"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."
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
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.
Monthly
No long-term contracts. Pause or cancel anytime.
$1,995/mo
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
Quarterly
Save 10% on monthly fee plus $500 off initial setup fee.
$1,795/mo
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.
$1,000/referral*
Send to referrals@modelpilot.co
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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