Modeliks | Financial Planning Software

Modeliks provides an intuitive interface for creating investor-ready Pitch Decks , bank-approved Business plans , Driver-Based Financial plans , and powerful Financial Reporting Tools . The Financial Forecast you to create sophisticated, driver-based financial plans effortlessly and generates financial statements of your plan. Modeliks guides you - no prior financial planning experience needed. The Dashboard module provides in-depth analysis with over 100+ charts to monitor & track your actual business performance vs plan and previous periods. Additionally, you can create customizable Dashboards and one-click Management Reports to share with your stakeholders.

Each subscription plan includes a different number of companies and users. If not registered yet, you can access this information on our pricing page , or simply log in to your account, navigate to Account Details , and check your plan details. There you can easily increase the number of companies and users.

You can easily increase the number of companies and users by making additional payments.

You can create a financial plan with a forecast period of either 3 or 5 years. By default, the forecast period is set to 3 years, but you can easily extend it to 5 years, if needed. The first year can be planned on a monthly basis.

Certainly! Potential users can try out Modeliks for free with our 15-day trial. The best part is that you don’t need to provide any credit card information to start your trial. During the trial period, you will have access to all of Modeliks’ features. Keep in mind that the free trial is limited to one user only.

Let us take you to our step-by-step explanatory article on how to successfully register your Modeliks account.

Yes! If you are working with partners, accountants, or advisors, it is best to invite them as collaborators with viewer or editor permissions. This allows them to see changes as you make them and add their own perspectives on the financials or strategy. Also, you are able to share your Modeliks plan with others either online or by exporting to PDF.

Our website offers detailed information on the various plans we offer, helping you choose the best option that suits your business needs. Let us take you to the pricing page to access the up-to-date information.

In relation to the annual subscription plans , we would like to inform you that the displayed prices are on a monthly basis. When making a purchase, the total cost for the entire year will be charged.

You can use any worldwide accepted Debit/ Credit Card & PayPal .

By committing to an annual subscription , you can save 30% over the monthly fee and have access to Modeliks throughout the year.

When considering the annual subscription plans, please be aware that the displayed prices are on a monthly basis. The total cost for the entire year will be charged.

By navigating to the Account Details page, you can easily switch between monthly and annual subscription plans and upgrade your subscription plan as you require.

Once you cancel your Modeliks account, your work will be saved on our servers for 90 days, allowing you to reactivate your subscription within this period and continue your work. After 90 days, your account and data will be permanently deleted, so we recommend exporting any important files beforehand to avoid loss.

By navigating to Account Details >>> General Info , you can find the “Cancel Account” button.

All payment transactions are processed securely through our payment partner Paddle , a trusted payment processor known for its strong privacy measures. Modeliks does not retain your payment information and has no direct involvement in the payment processing.

As for your Modeliks account, we have implemented dedicated network security measures, such as firewalls and continuous monitoring, to protect your data from potential threats. Additionally, please refer to our privacy policy for more information.

We stand by the quality of Modeliks and are confident in its ability to help you create successful business and financial plans. Our subscription plans are billed in advance, either on a monthly or annual basis and all charges are non-refundable. This policy applies regardless of whether it is a partial month, an up/downgrade, or a period of inactivity.

We highly encourage all users to thoroughly explore Modeliks’ free trial period before making any subscriptions.

To familiarize yourself with our terms of service and understand the rules and guidelines for using our platform, please visit our Terms of Service page.

We offer several support channels, including email support , live chat , and a chatbot . In addition, we have a content-rich Help Center page that contains a variety of articles and step-by-step guidelines on how to use our features.

Our support team is available Monday to Friday from 9:00 AM to 5:00 PM GMT (Greenwich Mean Time).