Modeliks is a Business Planning, Financial Modelling & Reporting Software for SMEs and Startups. 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. It is an all
in one software solution to plan,
manage and grow your business.
1 - 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.).
2 - 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.
3 - 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.
In addition to AI powered business planning and creation of investor-ready pitch decks, Modeliks also helps you do:
Multi-dimensional planning & reporting – Plan & track performance by department, business unit, geography, store, or project.
Consolidation – If you plan on a business unit level, Modeliks will consolidate your financial plans upwords.
Allocations – Allocate costs from the head office down to the operating units. Why? Some costs are incurred in the head office, or regional offices, but should be allocated down to the operating units, in order to get a correct picture of profitability across the organization..
QuickBooks integration – Connect Modeliks to your Quickbooks and have your planning and monthly reporting automated, error free and done in minutes.
Account grouping – Group several accounts into one group account. For example, you can create a Utilities group account and make your Energy, heating, phone, internet, water accounts part of the utilities group. Why? Because when you plan, you don’t want to plan on every single small account that you have in your accounting system. It is too tedious and messy. So, group them logically, plan on groups, and make planning and reporting easy and useful.
Initiative planning & evaluation – You have a new initiative in mind for your business? Create a business case and see how it will impact your business. If the numbers say it’s good, keep it. If not, drop it.
Monthly forecasting – Now you can forecast up to 3 years on monthly basis.
10x speed boost with Modeliks!