Effortlessly update your financials in Modeloptic each month, removing human error from the equation.

Map your detailed chart of accounts in the accounting system to your higher-level forecasting and reporting schema.

Dig into transaction-level detail when reviewing your financials without having to switch systems.

Build your projections in the context of connected historical data to ensure they are in alignment with actuals.

Easily update your projections and reporting package each month with the latest actuals.

Utilizes a table-centric structure for forecasting collections of similar items (like employees, customers, product SKUs, etc), and for operating on them as a group instead of as individual lines.

Create sets of related tables that share a similar structure and automatically stay in sync. When rows are added, deleted, reordered, or renamed in a parent table, the change is automatically reflected in all child One-to-One tables.

This allows you to forecast at a much higher level of abstraction than you'd be able to otherwise.

For simple forecasts, you can still use the free-form table type to add arbitrary rows and link them together however you want.

Easily link to these components from anywhere else in the model.

Forecast your existing roster and new hires in as much detail as you'd like.

Indicate whether a given person is a contractor or full-time employee to accurately forecast additional personnel expenses like payroll tax and benefits.

Optionally assign people to divisions, enabling you to forecast divisional expenses in granular detail and map them to their relevant cost centers.

Subdivide your forecast into as many entities as you'd like, and Modeloptic will consolidate them all for you. Those entities can correspond to either separate companies / accounting instances, or to classes/categories representing departments or business units within a single company.

Manage user access and security at the user account level to provide the appropriate level of access to each user.

If you have entities that use multiple currencies, Modeloptic supports currency conversion between them and consolidation into a single functional currency.

Load in your historical operating metrics (# of active subscribers, # of units sold, etc) to utilize them as drivers of your forecasts.

Create a summary of key metrics to add critical context to your financials and tell the full story of the business.

Distill key performance metrics into easily digestible visualizations, perfect for dropping into internally and externally distributed reporting decks.

All graphs are easily available off-the-shelf without any additional effort required to generate them.

Unlimited user accounts - provide access to anyone on your team that you'd like.

Granular control over user access permissions; restrict access to transaction or compensation detail, control projection set edit access, etc.

Provide read-only views to investors, board members, senior executives, or other interested parties.