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modlr: Business Modelling and Collaborative Planning

modlr helps businesses manage financial and operational planning. It is designed for teams that need concurrent collaboration and scenario analysis to move beyond manual spreadsheets.

At a glance

Category
Operations
Best for
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.
Key use cases
Annual Budgeting, Scenario Planning, Sales Planning, Management Reporting, Production Planning
Integrations
MYOB, Sage, QuickBooks, Xero, Zendesk
Official website
modlr.co
Screenshot of modlr website

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.

Best For

Companies requiring concurrent multi-user modellingFinance teams moving away from manual spreadsheetsOperations managers requiring real-time reporting

Integrations

MYOBSageQuickBooksXeroZendeskSalesforceMySQLPostgreSQLOracleSAP HanaSnowflakeMongoDBNetsuiteMicrosoft Business Central

Pricing

Pricing is based on user roles (Collaborators, Analysts, Modellers) and cloud instance size (1GB-1TB), with the first Modeller free.

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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