Modeliks
Modeliks is web-based business planning, financial modelling, and reporting software for SMEs and startups.
What Modeliks is
Modeliks is web-based business planning, financial modelling, and reporting software for SMEs and startups. It provides guided, driver-based financial forecasts and scenario planning, alongside AI-generated business plans, including an SBA-format plan intended to meet bank requirements. Users can create pitch decks from designed templates and export them to PDF or share them online. Reporting includes actual-versus-plan tracking, comparisons with previous periods, more than 100 charts and tables, ratios, custom KPIs, and dashboards. The platform is online and described as accessible from anywhere at any time. It offers a 15-day free trial with full functionality and no credit card requirement, but the trial does not allow downloading or sharing a plan outside Modeliks. QuickBooks integration is listed for Grow and Enterprise plans; Pantheon integration is listed for Enterprise.
Good
- Guided forecasts and scenario planning.
- AI-generated plans include an SBA-format option.
- Pitch decks can be exported to PDF.
- Reports include more than 100 charts and tables.
Watch out
- No free plan; trial lasts 15 days.
- Trial plans cannot be downloaded or shared outside Modeliks.
- QuickBooks and Pantheon integrations depend on plan.
Who it suits
Modeliks suits SMEs and startups preparing financial forecasts, business plans, or investor pitch decks. It may also suit teams that need reporting dashboards and scenario planning in a web platform.
Verdict
Modeliks brings planning, forecasting, pitch decks, and reporting into one web platform. Check plan-specific integrations and the trial’s sharing restriction before choosing it.
Plans and prices
From Modeliks's own pricing page, checked 2 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Start Monthly | $19 a month | 1 company · 2 users · $ 19 /mo |
| Fund Monthly | $35 a month | 1 company · 3 users · $ 35 /mo |
| Grow Monthly | $59 a month | 1 company · 5 users · $ 59 /mo |
| Enterprise Monthly | $119 a month | 1 company · 5 users · unlimited departments · $10 per additional user/month · $ 119 /mo |
| Start Annual | $168 a year | 1 company · 2 users · $168.00 per year |
| Fund Annual | $300 a year | 1 company · 3 users · $300.00 per year |
| Grow Annual | $492 a year | 1 company · 5 users · $492.00 per year |
| Enterprise Annual | $999 a year | 1 company · 5 users · unlimited departments · $999.00 per year |
The facts
Each one read from Modeliks's own pages, with the date it was checked.
Money
- AI business plans
- Modeliks creates professional business plans with AI and offers an SBA-format plan intended to meet bank requirements.checked 2 Oct 2026
- Financial planning
- The platform provides guided, driver-based financial forecasting and scenario planning.checked 2 Oct 2026
- Trial limitation
- The 15-day free trial includes full functionality but does not allow downloading or sharing a plan outside Modeliks, and no credit card is required.checked 2 Oct 2026
What it does
- Customer reach
- Modeliks states that more than 1,000 entrepreneurs in over 50 countries use it to grow their businesses.checked 2 Oct 2026
- Integrations
- The pricing page lists QuickBooks integration for Grow and Enterprise, and Pantheon integration for Enterprise.checked 2 Oct 2026
- Online access
- Modeliks describes its business-plan software as online and accessible from anywhere at any time.checked 2 Oct 2026
- Pitch decks
- Users can create investor-ready pitch decks with professionally designed templates, export them to PDF or share them online.checked 2 Oct 2026
- Privacy compliance
- Modeliks identifies Modeliks Limited as a GDPR data controller and says international transfers use appropriate safeguards such as approved standard data-protection clauses.checked 2 Oct 2026
- Product purpose
- Modeliks is business planning, financial modelling and reporting software for SMEs and startups.checked 2 Oct 2026
- Reporting
- Reporting includes actual-versus-plan tracking, previous-period comparisons, 100+ charts and tables, ratios, custom KPIs and dashboards.checked 2 Oct 2026
- Security
- Modeliks says it protects personal information using commercially acceptable means against loss, theft and unauthorized access, disclosure, copying, use or modification.checked 2 Oct 2026
- Support
- The company provides a Help Center and lists [email protected] for customer-support questions.checked 2 Oct 2026
The company
- Headquarters
- Dublin, Irelandchecked 28 Sep 2026
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