3:I[5613,[],""] 5:I[1778,[],""] 4:["slug","business-planning-software-do-you-need-it","d"] 0:["F37xnJYJk2ZrfTSsAxtd4",[[["",{"children":["resources",{"children":["business-plans",{"children":[["slug","business-planning-software-do-you-need-it","d"],{"children":["__PAGE__?{\"slug\":\"business-planning-software-do-you-need-it\"}",{}]}]}]}]},"$undefined","$undefined",true],["",{"children":["resources",{"children":["business-plans",{"children":[["slug","business-planning-software-do-you-need-it","d"],{"children":["__PAGE__",{},["$L1","$L2",null]]},["$","$L3",null,{"parallelRouterKey":"children","segmentPath":["children","resources","children","business-plans","children","$4","children"],"loading":"$undefined","loadingStyles":"$undefined","loadingScripts":"$undefined","hasLoading":false,"error":"$undefined","errorStyles":"$undefined","errorScripts":"$undefined","template":["$","$L5",null,{}],"templateStyles":"$undefined","templateScripts":"$undefined","notFound":"$undefined","notFoundStyles":"$undefined","styles":[["$","link","0",{"rel":"stylesheet","href":"/_next/static/css/2e6661b0417b461e.css","precedence":"next","crossOrigin":""}]]}]]},["$","$L3",null,{"parallelRouterKey":"children","segmentPath":["children","resources","children","business-plans","children"],"loading":"$undefined","loadingStyles":"$undefined","loadingScripts":"$undefined","hasLoading":false,"error":"$undefined","errorStyles":"$undefined","errorScripts":"$undefined","template":["$","$L5",null,{}],"templateStyles":"$undefined","templateScripts":"$undefined","notFound":"$undefined","notFoundStyles":"$undefined","styles":null}]]},["$","$L3",null,{"parallelRouterKey":"children","segmentPath":["children","resources","children"],"loading":"$undefined","loadingStyles":"$undefined","loadingScripts":"$undefined","hasLoading":false,"error":"$undefined","errorStyles":"$undefined","errorScripts":"$undefined","template":["$","$L5",null,{}],"templateStyles":"$undefined","templateScripts":"$undefined","notFound":"$undefined","notFoundStyles":"$undefined","styles":null}]]},[null,["$","html",null,{"lang":"en","children":[["$","head",null,{"children":[["$","meta",null,{"name":"robots","content":"index, follow, max-image-preview:large, max-snippet:-1, max-video-preview:-1"}],["$","link",null,{"rel":"icon","href":"/images/website-icon.svg"}]]}],["$","body",null,{"itemScope":true,"itemType":"https://schema.org/SoftwareApplication","className":"c455","children":[["$","meta",null,{"itemProp":"applicationCategory","content":"Business Planning Service"}],["$","$L3",null,{"parallelRouterKey":"children","segmentPath":["children"],"loading":"$undefined","loadingStyles":"$undefined","loadingScripts":"$undefined","hasLoading":false,"error":"$undefined","errorStyles":"$undefined","errorScripts":"$undefined","template":["$","$L5",null,{}],"templateStyles":"$undefined","templateScripts":"$undefined","notFound":"$L6","notFoundStyles":[],"styles":null}]]}]]}],null]],[[["$","link","0",{"rel":"stylesheet","href":"/_next/static/css/f5c18260de885e3c.css","precedence":"next","crossOrigin":""}]],"$L7"]]]] 6:E{"digest":"NEXT_REDIRECT;replace;/;307;"} 8:I[4699,["6081","static/chunks/6081-024259f4f6c69551.js?v1757931089826","3842","static/chunks/3842-fc747814cdab0121.js?v1757931089826","6142","static/chunks/6142-fe3b722656e566bf.js?v1757931089826","995","static/chunks/app/resources/business-plans/%5Bslug%5D/page-d07cc0355ed69241.js?v1757931089826"],""] 9:T640c,{"id":"cG9zdDo3NDU=","title":"Business planning software. Do you need it?","content":"\n
Most companies still use traditional slide, word and spreadsheet tools like Microsoft Office or Google tools to create a business plan, pitch deck, financial plan and report to their investors, board of directors, management and other stakeholders. These tools are very flexible, mainly free and people are familiar with them, so it is not a surprise they are the first choice when it comes to business planning. Furthermore, there were no real SaaS business planning software alternatives that allow the user to create a high quality business and financial plan. There are several business planning software SaaS tools available in the market, but their functionality is too basic and the users quickly go back to the familiar tools.
\n\n\n\nModeliks is the first business planning software that allows anyone to create a high quality business and financial plan. It guides the user through the business planning process, with pitch, business plan and financial plan templates, while giving the flexibility of traditional tools to create a truly high quality business plan.
\n\n\n\nModeliks guides the user, step by step, through the business planning process. To create a high quality plan in word, and financial plan in a spreadsheet, you will need to be an expert in business and financial planning. You also need an expert in spreadsheets in order to build a high quality, driver-based, financial plan.
\n\n\n\nAnyone can create a professional business plan with Modeliks, no business planning experience required.
\n\n\n\nA professional business plan in word and financial plan in a spreadsheet takes anywhere between two weeks and 3 months to create, depending on quality and your expertise. You will need to design your business plan structure, design the content, build your financial plan structure, write hundreds of formulas, check that the formulas are correct, define the outputs of the financial model (i.e. financial statements and dashboards), and only then, you can start with inputting data about your specific business.
\n\n\n\nModeliks provides you with professionally designed pitch deck, business plan and financial model templates. You can start entering data about your business right away. So you cut out weeks of unnecessary preparation while you create higher quality plans.
\n\n\n\nAdvanced, driver-based financial plans are particularly complex to create in a spreadsheet, unless you are a financial planning expert and a spreadsheet guru. Even financial modelling experts would take weeks to create the a driver based financial model in a spreadsheet.
\n\n\n\nAnyone can be a financial modelling expert with Modeliks and create advanced, driver based financial model in hours. Modeliks gives you the financial modeling flexibility and capability of a spreadsheet to create a dynamic, logically linked and driver based financial model, but removes the possibility of error, makes it easy and 10 times faster.
\n\n\n\nFinancial plans in a spreadsheet require you to create hundreds of formulas. Chance are, you will make a mistake in a few formulas. Depending on the mistake, it could be irrelevant and no one will ever notice, or it could throw out completely incorrect results and ruin your business.
\n\n\n\nWith Modeliks, you are certain that your financial plans are accurate.
\n\n\n\nCreating a financial plan in a spreadsheet requires a financial planning expert, so many companies get financial consultants to build the plan for them. Financial consultants will do a good job, and build a complex financial model. So, if you want to tweak the model few months later, you need to call the consultant again. If you had to hire them to build it, chances are, you don’t have the time and capability to understand the model under the hood and change it yourself.
\n\n\n\nWith Modeliks, changing the structure of the financial model is just as easy as creating it in first place. No consultants needed.
\n\n\n\nTracking actual results vs your plan becomes an extremely manual, time consuming and error prone process if your plan is in a spreadsheet. Your actual results of your business are usually in an accounting software and you have to bring them into the spreadsheet and then do the analysis of your performance.
\n\n\n\nYour plan and your actual results can live in Modeliks. Understanding your actual performance vs your plan or vs previous periods becomes a one-click task. With over 100 automatically calculated charts and reports, you can spend your time on improving your business performance instead of manipulating spreadsheets and trying to understand how you did.
\n\n\n\nTraditional word, slide and spreadsheet tools for business planning are still the go to solution for most companies. They are flexible and familiar tools to most of us. However, there are better, specialized business planning solutions like Modeliks. Give it a try. Start a Modeliks free trial today, and create a better quality business plan, 10 times faster.
\n\n\n\nThe accounting profession is shifting. Compliance and bookkeeping remain essential, but today’s clients expect more. They want guidance on how to run their business smarter, manage cash flow, and plan for the future.
\n\n\n\nAccording to a CPA.com survey:
\n\n\n\nThis means the demand is already there. The opportunity for accounting firms is clear: move beyond bookkeeping into high-margin advisory services.
\n\n\n\nFor most small and mid-sized firms, the hesitation is simple:
❌ Limited staff time
❌ No standardized tools for forecasting & reporting
❌ Concern about overcomplicating workflows
The good news? Advisory can be delivered at scale, without adding headcount or creating inefficiencies — if you have the right system.
\n\n\n\nModeliks helps accountants transform their existing relationships into advisory partnerships by automating the heavy lifting.
\n\n\n\nHere’s how it works in practice:
\n\n\n\n1️⃣ Connect QuickBooks in Minutes
Sync client actuals directly — no messy spreadsheets or manual imports.
2️⃣ Build Budgets & Automated Financials
Instantly generate a forward-looking P&L, Balance Sheet, and Cash Flow statement, tailored to each client.
3️⃣ Deliver Dashboards & Variance Analysis
Clients see Actual vs. Plan vs. Previous Periods. You provide insight into why numbers moved — without building reports from scratch each month.
Firms using Modeliks see:
✅ New revenue streams by offering planning & reporting as premium packages
✅ Higher client retention thanks to consistent value beyond compliance
✅ No extra headcount required, since processes are automated
✅ Improved positioning as trusted advisors, not just bookkeepers
As one accountant put it:
\n\n\n\n\n\n\n\n\n“Our clients can now make confident decisions. For us it’s a game-changer — we finally sell insight, not just compliance.”
\n
Client expectations are rising. Competitors are moving into advisory. Technology makes it easier than ever to scale.
\n\n\n\nIf you’re an accountant or firm owner, now is the time to position your practice for the next decade. Advisory services are not just an add-on — they’re the future of accounting.
\n\n\n\n📽️ Watch the full video playbook here: https://www.youtube.com/watch?v=UlQEwnWOdKQ.
🌐 Explore how Modeliks can help you launch advisory services in under an hour -> HERE.
📩 Or reach out to us directly to explore how Modeliks can be tailored for your firm.
\n\n\n\nEnjoy Modeliks! We know we are!
\n\n\n\nAuthor:
Modeliks Team
Running a professional services business is demanding. Whether you’re a founder, consultant, accountant, or finance leader, the challenges are similar:
\n\n\n\nThe truth? Many services firms outgrow spreadsheets faster than they realize. A project-based business requires a planning and reporting framework that adapts as you grow – not one that breaks every time a new client, project, or team member comes onboard.
\n\n\n\nThat’s where having a structured financial planning and reporting system becomes a game-changer.
\n\n\n\nThis strategic framework is designed for:
\n\n\n\nIf you run a project-based business, use timesheets, or manage multiple clients, this playbook is for you.
\n\n\n\nProfessional services firms often face profitability challenges because margins are tied to capacity, efficiency, and client mix. Here’s where the right planning approach makes a difference:
\n\n\n\nEach project has its own revenue, costs, and resources. Without project-level visibility, it’s impossible to know which work is actually profitable.
\n\n\n\nIt’s not enough to create a yearly budget. Monthly actuals vs. plan reporting helps you quickly see where projects are off track and adjust before problems snowball.
\n\n\n\nWhat happens if a big client leaves? Or if you add two more consultants next quarter? Scenario planning gives you the confidence to make tough decisions with numbers to back them up.
\n\n\n\nEmployee utilization is the heartbeat of a services firm. By linking financial forecasts to billable hours, staffing, and client demand, you can identify bottlenecks and prevent costly underutilization.
\n\n\n\nAt Modeliks, we’ve built a platform that turns these best practices into a structured, repeatable process.
\n\n\n\nWith Modeliks, you can:
\n\n\n\nMost firms wait until they have 100+ employees to rethink planning. But the truth is, dimensional planning and reporting matters at 20 employees, as much as at 200.
\n\n\n\nThe earlier you set up a scalable framework, the faster you can:
\n\n\n\nGrowing a professional services business isn’t just about winning more clients — it’s about building a system that lets you manage projects, measure performance, and grow profitably.
\n\n\n\nThat’s what this playbook is about — and why we built Modeliks.
\n\n\n\n👉 If you want to see how Modeliks can help you manage and grow your services firm, watch the full video walkthrough here.
\n\n\n\n📩 Or reach out to us directly to explore how Modeliks can be tailored for your firm.
\n\n\n\nEnjoy Modeliks! We know we are!
\n\n\n\nAuthor:
Modeliks Team
Today we released a massive new update of Modeliks. A multidimensional Modeliks 2.0. I am both happy and sad to see Modeliks grow up. I liked baby Modeliks. He was cute and a little clumsy. Now, we created a beast.
\n\n\n\nWe listened to your feedback and made Modeliks by far the best financial planning and reporting tool for SMEs. Alright, I might be a bit subjective, but here is what’s new:
\n\n\n\nAnd there is a lot more to come in the next few months. Stay tuned for new features, and in the mean-time, plan, manage and grow your business with Modeliks 2.0.
\n\n\n\nLet’s recap. Now you can:
\n\n\n\nEnjoy Modeliks 2.0! We know we are!
\n\n\n\nAuthor:
Modeliks Team