FormaVi

Lender-ready pro forma models built by conversation

SaaS Artificial Intelligence Finance发布于 2026年4月14日

什么是 FormaVi？

Most small business owners need a pro forma for a bank loan or SBA financing but have no idea how to build one. Hiring a CFO is expensive. Spreadsheet templates are confusing. FormaVi fixes this. You answer a short set of questions through a conversational interface and get a professional 3-year pro forma with an income statement, documented assumptions, and a print-ready PDF in about 15 minutes. Built by a fractional CFO. Free trial, no credit required.

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