--- title: "Modeliks Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Modeliks Software - reviews, pricing plans, popular comparisons to other Business Plan products and more." source_url: "https://www.capterra.com/p/10015739/Modeliks/" page_type: "product" language: "en" --- # Modeliks Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Modeliks ## What is Modeliks? Modeliks is a Business Planning, Financial Modelling & Reporting Software for SMEs and Startups. It enables you to create accurate financial forecasts according your company's structure; management reports visualized with customizable dashboards; AI powered professional business plan in an hour and pitch deck to enable you get funding. ## What is Modeliks used for? [Business Plan](https://www.capterra.com/business-plan-software/)[Sales Forecasting](https://www.capterra.com/sales-forecasting-software/)[Financial Reporting](https://www.capterra.com/financial-reporting-software/) Top alternative Featured Overall rating Based on 13 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $35 Other, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Modeliks?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://modeliks.com&name=Modeliks) ## Modeliks Overview Updated August 2026 AI summary Modeliks provides small and midsize businesses with business planning, budgeting, financial reporting, and sales forecasting in a cloud-based platform. It features budgeting, scenario planning, goal tracking, and customizable financial models, alongside dashboards, visual analytics, and API integration. Modeliks supports teams seeking to align budgets, monitor financial health, and create investor-ready reports without built-in task management. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Modeliks 4.9 (13) VS. [4.5 (200)](https://www.capterra.com/p/142049/LivePlan/reviews/) Starting Price $35 Other, Per Year Starting Price $20 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (13) Ease Of Use 4.5 (193) Value For Money 5.0 (12) Value For Money 4.3 (180) Customer Service 4.9 (12) Customer Service 4.4 (158) ## Modeliks alternatives [4.4 (3,324)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.3 (716)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.2 (2,068)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.4 (3,039)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars ## FAQs about Modeliks Overview ### Which roles and teams benefit most from Modeliks? Modeliks is most used by founders, CEOs, and other executives who need financial planning, forecasting, and performance visibility to guide strategy. Operations and revenue leaders use it to track targets and align teams, while technical advisors and developers support implementation, data setup, and reporting workflows. Answer based on 13 reviews Overview ### What company size and industries is Modeliks built for? Modeliks is built for small businesses, with 100% of reviewers coming from that segment, especially Information Technology and Services at 31%. It also serves entrepreneurs, startups, SMEs, accelerators, consultants, and accounting agencies, with additional use in Apparel & Fashion and Consumer Services at 8% each, often for business planning. Answer based on 13 reviews Features and Usability ### What are the key features of Modeliks? Modeliks offers financial modeling, budgeting and forecasting, cash flow management, and scenario planning for business planning. It also includes customizable dashboards and reports, financial reporting such as profit/loss statements and balance sheets, collaboration tools, access controls/permissions, and data import/export for multi-company and multi-currency analysis. Pricing ### How much does it cost and what fees or limitations are included? Modeliks starts at $35 per month for the Fund Monthly plan, and a free trial is available. Annual pricing begins with Start Annual at $168 per year, then Fund Annual at $300, Grow Annual at $492, and Enterprise Annual at $999. The plans include company and user limits, with $10 charges for each additional company or user on some tiers. Integrations ### Which third-party tools and platforms does Modeliks integrate with? Modeliks integrates with QuickBooks Online. Getting Started and Support ### What training and onboarding options does Modeliks offer? Modeliks provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide visual walkthroughs for self-paced learning and feature review. Getting Started and Support ### What customer support options does Modeliks offer? Modeliks provides email/help desk support, a FAQ/forum, a knowledge base, and chat. These channels give users several ways to find answers or contact support, but no reviewer feedback is available here to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 413 Business Plan reviews Capterra reviewers of business plan software most often point to these features as essential: - **Strategic Planning** (**54%** of reviewers rated this feature as critical) - **Budgeting/Forecasting** (**45%**) - **Task Management** (**56%**) Modeliks supports **Strategic Planning** and **Budgeting/Forecasting**, so teams can map long-term direction and build financial projections in one system. However, it does not include **Task Management**. Instead, it offers other highly rated capabilities such as **Income & Balance Sheet** (**53%**) and **Goal Setting/Tracking** (**44%**), helping businesses monitor financial health and stay focused on key objectives while giving teams a clearer view of planning progress and performance. Strategic Planning 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Budgeting/Forecasting 5.0 (7) 85.71% of 7 reviewers that rated this feature as important or highly important Create budgets based on historical data and future projections Income & Balance Sheet 5.0 (8) 62.50% of 8 reviewers that rated this feature as important or highly important A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Goal Setting/Tracking 5.0 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Establish measurable goals and objectives and track their progress over a specific period of time Reporting & Statistics 4.7 (7) 57.14% of 7 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Performance Metrics 5.0 (5) 80.00% of 5 reviewers that rated this feature as important or highly important A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Modeliks 36 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - API: Application programming interface that allows for integration with other systems/databases - Budgeting/Forecasting: Create budgets based on historical data and future projections - Business Plan Templates: Sample files or documents that could be customized as needed or used as is - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Chart of Accounts: A financial statement that lists a company's accounts and details the account type and balance - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - Customizable Reports: Alter the layout and content of reports - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Modeling: Decision-making process using businesses past, present and forecasted future operations. - Financial Reporting: Generate reports to assess the financial performance of an organization - For Small Businesses: Designed for small businesses - Forecasting: Form predictions based on past and present data/trends - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Graphical Data Presentation: Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Currency: Manage and handle various international currencies - Multi-Department/Project: Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pitch Presentation: Sample presentation files or decks that could be customized as needed or used as is - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Step-by-Step Wizard: Organized process that walks users through each step of building a business plan - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Get Advice We can help you find the software with the features you need. Features 4.8 (13) 4.8 Based on 13 reviews ## Pricing Value for money 5.0 (12) Free Trial [View pricing plan details](https://www.capterra.com/p/10015739/Modeliks/pricing/) Fund Monthly $35.00 Other,Per Month It includes: - Pitch deck creator 100+ tmplate slides - Business plan. Lender approved format - Guided financial planning - Automated financial statements - Driver-based financial planning - Financial model templates by industry - 3 companies total ($10 per additional company) - 3 users total ($10 per additional user) Grow Monthly $59.00 Other,Per Month It includes: - Pitch deck creator 100+ tmplate slides - Business plan. Lender approved format - Guided financial planning - Automated financial statements - Driver-based financial planning - Financial model templates by industry - Plan versus actual reporting - Predefined dashboards - One-click investor reports - Ratio analysis - Custom dashboards & KPIs - 5 companies total ($10 per additional company) - 5 users total ($10 per additional user) Start Annual $168.00 Other,Per Year It includes: - Pitch deck creator 100+ tmplate slides - Business plan. Lender approved format - Guided financial planning - Automated financial statements - 1 company ($10 per additional company) - 2 users total ($10 per additional user) Fund Annual $300.00 Other,Per Year It includes: - Pitch deck creator 100+ tmplate slides - Business plan. Lender approved format - Guided financial planning - Automated financial statements - Driver-based financial planning - Financial model templates by industry - 3 companies total ($10 per additional company) - 3 users total ($10 per additional user) Grow Annual $492.00 Other,Per Year It includes: - Pitch deck creator 100+ tmplate slides - Business plan. Lender approved format - Guided financial planning - Automated financial statements - Driver-based financial planning - Financial model templates by industry - Plan versus actual reporting - Predefined dashboards - One-click investor reports - Ratio analysis - Custom dashboards & KPIs - 5 companies total ($10 per additional company) - 5 users total ($10 per additional user) Enterprise Annual $999.00 Other,Per Year It includes: - Department level planning (by Business Unit, Geography, Store, Project, etc.) - Department level reporting integrated with QuickBooks - Automated consolidation - Automated allocation - 1 company, 5 users \* - Unlimited departments - Automated financial statements - Driver-based financial planning - Financial model templates by industry - Plan versus actual reporting - Predefined dashboards - One-click investor reports - Ratio analysis - Custom dashboards & KPIs - Business Plan powered by AI - Guided financial planning Value for money 5.0 (12) 5.0 Based on 12 reviews ## Integrations [ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (12) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (12) 4.9 Based on 12 reviews ## User reviews Overall rating 4.9 Based on 13 reviews Filter by rating 5(12) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent DA Danche A. Founder Education Management ### "Very useful tool for finance planning" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 13, 2024 Pros Modeliks provided an invaluable platform for crafting my business plan, offering comprehensive financial planning tools that streamlined the process. With its intuitive interface and robust features, I was able to meticulously map out financial projections and articulate a compelling narrative for my business pitch. Thanks to Modeliks, I approached investors with confidence, armed with a well-crafted and thoroughly analyzed plan. Cons I couldn't download the reports in the free version. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. NA Naushad A. CEO Marketing and Advertising ### "Enhance your business " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 May 3, 2024 My experience with Modeliks has been exceptional. Its user-friendly interface, precise predictions, and diverse range of features have greatly enhanced my productivity and decision-making process. I highly recommend it for anyone seeking reliable and efficient modeling solutions. Pros What stood out most about Modeliks was its seamless integration of advanced technology into everyday life. Its user-friendly interface and versatility made it a game-changer, simplifying tasks and enhancing efficiency across various domains. Cons The least appealing aspect of Modeliks was its limited customization options. Despite its efficiency, the inability to tailor features to specific needs hindered its adaptability and restricted its potential applications in diverse contexts. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AC Abhinav C. Web Developer Information Technology and Services ### "Professional tool for small companies" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 April 30, 2024 The team is super friendly and helpful, also the tutorials are quite clear when things get complicated. Pros As a small business, Modeliks helped me and my partner budget and forecast our finances. Cons Doing it alone on Excel was a nightmare - Modeliks ended that horror. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Xavier J. Founder Consumer Services ### "True power at a great price!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 30, 2024 If you need a great financial plan, go with Modeliks. Pros Very affordable price for small businesses and startups. The quality of the financial module is mindblowing, as you get a super professional financial plan that contains the core of your company. Cons The price and quality is excellent, thanks! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SM Sandhya M. Software enginner Information Technology and Services ### "Easy Business Planning with Modeliks" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 30, 2024 Pros I loved how Modeliks makes business planning super easy. It guides you step-by-step through everything, from making a pitch deck to creating financial reports. Even if you're new to all this, it’s simple to use. You can quickly see how your business is doing and make smart decisions. Modeliks has made planning my business a breeze! Cons While Modeliks is great overall, I wish there were more customization options available in some areas. Sometimes, I felt a bit restricted in how I could tailor certain aspects to fit my specific needs. However, this wasn't a deal-breaker, as the core functionalities still met most of my requirements. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CS Chris S. Director Professional Training & Coaching ### "Great place for quick forecasting" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 16, 2024 Really good and powerful forecasting tool, and reporting tool. Pros Simple yet plowerful options to be able to create advanced forecasts in a very easy to use interface Cons Could do with better import/export functionality for forecasting so that the entire set can be downloaded and saved between changes including the drivers. Otherwise I need to create many scenarios and there is a limit of 3 per company. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. PN Petar N. IT Advisor Information Technology and Services ### "Professional Forecastig Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 10, 2024 Very user friendly UI. Forecasting is very nice, especially the driver-based one. It allows me to project upcoming projects and to compare actual vs projectd amounts very easily. Pros The driver based forecasting proved to be very powerful, and I am on my way of fully grasping its capabilities. The potential it hold looks very promiging and I am looking forward to experiencing its full power. Cons The lack of mobile app is a bit dissapointing. It would be beneficial to have the data easily available on my phone. Maybe even a mobile web version would work for me. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JH Jim H. Tustee E-Learning ### "Young Enterprise" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 9, 2024 Great! We're a charity. They've done far more than we could reasonably have expected to support us. Pros I run a little charity. We’re developing a Young Enterprise program in which we mentor older kids and young adults through the business planning and setup process. It's now hard to imagine running this program without Modeliks. The team at Modeliks have been unbelievably supportive. Many thanks! Jim Cons The learning curve is steep without help. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. NR Natali R. Ceo Apparel & Fashion ### "Sales forecast, budgeting and reporting all in one" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 17, 2024 Pros As a startup in our first year of operation, I've found creating our budgeting, sales forecast, reporting and managing cash flow to be remarkably straightforward. Generating forecasts and presenting them to potential investors is incredibly smooth. The ability to incorporate various scenarios and grant access to multiple users is a feature I particularly appreciate. p.s. Their customers relationship team is amazing and super responsive Cons I would appreciate if they have more intuitive way of inserting formulas Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. HC Hellen C. CRO Financial Services ### "Just perfect, thanks Modelisk." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 13, 2024 Just perfect as I wrote, really happy to use their services. Pros The setting formula feature is very impressive, I'm still learning my way around, it's very exciting. The customer support agents are responsive via email, I receive quick and easy help. Cons Satisfied with what currently Modeliks provides. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/10015739/Modeliks/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.