Modeliks
Tagline: AI-powered planning built for finance-heavy teams
Best for: Finance teams, consultants, and experienced founders
Pricing: $19/month
Top Features & Services
- 4.6 Financial modeling tools
- 4.4 Forecasting setup
- 3.6 Business plan builder
- 4.3 Custom metric
- 3.2 Support
Other Users Choose
- 4.8 Writing assistance
- 4.6 Forecasting assistance
- 4.7 Market research assistance
- 4.7 Customization
- 4.5 Collaboration
- 4.4 Support
Overview
Modeliks is a financial modeling tool built for founders and teams who prefer a structured, numbers-first approach to business planning. It helps you build revenue forecasts, expense breakdowns, and hiring plans using customizable financial blocks.
The interface is clean and focused, allowing users to input assumptions, toggle variables, and generate charts for profit/loss, runway, and cash flow.
While it includes a business plan builder, the content side feels secondary. There’s no AI writing help, no guided templates, and minimal support for storytelling or market analysis. Everything is manual and designed for users who know what they’re doing.
If your priority is financial clarity and you don’t mind writing the rest of the plan yourself, Modeliks delivers. But it’s not ideal for beginners or those looking for writing guidance.
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Modeliks review
Positive
- Modeliks offers detailed financial modeling tools with solid customization for revenue streams, expenses, and team planning.
- It provides visual forecasts, charts, and breakdowns that help users understand financial outcomes clearly.
- The platform is well-suited for finance professionals who prefer building models from scratch.
- Its clean and minimal interface keeps distractions low and focuses entirely on numbers.
Negative
- Modeliks lacks any writing assistance or AI support to help users draft the narrative parts of a business plan.
- It doesn’t offer templates or frameworks for competitive analysis, market research, or pitch decks.
- Collaboration features are minimal, with no real-time editing or team workspaces.
- Customer support options are limited, with no live chat or priority assistance.
- It’s not beginner-friendly and assumes the user already knows how to build a business plan from the ground up.
Modeliks pricing
Modeliks is excellent at building accurate financial projections. It gives you complete control over your numbers, forecasts, and metrics, but business plans also need clear messaging, market insights, and a structured writing flow.
For the features Modeliks offers, is it worth the price? Let’s walk through its pricing to help you make an informed decision.
Modeliks offers a 15-day free trial for anyone who wants to test its features. You get full access to the platform, but users can’t download or share your plan.
Once the trial ends, the paid plan is priced at $19/month. This includes full access to its financial modeling tools, chart exports, and unlimited scenario creation.
It’s a good deal if you’re focused on numbers, but if you also need writing support, templates, or pitch creation, it may fall short.
Start
$19/mo
Fund
$35/mo
Grow
$59/mo
$119/mo
$42.00/ Month
Price Comparison
Modeliks is fairly priced for a financial modeling tool, but it may not meet the broader needs of users looking for a complete business planning experience. The platform offers a single paid plan and a 15-day free trial, but lacks pricing flexibility for startups, students, or teams with varying needs.
In contrast, Upmetrics is priced competitively while offering tiered plans that cater to different types of users, whether you’re an early-stage founder, a solo entrepreneur, or part of a growing business.
With guided planning, AI writing, pitch deck creation, and financial forecasting included in even the lower-tier plans, Upmetrics delivers more value for a wider audience at a lower starting price.
Let’s break down why Upmetrics is a more flexible and complete alternative to Modeliks.
Start
$19/mo
Fund
$35/mo
Grow
$59/mo
Enterprise
$119/ mo
Starter
$7/per month (annual billing)
Premium
$14/per month (annual billing)
Professional
$37/ month (annual billing)
Features
1. Financial planning and modeling
Modeliks provides a robust suite of financial tools designed to help users build detailed revenue forecasts, cost structures, hiring plans, and growth projections. The platform recalculates projections in real time as variables change, allowing for immediate visibility into the financial impact of different decisions.
While comprehensive, the system relies entirely on manual input. There are no AI-based suggestions or shortcuts, making it better suited for users with a clear financial understanding.
2. Business plan builder
The platform includes a structured business plan builder where users can outline core sections such as product, market, and strategy. It supports logical organization and offers a clean workspace to build out key ideas.
However, the experience is entirely self-directed. Modeliks does not offer AI-generated content, writing prompts, or examples to guide users through the narrative side of planning.
3. Financial reporting
Modeliks automatically generates core financial reports, including income statements, balance sheets, and cash flow forecasts based on user-defined inputs. Reports are continuously updated and export-ready for internal use or external presentations.
Though accurate and reliable, the interface assumes users are already familiar with accounting concepts and report structures, which may limit accessibility for early-stage founders.
4. Pitch deck creator
With Modeliks, users can build a data-informed pitch deck by selecting and formatting essential financial and business highlights. This feature simplifies preparation for investor discussions or team presentations.
However, content creation is entirely manual as the tool formats visuals but does not generate pitch content or messaging.
5. Scenario planning
Modeliks supports scenario modeling by letting users create multiple outcomes based on different financial assumptions. Whether projecting best-case, worst-case, or mid-range scenarios, the tool helps assess risks and strategic responses.
That said, setup requires a hands-on approach. The system offers no predictive modeling or pre-built frameworks to streamline the process.
Conclusion
Modeliks covers the core of what a financial planning tool should offer. It’s structured, focused, and delivers reliable forecasting with customizable inputs. For users who prioritize control over numbers and don’t need writing support, it performs well.
That said, it falls short for those seeking a complete business planning solution. There’s no writing assistance, no content guidance, and limited support for strategy or storytelling. Most users will need to pair it with another tool to fill those gaps.
Upmetrics addresses these limitations with a broader toolkit. It combines strong financial planning with AI-assisted writing, strategic guidance, and export-ready outputs. Whether you’re building your first plan or refining an investor-ready version, it’s built to support the entire process.
With that, we hope this review helps you evaluate whether Modeliks is the right fit for your planning needs.
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Frequently Asked Questions
What are Modeliks used for?
Modeliks is a SaaS platform focused on financial planning and modeling. It allows users to create detailed forecasts, build cost structures, and generate financial reports.
What are some good alternatives to Modeliks?
Alternatives to Modeliks include Upmetrics, LivePlan, and Cuttles. These tools offer a more complete business planning experience, including writing assistance, templates, and pitch deck creation.
Is Modeliks good business plan software?
Modeliks is a strong choice if your primary focus is financial modeling. It offers excellent control over projections and reporting. However, it lacks support for content writing, guided structure, and market research, so it may not suit users looking for an all-in-one planning solution.
How much does Modeliks charge?
Modeliks offers a 15-day free trial with limited export functionality. After that, the full version is available at $19/month with access to all planning and reporting features.
Is Modeliks worth the money?
For users who are comfortable working with financial data and prefer building models manually, Modeliks is a great investment. But if you’re looking for content assistance, templates, or collaborative tools, platforms like Upmetrics may offer more value at a lower cost.