Build Financial Forecasts inMinutes, Not Hours.
Crunch numbers without actually crunching numbers. Formulate’s AI turns your business ideas into clean, financials in minutes.
Turn Your Ideas Into Clear Numbers—Formulate Makes Financials Easy
Simple tools that help you understand your finances and create professional reports for investors.
AI-Assisted Model Building
Let AI do the heavy lifting. Get smart suggestions and build robust models faster, even if you're new to forecasting.
Fast, Intuitive Forecast Builder
Create detailed financial projections with our intuitive tools, designed for clarity, not complexity. Understand your numbers, no finance degree required.
Secure, Cloud-Based Workspace
Your financial data is safely stored and always accessible. Bank-grade security to protect your sensitive information with SOC 2 Type II certification.
Smart Templates for Any Business Model
Leverage customizable templates tailored to your business model. From SaaS to e-commerce, get started quickly with industry-specific guidance.
Investor-Ready Financials
Quickly create polished Profit & Loss, Balance Sheet, and Cash Flow statements tailored for investor decks, loan applications, or strategic planning. Present your numbers with confidence.
Team Collaboration
Share your financial vision with your team. Collaborate on plans and make confident decisions together, simply.
Premium Financial Planning
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Comprehensive financial planning with three-statement modeling
7-Day Free Trial
- Build Detailed and High-Level AI Assisted Forecasts
- AI Forecast Analyst
- Assumption Driven Forecasting
- Custom Business Model Templates
- Graphs & Summary Views of P&L
- Smart Suggestions
- Export to Excel with All Statements
- Upload Existing P&L
- Three Statements (P&L, Balance Sheet, Cash Flow)
- Up to 15 Forecasts