- Home
- Financial Modeling Software
- Financial Modelling Pro
Financial Modelling Pro
London, United Kingdom
What it is
Financial Modelling Pro is a web application for building, analyzing, 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, with an Other fallback, and model deal instruments such as senior and mezzanine tranches, convertibles, warrants, revenue and EBITDA kickers, and preferred equity. Sammy 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 Free-tier PDFs are watermarked. The Free plan includes one project saved in the browser and 20 Sammy messages per month. Solo costs $25 a month and includes cloud save, three project shares per month, and 100 Sammy messages monthly. 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; default data residency is the EU multi-region.
For and against
For
- Builds three-statement models with named outputs
- Includes 17 sector templates
- Sammy previews changes and supports undo
- Exports to PDF, Excel, and Word
- Free plan supports one browser-saved project
Against
- Free PDF exports are watermarked
- Free plan includes one project
- Mobile use is limited to basic viewing
- Free trial is not offered
The verdict
Financial Modelling Pro pairs model-building tools with templates, projections tracking, and exports. The Free plan has a one-project limit, and full editing is designed for laptop use.
Who it suits
The product is positioned for small businesses raising capital, deal teams preparing investment-committee papers, and finance leaders running projections. It may suit users who need financial model exports and scenario tools, with substantial editing done on a laptop.
Plans and prices
Free
1 project · browser-local save · 17 sector templates · watermarked PDF export
Read 1 Oct 2026 · forecastbusiness.com
Solo
5 projects · cloud save · PDF, Excel and Word exports · 3 project shares/month
Read 1 Oct 2026 · forecastbusiness.com
Pro
Unlimited projects · unlimited project sharing · unlimited Sammy messages with priority queue · priority support (24h)
Read 1 Oct 2026 · forecastbusiness.com
Solo annual
5 projects · cloud save · PDF, Excel and Word exports · 3 project shares/month
Read 1 Oct 2026 · forecastbusiness.com
Institutions
Launching Q4 2026 · SSO · white-label exports · full audit log export
Read 1 Oct 2026 · forecastbusiness.com
Pro annual
Unlimited projects · unlimited project sharing · unlimited Sammy messages with priority queue · priority support (24h)
Read 1 Oct 2026 · forecastbusiness.com
On the record
- AI assistant
- Sammy lets users describe modelling changes in plain English, previews each change and supports undo.forecastbusiness.com · read 1 Oct 2026
- Audience
- The product is positioned for small businesses raising capital, deal teams writing investment-committee papers, and finance leaders running projections.forecastbusiness.com · read 1 Oct 2026
- Cancellation retention
- After cancellation, projects remain accessible for 90 days before permanent deletion.forecastbusiness.com · read 1 Oct 2026
- Core product
- Financial Modelling Pro is a web application for building, analysing, and exporting financial models.forecastbusiness.com · read 1 Oct 2026
- Data residency
- Default data residency is the EU multi-region (Belgium and Netherlands) on Google Cloud Firebase infrastructure.forecastbusiness.com · read 1 Oct 2026
- Data use
- The company says it does not sell data, share project data for commercial purposes, or use models to train AI systems.forecastbusiness.com · read 1 Oct 2026
- Deal instruments
- The engine supports senior and mezzanine tranches, convertibles, warrants, revenue and EBITDA kickers, and preferred equity.forecastbusiness.com · read 1 Oct 2026
- Encryption
- Data is encrypted in transit with TLS 1.2 or higher and at rest with AES-256.forecastbusiness.com · read 1 Oct 2026
- Exports
- Models can be exported to PDF, Excel and Word, with watermarked PDF export on the Free tier.forecastbusiness.com · read 1 Oct 2026
- Local mode
- Without an account, project data remains in browser localStorage and never leaves the device.forecastbusiness.com · read 1 Oct 2026
- Mobile use
- The marketing site and basic model viewing work on mobile, while heavy editing is designed for a laptop.forecastbusiness.com · read 1 Oct 2026
- Model outputs
- The product builds three-statement models with DSCR, ICR, IRR and MOIC outputs.forecastbusiness.com · read 1 Oct 2026
- Performance tracking
- Performance Tracker overlays monthly actuals on submitted projections to show variance.forecastbusiness.com · read 1 Oct 2026
- Sector templates
- It provides 17 sector templates covering industrials, services, financial and technology, and asset-heavy sectors, plus an Other fallback.forecastbusiness.com · read 1 Oct 2026
- Support
- Support response targets are community for Free, 48 business hours for Solo, 24 business hours for Pro, and SLA-based for Institutions.forecastbusiness.com · read 1 Oct 2026
