FRACTIONAL CFOS & FINANCE FIRM OWNERS:
FRACTIONAL CFOS & FINANCE FIRM OWNERS:
Client Ready Financial Models In One Click.
Client Ready Financial Models In One Click.
The Tool That Replaces Your Month End Grind.
The Tool That Replaces Your Month End Grind.
Stop rebuilding spreadsheets from scratch. Pull your client's accounting data into three-statement models and dashboards, right inside Excel. Refresh every month — no broken formulas, no rebuilds.
Stop rebuilding spreadsheets from scratch. Pull your client's accounting data into three-statement models and dashboards, right inside Excel. Refresh every month — no broken formulas, no rebuilds.
No credit card
Live model in 3 minutes
You own the Excel files
TRUSTED BY FRACTIONAL CFOs AND FINANCE TEAMS
Your expertise is worth more than your formatting time.
Every month you rebuild the same models from scratch. That ceiling on your hours is a ceiling on your revenue.
THE OLD WAY
10+ hrs per client, every month
THE OLD WAY
10+ hrs per client, every month
THE OLD WAY
10+ hrs per client, every month
THE NEW WAY
80% less reporting time
THE NEW WAY
80% less reporting time
Rebuild the same model every month
Copy last month's file, change the numbers, pray nothing breaks.
Rebuild the same model every month
Copy last month's file, change the numbers, pray nothing breaks.
You're a $300 an hour cell formatter
Senior level skill spent on fonts, borders, and cell colors.
You're a $300 an hour cell formatter
Senior level skill spent on fonts, borders, and cell colors.
A full model in one click
A complete three statement model from your client's books in a single click.
One dead reference kills the whole file
Chasing broken links across files you built six months ago.
One dead reference kills the whole file
Chasing broken links across files you built six months ago.
Simply refresh, never rebuild
Roll the month forward in one click while every custom formula stays intact.
Clients see a spreadsheet, not a story
They get raw data and quietly question your fee.
Clients see a spreadsheet, not a story
They get raw data and quietly question your fee.
Clients see a spreadsheet, not a story
They get raw data and quietly question your fee.
Native to the Excel you mastered
No new platform, no limits. Build as many custom models as you want.
Dashboards clients will happily pay for
Turn the numbers into a clear story they actually want to read.
Take on more clients without hiring
More engagements at the same quality, no extra headcount.
Can't take on more clients
Every new engagement costs another weekend, so you stop saying yes.
Can't take on more clients
Every new engagement costs another weekend, so you stop saying yes.
High fee work never gets done
The strategic analysis that earns premium fees keeps getting pushed.
High fee work never gets done
The strategic analysis that earns premium fees keeps getting pushed.
Bill for insight, not assembly
Spend your hours on the work that commands higher fees.
THE NEW WAY
80% less reporting time
A full model in one click
A complete three statement model from your client's books in a single click.
A full model in one click
A complete three statement model from your client's books in a single click.
Simply refresh, never rebuild
Roll the month forward in one click while every custom formula stays intact.
Simply refresh, never rebuild
Roll the month forward in one click while every custom formula stays intact.
Native to the Excel you mastered
No new platform, no limits. Build as many custom models as you want.
Native to the Excel you mastered
No new platform, no limits. Build as many custom models as you want.
Dashboards clients will happily pay for
Turn the numbers into a clear story they actually want to read.
Dashboards clients will happily pay for
Turn the numbers into a clear story they actually want to read.
Take on more clients without hiring
More engagements at the same quality, no extra headcount.
Take on more clients without hiring
More engagements at the same quality, no extra headcount.
Bill for insight, not assembly
Spend your hours on the work that commands higher fees.
Bill for insight, not assembly
Spend your hours on the work that commands higher fees.
It is not another platform to learn.
It is the Excel you already know.
It is not another platform to learn.
It is the Excel you already know.
The real reason finance pros stall on new software is the fear of rebuilding everything inside someone else's app.
Model Wiz is not an app you log into. It is an add in that lives in your Excel ribbon.
The files are native Excel, yours to keep and customize like any other workbook. Add rows, write your own formulas, paste in data from any source. There are no limits. How far you take it is up to your Excel skills.
When you roll forward each month, all of it stays exactly where you left it.
Nothing to migrate. Nothing to relearn.
The real reason finance pros stall on new software is the fear of rebuilding everything inside someone else's app.
Model Wiz is not an app you log into. It is an add in that lives in your Excel ribbon.
The files are native Excel, yours to keep and customize like any other workbook. Add rows, write your own formulas, paste in data from any source. There are no limits. How far you take it is up to your Excel skills.
When you roll forward each month, all of it stays exactly where you left it.
Nothing to migrate. Nothing to relearn.
The real reason finance pros stall on new software is the fear of rebuilding everything inside someone else's app.
Model Wiz is not an app you log into. It is an add in that lives in your Excel ribbon.
The files are native Excel, yours to keep and customize like any other workbook. Add rows, write your own formulas, paste in data from any source. There are no limits. How far you take it is up to your Excel skills.
When you roll forward each month, all of it stays exactly where you left it.
Nothing to migrate. Nothing to relearn.
A complete FP&A system.
Inside the Excel you already use.
Model Wiz builds the heavy 80%, the data, structure, schedules, and dashboards. You keep full control of the 20% that makes each client yours.
01
One Click Three Statement Models
Full P&L, balance sheet, and cash flow from live client data, ready to present.
01
One Click Three Statement Models
Full P&L, balance sheet, and cash flow from live client data, ready to present.
02
One Click Roll Forward
Close the month with one click while custom formulas and projections stay put.
02
One Click Roll Forward
Close the month with one click while custom formulas and projections stay put.
03
FP&A Modules Most Tools Don't Have
Headcount, AR, AP, inventory, deferred revenue, fixed assets, and intangibles.
03
FP&A Modules Most Tools Don't Have
Headcount, AR, AP, inventory, deferred revenue, fixed assets, and intangibles.
04
Budgets vs Actuals
Set the budget once and watch actuals land against it every month.
04
Budgets vs Actuals
Set the budget once and watch actuals land against it every month.
BETA
05
Scenario Planning
Compare best, base, and downside cases before clients make the call.
05
Scenario Planning
Compare best, base, and downside cases before clients make the call.
BETA
06
Class, Project & Location Reporting
Track the cuts that actually run the business, cleanly presented.count, AR, AP, inventory, deferred revenue, fixed assets, and intangibles.
06
Class, Project & Location Reporting
Track the cuts that actually run the business, cleanly presented.count, AR, AP, inventory, deferred revenue, fixed assets, and intangibles.
07
Beautiful Dashboards
KPI, sales, cash flow, financial health, and Spotlight dashboards wired to your data.
07
Beautiful Dashboards
KPI, sales, cash flow, financial health, and Spotlight dashboards wired to your data.
08
Built for Excel, Not Against It
No new platform, no limits, full customization, and you own every file forever.
08
Built for Excel, Not Against It
No new platform, no limits, full customization, and you own every file forever.
Free to start. No card. Cancel anytime.
Built for how fractional CFOs actually work
Built for how fractional CFOs actually work
Start free. Pay when it is saving you hours.
Start free. Pay when it is saving you hours.
Start free. Pay when it is saving you hours.
Priced per company connection, unlimited users. Monthly, cancel anytime, no annual contracts.
Questions fractional CFOs ask
Questions fractional CFOs ask
Will a roll forward override my customizations?
No, and that is the whole point of the app. If rolling forward wiped your custom work, the tool would be pointless. Every formula you build stays exactly where it is. Roll forward as much as you want, no errors, no rebuilding.
Can I customize it?
What software does it connect to?
Does it work with Google Sheets?
How do I share my reports with clients?
Is my data secure?
Does it handle multi entity consolidation?
Am I locked into a contract?
What is included in the free trial?
Will a roll forward override my customizations?
No, and that is the whole point of the app. If rolling forward wiped your custom work, the tool would be pointless. Every formula you build stays exactly where it is. Roll forward as much as you want, no errors, no rebuilding.
Can I customize it?
What software does it connect to?
Does it work with Google Sheets?
How do I share my reports with clients?
Is my data secure?
Does it handle multi entity consolidation?
Am I locked into a contract?
What is included in the free trial?
Your next client should not cost you a weekend.
Build your first model free and see your numbers in minutes, right inside the Excel you already use.
No credit card · Cancel anytime · The Excel files are yours
Your next client should not cost you a weekend.
Build your first model free and see your numbers in minutes, right inside the Excel you already use.
No credit card · Cancel anytime · The Excel files are yours