FormaViBETA
How It Works Pricing
Beta
U

🎉 Beta launch pricing: Lock in $29/mo for life — full price will be $49/mo at launch.

47 spots remaining
Now in Beta — Early Access Open

Build a Bank-Ready
Pro Forma in Minutes

FormaVi asks you simple questions about your business, then generates a professional financial model your bank, lender, or investor will trust — no spreadsheets, no CFO required.

No credit card required 14-day free trial Beta price: $29/mo locked for life
12min
avg build time
3yr
projection horizon
$0
to start
100%
your assumptions
Sample output — 3-year revenue projection
Year 1
Year 2
Year 3
$480K
$624K
$780K
Simple Process

Four questions. One model.

You answer. Formavi builds. No accounting degree required.

1

Join Beta

Create your free account. No credit card needed to start.

2

Answer Questions

FormaVi's AI walks you through your business — one question at a time.

3

Generate

Type "generate" and your pro forma model is built in seconds.

4

Print & Present

Save to PDF and walk into your bank meeting with a professional model.

What You Get

A pro forma built like a CFO made it

Every output includes everything your lender expects to see — formatted correctly, with assumptions documented.

📈

3-Year Revenue Projections

Year-over-year growth modeled from your own assumptions — not generic templates.

💸

Full Income Statement

Revenue, COGS, gross profit, operating expenses, and net income — all calculated and formatted.

✅

Documented Assumptions

Lenders don't just want numbers — they want to see the reasoning. Formavi captures your assumptions automatically.

🖨

Print-Ready PDF

Clean, professional layout. Print directly from your browser and hand it to your banker the same day.

💾

Saved History

All your models are saved to your dashboard. Regenerate or reference previous builds anytime.

💬

Beta Feedback Channel

Direct line to the FormaVi team. Your feedback shapes what gets built next — we read every submission.

12min
Average build time
3yr
Projection horizon
$0
To start — free trial
100%
Your assumptions
Beta Pricing

Simple. Honest. Locked in for life.

Beta users lock in their rate permanently. When we launch publicly, pricing moves to $49/mo. Your rate never changes.

Free

Free Trial

$0 / 14 days
 
No credit card required — start immediately
  • 1 Pro Forma model
  • Full conversation discovery
  • On-screen output
  • FormaVi watermark on reports
🌟 Beta Rate — Locked for Life
Beta

Pro Beta

$29 / mo
Full launch price: $49/mo  Save $20/mo forever
Billed monthly — cancel anytime
  • Unlimited Pro Forma models
  • No watermark on reports
  • Saved model history
  • PDF export
  • Priority beta support
  • Vote on features being built

🔒 30-day money-back guarantee. If Formavi doesn't save you time on your next loan package, we'll refund you — no questions asked.

Beta Feedback

You're shaping the product

We're building Formavi in public with our beta users. Every piece of feedback gets read. Tell us what to build next.

FormaViBeta
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14-day free trial — no credit card required

🌟 Beta rate: $29/mo locked for life
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