Welcome to the Model Reef Help Center
Welcome aboard 🌊
This is your home base for learning how to build, automate and scale financial models inside Model Reef.
Whether you're forecasting, valuing, scenario planning or building multi entity consolidations, the Help Centre is designed to get you to the right answer fast.
🔍 Start with Search
The fastest way to find what you need is to type your question into the search bar above.
If you prefer to browse manually, use the sections below to jump into the right space.
💡 Use Cases
Learn what Model Reef can do for businesses like yours.
Use Cases show complete modelling patterns for industries and teams. Each use case explains:
The business problem you are solving.
Which variables, branches and drivers matter most.
How data flows in from Xero, QuickBooks, PDFs or tickers.
Which dashboards and reports to use to communicate results.
Go to Use Cases if:
You want to see "what good looks like" for your sector.
You are scoping a new model for a client or internal stakeholder.
You want examples before you touch any syntax or configuration.
🛟 Help Articles
Understand how the platform works under the hood.
Help Articles explain the core concepts and mechanics of Model Reef, including:
Getting started and core modelling ideas.
Importing and cleaning data from PDFs, Excel, CSV and accounting tools.
Building branches, variables, drivers and timing logic.
How financial outputs and valuation rules are generated.
Go to Help Articles if:
You are new to Model Reef and want the mental model first.
Something is not behaving how you expect and you want to check the rules.
You are designing a new template or architecture for your team.
🧩 Syntax
See exactly how every field behaves.
Syntax pages are the reference manual for the product. They describe:
What each screen, input field and toggle does.
Valid inputs and behaviours for variables, drivers, timing and formulas.
How scenario, chart and table controls work.
How the interface pieces fit together.
Go to Syntax if:
You are looking at a screen and want to know what a specific option means.
You are building internal training or checklists.
You need precise behaviour for audits or complex models.
📘 How Tos
Follow step by step recipes to build real models.
How Tos are guided workflows that show you how to:
Build core models from scratch or from imports.
Create valuations, scenarios and planning packs.
Design dashboards and reporting suites for different audiences.
Automate data workflows across branches and systems.
Each How To assumes the concepts are understood and focuses on doing the work in Model Reef.
Go to How Tos if:
You know the goal, for example "Build a DCF model" or "Build a Budget vs Actuals model".
You want a checklist style guide with an order of operations.
You are standardising processes across a team or client base.
Not sure where to start?
New to the product
Start with Help Articles → Getting Started.
Know the product but not the pattern
Check Use Cases for something close to your situation.
Stuck on a specific field or screen
Jump into Syntax to find precise behaviour and definitions.
Need a recipe you can follow today
Go straight to How Tos for step-by-step guides.
You can always come back to this home page from the navigation sidebar to switch spaces quickly.
Last updated