Streamline Your Finance Workflow with Modeloptic
Spend time growing your business instead of wrangling data.
1
Setup Phase
Get your company plugged into Modeloptic:
- Set up your company's account structure and key operating metrics.
- Connect your accounting system and load in historical data.
- Build your first projection model (either with our help or on your own).
2
Ongoing Phase
- Each month, easily run the latest historicals through the model.
- Up-to-date financials and key metrics will then be available for review.
- Use the Variance Analysis module to track performance against plan.
- Easily drop in exported data or visualizations from Modeloptic into your financial reporting package or investor decks.
- Make changes to your projections and explore different scenarios at any point along the way.
Empower Your Team or Leverage Ours
Modeloptic can be either completely self-service, or we can help you build and maintain your financials each month.
Empower Your Team
Leverage Modeloptic's powerful and intuitive projections platform to build and maintain a robust financial model
Dramatically speed up monthly financial model and reporting updates
Significanly reduce the incidence of human error
Follow corporate finance best practices
Consolidate all of your key financials and operating metrics into a single source of truth
Dig into transaction-level detail directly in the interface
Free up your team to focus on growing the business instead of manual Excel work
Utilize Our Team
Get expert help to build and maintain a robust financial model
Leverage our experience working with hundreds of companies to help tell the compelling story of your business
Uncover insights that may not be obvious to a casual observer
Leverage our team to help maintain your accounting books and convert your key operating metrics into a clean, usable format
Take advantage of our expertise to help think through your key strategic questions
Utilize our team as much or as little as you'd like with hourly pricing
See our pricing page to learn more.
Empower Your Team or Leverage Ours
Modeloptic can be either completely self-service, or we can help you build and maintain your financials each month.
Empower Your Team
Leverage Modeloptic's powerful and intuitive projections platform to build and maintain a robust financial model
Dramatically speed up monthly financial model and reporting updates
Significanly reduce the incidence of human error
Follow corporate finance best practices
Consolidate all of your key financials and operating metrics into a single source of truth
Dig into transaction-level detail directly in the interface
Free up your team to focus on growing the business instead of manual Excel work
Utilize Our Team
Get expert help to build and maintain a robust financial model
Leverage our experience working with hundreds of companies to help tell the compelling story of your business
Uncover insights that may not be obvious to a casual observer
Leverage our team to help maintain your accounting books and convert your key operating metrics into a clean, usable format
Take advantage of our expertise to help think through your key strategic questions
Utilize our team as much or as little as you'd like with hourly pricing
See our pricing page to learn more.
The Future of Finance
Ready to try out Modeloptic for your company?
Ready to try out Modeloptic for your company?