Financial Modelling Resources, Tutorials & Guides | Model Reef

Resources for every part of your model

Search tutorials, help articles, use cases and blogs in one place.

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Learn by watching - Model Reef tutorials

Short, focused videos that show you how to go from raw data to live, structured financial models.

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Getting Started

Learn the fastest way to import data, map it correctly and compile your first working model - in minutes.

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Model Structure

See how a well-organised model is built - branches, categories, naming, and structural conventions that scale.

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Drivers, Variables & Formulas

Understand how drivers, vehicles, and formulas work together so you can build dynamic, reliable forecasts.

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Variable Types

Understand how Master revenue, COGS, opex, staff, tax, assets, liabilities and equity variables - and how each flows into the statements., variables and formulas work together so you can build dynamic, reliable forecasts.

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Charts, Reports & Scenarios

Learn how to create dashboards, reporting packs, comparisons and scenarios for investors, boards and clients.

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Collaboration & Governance

Share models confidently with roles, permissions, branches and clean workspace organisation built for teams.

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Help Center

Find answers fast - from setup and integrations to advanced modelling and collaboration.

Use Cases

See how Model Reef is used for SaaS, retail, multi-entity consolidation, funds, project finance and more.

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Help Articles

Step-by-step guides for importing data, building models, and understanding financial outputs and valuation.

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Syntax

Field-level explanations: variables, drivers, timing, formulas and charts - how each input behaves in the editor.

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How Tos

Task-based recipes: build a DCF, consolidate entities, set up unit economics, reports and dashboards.

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Insights That Shape Better Decisions

Explore practical articles, financial modeling guides, and thought pieces designed to help you make sharper business decisions.

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AI Modeling, Automation & Templates

Practical walkthroughs and automation techniques to build models faster, cleaner and with far fewer manual steps — from PDF extraction to reusable drivers and template libraries.

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Cash Flow Foundations for Operator

Actionable guides for SMBs and operators: 13-week cash flow, cash vs profit, invoice timing, seasonality buckets, and the weekly cash review - all modelled the right way.

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Budgeting & Forecasting

Build budgets linked to real drivers, run rapid reforecasts, compare scenarios, and create cash-aware forecasts that work for both management and boards.

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Quick, task-based instructions for common actions.

How-tos are short guides that explain how to perform one specific task in Model Reef. Ideal when you already know what you want to achieve.

Build a Full Financial Model from Scratch

Create a complete three-way model from a single data source - import, map, compile and review outputs end-to-end.

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Build a Consolidated Forecast Model

Combine multiple entities, branches or divisions into one live, connected group model without spreadsheets.

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Build a Recurring Revenue Forecast

Model ARR/MRR, churn, cohorts and subscription growth using clean revenue drivers built for SaaS and recurring-revenue businesses.

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Build a Multi Scenario Comparison

Quickly compare assumptions and outcomes across alternate futures - perfect for board decisions, budgeting and sensitivity planning.

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See what Model Reef can do in real businesses.

Use cases tell the story of what you can achieve with Model Reef. Each one shows the problem, the approach, and the recommended setup.

boost-icon SaaS & Subscription Businesses

Model ARR/MRR. churn, cohorts and CAC/LTV with clean recurring-revenue logic built for subscription companies.

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integration-icon Multi-Entity & Group Consolidation

Automatically consolidate multiple Xero or QuickBooks entities into one live group model - no spreadsheets, no templates.

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model-building-icon Retail & Multi-Location Operators

Forecast store-level performance, margins, rostering and expansion scenarios across locations or territories.

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dashboard-icon Hospitality & Venues

Model weekly cash flow, menu margins, staffing, and multi-venue rollups with real operational timing.

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collaboration-icon Professional Services & Agencies

Use utilisation, rate cards, pipelines and labour planning to forecast revenue, capacity and profitability.


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tools-icon Funds, Investors & Portfolio Managers

Forecast portfolio companies, run scenarios, track fund cash flows, and produce LP-ready reporting in minutes.

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See How Teams Use Model Reef

Discover how CFOs, funds, and founders use Model Reef to forecast, value, and manage investments - all built on the same workflows you’ve just learned.

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