Financial Modelling Pro

6.8easy start · #5 of 30
in Financial Modeling Software

Free to practise onyes
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on Web. Paid plans from $20/mo.

Financial Modelling Pro is ranked #5 of 30 in financial modeling software on The Geeks Club. It runs on Web. There is a free plan. Paid plans start at $20/mo.

Financial Modelling Pro plans and pricing

All plans

Free Free $0 1 project · browser-local save · 17 sector templates · watermarked PDF export · 20 Sammy messages/month forecastbusiness.com · 1 Oct 2026

Solo $25/mo $25/month 5 projects · cloud save · PDF, Excel and Word exports · 3 project shares/month · 100 Sammy messages/month · email support (48h) forecastbusiness.com · 1 Oct 2026

Pro $79/mo $79/month Unlimited projects · unlimited project sharing · unlimited Sammy messages with priority queue · priority support (24h) forecastbusiness.com · 1 Oct 2026

Solo annual $240/yr $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) forecastbusiness.com · 1 Oct 2026

Institutions $349/mo From $349/seat/month Launching Q4 2026 · SSO · white-label exports · full audit log export · custom DPA/MSA · dedicated onboarding and SLA forecastbusiness.com · 1 Oct 2026

Pro annual $758/yr $758/year (instead of $948) Unlimited projects · unlimited project sharing · unlimited Sammy messages with priority queue · priority support (24h) forecastbusiness.com · 1 Oct 2026

Compared on financial modeling software

Free plan: Yes
Three-statement modeling: Yes
Valuation models: Yes
Scenario analysis: Yes
Audit trail: Yes
Supported platforms: Web

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The record

Core product: Financial Modelling Pro is a web application for building, analysing, and exporting financial models.
Model outputs: The product builds three-statement models with DSCR, ICR, IRR and MOIC outputs.
AI assistant: Sammy lets users describe modelling changes in plain English, previews each change and supports undo.
Sector templates: It provides 17 sector templates covering industrials, services, financial and technology, and asset-heavy sectors, plus an Other fallback.
Deal instruments: The engine supports senior and mezzanine tranches, convertibles, warrants, revenue and EBITDA kickers, and preferred equity.
Performance tracking: Performance Tracker overlays monthly actuals on submitted projections to show variance.
Exports: Models can be exported to PDF, Excel and Word, with watermarked PDF export on the Free tier.
Mobile use: The marketing site and basic model viewing work on mobile, while heavy editing is designed for a laptop.
Encryption: Data is encrypted in transit with TLS 1.2 or higher and at rest with AES-256.
Data residency: Default data residency is the EU multi-region (Belgium and Netherlands) on Google Cloud Firebase infrastructure.
Local mode: Without an account, project data remains in browser localStorage and never leaves the device.
Data use: The company says it does not sell data, share project data for commercial purposes, or use models to train AI systems.
Support: Support response targets are community for Free, 48 business hours for Solo, 24 business hours for Pro, and SLA-based for Institutions.
Audience: The product is positioned for small businesses raising capital, deal teams writing investment-committee papers, and finance leaders running projections.
Price from: $20/mo

Where it ranks on The Geeks Club

Best Financial Modeling Software in 2026#5 of 30

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Sources

forecastbusiness.com/terms.html· checked 1 Oct 2026
forecastbusiness.com· checked 1 Oct 2026
forecastbusiness.com/pricing.html· checked 1 Oct 2026
forecastbusiness.com/security.html· checked 1 Oct 2026