Modeloptic is the best FP&A tool since Excel. Its powerful and intuitive financial reporting and projection capabilities have the flexibility of Excel with the efficiency of a purpose-built tool. It automates the mechanical tasks involved in your FP&A workflows so you'll spend less time on analyst tasks and more time on strategy.

Key Benefits:

• Powerful Forecasting Capabilities: Modeloptic has the power and flexibility of Excel with the efficiency of a purpose-built tool. You won't be compromising on capability.

• Fast & Easy Monthly Updates: Modeloptic integrates with Sage Intacct to easily import your key financial data. Update your model and reporting materials each month in minutes instead of hours, and with greater accuracy.

• See Transaction Level Detail: By integrating with your accounting system, you'll be able to see transaction level detail for any account from directly within your model or variance analysis. This is a huge help when building and updating your forecast, and when trying to identify the cause of variances.

• Automated Variance Report Generation: Instead of needing to painstakingly construct your variance analysis manually each month, Modeloptic builds it for you. By keeping a full historical record of your past forecasts, you can reference and compare against them any time.

• Insightful Reporting Capabilities: Easily and clearly communicate your performance and future plans to both internal and external parties.

• Incorporate Non-Financial Key Metrics: Metrics like unit sales volumes, utilization rates, churn rates, CAC, LTV, and so on can all be easily incorporated as forecast drivers and to give you a holistic picture of performance.

• Generate Fully-Functional Models in Excel: Modeloptic can generate your model in Excel any time you need it, and it'll look like a professional modeler built it by hand.

 

• Follow Best Practices: Modeloptic helps you professionalize your strategic finance operations.

Requirements:

Integrating with this application requires you to use the partner’s SenderID. By using the partner’s SenderID, you do not need to buy a web services developer license from Sage and your API usage will not count towards your API performance tier. Sage may prevent customers from integrating with this application under their own SenderID.

Price:
Monthly Subscription

Integration Approved Countries:
United States