Financial Modelling Pro review
A budget-friendly web modeler with three-statement projections and deal-focused analysis.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Financial Modelling Pro is a web-based financial modeling application for small-business owners, finance officers, investment professionals, and deal teams. It combines integrated three-statement projections with debt and equity structures, lender metrics such as DSCR and ICR, investor metrics including IRR and MOIC, scenario and stress analysis, and sector-specific templates across 17 industries. Sammy provides AI-assisted modeling, while project sharing, performance tracking, peer benchmarking, and audit trails support collaborative financial work.
The pricing structure starts with a Free plan at $0 per month. It includes one project, 17 sector templates, Sammy, watermarked PDF export, and browser-local save. Solo costs $25 per month or $240 per year and adds cloud save across devices, PDF, Excel, and Word exports, all deal instruments, Performance Tracker, and email support. Pro costs $79 per month or $758 per year, adding unlimited projects, unlimited project sharing, unlimited Sammy messages, priority support, and peer benchmarking. Institutions is listed at $349 per seat per month and adds SSO, audit log export, white-label exports, custom DPA and MSA, plus dedicated onboarding and SLA; it is listed as launching in Q4 2026.
Its strongest fit is for users who need more than basic spreadsheet projections, particularly when a model must cover multiple financing structures, stress scenarios, lender metrics, or investor returns. The combination of permissions, expiry and revocation for sharing, change and sharing audit trails, and performance tracking gives paid plans a wider workflow than a standalone projection tool. The trade-off is focus: the product is available on the web only, and the Free plan keeps work to one browser-local project with watermarked PDF output. Choose Financial Modelling Pro for deal-oriented modeling at a relatively low entry price; consider another option if desktop access or a broader platform ecosystem is essential.
Financial Modelling Pro pros and cons
- Where it wins
- Free plan includes one project and 17 sector templates
- Supports debt, equity, mezzanine, convertible, warrant, and kicker structures
- Exports to Excel, PDF, and Word on paid plans
- Where it doesn't
- Free plan is limited to one project
- Free PDF exports are watermarked
- Available on the web only
Financial Modelling Pro fact sheet, pricing and score →
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