Modeliks — Finance & Accounting

What is Modeliks?

Modeliks is a business planning and reporting software that helps you create accurate financial plans, automate actuals vs. plan reporting, and build bank-ready business plans and pitch decks. It uses AI to guide you through the process, making planning faster and easier.

Problem it solves

Traditional financial planning is time-consuming and complex. Modeliks simplifies it by automating data import from QuickBooks, generating financial statements, and providing dashboards with 100+ charts. It helps you make data-driven decisions without manual spreadsheet work.

Who is it for?

Modeliks is ideal for startups, SMBs, and finance teams that need a scalable planning tool. It’s not for large enterprises with complex consolidations or those needing deep customization beyond its built-in models. Use cases include SaaS companies forecasting subscription revenue, retail chains planning by store, and founders preparing SBA loan applications.

Key highlights

Features include driver-based financial forecasting, advanced tax planning (income tax, VAT, GST), prebuilt industry models, QuickBooks integration, and AI-powered business plan and pitch deck creation. With a 15-day free trial, you can test all features without a credit card.

• AI Business Plan Generator — Create professional business plans in minutes by answering a few questions, fully guided.
• Driver-Based Financial Planning — Forecast revenue, costs, employees, assets, and more by department (business unit, geography, store, project).
• Automated Financial Statements — Automatically generate income statements, balance sheets, and cash flow with predefined models.
• QuickBooks Integration — One-click import of actuals to streamline plan vs. actual reporting.
• Advanced Reporting Dashboards — Access 100+ charts and tables, ratio analysis, and custom KPIs for one-click management reporting.
• Investor-Ready Pitch Decks — Step-by-step guidance to create a fundable pitch deck, integrated with your financial plan, downloadable as PDF or shareable online.
• Lender-Approved Business Plans — SBA-format business plan templates ensure compliance with bank requirements, fully integrated with your financial forecasts.

Modeliks pricing: Free trial (15 days), then from $0/mo (free plan not specified, but trial available).

Start (Free Trial)

15-day free trial with full functionality, no credit card required. Restriction: cannot download or share plans outside Modeliks during trial.

Additional Plans

Modeliks offers tiered plans named Fund, Grow, and Enterprise. Specific pricing is not listed on the pricing page; contact sales for details. Features scale up with plan level, including advanced driver-based planning, consolidation, integrations, and custom reporting.

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