What is Modeliks?

Stop guessing. Start tracking. With Modeliks, you can see Actual vs Plan vs Previous Periods across P&L, Balance Sheet, Cashflow — all visualized in custom dashboards. In this video: ✅ Variance analysis by department, project, or unit ✅ Charts & single indicators ✅ 60+ automated ratios ✅ Custom KPIs & dashboards Built for accountants, consultants, founders, CFOs, and professional services leaders. Chapters: 00:00 Financial Statements 01:14 Charts 02:12 Single Indicators 02:25 Ratios 03:15 Custom KPIs 04:03 Custom Dashboards With Modeliks, you get clarity, speed, and confidence in every decision. 👉 Follow Modeliks: Website: https://modeliks.com/ LinkedIn: https://linkedin.com/company/modeliks YouTube: @Modeliks Instagram: https://www.instagram.com/modeliks.software Facebook: https://www.facebook.com/Modeliks.software/ #FinancialDashboards #Accounting #Consulting #PerformanceTracking #FinancialPlanning #Modeliks

How to Offer Advisory Services at High Margin (For Accountants & CPAs) Accounting firms are transforming. According to CPA.com: 📊 Clients pay ~50% more for advisory services 📊 65% of clients need advisory support 📊 45% want their firm to offer advisory services The opportunity is clear — but how do you deliver advisory without adding headcount or working nights? 👉 In this video, we’ll show you how Modeliks helps accountants: 1. Offer financial forecasting and budgeting service a. Connect QuickBooks in minutes b. Automatically create budgets and 5-year financial plans based on historical data c. P&L, Balance Sheet & Cashflow forecasts for total company and by organisational unit (business unit, subsidiary, department, region, project, store, etc.) 2. Offer monthly management reporting services a. Deliver dashboards & variance analysis reports monthly b. For total company and by organisational unit With Modeliks, accountants can expand into advisory services, grow revenue, and increase client retention — at high margins. Follow Modeliks: Website: https://modeliks.com/ LinkedIn: https://linkedin.com/company/modeliks YouTube: @Modeliks Instagram: https://www.instagram.com/modeliks.software Facebook: https://www.facebook.com/Modeliks.software/ #Accounting #CFO #AdvisoryServices #AccountingTechnology #FinancialPlanning #QuickBooksIntegration #Modeliks

Say Goodbye to Messy Spreadsheets Forever! Modeliks replaces spreadsheets with a faster, smarter way to plan. ✔️ Manual budgeting simplified ✔️ Forecasting without the mess ✔️ Automated investor-ready reporting ✔️ Clarity and control for founders and execs No spreadsheets. No stress. Just smarter business planning. Start now → https://www.modeliks.com 👍 Like this video? Follow Modeliks: Website: https://modeliks.com/ LinkedIn: / modeliks YouTube: @Modeliks Instagram: / modeliks.software Facebook: / modeliks.software #FinancialPlanning #StartupFinance #Modeliks #FPandA #InvestorReports #BudgetingTool #ExcelAlternative #CFOs #BusinessSoftware

STOP Wasting Time on Complicated Financial Planning Tools. Need to simplify financial planning without sacrificing accuracy? Modeliks gives you the full suite—without the spreadsheet chaos. ▶️ Driver-based financial modeling ▶️ Plan by department, team, geography, or project ▶️ Sync with QuickBooks for real-time updates ▶️ Track performance vs. budget at every level ▶️ Automate board and investor reporting ▶️ Write business plans with AI One platform. Built to save you time and help you make better, faster decisions. Try it now → https://www.modeliks.com 👍 Like this video? Follow Modeliks: Website: https://modeliks.com/ LinkedIn: / modeliks YouTube: @Modeliks Instagram: / modeliks.software Facebook: / modeliks.software #StartupFinance #FPandASoftware #BusinessModeling #FounderTools #Modeliks #QuickBooks #StrategicPlanning #BusinessPlanningAI #ForecastingTool

Consultants Save Hours With This Simple Trick! Consultants & Fractional CFOs: This one’s for you. Modeliks helps you scale your advisory services with speed, clarity, and confidence. No more spreadsheets. No more piecing together reports. ✅ Build investor-ready pitch decks & business plans in minutes ✅ Create forecasts 90% faster ✅ Guide clients through a structured, easy-to-follow process ✅ Offer strategic insights and automate updates that keep clients engaged Modeliks turns your expertise into scalable, high-value services. Start now → https://www.modeliks.com 👍 Like this video? Follow Modeliks: Website: https://modeliks.com/ LinkedIn: / modeliks YouTube: @Modeliks Instagram: / modeliks.software Facebook: / modeliks.software #ConsultingTools #FractionalCFO #FinancialForecasting #StartupAdvisory #PitchDeckBuilder #Modeliks #FPandA #BusinessPlanning #SMBAdvisory #ScalableServices

Revolutionize Your Accounting with Modeliks and QuickBooks! Tired of exporting data from QuickBooks just to build reports and budgets? Now there’s a better way. Modeliks is integrated with QuickBooks, so your financial data flows in automatically — no spreadsheets, no copy-pasting. ✅ Create full forecasts and budgets in minutes ✅ Track cash flow and profitability by client, department, or project ✅ Build investor-ready reports without the manual work It’s built for accountants, finance pros, founders, and teams who want clarity and speed without sacrificing depth. If you’re using QuickBooks — Modeliks is the upgrade you’ve been waiting for. Start now → https://www.modeliks.com 👍 Like this video? Follow Modeliks: Website: https://modeliks.com/ LinkedIn: / modeliks YouTube: @Modeliks Instagram: / modeliks.software Facebook: / modeliks.software #QuickBooksIntegration #FPandA #StartupFinance #AccountingSoftware #CashFlowPlanning #BudgetingTools #Modeliks #SMBs #FinancialReports #AutomatedForecasting

The SMART Way to Choose the Right Planning Tool for Your Business. Smart planning, no matter your stage. Modeliks makes business planning flexible and scalable — with transparent pricing that works for startups and growing companies alike. 💼 Start at just $19/month: - AI-powered business plans - Automated financial statements - Pitch decks that impress 📈 Step up to Fund, Grow, or Enterprise for: - Industry-specific financial models - Scenario planning & forecasts - Plan vs. actual tracking - QuickBooks integration - Full reporting by department or project Modeliks replaces spreadsheets with strategy — so you can plan faster, pitch better, and grow with confidence. Explore plans → https://www.modeliks.com 👍 Like this video? Follow Modeliks: Website: https://modeliks.com/ LinkedIn: / modeliks YouTube: @Modeliks Instagram: / modeliks.software Facebook: / modeliks.software #StartupTools #FinancialSoftware #FPandA #BusinessPlanning #Modeliks #StartupGrowth #BudgetingTools #QuickBooks #InvestorPitch

Business Planning & Reporting, Simplified! A Must-See Demonstration of all-new version - Modeliks 2.0! Start planning smarter with Modeliks 2.0 today! Try it now for free on: https://www.modeliks.com/ We bring the future of planning with Modeliks - the best business planning & reporting software on the market. We’ve listened to your feedback and built a beast of a platform! Here’s what’s new: ✅ Multi-dimensional planning & reporting – Plan & track performance by department, business unit, geography, store, or project. ✅ Consolidation – If you plan on a business unit level, Modeliks will consolidate your financial plans upwords. ✅ Allocations – Allocate costs from the head office down to the operating units. Why? Some costs are incurred in the head office, or regional offices, but should be allocated down to the operating units, in order to get a correct picture of profitability across the organization.. ✅ QuickBooks integration – Connect Modeliks to your Quickbooks and have your planning and monthly reporting automated, error free and done in minutes. ✅ Account grouping – Group several accounts into one group account. For example, you can create a Utilities group account and make your Energy, heating, phone, internet, water accounts part of the utilities group. Why? Because when you plan, you don’t want to plan on every single small account that you have in your accounting system. It is too tedious and messy. So, group them logically, plan on groups, and make planning and reporting easy and useful. ✅ Initiative planning & evaluation – You have a new initiative in mind for your business? Create a business case and see how it will impact your business. If the numbers say it’s good, keep it. If not, drop it. ✅ Monthly forecasting – Now you can forecast up to 3 years on monthly basis. ✅ 10x speed boost – Modeliks is now faster than ever! Chapters: 00:00 Intro 00:23 Main use cases of Modeliks 04:24 This is Modeliks 11:37 Driver-based Financial Planning 14:34 Setting Formulas 21:47 Department Level Planning 39:44 Dashboards 46:41 Actuals Input 50:58 Business Planning Creator Follow Modeliks: Website: https://modeliks.com/ LinkedIn: https://linkedin.com/company/modeliks YouTube: @Modeliks Instagram: https://www.instagram.com/modeliks.software Facebook: https://www.facebook.com/Modeliks.software/ #financialplanning #businessplan #dashboard #financialreporting #pitchdeck

Best Business Planning & Reporting Software | Modeliks 2.0, the Tool You NEED! Start planning smarter with Modeliks 2.0 today! Try it now for free on: https://www.modeliks.com/ We bring the future of planning with Modeliks - the best business planning & reporting software on the market. We’ve listened to your feedback and built a beast of a platform! Here’s what’s new: ✅ Multi-dimensional planning & reporting – Plan & track performance by department, business unit, geography, store, or project. ✅ Consolidation – If you plan on a business unit level, Modeliks will consolidate your financial plans upwords. ✅ Allocations – Allocate costs from the head office down to the operating units. Why? Some costs are incurred in the head office, or regional offices, but should be allocated down to the operating units, in order to get a correct picture of profitability across the organization.. ✅ QuickBooks integration – Connect Modeliks to your Quickbooks and have your planning and monthly reporting automated, error free and done in minutes. ✅ Account grouping – Group several accounts into one group account. For example, you can create a Utilities group account and make your Energy, heating, phone, internet, water accounts part of the utilities group. Why? Because when you plan, you don’t want to plan on every single small account that you have in your accounting system. It is too tedious and messy. So, group them logically, plan on groups, and make planning and reporting easy and useful. ✅ Initiative planning & evaluation – You have a new initiative in mind for your business? Create a business case and see how it will impact your business. If the numbers say it’s good, keep it. If not, drop it. ✅ Monthly forecasting – Now you can forecast up to 3 years on monthly basis. ✅ 10x speed boost – Modeliks is now faster than ever! 🔔 Follow Modeliks: Website: https://modeliks.com/ LinkedIn: https://linkedin.com/company/modeliks YouTube: @Modeliks Instagram: https://www.instagram.com/modeliks.software Facebook: https://www.facebook.com/Modeliks.software/ #financialplanning #financialreporting #businessplan #dashboard #pitchdeck #modeliks

Modeliks 2.0 is Now Live! Get Onboard! We’re excited to introduce Modeliks 2.0 – the most powerful financial planning and reporting tool for SMEs & Startups. We’ve listened to your feedback and built a beast of a platform! Here’s what’s new: ✅ Multi-dimensional planning & reporting – Plan & track performance by department, business unit, geography, store, or project. ✅ Consolidation – If you plan on a business unit level, Modeliks will consolidate your financial plans upwords. ✅ Allocations – Allocate costs from the head office down to the operating units. Why? Some costs are incurred in the head office, or regional offices, but should be allocated down to the operating units, in order to get a correct picture of profitability across the organization.. ✅ QuickBooks integration – Connect Modeliks to your Quickbooks and have your planning and monthly reporting automated, error free and done in minutes. ✅ Account grouping – Group several accounts into one group account. For example, you can create a Utilities group account and make your Energy, heating, phone, internet, water accounts part of the utilities group. Why? Because when you plan, you don’t want to plan on every single small account that you have in your accounting system. It is too tedious and messy. So, group them logically, plan on groups, and make planning and reporting easy and useful. ✅ Initiative planning & evaluation – You have a new initiative in mind for your business? Create a business case and see how it will impact your business. If the numbers say it’s good, keep it. If not, drop it. ✅ Monthly forecasting – Now you can forecast up to 3 years on monthly basis. ✅ 10x speed boost – Modeliks is now faster than ever! Start planning smarter with Modeliks 2.0 today! Try it now: https://www.modeliks.com/ 🔔 Subscribe for more updates! 👍 Like & Share if you're excited about Modeliks 2.0! Follow Modeliks: Website: https://modeliks.com/ LinkedIn: https://linkedin.com/company/modeliks YouTube: @Modeliks Instagram: https://www.instagram.com/modeliks.software Facebook: https://www.facebook.com/Modeliks.software/ #financialplanning #financialreporting #businessplan #dashboard #pitchdeck #modeliks