AI TOOL PROFILE
modlr: Business Modelling and Collaborative Planning
- Operations
- Financial Planning
- Companies requiring concurrent multi-user modelling
- Finance teams moving away from manual spreadsheets
- Operations managers requiring real-time reporting
Pricing
Pricing is based on user roles (Collaborators, Analysts, Modellers) and cloud instance size (1GB-1TB), with the first Modeller free.
At a glance
- Best for
- Companies requiring concurrent multi-user modelling, Finance teams moving away from manual spreadsheets, Operations managers requiring real-time reporting
- Key use cases
- Annual Budgeting, Scenario Planning, Sales Planning, Management Reporting, Production Planning
- Integrations
- MYOB, Sage, QuickBooks, Xero, Zendesk
- Official website
- Visit modlr official website
How AI is used
modlr is a business modelling and collaborative planning platform that functions as a corporate performance cloud. It is designed for organizations that need to coordinate financial and operational planning across multiple stakeholders.
The software supports the creation of financial models, the comparison of different business scenarios, and collaborative budgeting via structured workflows. It includes reporting tools for profitability aggregated in real time and a data engine for multi-dimensional analysis.
Buyers should note that the platform supports multiple users working on models simultaneously. It also includes an AI assistant that may help users query finance data using plain English.
Before adopting, companies should confirm how the user-role pricing structure and cloud instance sizes align with their team size and data volume.
Key Features
Financial and Operational Modelling
Supports modelling of business financials and operations with the ability to overlay and compare multiple scenarios.
Collaborative Budgeting Workflow
Provides a workflow for stakeholders to manage and estimate targets and plans.
Profitability Reporting
Generates consolidated profitability reports that aggregate data in real time.
ETL Data Integration
Includes an ETL engine designed to integrate data from external accounting, CRM, and ERP sources.
D3 Visualisation Engine
Uses a D3 engine to create visual representations of business data.
AI-powered Assistant
Includes a ChatGPT-based assistant designed to answer finance-related questions in plain English.
Use Cases
Annual Budgeting
Supporting collaboration between managers and stakeholders to set and manage annual budget targets.
Scenario Planning
Comparing multiple operational or financial scenarios to support decision-making.
Sales Planning
Analyzing the sales pipeline and estimating potential profitability.
Management Reporting
Developing scorecards and reports to track manager performance and financial drivers.
Production Planning
Integrating operational data to plan production requirements and targets.
Integrations
- MYOB
- Sage
- QuickBooks
- Xero
- Zendesk
- Salesforce
- MySQL
- PostgreSQL
- Oracle
- SAP Hana
- Snowflake
- MongoDB
- Netsuite
- Microsoft Business Central
FAQ
Who is modlr designed for?
- modlr is designed for companies that need to coordinate complex financial and operational planning across teams.
How does modlr differ from using Excel?
- Unlike standard spreadsheets, modlr supports many users working concurrently on the same business models and helps ensure formulas remain consistent.
How is modlr priced?
- Pricing is based on three different user roles—Collaborators, Analysts, and Modellers—as well as the size of the cloud instance, with the first Modeller role provided for free.
Source category: Operations
Source subcategory: Financial Planning
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