Custom financial reporting to help you increase visibility and control

A subscription plan for private equity-style financial reporting. Get powerful financial reports and insightful variance analyses every month – all for one fixed, transparent price.

How it works

A process designed to maximize simplicity and ease.


Onboarding and information gathering

Introductory meeting with our team, followed by an information & data gathering phase during which we'll collect everything we'll need to build out the infrastructure for your company's custom financial report.

We custom-build your financial report

We take all information gathered and build it into an entirely custom financial report for your company. We'll work collaboratively with you to make sure the report meets all of your needs and is set up to be as insightful as possible.

Hands-free monthly rollforward

Each month, we'll gather your company's updated data and incorporate it into a new, up-to-date version of the financial report. We'll deliver it to you along with strategic commentary & actionable insights.

Why should I work with ModelPilot?

Enhanced performance tracking

Consistent, real-time review of your company's performance, business metrics and KPIs.

Insightful variance analyses

Compare results against prior periods and budget to follow trends and track progress vs. your goals.

Meet all reporting requirements with ease

We've worked with many PE groups and lenders and will make sure you meet all requirements.

See what our clients are saying

  • "The financial report ModelPilot built (and continues to maintain) for us has been a major unlock for our business. It provides us with powerful insights, meets the reporting requirements of our ownership group and lenders, and frees up a ton of our CFO's time to focus on other things."

    CEO, PE-Backed Industrial Company

  • "ModelPilot is saving us thousands of dollars every month by allowing us to hold off on hiring a full-time financial analyst. Detailed reporting and variance analysis are extremely important, but I had gotten too busy to do them myself each month. ModelPilot is the perfect solution."

    CFO, Distribution Company

  • "ModelPilot does a wonderful job with the financial reporting for a few of our portfolio companies. They make it easy and pain-free for our portfolio CFOs, and in certain cases, have even had financial reporting up and running for a new acquisition before we even close."

    Principal, Private Equity Firm

ModelPilot versus Alternative Solutions

Plans and Pricing

Let's get your financial reporting package up and running! Choose a plan that works for you and we'll get your pain-free onboarding process started.


No long-term contracts. Pause or cancel anytime.


Plus one-time setup fee of $2,495

  • Billed monthly

  • Custom structure and outputs

  • Includes in-depth variance analysis

  • Meet all reporting requirements

  • Quick turnaround times

  • Access to our full team of experts

  • Easy credit card payments

  • Simple signup and onboarding


Save 10% on monthly fee plus $500 off initial setup fee.


Plus one-time setup fee of $1,995

  • Billed quarterly

  • Custom structure and outputs

  • Includes in-depth variance analysis

  • Meet all reporting requirements

  • Quick turnaround times

  • Access to our full team of experts

  • Easy credit card payments

  • Simple signup and onboarding

Refer a Business

Earn a flat $1,000 bonus for every business you refer to ModelPilot.


Send to

  • No limit on referrals you can make

  • Easily refer via email introduction

  • Referral bonuses paid quickly

  • Stay connected with ModelPilot

* Referral means an introduction to a business or individual ModelPilot did not know before that ultimately becomes a paying client of ModelPilot.

Frequently Asked Questions

What are your typical turnaround times for reporting packages?

We generally target a turnaround time of 5-7 business days for most initial reporting package buildouts, and 3-5 day turnaround times for future monthly rollforwards (once the initial infrastructure is already set up). Note that this can vary from time to time depending on each model's complexity and our internal capacity.

Who's building the reports and doing the analysis? Do you use overseas labor?

All reports and analyses are built by our in-house team of finance experts based in the United States. Most of our professionals have backgrounds in investment banking, private equity, and/or corporate finance and have extensive experience in financial reporting and FP&A. 

You're in great hands - trust us!

What program do you build your financial reports in?

We build all of our financial reporting packages in Microsoft Excel, but they're set up to PDF cleanly and seamlessly. In most cases, the Excel analysis can also be easily imported to Google Sheets if you prefer that platform. 

What are my alternative options if I don't use ModelPilot?

Alternative options include (1) hiring a full-time finance person in-house that's capable of building and maintaining your financial reporting package on an ongoing basis, or (2) hiring an external finance freelancer or consultant that hopefully has the necessary financial reporting skills and know-how. We feel that, for most companies, we're a much better option than each of these alternatives, but we'll let you make the call!

What if I need additional financial services in addition to financial reporting?

We'd be happy to discuss that! From time to time, we do have clients reach out looking for additional finance support, ranging from outsourced or fractional CFO services, to more in-depth FP&A support, to capital raising and/or M&A advisory. We're equipped to provide those types of services as well, and would be happy to discuss these types of things on a case-by-case basis. Just shoot us an email!

What are the requirements to work with you?

The only requirement is that you're able to provide us with proper financial statements, generally from your accountant, to serve as the starting inputs to our financial reports. We need to be starting with sound financial information to ensure the financial report is as valuable and insightful as possible. If a company does not have solid accounting in place, you risk ending up in a "garbage in, garbage out" type of scenario with your financial report.

Other Questions? Shoot us a message below!

Put your company's financial reporting package on auto-pilot today! We offer the simplest way to gain the powerful financial insights you need.

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