjust business drivers to assess new initiatives, financing needs, or changes in operating assumptions before committing resources. ### Create materials for investors 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. ## Frequently Asked Questions ### Is there a free trial? 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. ### Can I create a three- or five-year financial plan? Yes. Modeliks supports forecast periods of three or five years. The first year can be planned monthly. ### Can other people collaborate on a plan? Yes. You can invite partners, accountants, or advisors as viewers or editors. Plans can also be shared online or exported to PDF. ### Which accounting integration is available? The source content identifies QuickBooks integration for importing or syncing data. The pricing information also lists a Pantheon integration. ### What happens to my work if I cancel? Canceled account data is retained for 90 days, allowing reactivation during that period. After 90 days, the account and data are permanently deleted. ## Quick Facts - **Category**: Business planning and financial reporting software - **Platform**: Online software accessible from a web browser - **Core workflows**: Financial planning, forecasting, reporting, business plans, and pitch decks - **Trial**: 15 days; no credit card required - **Forecast periods**: Three or five years, with monthly planning available for the first year - **Collaboration**: Viewer and editor permissions, online sharing, and PDF export