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features
design
support

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Description

Enhance your financial transparency and profitability by evaluating your business's overall health, strengthening financial controls, and making informed decisions that promote agility and growth through detailed, real-time financial reporting, integrated analytics, and AI-powered insights. Seamlessly incorporate financial data into essential business operations and streamline monotonous tasks to enhance productivity, accommodate changing business models, and elevate financial performance. Additionally, reduce expenses and fine-tune spending across various regions by leveraging process automation, budget management, and comprehensive financial planning and analysis. Stay nimble in the face of shifting financial and regulatory landscapes with an intuitive, rules-based chart of accounts and a no-code configuration tool that simplifies tasks like regulatory reporting, electronic invoicing, and international payments. Businesses are successfully optimizing their financial processes with Dynamics 365 Finance, making it a vital tool for modern financial management. Embracing these strategies can lead to significant improvements in overall operational efficiency and financial success.

Description

Financial & Business Planning Software for Startups and SMEs - Modeliks Create a fundable pitch deck, business and financial plan and investor reports. Guided business planning software. No experience required. Modeliks can help your startup and/or SMEs build a professional financial model; create an investor ready pitch deck or business plan and report to investors with automated dashboards. with easy to use interface no business planning experience is required. Modeliks guides you through the process. With its intuitive interface you can create investor-ready Pitch Decks , bank-approved Business plans, Driver-Based Financial plans, and powerful Financial Reporting Tools. The Financial Forecast enables you to create sophisticated, driver-based financial plans effortlessly and generates financial statements of your plan with no prior financial planning experience needed. The Dashboard module provides in-depth analysis with over 100+ charts for monitoring & tracking your actual business performance vs your plan and previous periods. Furthermore, you can create customizable Dashboards and one-click Management Reports to share with your stakeholders.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AgriERP Yes 
Aonflow Yes 
Binary Stream Property Lease Management Yes 
CHAMPS Yes 
Cloudfy Yes 
Datalog TMS Yes 
EBizCharge Yes 
EasyEXP365 Yes 
EduAdmin Yes 
Kixie PowerCall & SMS Yes 
Lumi AI Yes 
MetaViewer Yes 
Microsoft Cloud App Security Yes 
Microsoft Defender for Identity Yes 
Payt Yes 
Perfion PIM Yes 
SensePass Yes 
StarfishETL Yes 
Sympa Yes 
onPhase Yes 

Integrations

AgriERP No 
Aonflow No 
Binary Stream Property Lease Management No 
CHAMPS No 
Cloudfy No 
Datalog TMS No 
EBizCharge No 
EasyEXP365 No 
EduAdmin No 
Kixie PowerCall & SMS No 
Lumi AI No 
MetaViewer No 
Microsoft Cloud App Security No 
Microsoft Defender for Identity No 
Payt No 
Perfion PIM No 
SensePass No 
StarfishETL No 
Sympa No 
onPhase No 

Pricing Details

$180 per user per month
Free Trial No 
Free Version No 

Pricing Details

$19 per month
Start package - 19$ per month
Fund package - 35$ per month
Grow package - 59$ per month
Enterprise package - 119$ per month

Yearly packages with 30% discount.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Microsoft

Founded

1975

Country

United States

Website

dynamics.microsoft.com/en-us/finance/overview/

Vendor Details

Company Name

Modeliks

Founded

2022

Country

Ireland

Website

www.modeliks.com

Product Features

ERP

Accounting Integration No 
Accounting Management No 
CRM No 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics No 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

Product Features

Financial Reporting

"What If" Scenarios Yes 
Audit Trail No 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up No 
Forecasting Yes 
General Ledger No 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Alternatives

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