Modeliks
Modeliks Limited · Business
Modeliks is AI business planning software for startups and SMEs. It helps founders and accountants build driver-based financial plans, track actuals against budget, and write fundable business plans and pitch decks.
About Modeliks
What Is Modeliks
Modeliks is a web-based financial planning software platform that combines forecasting, financial reporting software tools, and AI-assisted business plan writing in one place. It's built for founders, small business owners, accountants, and consultants who need investor-ready numbers but don't want to spend weeks inside a spreadsheet.
The core problem it solves is the gap between raw bookkeeping and a plan you can show a bank or an investor. Instead of juggling disconnected tabs for revenue, headcount, and cash flow, you enter a few business drivers and Modeliks links the rest. Financial statements, charts, and the written plan update together.
The main limits are that everything runs in the browser with no desktop app, and there's no public API for pushing data into your own tools. You still feed the model yourself; the software automates the math and the formatting, not the judgment behind your assumptions. Data syncs with QuickBooks, which covers many small businesses but not every accounting stack.
Getting Started
- Register for the 15-day free trial, which needs no credit card.
- Pick a predefined financial model by industry or start from a blank plan, then enter drivers like pricing, growth rate, and headcount.
- Let the guided workflow generate your financial statements, or import historical data from QuickBooks.
- Add department-level detail if you run multiple business units, regions, or projects.
- Answer a few questions and let the AI generator draft your business plan and pitch deck, then export to PDF or share a link with investors.
Product Information
A quick look at Modeliks's pricing, supported platforms, and performance.
Best for
The users, tasks, and scenarios where this tool fits best.
Users
- Startup founders
- Accountants and fractional CFOs
- Small business owners
- Business consultants
Tasks
- Building a driver-based financial forecast
- Writing a bank or SBA-format business plan
- Creating an investor pitch deck
- Monthly actuals vs plan reporting
Scenarios
- Preparing for a debt financing round
- Running a first fundraising push
- Managing multiple business units
- Ongoing performance reviews
- Testing a pricing or hiring change
Key features
AI Business Plan Generator
You answer a short set of questions and the AI drafts a formatted business plan in under an hour. It suggests improvements as you go and follows the SBA format that lenders expect. The plan stays connected to your financial model, so numbers never go stale.
Driver-Based Financial Planning
Build a plan around the real drivers of your business, like customer growth, churn, and unit price. Driver-based forecasting means a change to a single assumption ripples through revenue, costs, staffing, and cash flow automatically. You can keep the model simple for a total-company view or drill into every department.
Automated Financial Statements
Modeliks generates your Profit and Loss, Balance Sheet, and Cash Flow statements from the plan you enter. This removes the manual spreadsheet linking that causes most formula errors. Statements update whenever you adjust an assumption.
QuickBooks Integration
A one-click sync pulls your historical bookkeeping data from QuickBooks into the planning model. That means your actuals and your forecast live in the same tool instead of two separate systems. It's the main way data gets into Modeliks without manual entry.
Automated Reporting and Dashboards
More than 100 charts and tables are calculated automatically, covering plan vs actual, previous year, and previous period comparisons. Bridge and waterfall charts show why performance changed, and 16-plus ratio analyses give a quick read on business health. Custom KPIs and dashboards let you track the numbers that matter to you.
Investor Pitch Deck Creator
A step-by-step builder turns your plan into a fundable pitch deck using professionally designed templates. Each slide ties back to your financial plan, so the story and the numbers stay consistent. You can export to PDF or share a live link, and invite team members, advisors, or investors as collaborators.
Pros and cons
Pros
- Connects the financial plan, business plan, and pitch deck, so a change in one place updates the others.
- The guided workflow means you don't need a finance background to produce a professional-looking plan.
- Covers department-level planning, consolidation, and cost allocation for multi-unit businesses.
- QuickBooks integration cuts the manual data entry that slows most small-business planning.
- The 15-day trial gives full feature access with no credit card, so you can test it on a real plan first.
Cons
- There's no free plan and no public API, so teams that need to push data into other systems are out of luck.
- Every subscription caps the number of companies and users, which can push growing teams onto a pricier tier or extra per-user fees.
- All charges are non-refundable, so you commit for the full billing period once you subscribe.
- Because you supply your own assumptions, the quality of the output depends entirely on the inputs you bring.
Frequently asked questions
Modeliks handles financial planning, management reporting, and business plan writing in one web app. Startups and small businesses use it to build forecasts, track actuals against budget, and prepare documents for lenders and investors.
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