Modeliks is a Business Intelligence tool that simplifies business planning and reporting. It offers AI-powered financial forecasting, automated reporting, and business plan creation for SMEs and startups.
Modeliks is an all-in-one business planning and reporting software designed for SMEs and startups, leveraging AI to simplify complex financial tasks. It enables users to build accurate, driver-based financial forecasts and scenarios, automate actuals vs. plan reporting, and track performance effortlessly. The platform includes an AI-powered business plan creator that generates professional, bank- and SBA-format business plans in minutes, along with an investor-ready pitch deck creator. Modeliks integrates with QuickBooks for seamless data import and offers custom dashboards and KPIs for comprehensive performance management. It aims to help businesses make data-driven decisions, gain full clarity on financial goals, maximize efficiency through automation, and drive organizational alignment.
Best used for
Ideal for small business owners and startup founders who need to build accurate financial forecasts, create professional business plans, and generate investor-ready pitch decks. Especially valuable for those seeking to streamline financial reporting and make data-driven decisions without extensive financial expertise.
Common actions
plan business finances
create financial forecasts
generate business reports
build pitch decks
write business plans
Data VisualizationData modelingBusiness intelligenceAI analyticsstrategic planningfinancial analysisPredictive Analyticsdecision support
Capabilities
Key features
AI business plan creation
Driver-based financial planning
Automated financial statements
Investor pitch deck creator
QuickBooks integration
Custom dashboards & KPIs
Scenario analysis
Target Audience
accountantconsultantsmall business ownerstartup founder
Integrations
quickbooks
Pricing & Plans
Freemium · Paid · Enterprise
Not Disclosed
FAQs
What is included in the Modeliks free trial?
The 15-day free trial provides access to the full functionality of Modeliks. The only restriction is that you cannot download or share your plan outside of the platform. No credit card is required to start the free trial.
Does Modeliks integrate with accounting software?
Yes, Modeliks offers seamless integration with QuickBooks. This allows for easy import of data, which helps in building accurate financial plans and automating actuals vs. plan reporting for better performance tracking.
Can Modeliks help create investor-ready documents?
Absolutely. Modeliks includes a pitch deck creator with professionally designed templates and step-by-step guidance. It also helps generate bank- and SBA-format business plans, ensuring compliance and readiness for investors or lenders.
What is the difference between the 'Start' and 'Fund' plans?
The 'Start' plan focuses on essentials like AI-powered business planning and pitch deck creation. The 'Fund' plan includes everything in 'Start' plus advanced features like driver-based financial planning, industry-specific financial model templates, and scenario analysis for more in-depth financial management.
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