Financial Modelling Pro is a web application for building, analysing, and exporting financial models. It creates three-statement models with DSCR, ICR, IRR, and MOIC outputs, and supports valuation models and scenario analysis. Users can choose from 17 sector templates plus an Other fallback, and model deal instruments such as senior and mezzanine tranches, convertibles, warrants, revenue and EBITDA kickers, and preferred equity. The Sammy assistant accepts modelling changes described in plain English, previews each change, and supports undo. Performance Tracker overlays monthly actuals on submitted projections to show variance. Models export to PDF, Excel, and Word, though PDF export on the Free tier is watermarked. Free includes one project saved in the browser and 20 Sammy messages per month; Solo is 25.00 USD per month and Pro is 79.00 USD per month. Mobile supports basic viewing, while heavy editing is designed for a laptop. Data is encrypted in transit with TLS 1.2 or higher and at rest with AES-256, with default data residency in the EU multi-region. Without an account, project data stays in browser localStorage.
Who it is for
It suits small businesses raising capital, deal teams preparing investment-committee papers, and finance leaders running projections. Users who need extensive editing should plan to work on a laptop.
What is good
- Builds three-statement models with multiple financial outputs.
- Includes 17 sector templates and an Other fallback.
- Sammy previews changes and supports undo.
- Exports models to PDF, Excel, and Word.
- Encrypts data in transit and at rest.
What to know first
- Free includes only one project.
- Free PDF exports are watermarked.
- Heavy editing is designed for a laptop.
- After cancellation, projects are deleted after 90 days.
Verdict
Financial Modelling Pro combines model building, scenario analysis, projections tracking, and export tools in a web application. The Free plan offers a limited starting point; compare project, sharing, support, and assistant limits when choosing a paid plan.
Financial Modelling Pro plans and pricing
All plansCompared on financial modeling software
- Free plan
- Yes
- Three-statement modeling
- Yes
- Valuation models
- Yes
- Scenario analysis
- Yes
- Audit trail
- Yes
- Supported platforms
- Web
