Financial Planning Software | ModelReef
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What Modern Financial Planning Platforms Actually Do

These articles cover the full landscape of financial planning software-from FP&A and budgeting tools to modelling, consolidation, and AI-assisted analysis-highlighting where technology genuinely improves outcomes and where limitations still apply.

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Start Here: Understanding the Planning Software Landscape

If you’re evaluating tools-or trying to move beyond spreadsheets-these articles provide the clearest orientation.

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Related Pillars That Connect Planning to Decisions

Financial planning software delivers the most value when connected to cash, forecasting, and modelling fundamentals.

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Explore More From Model Reef

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 outputs.

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Syntax

Field-level explanations: variables, drivers, timing, formulas and charts.

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How Tos

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

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