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Modeliks

Paid#9 of 39 in Business Plan Software

Modeliks: A broad planning suite for teams that need forecasts, scenarios, reporting and investor materials. Ranked #9 of 39 in Business Plan Software by our editors (6.2/10); pricing: 15-day trial; best for financially sophisticated planning teams.

6.2/10Editor score

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At a glance

Editor score
6.2 / 10
Pricing
15-day trial
Best for
Financially sophisticated planning teams
Free plan
No
Financial projections
Yes
Facts checked
20 Sep 2026

Where it wins
- Combines guided planning, forecasts, scenarios and automated statements
- Creates investor pitch decks with reusable templates and PDF export
- Connects with QuickBooks and Pantheon for reporting workflows
Where it doesn't
- No perpetual free plan; access is paid after the 15-day trial
- Web-only platform may not suit teams requiring desktop software
- Its broad feature set may exceed the needs of simple planning projects

Our verdict on Modeliks

Modeliks is web-based business planning software for SMEs and startups that brings planning, financial modeling, forecasting, reporting and pitch-deck creation into one platform. It is aimed at teams working with advisors, lenders, investors or multiple internal contributors. Guided business-plan creation, AI-assisted planning, driver-based forecasts, automated financial statements, dashboards, KPIs, variance reporting and online collaboration cover both narrative and financial work. PDF export and lender-oriented formats also support sharing plans beyond the platform.

Its strongest distinction is the range of planning depth available across the paid tiers. Start combines AI-powered and guided planning with automated statements, pitch-deck creation and 100+ template slides. Fund adds driver-based planning, industry financial-model templates, financial-plan dashboards and scenario analysis. Grow focuses on automatic forecasting, plan-versus-actual reporting, QuickBooks integration, custom dashboards and KPIs, plus one-click investor reports. Enterprise extends the model to department-level planning, QuickBooks and Pantheon reporting integration, automated consolidation and automated allocation. A 15-day trial is available, while the product does not offer a perpetual free plan.

Modeliks fits teams that need more than a basic business-plan document: scenario work, financial projections, reporting and investor communication are central to its design. QuickBooks and Pantheon integrations improve its fit for organizations that already depend on those systems, while collaboration supports work with team members, advisors and investors. The trade-off is scope. A small business seeking only a lightweight plan or simple forecast may find the wider modeling and reporting toolkit unnecessary, and the web-only delivery will not suit teams that require desktop software. Choose Modeliks when financial sophistication and connected planning matter more than minimalism.

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Modeliks pricing

Plans 15-day trialPaid No free plan — trial or paid only. Prices checked 20 Sep 2026.

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All 4 Modeliks plans and prices →

Modeliks fact sheet

Free plan	No
Paid from	Not verified
Financial projections	Yes
Section guidance	Yes
Template library	Yes
Document export	PDF
Scenario planning	Yes
Team collaboration	Yes
Platform support	web
Free trial	15 days · no card needed
Deployment	Cloud
Platforms	Web
Support	Email, Live chat, Docs
Built for	Small business, Mid-market, Enterprise (editorial estimate)
Integrations	2 integrations: QuickBooks, Pantheon
Pricing	15-day trial (source)
Website	modeliks.com
Facts checked	20 Sep 2026

Modeliks integrations

Modeliks lists 2 integrations on its own site.

QuickBooks
Pantheon

Alternatives to Modeliks

See all Modeliks alternatives →

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The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Modeliks for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.

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Featured on iTechGuides

Modeliks is listed in our Business Plan Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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Last updated 7 Oct 2026 · How we research and update