# Modeliks Reviews **Vendor:** Modeliks Limited **Category:** [Business Plan Software](https://www.g2.com/categories/business-plan) **Average Rating:** 4.9/5.0 **Total Reviews:** 18 ## About Modeliks All-in-one forecasting, budgeting, reporting and business planning solution. Planning and reporting, simplified and automated. Modeliks is a Business Planning, Financial Modelling & Reporting Software for SMEs and Startups (https://www.modeliks.com). It enables you to create accurate financial forecasts according your company's structure; management reports visualized with customizable dashboards; AI powered professional business plan in an hour and pitch deck to enable you get funding. What do you get from using Modeliks? Financial Planning Build accurate, driver based financial forecasts and scenarios to make confident decisions. Keep it simple or plan for every part of your business (total company, business unit, geography, store, project, etc.). Reporting Automate actuals vs plan reporting and performance tracking to keep everyone informed, aligned and accountable to their targets. Ensure you make data driven and informed decisions. Business Planning Write detailed business plans in minutes with the power of AI to ensure your plan complies with loan approval requirements. Create investor ready pitch decks with professionally designed pitch deck templates by industry. Features: Financial Planning - Automated & error free forecasting - By business unit, department, geography, project, store, etc. - Automated financial statements (P& Balance Sheet, Cashflow) - Consolidate to total company; Allocate costs to operating units - Financial model templates by industry - Advanced, driver based planning - Scenario planning Reporting - Automated performance tracking - Actual vs Plan vs Previous Periods reporting - By business unit, department, geography, project, store, etc. - Variance analysis, Custom dashboards & KPIs, Ratios - Management reports to explain the reasons behind the variances - Quickbooks integration or upload trial balance from excel Business Plan & Pitch Deck Creator - AI powered business plan creator - Professional pitch deck templates - Step by step guidance - Integrated financials - Collaborate, export share with anyone ## Modeliks Reviews ### 1. Scenario analyses and financial planning with Modeliks **Rating:** 5.0/5.0 stars **Reviewed by:** Aleksandra T. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2024 **What do you like best about Modeliks?** In my role as the accountant for our small company, I've found Modeliks to be an outstanding tool, particularly when it comes to scenario analysis and financial planning. Digging into the specifics, I must highlight Modeliks' formula based forecasting, which has proven to be both amazing and immensely helpful. The precision it brings to our forecasting activities changed the way I used to do my work. This feature has empowered us to make accurate projections, helping us anticipate potential financial scenarios and make strategic adjustments. I highly recommend Modeliks to fellow accountants looking for a reliable solution for scenario analysis and financial planning. **What do you dislike about Modeliks?** On their roadmap I read that they will implement an AI assistance for the Management reports, please Modeliks team deliver this sooner so we can use it in our daily work. **What problems is Modeliks solving and how is that benefiting you?** Modeliks has amazing scenario analysis features, forecasting with setting unique formulas for our company matters. Budgeting with technology is very pleasing. ### 2. Transformative experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Philipp J. | Gambling & Casinos, Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2024 **What do you like best about Modeliks?** I want to highlight how practical it is to manage our direct office expenses and monthly budgets with Modeliks. Previously, I used Google Sheets because of our heavy use of G-suite. Now, working directly in Modeliks not only saves me time but also makes it easier for our Finance department to track and approve the annual budget. The real benefit here is that this software helps many departments at the same time, especially our accounting department by allowing to request each manager to input their direct budget requests, eliminating the need for stacks of documents and later on confuse the C-level with inaccurate reports. It's a super simple and effective solution that has genuinely improved our financial workflow. **What do you dislike about Modeliks?** It would be beneficial if we could incorporate our brand colors into the platform. This would create a positive impression, especially when I present the expenses and ask for budget approval from the C-level. **What problems is Modeliks solving and how is that benefiting you?** Tracking expenses and budgeting. ### 3. Planning Simplified **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Apparel & Fashion | Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2024 **What do you like best about Modeliks?** Modeliks makes it easier and quicker to build a robust business plan that I feel confident putting in front of investors and other leadership. While the tool is fantastic on its own, the support from the Modeliks team is one of the reasons I'm a huge evangelist. If you run into any roadblocks or want to get some guidance on how to customize the platform to your use case, you can quickly connect with their team and schedule a video call to work through it. They also aren't shy about building features into the product roadmap based on your needs and request. For instance, I had sent a note with some questions that would guide my customized build. The next day we met on my questions, and they had already started working one of my requests for their upcoming sprint. I highly recommend the platform for anyone seeking higher confidence in their planning as well as anyone that may require more handholding in the process or those who have bigger ideas but just don't know how to bring them to life. **What do you dislike about Modeliks?** The current platform doesn't sync with QBO, but I know this is one of their biggest product updates that will drop soon. This will make accounting integration seamless and keep all the actuals in real-time. **What problems is Modeliks solving and how is that benefiting you?** They simplify a complex process - I'm not an accountant or on the finance department, but with Modeliks, I essentially get all the features that I would use an accountant for. In short, Modeliks is a cost-saving platform that makes it easy to plan my business without having hire or outsource the work. ### 4. Awesome platform **Rating:** 5.0/5.0 stars **Reviewed by:** Xavier J. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2024 **What do you like best about Modeliks?** Modeliks offers great templates for industries that I can use easily. It took me only a few hours to understand the concept, and also I received an amazing demo from the founder. Great support overall! **What do you dislike about Modeliks?** Accounting software integration is missing, hope to have it in the future. **What problems is Modeliks solving and how is that benefiting you?** I work for many clients who need their work done quickly and accurately, so Modeliks is the right tool for this! ### 5. Excellent app for beginners **Rating:** 5.0/5.0 stars **Reviewed by:** Lazar S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2024 **What do you like best about Modeliks?** Modeliks, essencially taught me how expensses are structured in a business plan and the feature that it creates your own business plan is something that is crucial to me and saves me a lot of time. **What do you dislike about Modeliks?** Maybe Modeliks can make an option to upload your own template for the pitch. **What problems is Modeliks solving and how is that benefiting you?** I had to prepare a business plan in short period of time to convice my parthers to start a business in a foreigh market. ### 6. Financial Clarity **Rating:** 5.0/5.0 stars **Reviewed by:** Eliza P. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2024 **What do you like best about Modeliks?** Modeliks quickly become the essential software for our financial planning. By using Modeliks, we managed to build a strong financial model where all the important drivers influencing our business are connected by formulas. The Service Business ready model they provide in the account played a major role in achieving our goals. It not only simplifies the complex process of financial modeling but also provides the necessary tools and templates to make the journey more straightforward. Highly recommended for businesses looking to up their financial planning duties. **What do you dislike about Modeliks?** Waiting for implementing the promised features from the roadmap. **What problems is Modeliks solving and how is that benefiting you?** Enabled us to have a high quality financial plan by providing a nice framework and model template. ### 7. Super useful software! **Rating:** 5.0/5.0 stars **Reviewed by:** Danche A. | Co-Founder I Gift Specialist I Brand Ambassador, Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2024 **What do you like best about Modeliks?** Modeliks provided an invaluable platform for crafting my business plan, offering comprehensive financial planning tools that streamlined the process. With its intuitive interface and robust features, I was able to meticulously map out financial projections and articulate a compelling narrative for my business pitch. Thanks to Modeliks, I approached investors with confidence, armed with a well-crafted and thoroughly analyzed plan. **What do you dislike about Modeliks?** I couldn't download the reports in the free version. **What problems is Modeliks solving and how is that benefiting you?** Great tool for people whom finances are not their strong asset. ### 8. Modeliks become my financial buddy **Rating:** 5.0/5.0 stars **Reviewed by:** Kirr S. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2024 **What do you like best about Modeliks?** I'm really impressed by how smoothly this tool walks you through creating a business plan, making sure you don't miss any important details. And it's great that you can easily download and import your actual business data. This makes it simple to compare your plans with what actually happened, giving you some really valuable insights. **What do you dislike about Modeliks?** Cannot connect it with Hubspot, so, my CRM is useless here **What problems is Modeliks solving and how is that benefiting you?** I can download the report, import my actuals, and share my work with my clients. ### 9. Best Business and Financial Planning Software for SMEs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Luxury Goods & Jewelry | Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2024 **What do you like best about Modeliks?** The Forecast module with the industry ecommerce model template has significantly saved me days of preparing a financial plan for my startup. The instructional videos and guides helped me to better understand the financial planning process and the drivers of my business. Additionally, I like how easy it is to track my performance of the business with Modeliks. Their customer support is also very helpful in any regards. **What do you dislike about Modeliks?** I am looking forward to be able to use Modeliks in German. **What problems is Modeliks solving and how is that benefiting you?** Modeliks took the pain out of creating financial plans and tracking the business performance. Modeliks provided my with guidance and model templates that helped me to create complex financial plans. Additionally I can easily share monthly business performance reports with the team and prepare for our next potential financing round. ### 10. Quick and easy, thanks! **Rating:** 5.0/5.0 stars **Reviewed by:** Ilija P. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2024 **What do you like best about Modeliks?** This software is a timesaver for me when it comes to creating quick Pitch presentations. Offering multiple slide templates is very useful, along the option to create my own slides from scratch is amazing. It makes my job easier by only following the structure set in the account. Kudos to the customer support team! **What do you dislike about Modeliks?** Please simplify the process for the advanced drivers model and add more industries like retail. **What problems is Modeliks solving and how is that benefiting you?** My work is based on creating pitch decks and this tool is helpful in my daily work. ### 11. A Game-Changer in Business Planning for Beginners and Pros Alike **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** February 07, 2024 **What do you like best about Modeliks?** From the moment I started using Modeliks, I knew it was a cut above the rest in the realm of business planning software. As someone without prior experience in writing business plans or developing intricate business models, I was initially skeptical about my ability to navigate such a complex task. However, Modeliks completely turned that skepticism on its head with its exceptionally intuitive interface and user-friendly design **What do you dislike about Modeliks?** There is nothing that i dislike about Modaliks. **What problems is Modeliks solving and how is that benefiting you?** Modeliks has transformed my approach to business planning. It has equipped me with the knowledge and skills to develop a detailed, professional business plan, something I never thought possible without prior experience. This software is more than just a tool; it's a comprehensive guide through the complex world of business planning. For anyone looking to embark on the journey of creating a business plan, whether a novice or a seasoned professional, Modeliks is an indispensable asset. Five stars aren't enough to capture the excellence of this software. ### 12. Extremely suitable for curious first-time women entrepreneurs! **Rating:** 5.0/5.0 stars **Reviewed by:** Sashka M. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2024 **What do you like best about Modeliks?** Very user-friendly tool for financial analyses & for preparing winning pitch in front of investors! The team who stands behind Modeliks give me trust in the relabilty of the offered solution. **What do you dislike about Modeliks?** I like everything about Modeliks, all features are very useful. **What problems is Modeliks solving and how is that benefiting you?** Modeliks is helping a lot, especialy to first time enterprenures, to easily develop the busines plan, financial forecast and pitch-deck. ### 13. Positive change for our company! **Rating:** 5.0/5.0 stars **Reviewed by:** Ruzica D. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2024 **What do you like best about Modeliks?** Modeliks has made a noticeable difference in how I handle budgeting and projections for our company. Having a tool with such a strong and professional financial module is a golden opportunity. It's easy to use, as we use it everyday. For any technicalities I am always able to drop an e-mail to their support team, they are very responsive. **What do you dislike about Modeliks?** There is nothing to say here, happy with the software. **What problems is Modeliks solving and how is that benefiting you?** Perfect tool for budgeting! ### 14. Simply awesome tool for people starting to build their dream business **Rating:** 5.0/5.0 stars **Reviewed by:** Natasha R. | Office Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** February 16, 2024 **What do you like best about Modeliks?** I like that is awesome tool that is designed to help people turn their business idea into reality by helping enterprenuers especially helpful that they have video explaining every section which helped build exectly what I imagined. **What do you dislike about Modeliks?** I don't know much about business planing to say what I didn't like it got me what I needed. **What problems is Modeliks solving and how is that benefiting you?** I would have never been able to build such financial plan that helped me realized how each cost or investment would influence my cashflow. And in general I newer would have been able to build something like this on my own. ### 15. Managing cash flow and creating forecasts with ease **Rating:** 4.5/5.0 stars **Reviewed by:** Natali R. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2024 **What do you like best about Modeliks?** As a startup in our first year of operation, I've found creating our financial plan and managing cash flow to be remarkably straightforward. Generating forecasts and presenting them to potential investors is incredibly smooth. The ability to incorporate various scenarios and grant access to multiple users is a feature I particularly appreciate. p.s. They have amazing customer relationships service **What do you dislike about Modeliks?** I would like to have an option to do monthly forecast for the second year as well **What problems is Modeliks solving and how is that benefiting you?** All in one application for managing the financial plan. Easy to see the forecast and the actual finance ### 16. Very professional and easy to use forecasting software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2024 **What do you like best about Modeliks?** The platform has a very nice UI. The forecasting feature, especially rhe driver-based forecasting, allows me to project upcoming projects and compare actual vs projected amoung very easily. **What do you dislike about Modeliks?** There is no mobile application which would be failly beneficial for me. **What problems is Modeliks solving and how is that benefiting you?** The driver based forecasting would be the most powerfull tool for me. It has great potential and so far it has proved to be very effective. ### 17. Must have for SaaA Business **Rating:** 5.0/5.0 stars **Reviewed by:** Ljubisa N. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 30, 2024 **What do you like best about Modeliks?** Absolutely loving the SaaS financial model and dashboard available on my Modeliks account. It's a revelation to analyze and adapt to such a professional platform. Their team is very approaching and helped me figuring out how to set my business parameters. **What do you dislike about Modeliks?** I need the option to forecast the entire period in months, not just the first year. **What problems is Modeliks solving and how is that benefiting you?** Being able to work on a ready financial templates saves lots of time and money. ### 18. Modeliks delivers what we needed **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2024 **What do you like best about Modeliks?** Modeliks has proven to be quite intuitive for me. The process of setting up my account and inviting collaborators went smoothly. The platform helps us forecast our full financial plan including revenues, costs, employees, assets, liabilities, equity, taxes, and working capital. The dashboards help us save lots of time in crafting management reports. **What do you dislike about Modeliks?** Adding Xero integration to with Modeliks would be the perfect finishing touch for us. **What problems is Modeliks solving and how is that benefiting you?** Financial planning and monthly management reporting. - [View Modeliks pricing details and edition comparison](https://www.g2.com/products/modeliks/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-03+06%3A16%3A54+-0500&secure%5Bsession_id%5D=fbe2adbb-3065-45e8-bdf5-92546baf1f16&secure%5Btoken%5D=6818765ccb0cd7eca6bba9d917f32838efe655dbfaae7f79b8045422ad3883aa&format=llm_user) ## Modeliks Features **Budget Creation** - Data Import - Budget Hierarchies - Formulas - What-If - Budget Periods **Builder** - Templates - Drag & Drop - Progress Tracking - Branding **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Budget Management** - Consolidation - Adjustments **Goals** - Definition - Alignment **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts **Financials** - Budgeting - Projections - Capital **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **Agentic AI - Business Plan** - Multi-step Planning **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Modeliks Alternatives - [Planful](https://www.g2.com/products/planful/reviews) - 4.3/5.0 (489 reviews) - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - 4.5/5.0 (2,128 reviews) - [Vena](https://www.g2.com/products/vena/reviews) - 4.5/5.0 (469 reviews)