Modeloptic Product Update: March 28, 2024

Luke Harris
Co-Founder, Modeloptic

We're excited to tell you about a few updates that we've just rolled out:

1) Free Self-Service Trial

For those looking to try out Modeloptic using their company's own data, we now offer a free 14-day self-service trial that you can sign up for right on our website.

If you're on one of the accounting systems we have an integration with (currently QuickBooks, Xero, NetSuite, and Sage Intacct), Modeloptic will auto-generate your chart of accounts and a basic starting forecast for you. If you're on a different accounting system, you can still take advantage of the trial by loading in your historicals via Excel.

So while building out a proper forecast with the requisite level of detail takes a fair amount of time and thought, our free trial will help bridge the gap for you to better understand the power of Modeloptic with the financials you're familiar with, without requiring a significant investment from you upfront.

To give it a try, you can sign up for the free trial here.

2) Free Financial Model Templates

We've put together a set of high-quality financial model templates that you can utilize and to give you a head start when constructing the model for your company.

These templates can be downloaded in Excel, but can also be viewed and modified in a live Modeloptic instance.

We currently have templates for the following industries:

  1. Software as a Service (SaaS)
  2. Consumer Products (including E-Commerce)
  3. Professional Services
  4. Lending (including both traditional and specialty lending)
And we expect to add more in the near future.

If you (or someone you know) is about to build out a financial model for your company, there are huge advantages to using Modeloptic to do that, and starting from one of our templates can save you a ton of time and effort.

You can find these new templates here.

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