Last Updated
Overview
Modeliks simplifies financial planning with AI-powered forecasting, SBA-compliant templates, and real-time dashboards. While customization options are limited, its guided workflows make investor-ready modeling fast and accessible. If you're building a pitch or planning growth, this tool gets you there without needing a finance degree.
Overall Rating
Based on 13 users reviews
4.9
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
USD19
seat/month
Modeliks Specifications
- Financial Reporting
- Invoice Management
- Expense Tracking
- Tax Management
What Is Modeliks?
Modeliks is an AI-powered business planning and financial management platform designed specifically for SMEs, startups, consultants, and accountants. The software streamlines the creation of investor-ready materials through its driver-based financial forecasting capabilities. This enables businesses to build accurate financial models without requiring prior finance expertise.
With automated reporting dashboards and SBA-compliant business plan templates, users can transform complex financial planning tasks into guided, efficient processes. The platform also allows real-time data synchronization, making it particularly valuable for businesses seeking to secure funding or manage growth systematically.
Modeliks Pricing
Businesses can choose from the following Modeliks price plans:
- START — $19/month
- FUND — $35/month
- GROW — $59/month
- ENTERPRISE — $239/month
Disclaimer: The pricing is subject to change.
Modeliks Integrations
Who Is Modeliks For?
Modeliks is ideal for a wide range of industries and sectors, including:
- E-commerce
- Manufacturing
- Education
- Real estate
- Construction
- Retail
Is Modeliks Right For You?
Modeliks stands out as a comprehensive solution for businesses that need professional financial planning capabilities without requiring extensive finance expertise. The platform's guided approach combined with AI-powered content generation significantly reduces time investment.
Whether you're a startup founder preparing for fundraising, a consultant serving multiple clients, or an established SME planning expansion, it provides institutional-grade planning tools.
Still doubtful if Modeliks software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Modeliks Features
Financial Planning
Modeliks enables businesses to construct dynamic financial models linked directly to operational value drivers specific to their industry. Users can forecast revenue, expenses, staffing needs, asset acquisitions, and financing requirements across multiple departments or business units.
Business Plan Creator
The platform leverages Artificial Intelligence (AI) to generate professional, bank-ready business plans in minutes rather than months. Users answer guided questions about their business model, and the AI constructs comprehensive plans that comply with SBA formatting requirements for loan applications.
Performance Reporting Dashboards
This feature offers real-time dashboards that automatically compare actual performance against planned targets, previous periods, and prior year results across all business departments. The system generates over one hundred financial charts, ratio analyses, bridge charts, and waterfall visualizations without manual data entry.
Pitch Desk Creation
The software provides step-by-step guidance for creating professionally designed pitch decks that integrate directly with underlying financial models. Users can select from multiple templates, customize slides for their specific audience, and export presentations as PDFs or shareable online links.
Pros And Cons of Modeliks
Pros
Streamlined financial planning workflow
Investor-ready projections and pitch tools
Intuitive interface improves team efficiency
Cons
Forecasting import/export functionality can be improved
Limited customization reduces platform flexibility
Modeliks Reviews
Total 13 reviews
4.9
All reviews are from verified customers
Rating Distribution
5
Stars92%
4
Stars8%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Marketing and Advertising, 1-10 employees
Free Trial
“A productivity powerhouse”
Pros
What impressed me most was how easily it blends modern technology into daily use. Plus the simple interface and adaptability totally transformed my workflow making complex jobs simpler and boosting productivity in every area.
Cons
I found the customization options a bit limited. While the platform works efficiently, not being able to adapt features for specific situations reduced its flexibility for different uses.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
8
Functionality
9
Education Management, 1-10 employees
Free Trial
“powerful & user-friendly business planning tool”
Pros
This platform was pretty helpful for building my business plan. Its detailed financial tools made everything so much smoother. The user friendly design and powerful features let me create precise financial forecasts and develop a strong story for my pitch. Because of this I felt completely prepared and confident when presenting to potential investors.
Cons
The free plan does not let us download any of the reports we create.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Professional Training & Coaching, 1-10 employees
Less than 6 months
“powerful forecasting tools”
Pros
The system is easy to use but still has powerful tools for creating detailed forecasts without any complexity which I like a lot.
Cons
As per me the forecasting feature needs better import/export options so I can download and save entire datasets including drivers, between edits. Right now I have to create multiple scenarios and we are limited to just three per company.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Frequently Asked Questions
What languages does Modeliks support?
The platform supports the English language.
What level of support does Modeliks offer?
Modeliks offers support via email.
Who are the typical users of Modeliks?
Modeliks features are suitable for businesses operating in multiple industries and sectors, such as e-commerce, manufacturing, real estate, education, construction and retail.
What other apps does Modeliks integrate with?
The software integrates with QuickBooks.
What type of pricing plan does Modeliks offer?
The vendor offers multiple price plans. These include START plan ($19/month), FUND ($35/month), GROW ($59/month), and ENTERPRISE ($239/month). These plans come with a 15-day free trial. Get in touch for a personalized Modeliks pricing plan based on your business’s specific needs!
Does Modeliks offer a mobile app?
No, it does not offer a mobile app.
Does Modeliks offer an API?
The vendor hasn’t provided details about API availability.