Create Full-Fledged Financial Models With Just a Few Clicks
Transform monthly forecasting from days into minutes with QuickBooks-connected financial models
No Credit Card Required
Tired of Manually Rebuilding Your Forecasts Every Month?
ModelWiz transforms financial planning by generating sophisticated models that connect directly to your accounting data. With a single click, your historical figures flow into forward-looking projections.
When your accounting data updates, your models update too—maintaining all your custom work.
Create forecasts your way. Your formulas and references stay intact even as accounts are added or moved. Now you can focus on analysis instead of rebuilding models every month.
Build complete 3-statement financial models
Seamlessly integrate actuals with projections
Never lose your work when updating with new data
Specialized FP&A modules for accurate forecasting
Custom drivers tab to control your projection logic
01
Complete Financial Statements
Generate comprehensive P&L, balance sheet, and cash flow statements directly from your QuickBooks data
02
One-Click Roll Forward
Update your entire model when new accounting data arrives with a single click
03
Automatic Account Detection
New accounts in QuickBooks are automatically integrated into your model in the right locations
04
Formula Preservation
Your custom formulas and projections remain intact even as new data flows in
05
Dynamic Forecasting
Easily adjust drivers and assumptions to create accurate financial projections
06
Excel-Native Experience
Work directly in Excel with the flexibility you need while maintaining data connection
Click Once. Update Everything
Remember when updating your forecasts meant starting from scratch every month? Those days are over.
With ModelWiz's Roll Forward feature, you simply click a button and watch as your financial model updates itself with the latest data from QuickBooks. New accounts? They're automatically added.
Changed account types? They're moved to the right place. Your custom formulas and projections? They stay perfectly intact.
No Credit Card Required
Turn Hours Into Seconds with Our Quickbooks Online Integration
ModelWiz's revolutionary financial modeling capabilities are built on a foundation of seamless QuickBooks Online integration.
By connecting directly to your QuickBooks Online account, ModelWiz creates a secure, reliable bridge between your accounting system and Excel.
This connection automatically pulls your financial data into our professional templates, eliminating the traditional barriers between accounting and financial planning.
With just one click, transform raw QuickBooks data into polished, professional financial models and reports.
No more CSV exports. No more manual formatting. No more data entry errors.
✅ One-Click Updates ✅ 100% Data Accuracy ✅ No Manual Entry ✅ Keep Excel Freedom ✅ Always In Sync
Stunning Financial Dashboards, One Click Away
Financial modeling is just the beginning.
ModelWiz also transforms your QuickBooks data into beautiful, ready-to-use dashboards that give you instant visibility into your financial performance.
The same QuickBooks connection that powers our financial models also drives our collection of professional dashboards. One click pulls your data into visually stunning reports that make your numbers tell a story anyone can understand.
Not Using QuickBooks? We've Still Got You Covered
Don't use QuickBooks Online? You can still transform your finance and accounting operations with ModelWiz's extensive template library.
Our collection of 100+ professional templates works directly in Excel without requiring any data connection. These ready-to-use templates cover every aspect of financial management, from budgeting to analysis to reporting.
✅ 100+ Templates Available
✅ Works directly in Excel
Get more than 100+ templates
Why Finance & Accounting teams choose us
Here's why leading companies trust our templates to power their financial operations
Build Analysis,
Not Templates
Stop spending endless hours building templates from scratch. Our ready-to-use solutions let you focus on what matters most - delivering insights that drive business decisions.
Error-Free
Confidence
Every formula in our templates is thoroughly tested and validated by financial experts. Finally gain the confidence that your numbers are right, every single time.
Meet Every
Deadline
Template creation eating into your deadlines? Our ready-to-use solutions help you deliver polished financial reports on time, every time - no more last-minute scrambles.
Seamless Team
Adoption
Get your entire team up to speed quickly with our intuitive, well-documented templates. Spend less time explaining and more time executing.
Engage Every Stakeholder
Stop presenting walls of numbers that confuse your audience. Our templates visualize financial data in ways that make your insights accessible to everyone in your organization.
Works Within Excel, Not Against It
We don't replace Excel—we make it better. Our templates work directly in your familiar Excel environment, allowing you to customize and expand while maintaining data connections.
Getting Started Is Simple
Four easy steps to transform your financial workflows
📊 Open Model Wiz
Find Model Wiz right in your Excel toolbar and click to launch. That's your gateway to professional templates.
🔍 Find Your Template
Browse our extensive template library and choose the perfect template for your needs. From P&L forecasts to monthly dashboards, we've got you covered.
✏️ Customize Your Details
Enter a few quick details about your business, and watch as your template automatically adapts to your needs.
✨ Get Instant Results
Your Excel file instantly populates with your custom inputs. Start using your professional template right away.
Perfect Templates for Every Role
CFO & Finance Leaders
Strategic Decision Making
Time Saved: 80% faster board prep
FP&A Teams
Financial Planning & Analysis
Time Saved: 70% faster forecasting
Controllers & Accounting
Operational Excellence
Time Saved: 60% faster month-end
How It Works
Need Help? Our support team is just an email away at support@modelwiz.com
Choose your pricing plan
Find one that works for you
Features | Free | Template Pro | Connect | Forecast |
|---|---|---|---|---|
Price | $0/mo | $599/yr | $100/mo | $300/mo (Coming Soon) |
100+ Infographics and Presentations | ✅ | ✅ | ✅ | ✅ |
7 Free Templates | ✅ | ✅ | ✅ | ✅ |
100+ Templates for Accounting and FP&A | ❌ | ✅ | ✅ | ✅ |
Customer Support | Standard Email | Priority Email Support | Priority Email Support + Onboarding Call | Priority Email Support + Onboarding Call |
Accounting software integration | ❌ | ❌ | 1 Company | 1 Company |
Pull reports from Quickbooks online into Excel | ❌ | ❌ | ✅ | ✅ |
Transform beautiful templates with connected Quickbooks online data | ❌ | ❌ | ✅ | ✅ |
Users Seats | ❌ | ❌ | Unlimited | Unlimited |
Forecasting & FP&A | ❌ | ❌ | ❌ | ✅ |
Forecast Roll Forward | ❌ | ❌ | ❌ | ✅ |
