Ryan Anderson
CEO / Fractional CFO @ Capstone CFO
Model Wiz has revolutionized how we serve clients. We've eliminated manual monthly updates with one-click roll-forwards, freeing me and my team to focus on high-value analysis and strategic recommendations that actually drive financial performance. Our clients now receive enterprise-grade financial reporting and sophisticated custom models at a fraction of traditional costs, and we deliver them faster than ever.
Stop Wasting Your Expertise on Manual Dashboard Building
Your skills are worth more than Excel formatting and design work
CURRENT REALITY
"Drowning Clients in Data, Not Insights"
Sending Walls of Numbers
Most firms deliver spreadsheet after spreadsheet filled with raw data and basic calculations. Clients get overwhelmed by the volume but starved for meaning.
Excel Formatting Marathon
Hours spent making cells look pretty, adjusting fonts, and perfecting borders. You're using MBA-level skills to do graphic design work.
Endless Formula Breaking
Debugging formulas, fixing broken references, and rebuilding the same models from scratch for every single client.
Copy-Paste-Repeat Workflow
Taking last month's model, changing the numbers, and hoping nothing breaks. No time left for the analysis that actually matters.
WHAT YOU SHOULD FOCUS ON:
"Delivering Strategic Insights That Command Premium Fees"
Strategic Analysis That Gets You Paid More
When you focus on interpreting trends and identifying opportunities, clients happily pay higher fees for your expertise.
Building Long-Term Client Relationships
Clients who receive actionable insights become strategic partners who refer new business and renew contracts year after year.
Professional Satisfaction
Using your financial expertise for strategic guidance instead of Excel troubleshooting makes the work fulfilling again.
Positioning as the Trusted Advisor
Clients see you as their strategic partner, not just the person who keeps the books. This transforms both your reputation and your revenue.
Professional Financial Models & Dashboards in Minutes, Not Hours, Right Inside Excel
One-click financial models and dashboards that showcase your expertise while saving hours of manual work
One-Click Financial Models
Transform what used to take 2+ hours into a single click. Generate comprehensive financial models with all three statements, projections, and professional formatting. Your QuickBooks data flows directly into sophisticated Excel models.
Excel-Native Simplicity
No new platforms to learn or team training required. ModelWiz works inside the Excel you already master. Create, edit, and share files exactly like any other Excel model,just built 10x faster.
Professional Accounting Dashboards
Beyond financial models, access 10+ professional dashboards including KPI tracking, sales analytics, and financial health monitors. Each dashboard connects to your data and maintains the same professional Excel formatting your clients expect.
Instant Professional Exports
Export any model or dashboard as polished PDFs with one click. Share clean, branded reports with clients or stakeholders instantly.
Click Once.
Update Everything
Other tools make you choose between fresh data and custom work. We give you both.
All your models get updated instantly. Latest QuickBooks data flows into every template and dashboard.
Your custom analysis stays safe. Projections, formulas, and insights remain untouched during updates.
One click handles it all. Complete data refresh without losing a single custom formula.
What Finance's Leading AI Expert Says About Model Wiz
Every Financial Template Your Practice Needs
Getting Started Is Simple
Four easy steps to transform your financial workflows
📊 Open Model Wiz
Find Model Wiz right in your Excel toolbar and click to launch. That's your gateway to professional templates.
🔗 Connect Your QuickBooks
One click connects your QuickBooks Online account to Model Wiz.
📊 Choose Your Template
Select from comprehensive financial models and dashboards.
✨ Get Instant Results
Your Excel file instantly populates with live QuickBooks data in professional formatting. Start analyzing and presenting immediately.
Use Cases
Model Wiz serves finance professionals who need to deliver sophisticated financial analysis faster and more efficiently
CFO & Finance Leaders
Deliver better financial models to stakeholders and leadership without the manual work.
Internal finance teams use ModelWiz to create board presentations, investor reports, and strategic planning models in minutes instead of hours.
Accounting & Finance Firm Owners
Scale your practice by serving more clients without hiring additional staff.
Firm owners use Model Wiz to take on 3x more modeling engagements while maintaining quality and keeping clients impressed with fast turnaround times.
CEOs & Business Leaders
Get professional financial models and dashboards for strategic decision making.
Business leaders use ModelWiz to create investor presentations, board reports, KPI dashboards, and scenario planning models that support critical business decisions and stakeholder communications.
Need Help? Our support team is just an email away at support@modelwiz.com
What Makes Us Different
🏢 vs Enterprise FP&A Platforms
Built for Firm Owners, not just Fortune 500 CFOs
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The cheapest FP&A solution on the market
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Minutes to setup vs months of implementation
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Excel-native with complete customization freedom
📊 vs Financial Reporting Platforms
Connected models that preserve your custom work
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Formula preservation when updating data
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Connected 3-statement models vs disconnected reports
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Full forecasting beyond actuals-only reporting
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Some of the most beautiful templates in the game
💻 vs QuickBooks Online Reports
Transform raw data into professional models
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Connected financial statements QBO can't deliver
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Professional dashboards vs walls of text
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Forecasting and projections QBO completely lacks
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One click update without overwriting data
📝 vs Manual Excel Work
Eliminate the 10-hour rebuilding cycle
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One-click generation vs 10+ hour manual builds
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Update-proof formulas that don't break
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Standardized models vs starting from scratch
Your Data Is In Safe Hands
Your data is protected with industry-standard encryption.
We use TLS 1.2 and AES-256 encryption to protect all data in transit and at rest. This is the same standard used by major financial institutions.
Controlled access only.
Formal access management processes ensure only authorized personnel can access your data. Every access request is reviewed and approved.
Comprehensive monitoring.
We maintain detailed audit logs of all data access and generate daily security reviews. Logs are kept for a full year.
Regular security updates.
Our team conducts annual security reviews and immediately addresses any identified vulnerabilities. All personnel receive mandatory security training.
Why Finance & Accounting teams choose us
Here's why leading companies trust our templates to power their financial operations
Build Analysis,
Not Templates
Stop spending endless hours building templates from scratch. Our ready-to-use solutions let you focus on what matters most - delivering insights that drive business decisions.
Error-Free
Confidence
Every formula in our templates is thoroughly tested and validated by financial experts. Finally gain the confidence that your numbers are right, every single time.
Meet Every
Deadline
Template creation eating into your deadlines? Our ready-to-use solutions help you deliver polished financial reports on time, every time - no more last-minute scrambles.
Seamless Team
Adoption
Get your entire team up to speed quickly with our intuitive, well-documented templates. Spend less time explaining and more time executing.
Engage Every Stakeholder
Stop presenting walls of numbers that confuse your audience. Our templates visualize financial data in ways that make your insights accessible to everyone in your organization.
Works Within Excel, Not Against It
We don't replace Excel—we make it better. Our templates work directly in your familiar Excel environment, allowing you to customize and expand while maintaining data connections.