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Group

Software

Finance

Sub category

Accounting

Product tag

Financial reporting

Best for

Consultants

Entrepreneur-curious

Small businesses

Alternative to

Google Sheets

Microsoft Powerpoint

Operating system

Windows

macOS

Browser-based

Pitch deck creator (100+ template slides) & all future templates

All future Fund Plan (Code 1) and Grow Plan (Codes 2 and 3) updates

If Plan name changes, deal will be mapped to the new Plan name with all accompanying updates

You must redeem your code(s) within 60 days of purchase

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From the Founders

Build a simple or advanced financial plan for any business. No spreadsheets, no formulas!<ul><li>Fully Guided Financial Planning: Anyone can build a professional financial plan, no financial planning experience required.</li><li>Financial Model Templates By Industry: The full financial plan logic is there, you just need to enter data about your specific business.</li><li>Automated Financial Statements: Automatically generated Profit and Loss, Balance Sheet, and Cash Flow Statements.</li><li>Driver-Based Financial Plans: Build dynamic &amp; linked financial models based on the value drivers of your specific business.</li><li>Advanced Subscription Revenue Modeling for SaaS businesses.</li><li>Create Assets And Calculate Depreciation.</li><li>Multiple Funding Sources: Advanced loan calculator, line of credit, equity investments, or other liabilities.</li><li>Advanced Tax Planning: Accurately estimate your income tax, sales tax, or VAT / GST taxes.</li><li>Working Capital Planning.</li><li>Financial plan summary.</li><li>Scenario planning.</li></ul>

Advanced financial planning -- simplified!

Pitch Deck CreatorCreate an investor-ready pitch deck in minutes. Present your business with confidence to potential investors, business partners, or employees.<ul><li>Step-by-step guidance: Modeliks guides you through the process, step by step.</li><li>Pitch deck templates by industry: Develop your pitch deck with over 100 professionally designed pitch deck slide templates.</li><li>Slide editor: Add, delete, and edit textboxes, shapes, tables, charts, and icons to create your perfect pitch deck. All in the browser.</li><li>Financial plan integration: Your pitch is linked to your financial plan. When you make changes to your financials, they are automatically reflected in your pitch.</li><li>Collaborate, download and share your pitch deck with investors, employees, management, or anyone. Download it in PDF and share it by email or social media.</li></ul>

Business PlanningWrite a bankable business plan, inspired by SBA structure and format, to ensure your plan complies with bank loan approval requirements.<ul><li>SBA inspired structure: Business plan template to ensure your plan complies with bank loan approval requirements.</li><li>Financial plan integration: Your business plan is linked to your financial plan. When you make changes to your financials, they are automatically reflected in your plan.</li><li>Collaborate, download and share your business plan with investors, employees, management, or anyone. Download it in PDF and share it by email or social media.</li></ul>

Financial ReportingTrack your progress!<ul><li>Automated dashboards: All reports you will ever need to understand the financial performance of your business in one place and available with one click.</li><li>100+ financial charts: All charts and reports are automatically calculated.</li><li>Variance analysis: Understand your business actual performance vs. your plan or vs. previous periods.</li><li>Waterfall charts: Bridge and waterfall charts to easily understand the reasons for the differences in your performance.</li><li>Ratios: The most important financial ratios are automatically calculated. Profitability, return, leverage, liquidity, and efficiency ratios.</li><li>Custom KPIs: Define custom key performance indicators (KPIs) specific to your business and track their performance.</li><li>Custom dashboards: Select the most relevant charts for you and include them in a single dashboard</li><li>Update actuals in 10 minutes</li><li>Collaborate, download and share dashboards with investors, employees, management, or anyone. Download it in PDF and share it by email. </li></ul> Get access now!

It's never been easier to track your progress, thanks to our automated dashboards.

Create a financial plan, pitch deck, and business plan with software for startups & SMEs

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