Financial Modelling Pro

Overview

Three-statement models, valuation models and scenario analysis bring operating forecasts and investment work into one application. Outputs include DSCR, ICR, IRR and MOIC, while Performance Tracker overlays monthly actuals on submitted projections to show variance. That combination is useful when a model needs to remain a working reference after it has been submitted, not just a one-off deliverable.

Sammy accepts modelling changes in plain English, previews each change and supports undo. The preview and reversal controls make iterative edits more manageable, but message quotas matter if frequent revisions are part of the workflow. The product also supports an audit trail, and its deal engine handles senior and mezzanine tranches, convertibles, warrants, revenue and EBITDA kickers, and preferred equity.

Seventeen sector templates span industrials, services, financial and technology businesses, as well as asset-heavy sectors, with an Other fallback. That gives users a structured starting point across several business types, though a template is a starting framework rather than a substitute for tailoring a model. Exports cover PDF, Excel and Word on paid plans; Free users get watermarked PDF export only.

Data is encrypted in transit with TLS 1.2 or higher and at rest with AES-256. Default residency is the EU multi-region—Belgium and the Netherlands—on Google Cloud Firebase. The company says it does not sell data, share project data for commercial purposes or use models to train AI systems. Without an account, project data stays in browser localStorage and does not leave the device. After cancellation, projects remain accessible for 90 days before permanent deletion.

Key features

Model changes and tracking

Sammy’s plain-English change requests, previews and undo support help users work through revisions without relying on a one-way prompt. Free users receive 20 messages a month and Solo users 100; Pro removes the message limit and adds a priority queue. Performance Tracker adds ongoing variance visibility by comparing monthly actuals with submitted projections.

Templates, instruments and exports

The template range and deal-instrument support suit financing and investment analysis as well as general projections. PDF, Excel and Word exports on paid plans offer flexibility for sharing or further work; the Free plan’s watermarked PDF is a narrower option for trying the product or producing a marked-up deliverable.

Pricing

Financial Modelling Pro has a Free tier and paid plans. There is no free trial; the Free tier is the way to try the product without paying.

• Free — 0.00 USD per free: one project, browser-local save, 17 sector templates, watermarked PDF export and 20 Sammy messages per month. Its single-project cap and lack of cloud save make it better for an individual exploring the workflow than for a growing project portfolio.
• Solo — 25.00 USD per month: five projects, cloud save, PDF, Excel and Word exports, three project shares per month, 100 Sammy messages per month and email support with a 48-business-hour response target. This is the entry paid plan for individuals who need cloud storage and standard export formats, but sharing and assistant use remain capped.
• Solo annual — 240.00 USD per year: the same five-project, sharing, export and message limits as Solo, billed $240/year instead of $300. It suits users ready to commit annually in exchange for a lower total price than twelve monthly payments.
• Pro — 79.00 USD per month: unlimited projects, unlimited project sharing, unlimited Sammy messages with a priority queue and priority support with a 24-business-hour response target. It fits heavier individual use where the Solo quotas would constrain work.
• Pro annual — 758.00 USD per year: the same Pro limits and priority support, billed $758/year instead of $948. Choose it for sustained Pro-level use rather than paying month to month.
• Institutions — from 349.00 USD per seat per month: launching Q4 2026, with SSO, white-label exports, full audit log export, custom DPA/MSA, dedicated onboarding and SLA-based support. Its per-seat cost and launch timing make it a forthcoming option for institutional requirements, not a current substitute for Solo or Pro.

Platforms

Financial Modelling Pro runs on the web. The marketing site and basic model viewing work on mobile, but heavy editing is designed for a laptop, so it is not the right fit for a primarily phone-based modelling workflow.

Who it's for

Small businesses raising capital can use the templates, financing instruments and valuation outputs to structure projections. Deal teams preparing investment-committee papers get scenario analysis and a broad set of debt and equity instruments. Finance leaders tracking forecasts can use monthly actual-versus-projection comparisons. Users needing only occasional, simple forecasts may find the modelling depth and plan limits more than they need.

Pros and cons

• Pros: Three-statement modelling, valuation, scenario analysis and multiple investment outputs cover more than basic forecasting.
• Pros: Sammy previews changes and supports undo, while Performance Tracker compares actuals with projections.
• Pros: Paid plans export to PDF, Excel and Word, and the sector templates and deal instruments support varied financing work.
• Cons: Free is limited to one project, browser-local saving and watermarked PDF output, so it is a constrained option for continuing work.
• Cons: Solo caps projects at five, sharing at three per month and Sammy at 100 messages per month.
• Cons: Heavy editing is laptop-oriented, limiting its fit for users who need to build models mainly on mobile.

Alternatives

For a broader comparison, see Financial Modeling Software.

• Workday Adaptive Planning is worth considering if a paid product with a 30-day trial and Android, iOS, macOS, web and Windows support better fits your platform needs.
• Vena may suit teams looking for its Vena Platform, Customer Success Manager, Standard Support, Customer Portal and Vena Copilot.
• Brixx is another web-based option with a free trial; its Foundations plan costs 25.00 USD per month for one plan and up to a one-year forecast, while Professional costs 50.00 USD per month for three plans and up to a three-year forecast.
• Anaplan is an alternative for buyers seeking a subscription priced by service through a Statement of Work or Order Schedule.
• Jedox offers Business and Professional plans for teams considering a different planning product.
• Valutico offers free access to create a data room or launch Diligence, which may suit users focused on those tasks.
• Pigment offers a 14-day free trial with a private workspace, weekly office hours and no credit card requirement; some capabilities are limited during the trial.
• Board is a self-hosted alternative with customized quotes for Finance, Supply chain and Retail.

Verdict

Choose Financial Modelling Pro if you need structured financial and valuation models, deal-instrument support and a way to track projections against actuals in one web app. The Free tier is a limited starting point; Solo suits modest individual use, while Pro is the clearer fit when project, sharing and Sammy quotas would get in the way. Look elsewhere if laptop-oriented editing or those limits do not suit your workflow.