1. Introduction to FinModeler
FinModeler is an intuitive platform that helps entrepreneurs and professionals create complete financial models effortlessly—no finance or Excel skills needed.
FinModeler Docs
Our growing library of learning resources will introduce you to the core capabilities of the FinModeler app and help you manage the financial models designed with it.
2. Getting Started With FinModeler
Learn how to create a FinModeler account, customize your language and profile, and start building your first financial model efficiently and securely.
3. Business Idea Setup
Learn how to define your business type, select products, position your brand, and name your project to build a tailored financial model with ease.
4. Financial Model Configuration
Learn how to set your financial time horizon and choose between simple or detailed assumptions to build accurate business models with flexible forecasting options.
5. Entering Assumptions – Simple Mode
Quickly define your key financial estimates with pre-filled assumptions for revenue, fixed costs, and initial investments tailored to your business model.
6. Entering Assumptions – Detailed Mode
Configure key financial assumptions like rates, taxes, and capital to build accurate business models and forecast diverse revenue streams effectively with FinModeler.
7. Model Styling Options
Customize your Excel financial model’s appearance with FinModeler by selecting color themes, fonts, and sizes to create a polished, brand-aligned presentation.
8. Generating and Receiving Your Excel Model
Generate a complete, customizable financial model in Excel quickly with FinModeler, featuring scenario analysis, Monte Carlo simulation, and professional reports.
9. Reviewing and Analyzing Results in the App
Quickly review summarized financial results from your Excel file within FinModeler, including income statements, balance sheets, cash flow, feasibility, and AI-driven insights.
10. Managing Projects and Versions
Manage multiple business projects effortlessly with FinModeler. Duplicate, edit assumptions, or delete projects to test strategies and compare scenarios seamlessly.
11. User Settings and Preferences
Manage your FinModeler profile, update personal info, switch languages, and handle subscription settings easily for a personalized, seamless experience.
12. FAQ and Troubleshooting
Find answers to common FinModeler questions, from editing assumptions to model delivery times, and learn how to get quick support for any issues you face.