Model Wiz is a financial reporting and modeling tool designed for finance professionals, accounting firms, and business leaders who want to spend less time building spreadsheets and more time delivering strategic insights. Working directly within Microsoft Excel, it helps users create professional financial models and dashboards using data connected to QuickBooks Online. Its templates include three-statement models, projections, financial health and cash flow dashboards, sales and KPI reports, hiring tools, SaaS metrics, and summarized profit and loss statements.

Users can refresh connected data with one click while preserving custom formulas, projections, and analysis, then export polished reports as PDFs. Model Wiz also supports board presentations, investor reports, scenario planning, and other stakeholder communications. The company positions its service as a practical, Excel-native alternative to manual spreadsheet work and more complex financial planning platforms, with templates intended to reduce repetitive formatting, formula maintenance, and monthly updates.

Model Wiz serves CFOs, finance teams, accounting and finance firms, CEOs, and business leaders