ProFormaGen

ProFormaGen generates startup pro forma models from a short AI conversation or guided wizard: revenue projections, income statement, expenses and cash flow across up to 36 months, with Excel export and shareable investor links. Free tier covers one model with 6-month projections.

ProFormaGen is a web tool that turns a short conversation about your business into a forward-looking financial model. Instead of handing you a blank spreadsheet, it asks plain-language questions about revenue streams, pricing, growth assumptions and expenses, then generates monthly projections for revenue, costs and cash flow along with a pro forma income statement. Two entry points are offered: a conversational AI CFO that works like a chat, and a step-by-step wizard for people who prefer a guided form. The pitch is speed, with most users finishing a first model in under five minutes. The output is aimed squarely at fundraising and board work. Paid plans extend projections to 36 months and add interactive dashboards, automatic monthly growth calculations for expense categories, and AI suggestions that flag where your assumptions may be out of step with typical startup benchmarks. Every driver stays visible and adjustable, so changing a churn rate or hiring plan updates the projections immediately. Models can be exported as a formatted Excel workbook, or shared through a read-only link with an expiry date so investors review in the browser rather than in a downloaded file. It suits founders and operators without a finance background first, but the same workspace covers early-stage CFOs and analysts who want a structured starting point. Accelerators and agencies get a multi-company tier with one model per company. The team collaboration layer lets several people work on separate sections with assigned permissions. Note the free tier caps you at one model with six months of projections, which is enough to evaluate the output but not enough to take to an investor. Against spreadsheets, the trade is control for structure: ProFormaGen handles the accounting logic and chart formatting, while Excel export exists precisely because some users still want to rebuild or extend formulas themselves. Against full FP&A platforms, it is narrower and faster, built around the first fundraising model rather than ongoing budget cycles.