How ModlOS compares to ReachReporting and Cash Flow Story.
An honest side-by-side, current as of May 2026 and sourced from each vendor's public information — not a sales pitch.
Why this page exists
You'd compare these tools anyway. We'd rather show you the comparison directly than make you assemble it from three websites.
What's verified
ReachReporting's pricing is published; Cash Flow Story's is not. Every cell is from public vendor information or marked “Not disclosed.”
Our bias
We built ModlOS, so we have one. We won't hide where the others are genuinely strong — that section is below.
The three tools, side by side
The full advisory firm operating system — reporting, modeling, and meeting tools in one place, priced per firm.
From $149/mo, per firm (up to 5 companies). $399/mo and $799/mo tiers include white-labeling and the full operating system. 7-day trial.
If you want reporting + modeling + ops tools in one platform with predictable per-firm pricing.
Join the waitlistReporting-focused platform with deep templates and dashboards, priced per company connection.
From $149/mo for 1 connection. $290/mo (10 connections). $550/mo (25 connections). 30-day trial.
If you want a deep template library and don't need an operating system.
Cash flow and value-driver analysis tool with a focused methodology, contact-sales pricing.
Not publicly disclosed. Contact sales for a quote.
If you primarily want a focused cash-flow analysis methodology.
The full comparison
| Feature | ModlOS | ReachReporting | Cash Flow Story |
|---|---|---|---|
| Pricing & Plans | |||
| Publicly listed pricing | ✓ | ✓ | Contact sales |
| Pricing model | Per firm | Per company connection | Not disclosed |
| Annual discount | 20% off | 30% off | Not disclosed |
| Free trial | 7 days | 30 days | Not disclosed |
| Trial requires credit card | No | No | Not disclosed |
| Reporting & Analytics | |||
| P&L, Balance Sheet, Cash Flow reports | ✓ | ✓ | Yes |
| Custom dashboards | ✓ | ✓ | Limited |
| Multi-currency consolidation | Included on Pro | Included on all plans | Yes |
| Budget & Forecasting | ✓ | ✓ | ✓ |
| 13-Week Cash Flow Forecast | Growth, Pro | ✓ | ✓ |
| Modeling & Analysis | |||
| What-if scenario modeling | ✓ | ✓ | ✓ |
| Lever / driver analysis | ✓ | Limited | ✓ |
| Breakeven analysis | ✓ | Limited | ✓ |
| Business value indicator | ✓ | — | ✓ |
| Operating System (BOS) | |||
| Scorecard (weekly measurables) | ✓ | — | — |
| Quarterly rocks / priorities | ✓ | — | — |
| To-Dos & Issues tracking | ✓ | — | — |
| Meeting agendas & notes | ✓ | — | — |
| Accountability Chart / Org Chart | ✓ | — | — |
| Strategic plan (V/TO equivalent) | ✓ | — | — |
| Platform | |||
| QuickBooks Online integration | ✓ | ✓ | ✓ |
| Xero integration | ✓ | ✓ | ✓ |
| White-labeling | Growth, Pro | Additional fee | Yes |
| Client portal | Unlimited free | Included | Yes |
| Multi-entity consolidation | Pro tier | Included on all plans | Yes |
Where the others are strong
Where ReachReporting is strong
ReachReporting has a larger out-of-the-box template library and a longer track record. Its per-connection pricing scales smoothly, which suits a firm with one or two clients before committing to a larger package. Unlimited users and client portal access are included on every tier, and its data-storytelling and dashboard customization run deep.
Where Cash Flow Story is strong
Cash Flow Story has a focused, established methodology used by 30,000+ businesses across 90+ countries, built by people who have spent 25+ years on cash-flow frameworks. It has strong global brand recognition through “Scaling Up.” If you want a tool focused purely on cash-flow driver analysis with nothing else attached, it's the focused choice.
Where ModlOS is different
ModlOS isn't trying to win on template count. It's built so a fractional CFO can run the whole engagement — the numbers and the cadence around them — from one platform with pricing you can evaluate without a sales call.
- Per-firm pricing: your cost scales with the client companies you manage, not your staff count or tooling complexity.
- Reporting, modeling, and the full operating system in one platform — instead of stitching together two or three tools.
- Public pricing: decide if ModlOS fits your firm without scheduling a call.
- White-labeling is included on the Growth tier, not an add-on fee.
- Client portal users are always free, on every tier, regardless of how many you invite.
Honest answers
See it with your own numbers.
7-day free trial — every feature unlocked, up to 3 companies, no credit card. The fastest way to know if ModlOS fits your firm is to run your own data through it.