Modeliks
Budgeting and forecasting software
Business plan software
Accounting & finance software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$19 per month
Free Trial
Free version unavailable
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What is Modeliks
Modeliks is a web-based business planning tool that helps founders and small businesses build financial models, budgets, and narrative business plans in one workspace. It targets early-stage companies and SMEs that need structured planning outputs for internal decision-making or external stakeholders such as lenders and investors. The product combines guided plan templates with integrated financial statements and scenario assumptions, emphasizing ease of use over highly customized enterprise planning workflows.
Integrated plan and financials
Modeliks links narrative business plan sections with underlying financial assumptions and outputs. Users can generate core statements such as profit and loss, cash flow, and balance sheet from the same model inputs. This reduces manual reconciliation between a written plan and spreadsheets. It fits teams that want a single place to maintain plan text and numbers.
Guided templates for SMEs
The product provides structured templates and prompts that help non-finance users assemble a complete plan. This lowers the setup effort compared with more configurable planning platforms that assume dedicated FP&A ownership. It is well-suited to first-time planning and fundraising preparation where standard outputs are acceptable. The guided approach can speed up initial plan creation.
Scenario and assumption modeling
Modeliks supports changing key drivers and viewing the impact on financial projections. This enables basic what-if analysis for pricing, costs, hiring, and growth assumptions. For small teams, this can replace complex spreadsheet models while keeping logic centralized. It supports iterative planning without rebuilding models from scratch.
Limited enterprise FP&A depth
Modeliks is oriented toward business planning and SMB forecasting rather than full-scale enterprise performance management. Organizations needing complex multi-entity consolidation, advanced workforce planning, or highly granular driver-based models may outgrow it. Compared with larger planning suites, it is less likely to support extensive custom modeling and governance. It may not meet requirements for mature FP&A teams.
Integration ecosystem may be lighter
The product’s suitability depends on available integrations to accounting, CRM, and data warehouses, which are often critical for automated actuals-to-plan workflows. If integrations are limited, teams may rely on CSV imports/exports and manual updates. This can reduce data freshness and increase operational effort. Buyers should validate connectors, APIs, and refresh controls for their stack.
Controls and auditability constraints
For finance teams with strict controls, capabilities such as granular role-based access, audit trails, approval workflows, and change management are important. Tools designed primarily for planning documents may offer fewer administrative and compliance features than dedicated corporate planning platforms. This can be a constraint for regulated environments or larger teams. Prospective users should confirm permissions, versioning, and audit logging.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Start | $19 per month (billed annually) | AI-powered business planning; Guided financial planning; Automated financial statements; Pitch deck creator (100+ template slides); Includes 1 company, 2 users. |
| Fund | $35 per month (billed annually) | Everything in Start plus driver-based financial planning; Financial model templates by industry; Financial plan dashboards; Scenario analysis; Includes 1 company, 3 users. |
| Grow | $59 per month (billed annually) | Everything in Fund plus automatic forecasting; Plan vs. actual reporting; QuickBooks integration; Custom dashboards and KPIs; One-click investor reports; Includes 1 company, 5 users. (Most Popular) |
| Enterprise | $119 per month (billed annually) | Everything in Grow plus department-level planning and reporting; Automated consolidation & allocation; Unlimited departments; Includes 1 company, 5 users. |
Notes: *50% discount per additional company; $10 per additional user per month. Prices and feature text sourced from Modeliks official pricing page.
