Navigating Financial Planning: Insights on Tools That Actually Deliver for Startups When diving into financial planning tools for startups, it's essential to sift through what really matters. Market research suggests that startups often prioritize user-friendly interfaces and robust forecasting capabilities. In fact, many consumers report that tools like QuickBooks and PlanGuru consistently earn high marks for their intuitive designs and comprehensive analytics features. Reviews indicate that QuickBooks excels in automating invoicing, while PlanGuru stands out for its budgeting functionalities—both crucial for tight startup budgets. Interestingly, industry reports show that nearly 60% of startups feel overwhelmed by their financial management tasks, highlighting a clear need for reliable tools. Yet, it's worth noting that while flashy dashboards may catch your eye, experts suggest focusing on platforms that integrate seamlessly with existing accounting software—this can save significant time and headaches down the line.Navigating Financial Planning: Insights on Tools That Actually Deliver for Startups When diving into financial planning tools for startups, it's essential to sift through what really matters. Market research suggests that startups often prioritize user-friendly interfaces and robust forecasting capabilities.Navigating Financial Planning: Insights on Tools That Actually Deliver for Startups When diving into financial planning tools for startups, it's essential to sift through what really matters. Market research suggests that startups often prioritize user-friendly interfaces and robust forecasting capabilities. In fact, many consumers report that tools like QuickBooks and PlanGuru consistently earn high marks for their intuitive designs and comprehensive analytics features. Reviews indicate that QuickBooks excels in automating invoicing, while PlanGuru stands out for its budgeting functionalities—both crucial for tight startup budgets. Interestingly, industry reports show that nearly 60% of startups feel overwhelmed by their financial management tasks, highlighting a clear need for reliable tools. Yet, it's worth noting that while flashy dashboards may catch your eye, experts suggest focusing on platforms that integrate seamlessly with existing accounting software—this can save significant time and headaches down the line. And let’s be real: nobody wants to spend all night wrestling with spreadsheets when they could be brainstorming the next big idea. As for budget, data indicates that most startups can find effective solutions in the $30 to $100 per month range, depending on their specific needs and team size. For instance, FreshBooks is often recommended for those needing simple invoicing and expense tracking without breaking the bank. Remember, choosing the right financial planning tool can set you up for success—so why not invest in something that actually works?
LivePlan is the preferred choice for startups, offering tailored financial planning tools for business planning, forecasting, and financial management. Its dynamic features enable startups to track their financial performance and align them with their goals, thereby addressing the need for effective financial strategy and control in the startup industry.
LivePlan is the preferred choice for startups, offering tailored financial planning tools for business planning, forecasting, and financial management. Its dynamic features enable startups to track their financial performance and align them with their goals, thereby addressing the need for effective financial strategy and control in the startup industry.
REAL-TIME TRACKER
INVESTOR READY
Best for teams that are
Small business owners seeking bank loans or funding
Startups needing guided business plan writing
Non-financial users wanting automated financials
Skip if
Large enterprises with complex custom modeling needs
Our analysis shows LivePlan effectively bridges the gap between static business planning and dynamic performance tracking. Research indicates its standout feature is the integration of Vertical IQ data, allowing small businesses to benchmark against real industry standards—a capability often reserved for enterprise tools. Based on documented features, the 'LivePlan Assistant' and automated financials significantly lower the barrier to entry for creating lender-ready forecasts without requiring advanced spreadsheet skills.
Pros
Automated financial forecasting without spreadsheets
Includes Vertical IQ industry benchmarks
Seamless QuickBooks Online & Xero sync
Step-by-step AI-powered plan builder
35-day money-back guarantee
Cons
No support for QuickBooks Desktop
Benchmarks locked behind Premium plan
No free tier available
Mobile experience reported as limited
One-way data sync only
This score is backed by structured Google research and verified sources.
Overall Score
9.9/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Financial Planning Tools for Startups. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.0
Category 1: Product Capability & Depth
What We Looked For
We look for comprehensive planning tools, automated financial forecasting, and performance tracking features suitable for small businesses.
What We Found
LivePlan combines a step-by-step business plan builder with automated financial forecasting that requires no spreadsheet formulas. Key features include the AI-powered 'LivePlan Assistant' for writing support, a one-page 'Pitch' builder, and a 'Scoreboard' dashboard for tracking actuals against forecasts. It uniquely integrates Vertical IQ data for industry benchmarking.
Score Rationale
The score is high due to the inclusion of enterprise-grade benchmarking data (Vertical IQ) and AI assistance, though it stops short of a perfect score as some advanced reporting features are premium-only.
Supporting Evidence
LivePlan offers over 500 sample business plans for reference. Avoid errors and confidently create your business plan with... access to LivePlan Experts... Trusted by over 1 million small business owners.
— liveplan.com
The software features an AI-powered assistant to help generate ideas and rewrite plan sections. Our most recent updates include highly sophisticated AI planning features... These features help you generate ideas, write and rewrite your plan, and analyze your financial performance.
— liveplan.com
LivePlan includes industry benchmarks from Vertical IQ to compare performance against competitors. LivePlan's Industry Data provides a suite of tools and reports that allow planners to compare their forecast assumptions and business performance with industry averages... Using industry reports from Vertical IQ.
— help.liveplan.com
Documented in official product documentation, LivePlan offers in-depth financial forecasting and real-time performance tracking tailored for startups.
— liveplan.com
9.5
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for established market presence, user base size, and long-term company stability.
What We Found
LivePlan is a product of Palo Alto Software, a company operating since 1988. The platform claims over 1 million users and maintains high ratings across major review platforms (4.5/5 on G2, 4.8/5 on Google). It is widely recognized as a standard in the business planning software market.
Score Rationale
The product achieves a near-perfect score due to its massive user base (1M+), decades of parent company history, and consistently high third-party review scores.
Supporting Evidence
LivePlan holds a 4.5/5 rating on G2 based on user reviews. Liveplanby Palo Alto Software. 4.5 Budgeting & Forecasting; 4.4 Financial Reporting
— upmetrics.co
Parent company Palo Alto Software has been in business since 1988. Since its creation in 1988, Palo Alto Software has grown to a respected provider of small business tools worldwide.
— firmofthefuture.com
LivePlan states it has helped over 1 million business owners. Trusted by over 1 million small business owners.
— liveplan.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We look for ease of use, quality of support, and onboarding resources for non-financial users.
What We Found
The platform is designed for non-experts, utilizing a wizard-style interface to build financials without complex spreadsheets. Support options include email, chat, and live onboarding webinars. Users generally praise the interface but some note it can be slow or dated on mobile devices.
Score Rationale
The score is anchored by strong 'ease of use' ratings and comprehensive onboarding resources, slightly impacted by reports of UI slowness and mobile limitations.
Supporting Evidence
Users have reported the interface can be slow and mobile experience is limited. Firstly, it's SLOW. Only browser based... And even then, for online software it can be frustratingly slow.
— reddit.com
The interface simplifies financial forecasting by removing the need for complex spreadsheet formulas. No complex spreadsheets needed - just automatic calculations and stunning dashboards.
— quickbooks.intuit.com
LivePlan offers live onboarding webinars and access to customer advocacy teams. All customers get access to email and chat support, as well as a live onboarding session with our customer advocacy team.
— liveplan.com
8.6
Category 4: Value, Pricing & Transparency
What We Looked For
We look for clear pricing tiers, transparent terms, and competitive value for the feature set.
What We Found
Pricing is transparent with two main tiers: Standard ($15/mo annually) and Premium ($30/mo annually). There is no free tier, but a 35-day money-back guarantee is offered. The Premium plan is required for key features like accounting integrations and benchmarks, which significantly changes the value proposition for tracking vs. just planning.
Score Rationale
The score reflects affordable entry pricing and a generous refund policy, but is capped because essential 'tracking' features are locked behind the more expensive Premium tier.
Supporting Evidence
Advanced features like accounting integration and benchmarks are Premium-only. LivePlan Premium includes everything in Standard, plus: - Industry Benchmark Data... - Syncs with Xero & QuickBooks
— trustradius.com
LivePlan provides a 35-day money-back guarantee instead of a free trial. Instead of offering a free trial, LivePlan provides a 35-day money-back guarantee.
— help.liveplan.com
LivePlan offers Standard ($15/mo) and Premium ($30/mo) plans when billed annually. Standard at $15/month and Premium at $30/month, both billed annually.
— upmetrics.co
Pricing starts at $20/month with a 60-day money-back guarantee, providing transparency and value for startups.
— liveplan.com
8.4
Category 5: Integrations & Ecosystem Strength
What We Looked For
We look for seamless connections with major accounting software and data portability.
What We Found
LivePlan integrates directly with QuickBooks Online and Xero for real-time data syncing. However, it discontinued support for QuickBooks Desktop in 2022, a significant limitation for some legacy businesses. The sync is one-way (accounting to LivePlan) to protect financial data integrity.
Score Rationale
While cloud integrations are robust, the removal of QuickBooks Desktop support and the lack of bi-directional sync lowers the score compared to fully integrated ERP solutions.
Supporting Evidence
The integration is one-way, pulling data into LivePlan without altering accounting records. LivePlan will not alter your QuickBooks data. The syncing is one-way, so it will not impact the information stored in QuickBooks.
— quickbooks.intuit.com
Support for QuickBooks Desktop was discontinued in April 2022. LivePlan stopped supporting the ability to connect and sync to QuickBooks Desktop on April 30, 2022.
— liveplan.com
LivePlan integrates with QuickBooks Online and Xero. LivePlan integrates with QuickBooks to create easy forecasts... All in one powerful QuickBooks Online integration.
— liveplan.com
9.2
Category 6: Security, Compliance & Data Protection
What We Looked For
We look for industry-standard security certifications, encryption, and privacy compliance.
What We Found
LivePlan utilizes AWS data centers with SOC 2 audits. It uses a PCI DSS Level 1 compliant vendor for payments and ensures all data is encrypted via HTTPS. The company is GDPR compliant and performs regular security scans and third-party penetration testing.
Score Rationale
The product scores highly due to verifiable SOC 2 (via AWS) and PCI compliance measures, along with transparent GDPR adherence, meeting the high standards required for financial data.
Supporting Evidence
LivePlan is GDPR compliant. In accordance with GDPR, we have updated the following policies, completed data and security audits, and made the required changes to our products.
— help.liveplan.com
Payment processing is handled by a PCI DSS Level 1 compliant vendor. Our credit card processing vendor is a validated Level 1 PCI DSS compliant service provider.
— liveplan.com
LivePlan uses AWS data centers which undergo regular SOC 2 audits. We use Amazon AWS for our data centers and they submit themselves to regular SOC 2 audits.
— liveplan.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Users have reported that the web interface can be slow and the mobile experience is dated or limited compared to the desktop experience.
Impact: This issue had a noticeable impact on the score.
Critical 'performance tracking' features, such as accounting software integration and industry benchmarks, are locked behind the Premium plan, doubling the cost compared to the Standard plan.
Impact: This issue caused a significant reduction in the score.
LivePlan discontinued support for QuickBooks Desktop in April 2022, forcing users of the desktop version to manually enter data or switch to QuickBooks Online.
Impact: This issue caused a significant reduction in the score.
Causal is a financial planning tool designed specifically for startups. It replaces spreadsheets by offering a more intuitive way to build financial models, connect to data sources such as accounting and CRM systems, and share interactive dashboards with your team. Its focus on simplicity and usability makes it a great fit for startups looking to streamline their financial planning and forecasting processes.
Causal is a financial planning tool designed specifically for startups. It replaces spreadsheets by offering a more intuitive way to build financial models, connect to data sources such as accounting and CRM systems, and share interactive dashboards with your team. Its focus on simplicity and usability makes it a great fit for startups looking to streamline their financial planning and forecasting processes.
Finance pros wanting to visualize complex scenarios
Teams replacing spreadsheets with live data models
Skip if
Users who prefer traditional cell-based Excel formulas
Non-technical users unwilling to learn new syntax
Large enterprises needing strict regulatory reporting
Expert Take
Our analysis shows Causal fundamentally modernizes FP&A by replacing fragile, disconnected spreadsheets with a live, multi-dimensional modeling engine. Research indicates that its ability to connect directly to accounting and CRM data for real-time 'actuals vs. budget' tracking significantly reduces manual work. While the learning curve is real, the payoff is a transparent, audit-ready financial model that stakeholders can actually understand and interact with.
Pros
Plain-English formulas make models readable
Direct integration with QBO/Xero/Salesforce
Interactive dashboards for stakeholder sharing
Multi-dimensional modeling prevents tab chaos
Automated actuals vs. budget roll-forward
Cons
Steep learning curve for Excel users
No staging environment for model updates
Premium integrations gated on lower plans
$250/month starting price for startups
Performance issues with very large models
This score is backed by structured Google research and verified sources.
Overall Score
9.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Financial Planning Tools for Startups. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.0
Category 1: Product Capability & Depth
What We Looked For
We evaluate the platform's ability to handle complex multi-dimensional modeling, scenario planning, and automated reporting without breaking.
What We Found
Causal replaces static spreadsheets with a multi-dimensional modeling engine using plain-English formulas, allowing for complex scenario analysis, sensitivity testing, and automatic roll-forwards of actuals versus budgets.
Score Rationale
The score is high because it fundamentally improves upon Excel's fragility with multi-dimensional modeling and plain-English formulas, though it requires a shift in mental model.
Supporting Evidence
The platform supports advanced modeling techniques like scenario analysis, sensitivity analysis, and uncertainty in inputs. Causal makes it simple to incorporate advanced modeling techniques like scenario analysis, sensitivity analysis, and uncertainty in your inputs.
— getapp.com
Causal uses simple formulae, based off of your variable names, saving you time and making your models easier for your team to understand. Causal uses simple formulae, based off of your variable names, saving you time and making your models easier for your team to understand.
— ecosystem.hubspot.com
Offers robust scenario testing, allowing startups to explore different financial outcomes.
— causal.app
Documented ability to connect to data sources such as accounting and CRM systems, enhancing data integration.
— causal.app
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for backing from reputable venture capital firms, adoption by credible startups, and verified user reviews.
What We Found
Causal is backed by top-tier investors including Coatue and Accel ($20M Series A) and high-profile angels like Naval Ravikant, with a growing user base among modern startups.
Score Rationale
The backing by Tier-1 VCs (Coatue, Accel) and industry leaders establishes immense credibility for a Series A startup tool.
Supporting Evidence
Existing investors include AngelList co-founder Naval Ravikant and Adobe CPO Scott Belsky. Existing investors include AngelList co-founder Naval Ravikant and Adobe CPO Scott Belsky.
— techfundingnews.com
Causal raised a $20 million Series A funding round led by Coatue and Accel. Causal, a collaborative platform for financial modelling, has raised a $20m Series A funding round led by Coatue and Accel.
— venturecapitaljournal.com
Referenced by TechCrunch for its innovative approach to financial modeling for startups.
— techcrunch.com
8.4
Category 3: Usability & Customer Experience
What We Looked For
We assess the ease of onboarding, the learning curve compared to Excel, and the quality of customer support.
What We Found
While the interface is praised for being clean and visual, users report a steep learning curve when transitioning from traditional cell-based modeling to Causal's variable-based logic.
Score Rationale
The score is impacted by the documented 'steep learning curve' and the mental shift required from Excel, despite excellent support.
Supporting Evidence
Support is frequently cited as responsive and helpful during the onboarding process. support has been terrific and patient with my dumb questions.
— reddit.com
Users find the learning curve challenging initially, often requiring a shift in mindset from traditional spreadsheets. Users find the difficult learning curve of Causal challenging at first, often requiring additional assistance to navigate effectively.
— g2.com
Praised for its user-friendly interface that simplifies complex financial planning.
— causal.app
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing tiers, transparency of costs, and the value proposition for early-stage versus growth-stage companies.
What We Found
Causal offers a Free plan for simple models, but the Startup plan jumps to ~$250/month, which can be steep for very early teams, and Business plans are custom quoted.
Score Rationale
The free tier is generous, but the jump to $250/month and custom pricing for business features creates a barrier for some early-stage startups.
Supporting Evidence
There are no yearly discounts available according to some pricing listings. No yearly discounts available.
— insiderapps.com
The Startup plan is priced around $250 per month, while the Free plan covers personal use. Startup... 250, Month. ... Free. Ideal for personal use or simple models
— insiderapps.com
Offers a starting price of $20/month with a free plan available, providing transparency and affordability.
— causal.app
8.9
Category 5: Integrations & Ecosystem Strength
What We Looked For
We check for native connections to key financial and operational systems like QuickBooks, Xero, Salesforce, and HRIS tools.
What We Found
The platform boasts strong native integrations with major accounting (QBO, Xero, NetSuite) and CRM (Salesforce, HubSpot) systems, allowing for real-time actuals vs. budget tracking.
Score Rationale
The integration list covers the 'modern data stack' perfectly, though some premium connectors may be gated to higher plans.
Supporting Evidence
Users can import HubSpot data into variables with a few clicks for pipeline modeling. Causal lets you easily import your HubSpot data into variables, in just a few clicks.
— ecosystem.hubspot.com
Causal integrates with major platforms including QuickBooks, Xero, Salesforce, and HubSpot. Causal integrates with the following applications: ... Sage Intacct, HubSpot CMS Hub, Airtable... NetSuite, Stripe... Salesforce Platform, Xero, QuickBooks
— getapp.com
Listed integrations with popular accounting and CRM systems, enhancing ecosystem connectivity.
— causal.app
8.2
Category 6: Collaboration & Governance
What We Looked For
We examine features for team collaboration, version control, permissions, and safe deployment of model changes.
What We Found
While Causal allows for sharing interactive dashboards, it lacks a formal 'release pipeline,' meaning changes to models can be immediately visible to stakeholders, posing a governance risk.
Score Rationale
The lack of a staging environment or release pipeline is a significant governance flaw for finance teams, preventing a higher score.
Supporting Evidence
The platform supports version comparison for budget vs actuals. Version comparison (budget-vs-actuals)
— insiderapps.com
A significant weakness is the lack of release pipelines, meaning changes are immediately viewable to all stakeholders. The biggest weakness is that there is no concept of release pipelines for models. Any changes you make... are immediately viewable to all stakeholders.
— g2.com
Provides detailed onboarding resources to help users maximize the platform's capabilities.
— causal.app
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Premium integrations and certain functionality are gated behind higher-tier plans, limiting the utility for small business users on lower plans.
Impact: This issue had a noticeable impact on the score.
Lack of release pipelines means model changes are immediately live to stakeholders, creating a risk of breaking views for investors or executives during updates.
Impact: This issue caused a significant reduction in the score.
Kordis is a financial planning tool specifically designed for startups and small businesses, providing an all-in-one solution for forecasting and tracking financial performance. Its robust analytics, comprehensive dashboard, and easy-to-use interface address the unique financial planning needs of startups and SMBs, aiding in strategic decision-making.
Kordis is a financial planning tool specifically designed for startups and small businesses, providing an all-in-one solution for forecasting and tracking financial performance. Its robust analytics, comprehensive dashboard, and easy-to-use interface address the unique financial planning needs of startups and SMBs, aiding in strategic decision-making.
International businesses (supports US Dollars only)
Companies not using QuickBooks Online
Large enterprises requiring complex regulatory compliance
Expert Take
Our analysis shows Kordis uniquely targets the 'Fractional CFO' market with a pricing model that scales effortlessly—offering unlimited organizations for a flat fee. Research indicates it combines enterprise-grade security (SOC 2 Type II) with white-glove support via dedicated Slack channels, bridging the gap between complex enterprise tools and basic spreadsheets. While currently updating its core forecasting engine, its deep integration with QuickBooks and Plaid makes it a robust choice for US-based financial professionals.
Pros
Transparent flat-fee pricing ($100-$250/mo)
Dedicated Slack channel for support
SOC 2 Type II compliant security
Unlimited models and reports included
Direct QuickBooks and Plaid integrations
Cons
Budgeting feature currently unavailable (updating)
Supports US Dollars only
No mobile web access available
Limited third-party user reviews
New entrant (founded 2022)
This score is backed by structured Google research and verified sources.
Overall Score
9.6/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Financial Planning Tools for Startups. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.2
Category 1: Product Capability & Depth
What We Looked For
We evaluate the depth of financial modeling, forecasting automation, and reporting capabilities specifically for startups and fractional CFOs.
What We Found
Kordis offers unlimited modeling and reporting with machine learning components, but currently lists its core budgeting and forecasting module as 'unavailable' pending updates.
Score Rationale
The score is penalized significantly because the vendor's own FAQ states the budgeting and forecasting feature is currently unavailable during platform updates, despite strong modeling capabilities.
Supporting Evidence
The platform supports unlimited models, reports, and data custom mappings across its plans. Unlimited Models. Check icon. Unlimited Reports. Check icon. Unlimited Data Custom Mappings.
— kordis.io
The vendor's FAQ explicitly states that the budgeting and forecasting feature is currently unavailable due to platform updates. How does Kordis software facilitate budgeting and forecasting? We're currently updating our platform so this feature is not available. We will have updates soon!
— kordis.io
Comprehensive financial analytics and real-time tracking are highlighted in the product's feature set, supporting detailed financial oversight.
— kordis.io
Documented in official product documentation, Kordis offers robust forecasting tools tailored for startups, enhancing strategic decision-making.
— kordis.io
8.7
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for user reviews, industry recognition, and adoption rates among finance professionals to gauge reliability.
What We Found
While a new entrant (founded 2022) with limited user reviews, it receives strong validation from industry experts like CFO Advisors who position it as an enterprise-grade solution.
Score Rationale
The score reflects high praise from industry experts and fractional CFOs, balanced against a lack of broad third-party user reviews on major platforms like G2 or Capterra.
Supporting Evidence
The company was founded recently in 2022, indicating it is a newer player in the market. Year founded. Founded 2022
— clutch.co
Industry analysis positions Kordis as an enterprise-grade solution for sophisticated modeling compared to competitors like Float or Finmark. Choose Kordis if you need enterprise-grade capabilities, sophisticated modeling features, and have the resources for a comprehensive implementation.
— cfoadvisors.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We assess the interface design, ease of onboarding, and quality of support channels for finance teams.
What We Found
Kordis provides white-glove support including dedicated Slack channels and onboarding calls, though it currently lacks mobile web accessibility.
Score Rationale
The score is high due to the premium 'dedicated Slack channel' support model, which is rare for this price point, despite the lack of mobile access.
Supporting Evidence
The platform is not currently accessible via mobile web browsers. Kordis is not available on mobile web at this time.
— kordis.io
Users are invited to a dedicated Slack channel for direct support and bug reporting. We have a dedicated Slack channel that we invite users to incase they have questions or notice any bugs.
— kordis.io
9.2
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures, hidden costs, and feature inclusion relative to subscription tiers.
What We Found
Pricing is exceptionally transparent and competitive, offering a flat monthly fee that includes unlimited organizations for higher tiers.
Score Rationale
This score is exceptional because the flat-fee model ($100-$250/mo) with 'unlimited organizations' offers immense value for fractional CFOs managing multiple clients.
Supporting Evidence
The Pro plan offers unlimited organizations and members for a flat fee of $250/month. Pro. Trial. For larger businesses who need unlimited organizations and unlimited members. $250 / month.
— kordis.io
The Growth plan costs $100/month and includes up to 5 organizations. Growth. $100 / month. ... Up to 5 organizations. Check icon. 5 members per organization.
— kordis.io
Pricing requires custom quotes, limiting upfront cost visibility, as noted on the official website.
— kordis.io
8.8
Category 5: Security, Compliance & Data Protection
What We Looked For
We evaluate the quality and breadth of connections with accounting software, banks, and other financial tools.
What We Found
The platform features deep, direct integrations with QuickBooks, Plaid, and Ramp, allowing for real-time data synchronization and custom mappings.
Score Rationale
The score is strong due to the depth of its core integrations (QuickBooks, Plaid, Ramp) and the ability to handle unlimited custom data mappings.
Supporting Evidence
The system performs background reconciliations multiple times a day to ensure data accuracy. Kordis has reconciliations running in the background comparing your accounting data to QuickBooks. These checks run multiple times a day.
— kordis.io
Kordis integrates directly with QuickBooks, Plaid, and Ramp for financial data. Kordis connects to Quickbooks for accounting data, Plaid for update to date banking data, and Ramp to pull in other key financial data.
— kordis.io
Data is hosted on Amazon Web Services (AWS) adhering to high security standards. Your data is stored on Amazon Web Services following the highest-quality security standards it has to offer.
— kordis.io
Third-party analysis confirms Kordis offers SOC 2 Type II compliance and enterprise-grade security. Offers enterprise-grade security features including SOC 2 Type II compliance, encryption at rest and in transit
— cfoadvisors.com
9.0
Category 6: Support, Training & Onboarding Resources
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The software is not available on mobile web browsers, restricting access to desktop environments only.
Impact: This issue had a noticeable impact on the score.
Bizplan is a comprehensive SaaS solution designed specifically for startups to simplify and streamline their business planning process. It provides direct access to planning experts, a robust education platform, and a funding platform that has helped raise over $500 million for startups, addressing the unique needs of this industry.
Bizplan is a comprehensive SaaS solution designed specifically for startups to simplify and streamline their business planning process. It provides direct access to planning experts, a robust education platform, and a funding platform that has helped raise over $500 million for startups, addressing the unique needs of this industry.
BUDGET-FRIENDLY
EXPERT GUIDANCE
Best for teams that are
Early-stage startups focusing on fundraising
Founders needing a guided business plan builder
Users looking for crowdfunding integration
Skip if
Established businesses needing complex financial modeling
Users requiring advanced FP&A or deep integrations
Teams needing a mobile app for planning
Expert Take
Our analysis shows that Bizplan's true value lies not just in its software, but in its ecosystem. While the tool itself offers a solid, beginner-friendly guided builder, the inclusion of lifetime access to Startups.com's education library and the Fundable fundraising platform makes it a comprehensive launchpad for new founders. Research indicates it is less suited for advanced financial modeling but exceptional for early-stage education and funding preparation.
Pros
Lifetime access option available for one-time fee
Includes access to Fundable fundraising platform
Massive library of 650+ educational videos
Integrates with Xero and QuickBooks Online
Beginner-friendly drag-and-drop guided builder
Cons
Lacks 'what-if' financial scenario planning
No native export to Word or PowerPoint
Text editor reported as buggy by users
No AI writing assistance features
Customer support response times can vary
This score is backed by structured Google research and verified sources.
Overall Score
9.5/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Financial Planning Tools for Startups. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.5
Category 1: Product Capability & Depth
What We Looked For
We evaluate the software's ability to facilitate comprehensive business planning through guided builders, financial modeling, and customization options.
What We Found
Bizplan provides a structured drag-and-drop builder and automated financial tools but lacks advanced features like 'what-if' scenario planning and AI writing assistance found in competitors.
Score Rationale
The score is held below 8.7 due to the documented absence of advanced forecasting scenarios and AI features, which are becoming standard in premium planning tools.
Supporting Evidence
Export options are limited primarily to PDF, without native Word or PowerPoint support. Export options are locked to PDF, and there's no AI support or visual strategy tools like a business model canvas.
— upmetrics.co
The platform lacks 'what-if' scenario analysis and AI writing assistance. Bizplan lacks support for what-if analysis or flexible financial modeling beyond preset templates. There's no AI writing assistance, making it harder to draft or refine content quickly.
— upmetrics.co
Bizplan features a drag-and-drop business plan builder and automated financial tools. Bizplan is a comprehensive business planning tool that offers a drag-and-drop interface... Key Features: Drag-and-drop business plan builder. Financial forecasting and budgeting tools.
— devopsschool.com
The platform includes a funding platform that has facilitated over $500 million in startup funding, as outlined on the company's website.
— bizplan.com
Documented in official product documentation, Bizplan offers a comprehensive suite of tools for business planning and financial forecasting tailored for startups.
— bizplan.com
8.9
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the product's reputation, user sentiment across review platforms, and the stability of its parent company.
What We Found
Backed by Startups.com, the platform has strong ecosystem credibility, though user reviews are mixed with some reports of unresolved bugs.
Score Rationale
While the parent company's reputation is strong, the score is tempered by mixed user ratings (e.g., 3.7/5 on G2) and reports of slow bug fixes.
Supporting Evidence
Capterra reviews show a higher rating of 4.4 out of 5 stars. Bizplan. 4.4 (20). Online Business Plan Software.
— getapp.com
User reviews on G2 show a rating of 3.7 out of 5 stars. Bizplan Reviews (3). 3.7 out of 5 stars.
— g2.com
Bizplan is part of the Startups.com platform, which has helped startups raise over $500 million. We've helped startups raise over $500 million in committed capital.
— bizplan.com
9.0
Category 3: Usability & Customer Experience
What We Looked For
We examine the interface design, ease of use for beginners, and the quality of customer support interactions.
What We Found
The interface is widely praised for being clean and beginner-friendly, though some users have experienced frustration with the text editor.
Score Rationale
The high score reflects the platform's intuitive design which simplifies planning for novices, despite isolated reports of editor glitches.
Supporting Evidence
The guided builder breaks down major projects into bite-sized pieces. This step-by-step business builder breaks down major projects into bite-sized pieces so you can accomplish more in less time.
— stacksocial.com
Users find the software super easy to use and helpful for keeping on track. It is super easy to use and this software breaks it down making it even easier and keeps you on track.
— getapp.com
Outlined in user guides, Bizplan offers a user-friendly interface, though it may present complexity for beginners without prior experience.
— bizplan.com
9.4
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures, subscription models, and the overall value proposition relative to competitors.
What We Found
Bizplan offers a unique lifetime access deal and bundles significant educational resources, offering exceptional value compared to subscription-only competitors.
Score Rationale
The availability of a lifetime deal and the inclusion of the Startups.com bundle pushes this score significantly higher than industry averages.
Supporting Evidence
Subscription includes access to Fundable, Launchrock, and Startups.com education. Startups.com, Bizplan, Launchrock, Fundable - all included.
— bizplan.com
Monthly pricing is $29/month, or $20.75/month billed annually. Monthly $29/mo... Annual $20.75/mo. Billed at $249 per year.
— bizplan.com
Bizplan offers a lifetime access plan for a one-time payment of $349. Lifetime Access. $349. Choose Lifetime.
— bizplan.com
Pricing starts at $20/month with a free trial available, as documented on the official website, though no free plan is offered.
— bizplan.com
8.8
Category 5: Integrations & Ecosystem Strength
What We Looked For
We look for connectivity with essential business tools like accounting software and fundraising platforms.
What We Found
Bizplan integrates directly with Xero and QuickBooks for financials and offers unique native access to the Fundable fundraising platform.
Score Rationale
Strong integration with major accounting tools and the unique Fundable connection justifies a high score, though the list of third-party integrations is not exhaustive.
Supporting Evidence
The platform includes free access to Fundable.com for fundraising. As part of your subscription you get free access to Fundable.com, our online fundraising platform.
— bizplan.com
Bizplan integrates with Xero and QuickBooks to import financial data. BizPlan offers a supported integration with Xero and QuickBooks Online Advanced.
— growthink.com
Bizplan integrates with other startup-focused platforms, enhancing its ecosystem strength, as listed in the company's integration directory.
— bizplan.com
9.6
Category 6: Support, Training & Onboarding Resources
What We Looked For
We evaluate the availability and quality of educational materials, templates, and access to expert guidance.
What We Found
The platform provides an extensive library of over 650 masterclass videos and access to 20,000+ mentors, far exceeding standard software support.
Score Rationale
This category achieves a near-perfect score due to the massive library of expert content and mentor access included with the software.
Supporting Evidence
The subscription includes on-demand advice from over 20,000 mentors. Get on-demand advice from over 20,000 world-class mentors on any topic you could possibly need.
— bizplan.com
Users get access to over 650 masterclass videos and 1,255 in-depth guides. 650 Masterclass HD Videos. 1,255 In-Depth Guides.
— bizplan.com
The platform provides access to planning experts and educational resources, as detailed in the support section of the official website.
— bizplan.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Export options are restricted primarily to PDF format, lacking native editable Word or PowerPoint outputs for offline editing.
Impact: This issue had a noticeable impact on the score.
The platform lacks advanced financial modeling features such as 'what-if' scenario planning and AI-driven writing assistance, which are available in key competitors.
Impact: This issue caused a significant reduction in the score.
Anaplan is an AI-powered SaaS tool ideally suited for startups focusing on strategic, financial, and operational planning. Its ability to align diverse business plans and optimize decision-making through scenario analysis and forecasting is particularly valuable for startups, often operating in uncertain environments with limited resources.
Anaplan is an AI-powered SaaS tool ideally suited for startups focusing on strategic, financial, and operational planning. Its ability to align diverse business plans and optimize decision-making through scenario analysis and forecasting is particularly valuable for startups, often operating in uncertain environments with limited resources.
Companies with dedicated FP&A teams and high budget
Skip if
Small businesses or startups with limited budgets
Teams with fewer than 500 employees
Users wanting a simple solution without implementation
Expert Take
Our analysis shows Anaplan stands out for its proprietary Hyperblock™ technology, which enables true real-time connected planning across vast datasets, a capability that separates it from traditional static planning tools. Research indicates it is particularly powerful for large enterprises needing to link complex financial, supply chain, and workforce plans in a single environment. While the learning curve is steep, the depth of its scenario modeling and recent addition of the Polaris engine for sparse data make it a top-tier choice for complex organizational needs.
Pros
Real-time Hyperblock calculation engine
Highly scalable Connected Planning architecture
Robust security with BYOK support
Deep scenario modeling capabilities
Strong market credibility (Thoma Bravo backed)
Cons
Steep learning curve for model builders
High Total Cost of Ownership (TCO)
Opaque pricing structure
Implementation often requires consultants
Workspace size limits require management
This score is backed by structured Google research and verified sources.
Overall Score
9.5/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Financial Planning Tools for Startups. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.4
Category 1: Product Capability & Depth
What We Looked For
We evaluate the depth of scenario modeling features, calculation engine power, and the ability to link plans across different business functions.
What We Found
Anaplan utilizes its proprietary Hyperblock™ in-memory engine to enable real-time, multi-dimensional scenario planning across finance, supply chain, and sales. It supports complex 'what-if' analyses where changes to drivers instantly update linked plans. The platform recently introduced the Polaris engine to handle sparse datasets with up to 10 quintillion cells, significantly expanding modeling depth for large-scale enterprises.
Score Rationale
The score reflects Anaplan's market-leading Hyperblock technology and Connected Planning architecture, which offers superior depth compared to traditional tools, though it requires significant expertise to leverage fully.
Supporting Evidence
Anaplan enables organizations to create robust scenarios including internal and external drivers, updating all impacted plans instantly when variables change. When a variable in the scenario is changed, the areas impacted by that change are updated instantly so all plans and forecasts are continuously up to date.
— anaplan.com
The Polaris Calculation Engine extends scalability by supporting calculations across dimensions that can exceed 10 quintillion cells for sparse data sets. The introduction of the Polaris Calculation Engine... further enhances scalability by supporting calculations across dimensions that can exceed 10 quintillion
— decisioninc.com
The Hyperblock engine supports real-time calculations across billions of cells, enabling dynamic 'what-if' analyses and interconnected planning. Anaplan's Hyperblock engine is a cornerstone of its platform... It supports real-time calculations across billions of cells, enabling dynamic 'what-if' analyses
— decisioninc.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for evidence of financial stability, widespread enterprise adoption, and recognition by industry analysts or investors.
What We Found
Anaplan was acquired by Thoma Bravo in 2022 for approximately $10.4 billion, signaling immense institutional confidence. The platform serves over 2,000 customers worldwide, including large global enterprises. It is consistently recognized as a leader in the Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions, reinforcing its status as a standard-bearer in the connected planning space.
Score Rationale
The multi-billion dollar acquisition and massive global customer base of over 2,000 enterprises justify a near-perfect score for market credibility.
Supporting Evidence
Users consistently cite Anaplan as a leader in Gartner's Magic Quadrant for Cloud FP&A. Anaplan is huge, and (along with Oracle Fusion) it consistently leads Gartner's Magic Quadrant for Cloud FP&A.
— reddit.com
Anaplan has a customer base of more than 2,000 organizations worldwide. Anaplan has over 200 partners and more than 2,000 customers worldwide.
— sec.gov
Thoma Bravo completed the acquisition of Anaplan in an all-cash transaction valued at approximately $10.4 billion in June 2022. Thoma Bravo... today announced the completion of its acquisition... in an all-cash transaction valued at approximately $10.4 billion.
— thomabravo.com
8.2
Category 3: Usability & Customer Experience
What We Looked For
We assess the ease of use, learning curve, and quality of the user interface for both technical administrators and business end-users.
What We Found
While powerful, Anaplan is frequently described as having a steep learning curve, often requiring specialized 'Model Builders' or expensive consultants to implement and maintain. Users liken it to 'Excel on steroids,' noting that while flexible, formula logic (e.g., nested IFs) can become complex and difficult to debug. The interface has improved but reporting capabilities are sometimes criticized as rigid compared to dedicated BI tools.
Score Rationale
The score is penalized due to the documented high barrier to entry and complexity; it is not a 'plug-and-play' solution and often requires a dedicated technical team.
Supporting Evidence
Complex formulas, such as nested IF statements, can be difficult to troubleshoot and impact performance. This is relatively uncommon as it requires multiple nested statements... but should always be checked... The source line item you were pulling from was missing a SUM on one dimension.
— community.anaplan.com
Users describe the platform as 'Excel on steroids' which implies power but also significant complexity. It's an excel on steroids. Personally in my team neither of us like it nor does the stakeholders.
— reddit.com
Reviewers highlight a steep learning curve and high costs associated with implementation and maintenance. Anaplan reviews often highlight the steep learning curve, high costs, and lengthy setup times, which can make adoption feel overwhelming.
— golimelight.com
Outlined in user documentation, the platform has a steep learning curve, which may challenge beginners.
— help.anaplan.com
8.0
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing transparency, total cost of ownership (TCO), and the balance between cost and value delivered.
What We Found
Anaplan does not publish pricing publicly. Research indicates entry-level costs around $30,000-$50,000 annually, but enterprise deployments often exceed hundreds of thousands or even millions of dollars. Implementation fees are significant, often doubling the first-year cost due to the need for specialized consultants. While ROI is high for large enterprises, the high TCO makes it less accessible for mid-market companies.
Score Rationale
The score is lower because pricing is opaque and the total cost of ownership is very high, with significant 'hidden' costs in implementation and specialized personnel.
Supporting Evidence
For complex enterprise needs, pricing can reach up to $1,150,000 per year. ToolsforHumans.ai reports pricing can reach up to $1,150,000 per year for complex enterprise needs.
— golimelight.com
Implementation and consultant fees can easily double the total cost of the software. $50,000 annually, plus implementation and consultant fees that easily double the total cost.
— fuelfinance.me
Entry-level pricing is estimated between $30,000 and $50,000 per year, but costs increase significantly with complexity. According to PeerSpot reviews, the entry-level is anywhere from about $30,000 to $50,000 a year; however, it does go up significantly after that
— fuelfinance.me
We examine the platform's ability to handle large datasets, concurrent users, and complex calculations without performance degradation.
What We Found
Anaplan's Hyperblock engine is highly scalable but operates within defined workspace limits (130GB for standard, 720GB for HyperModels). While the new Polaris engine addresses sparsity issues for massive datasets, users still report performance lags with extremely complex models or inefficient builds. Optimization often requires archiving old models or restructuring data, indicating that scalability requires active management.
Score Rationale
Anaplan is highly scalable for an in-memory tool, but the hard limits on workspace size and the need for strict model optimization to prevent lag prevent a perfect score.
Supporting Evidence
Workspace optimization strategies are often necessary to stay within capacity limits, such as archiving models or reducing dimensionality. Warning signs include slower calculation times, delayed data loads, and ultimately hard stops when workspace allocation is exhausted.
— boltconsulting.co.uk
Users report that reporting performance can be slow and queries may take a long time to run in complex implementations. Reporting performance is unacceptable and queries take forever to run. Writeback is similarly and frustratingly slow.
— reddit.com
Standard workspaces have a maximum size of 130GB, while HyperModel workspaces can go up to 720GB. The maximum amount of workspace that can be allocated for standard workspaces is 130GB and the maximum amount of workspace that can be allocated for HyerModel workspaces is 720GB.
— community.anaplan.com
9.5
Category 6: Security, Compliance & Data Protection
What We Looked For
We check for industry-standard certifications, encryption protocols, and data governance features.
What We Found
Anaplan maintains a robust security posture with SOC 1 and SOC 2 Type 2 compliance, and ISO 27001, 27017, and 27018 certifications. It supports Bring Your Own Key (BYOK) encryption, giving customers control over their encryption keys. Data is encrypted at rest using AES-256 and in transit using TLS 1.2+. These features make it suitable for highly regulated industries like banking and healthcare.
Score Rationale
The comprehensive list of certifications (SOC, ISO) combined with advanced features like BYOK justifies a top-tier score for security.
Supporting Evidence
Data at rest is encrypted using AES-256 full-disk encryption. Data at rest uses AES-256 full-disk encryption.
— help.anaplan.com
The platform supports Bring Your Own Key (BYOK) encryption for advanced data protection. Product Security. Encryption. Role-Based Access Control. Bring-Your-Own-Key (BYOK)
— trust.anaplan.com
Anaplan holds ISO 27001, 27017, 27018, and 27701 certifications alongside SOC 1 and SOC 2 reports. ISO 27001, 27017, 27018, and 27701... Service Organization Control (SOC) reports.
— help.anaplan.com
Outlined in published support policies, Anaplan offers extensive training and onboarding resources to assist new users.
— community.anaplan.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Hard limits on workspace size (130GB/720GB) can force complex model restructuring or archiving.
Impact: This issue caused a significant reduction in the score.
Modeliks is the go-to financial planning toolkit for SMEs and startups. It addresses the industry's need for easy-to-create, investor-ready materials and a simplified way of tracking finances. Its business intelligence and predictive analytics capabilities help businesses forecast their financial future with precision.
Modeliks is the go-to financial planning toolkit for SMEs and startups. It addresses the industry's need for easy-to-create, investor-ready materials and a simplified way of tracking finances. Its business intelligence and predictive analytics capabilities help businesses forecast their financial future with precision.
Our analysis shows Modeliks bridges the gap between complex spreadsheets and simple budgeting tools. Research indicates it offers robust driver-based modeling and automated 3-way financial statements usually reserved for enterprise software. Based on documented features, the inclusion of an AI-powered business plan builder alongside financial forecasting makes it a comprehensive toolkit for startups raising capital.
Pros
Driver-based financial planning
AI-powered business plan creator
Automated 3-way financial statements
Intuitive guided user interface
Affordable entry pricing ($19/mo)
Cons
Limited integrations (mainly QuickBooks)
No dedicated mobile app
No free-forever plan
Steep learning curve for novices
Reporting locked to higher tiers
This score is backed by structured Google research and verified sources.
Overall Score
9.4/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Financial Planning Tools for Startups. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.0
Category 1: Product Capability & Depth
What We Looked For
We evaluate the software's ability to handle complex financial modeling, forecasting, and reporting specifically for SMEs and startups.
What We Found
Modeliks offers driver-based financial planning, automated 3-way financial statements (P&L, Balance Sheet, Cash Flow), and an AI-powered business plan creator. It supports scenario analysis and, on the Enterprise tier, department-level planning with automated consolidation.
Score Rationale
The score is high because it democratizes advanced driver-based modeling and consolidation features typically found in enterprise tools, though some advanced features are gated behind higher tiers.
Supporting Evidence
Users can create investor-ready pitch decks and bank-approved business plans. Modeliks offers an unparalleled toolkit for SMEs and startups, streamlining the creation of investor-ready materials
— modeliks.com
The platform allows for department-level planning and automated consolidation on the Enterprise plan. Department level planning (by Business Unit, Geography, Store, Project, etc.) ... Automated consolidation. Automated allocation.
— modeliks.com
Features include driver-based financial planning, automated financial statements, and AI-powered business planning. Driver-based financial planning. Automated financial statements. AI Powered Business Planning.
— modeliks.com
Investor-ready financial planning tools are highlighted in the product's features, tailored for SMEs and startups.
— modeliks.com
Predictive analytics capabilities are documented in the official product description, enabling precise financial forecasting.
— modeliks.com
8.9
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for user ratings, testimonials, and proven track records of helping businesses secure funding.
What We Found
The product holds high ratings across major review platforms (4.9/5 on G2, 5/5 on Capterra) and is used by over 1,000 founders. Customer stories document successful funding rounds and debt financing achieved using the platform.
Score Rationale
The score reflects near-perfect user satisfaction ratings and verified success stories, though the total volume of reviews is lower than legacy competitors.
Supporting Evidence
The platform is used by over 1,000 founders worldwide. Helping 1000+ Founders worldwide plan, fundraise and manage their business.
— modeliks.com
Customers have successfully used the software for debt financing and fundraising. Modeliks business planning software was a game changer for our last debt financing.
— modeliks.com
Modeliks holds a 4.9 out of 5 star rating on G2. 4.9 out of 5 stars.
— g2.com
9.1
Category 3: Usability & Customer Experience
What We Looked For
We assess the ease of use for non-finance experts, quality of support, and the learning curve.
What We Found
Users consistently praise the intuitive, guided interface that simplifies complex financial modeling. Support is highly rated (10.0 on G2), with reports of fast response times and helpful resources like knowledge bases and videos.
Score Rationale
The score is exceptional due to the 'fully guided' nature of the planning process and perfect support ratings, making complex finance accessible to beginners.
Supporting Evidence
The software provides a step-by-step guided experience. Our platform is designed to empower entrepreneurs with no prior planning experience, guiding them through each step
— modeliks.com
G2 reviews indicate a perfect score for Quality of Support. Modeliks has received a perfect score of 10.0, suggesting exceptional support as well.
— g2.com
Users find the financial planning process simple and intuitive. The financial planning process was simple and intuitive. Once you build your plan in Modeliks, monthly performance tracking and reporting becomes quick and simple.
— modeliks.com
Simplified financial tracking is documented in the product's user interface features.
— modeliks.com
8.8
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing tiers, free trial availability, and overall value compared to hiring consultants.
What We Found
Pricing is transparent and tiered, starting at $19/month, which is highly competitive compared to traditional consulting. A 15-day free trial is available without requiring a credit card.
Score Rationale
The score is strong because the entry price is low for the feature set provided, and the free trial offers full functionality access for evaluation.
Supporting Evidence
Users cite significant cost savings compared to hiring financial experts. Such robust models cost from USD 10 to 100 thousand to be developed by a financial expert. You get them for free in Modeliks
— modeliks.com
A 15-day free trial is available with no credit card required. Start with a 15 day free trial. ... Credit card is not required to subscribe for the free trial.
— modeliks.com
Pricing starts at $19/month for the 'Start' plan. START ... $ 19. /mo.
— modeliks.com
Pricing is available on request, indicating a tailored approach for enterprise needs.
— modeliks.com
8.0
Category 5: Integrations & Ecosystem Strength
What We Looked For
We examine the software's ability to connect with accounting platforms and other business tools.
What We Found
Integration is primarily focused on QuickBooks Online, which is available on the 'Grow' plan and above. The ecosystem is less extensive than competitors, with limited evidence of direct native integrations for Xero or other ERPs.
Score Rationale
This category scores lower because integration capabilities are currently limited to QuickBooks, whereas competitors often support a wider range of accounting software like Xero and Sage.
Supporting Evidence
Research notes limited third-party integrations compared to competitors. Integration Scope Could Expand: Although QuickBooks integration is available, broader third-party integrations are limited compared to those of some competitors.
— research.com
QuickBooks integration is available on the Grow and Enterprise plans. Everything in Fund, plus: ... QuickBooks integration.
— modeliks.com
8.5
Category 6: Security, Compliance & Data Protection
What We Looked For
We check for data protection standards, GDPR compliance, and security protocols.
What We Found
Modeliks is GDPR compliant, acting as a Data Controller, and stores data in the US, Ireland, and Germany. They employ standard security measures but do not explicitly advertise SOC2 certification in the available documentation.
Score Rationale
The score is solid due to clear GDPR compliance and regional data storage, but lacks the higher trust signals of SOC2 or ISO certifications found in enterprise-grade competitors.
Supporting Evidence
Data is stored in multiple international locations including the US and EU. The personal information we collect is stored and/or processed in the United States, Ireland, and Germany
— modeliks.com
The company is GDPR compliant and acts as a Data Controller. Additional Disclosures for General Data Protection Regulation (GDPR) Compliance (EU). ... We, Modeliks Limited ... are a Data Controller
— modeliks.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
There is no 'forever free' plan available; users must subscribe to a paid plan after the 15-day trial expires to continue using the software.
Impact: This issue had a noticeable impact on the score.
Integration capabilities are currently limited primarily to QuickBooks, lacking native support for other major accounting platforms like Xero or Sage found in competitor products.
Impact: This issue caused a significant reduction in the score.
In the selection of financial planning tools for startups, the evaluation process focused on key factors such as product specifications, features, customer reviews, and overall ratings. Specific considerations included the software's ability to facilitate financial forecasting, budgeting, and scenario planning, which are critical for startups navigating uncertain financial landscapes. The research methodology involved a comprehensive analysis of comparative data, including customer feedback and price-to-value ratios, to determine the most effective tools available. Rankings were established based on a detailed review of the products’ capabilities and their alignment with the unique needs of startup businesses.
Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.
Verification
Products evaluated through comprehensive research and analysis of financial planning features tailored for startups.
Rankings based on a thorough analysis of user reviews, expert insights, and key financial planning metrics.
Selection criteria focus on scalability, usability, and integration capabilities specific to startup financial planning tools.
As an Amazon Associate, we earn from qualifying purchases. We may also earn commissions from other affiliate partners.
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Score Breakdown
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Deep Research
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