Adlega From $41/mo · Free plan 9.2 Visit 
Financial Modelling Pro
forecastbusiness.com
What it is
Financial Modelling Pro is a web application for building, analysing, and exporting financial models. It produces three-statement models with DSCR, ICR, IRR, and MOIC outputs, and supports valuation models and scenario analysis. Seventeen sector templates cover industrials, services, financial and technology, and asset-heavy businesses, with an Other fallback. The model engine supports senior and mezzanine tranches, convertibles, warrants, revenue and EBITDA kickers, and preferred equity. Sammy lets users describe model changes in plain English, preview them, and undo them. Performance Tracker compares monthly actuals with submitted projections to show variance. Models export to PDF, Excel, and Word, though Free-tier PDFs are watermarked. The Free plan is free and includes one browser-local project and 20 Sammy messages per month. Solo is $25 a month; Pro is $79 a month. Mobile supports basic viewing, while heavy editing is designed for a laptop. Data is encrypted in transit and at rest, with default residency in the EU multi-region.
Spec sheet
- Audience
- The product is positioned for small businesses raising capital, deal teams writing investment-committee papers, and finance leaders running projections.Read 1 Oct 2026 · forecastbusiness.com
- Support
- Support response targets are community for Free, 48 business hours for Solo, 24 business hours for Pro, and SLA-based for Institutions.Read 1 Oct 2026 · forecastbusiness.com
- Headquarters
- London, United KingdomRead 23 Sep 2026 · forecastbusiness.com
- AI assistant
- Sammy lets users describe modelling changes in plain English, previews each change and supports undo.Read 1 Oct 2026 · forecastbusiness.com
- Cancellation retention
- After cancellation, projects remain accessible for 90 days before permanent deletion.Read 1 Oct 2026 · forecastbusiness.com
- Core product
- Financial Modelling Pro is a web application for building, analysing, and exporting financial models.Read 1 Oct 2026 · forecastbusiness.com
- Data residency
- Default data residency is the EU multi-region (Belgium and Netherlands) on Google Cloud Firebase infrastructure.Read 1 Oct 2026 · forecastbusiness.com
- Data use
- The company says it does not sell data, share project data for commercial purposes, or use models to train AI systems.Read 1 Oct 2026 · forecastbusiness.com
- Deal instruments
- The engine supports senior and mezzanine tranches, convertibles, warrants, revenue and EBITDA kickers, and preferred equity.Read 1 Oct 2026 · forecastbusiness.com
- Encryption
- Data is encrypted in transit with TLS 1.2 or higher and at rest with AES-256.Read 1 Oct 2026 · forecastbusiness.com
- Exports
- Models can be exported to PDF, Excel and Word, with watermarked PDF export on the Free tier.Read 1 Oct 2026 · forecastbusiness.com
- Local mode
- Without an account, project data remains in browser localStorage and never leaves the device.Read 1 Oct 2026 · forecastbusiness.com
- Mobile use
- The marketing site and basic model viewing work on mobile, while heavy editing is designed for a laptop.Read 1 Oct 2026 · forecastbusiness.com
- Model outputs
- The product builds three-statement models with DSCR, ICR, IRR and MOIC outputs.Read 1 Oct 2026 · forecastbusiness.com
- Performance tracking
- Performance Tracker overlays monthly actuals on submitted projections to show variance.Read 1 Oct 2026 · forecastbusiness.com
- Sector templates
- It provides 17 sector templates covering industrials, services, financial and technology, and asset-heavy sectors, plus an Other fallback.Read 1 Oct 2026 · forecastbusiness.com
Plans and prices
Free Free $0 1 project · browser-local save · 17 sector templates · watermarked PDF export · 20 Sammy messages/month Read 1 Oct 2026 · forecastbusiness.com
Solo $25 a month $25/month 5 projects · cloud save · PDF, Excel and Word exports · 3 project shares/month · 100 Sammy messages/month · email support (48h) Read 1 Oct 2026 · forecastbusiness.com
Pro $79 a month $79/month Unlimited projects · unlimited project sharing · unlimited Sammy messages with priority queue · priority support (24h) Read 1 Oct 2026 · forecastbusiness.com
Solo annual $240 a year $240/year (instead of $300) 5 projects · cloud save · PDF, Excel and Word exports · 3 project shares/month · 100 Sammy messages/month · email support (48h) Read 1 Oct 2026 · forecastbusiness.com
Institutions $349 a month From $349/seat/month Launching Q4 2026 · SSO · white-label exports · full audit log export · custom DPA/MSA · dedicated onboarding and SLA Read 1 Oct 2026 · forecastbusiness.com
Pro annual $758 a year $758/year (instead of $948) Unlimited projects · unlimited project sharing · unlimited Sammy messages with priority queue · priority support (24h) Read 1 Oct 2026 · forecastbusiness.com
Strong points and limits
Strong points
- Builds three-statement models with key financial outputs.
- Seventeen sector templates are available.
- Sammy previews changes and supports undo.
- Exports to PDF, Excel, and Word.
- Free plan includes one browser-local project.
Limits
- Free PDF exports are watermarked.
- Free plan limits Sammy to 20 messages monthly.
- Heavy editing is designed for a laptop.
- Canceled projects are deleted after 90 days.
Who it suits
It is positioned for small businesses raising capital, deal teams preparing investment-committee papers, and finance leaders running projections. Laptop-oriented editing suits users who need to build or revise models rather than only view them on mobile.
Verdict
Financial Modelling Pro combines model-building, deal structures, projections, and export tools in a web application. The Free plan is limited to one project and 20 monthly Sammy messages; Solo starts at $25 a month.
Where Specifiction places it
- Financial Modeling Software#8 of 338.2
