For accountants, advisors & business coaches

Stop building spreadsheets. Start building better advisory relationships.

Your clients complete their business model before the meeting. ModelBusiness performs the calculations automatically, allowing you to focus on strategy, decisions and growth instead of formulas and data collection.

Your client does the modelling. You do the advising.

Your Practice your client's planning app Five-year forecast done Cash-flow scenario done Net profit · Year 5 $248,900 ready to discuss
How it works

The meeting starts where it should — with the advice

The work of gathering numbers happens before you sit down. By the time you meet, the model is built and the report is in front of you.

1

Create one branded model

2

Send your advisor code

3

Client completes the model

4

Client shares the completed report

5

Advisory meeting begins with decisions, not data collection

Before the meeting

Your client does the homework.

Your clients complete their own assumptions, forecasts and scenarios in the app, in their own time. The calculations are handled for them, so what lands on your desk is a finished picture — not a shoebox of receipts and half-built spreadsheets.

That changes what your time is spent on. Instead of chasing figures and fixing formulas, you spend the meeting interpreting the results and talking about what to do next.

  • Clients enter their own assumptions and forecasts
  • Scenarios are ready to explore, not to build
  • You interpret results instead of gathering information
Ready for your meeting Assumptions entered Forecasts built Scenarios explored The app did the maths — you bring the advice
Your Practice hello@yourpractice.com.au Client business plan Your Practice · your colours · your details
Your brand, front and centre

Your practice, in their pocket

Every time your client opens ModelBusiness they see your practice. Your logo. Your colours. Your contact details. Not ours. Your business becomes part of their planning routine — the tool they reach for when they need to think about the numbers is one that carries your name.

  • Your logo and colours across the whole app
  • Your contact details always to hand
  • Reports your clients share carry your branding
The conversations you'll be having

Real decisions, answered with real numbers

Your clients don't come to you for a spreadsheet. They come with questions. ModelBusiness turns their figures into answers you can talk through together.

Can I afford another employee?

Can I buy another vehicle?

Can I increase my prices?

What happens if sales drop?

What profit should I expect?

Where is my money really going?

The difference it makes

Less admin. Better conversations.

The steps that used to eat your week happen inside the app, before you meet. What's left is the part clients actually pay you for.

Traditional advisory The ModelBusiness advisor
Collect spreadsheetsClient completes the model
Fix formulasAutomatic calculations
Gather assumptionsLive scenarios
Build forecastsProfessional reports
Finally discuss strategyMeeting starts with advice
What it does for your practice

Built to grow your advisory work

Advising the ModelBusiness way is designed to do more than save you time — it changes the shape of your practice.

Increase advisory capacity

Spend less time on data entry and formulas, and you can take on more advisory work without adding hours.

Improve client engagement

Clients who build their own model turn up prepared and invested in the conversation.

Create recurring opportunities

A living model is easy to revisit — quarterly reviews and check-ins become a natural next step.

Reduce administration

No more chasing files, rebuilding spreadsheets or fixing broken formulas before you can start.

More value per meeting

Every meeting starts on strategy, so clients feel the value of your advice, not your data collection.

A quiet advantage

Their numbers stay theirs

Your clients can be candid because their data never leaves their control. Every model stays in an encrypted database on the client's own device — there's no advisor dashboard and no company server holding their figures. You receive only the report a client chooses to share with you. Nothing to hold, nothing to secure, nothing to leak.

  • Client data stays private on their device
  • You only get the report they choose to share
  • No portal to run, no client accounts to hold

It's the numbers, kept private — and it's a genuine reason clients trust the tool you recommend. Read the privacy policy →

Made in Australia

Built in Australia by a software developer with more than thirty years helping small businesses understand their numbers.

Advisor questions

Good to know

Does it cost extra to become an advisor?

No. There's no advisor fee and no special edition to buy. You purchase ModelBusiness once (A$19.99) — the same app your clients use — then apply to join as an advisor. We set up your branding and your six-character advisor code at no extra charge. Your clients each buy the app once too.

Do I see my clients' data?

No. Your clients' figures stay private, in an encrypted database on their own device. There's no advisor dashboard and no company server holding their data. You only ever see the report a client chooses to share with you.

How does a client connect to me?

You give them your six-character advisor code. They open Settings, enter it once, and the app takes on your branding — your logo, your colours, your contact details. They can change or remove the code at any time.

How do I become an advisor?

Buy ModelBusiness, then email us to apply. We'll enable your six-character code and help you add your branding and publish a starter model. From there you promote the app to your clients and share your code.

What do my clients get out of it?

A private planning app that carries your branding and a model you've already set up for them. They complete their assumptions, forecasts and scenarios themselves, the app does the calculations, and they arrive at your meeting with a professional report ready to discuss.

For accountants, advisors & business coaches

Turn every client meeting into an advisory meeting.

Your clients prepare the numbers. You provide the expertise.

Become a ModelBusiness Advisor Book a demo

Prefer to talk it through first? Contact support and we'll help you plan a rollout.