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Proforma Gen🛠️ 1 tool 🙏 1 karmaFeb 3, 2026@ProFormaGenI used this tool to generate a financial model for my startup, and it was super intuitive. -
AI-powered financial guidance that turns data into actionable roadmaps.Open
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Optimize IT Financial Management and shared services.Open
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Amazing experience ! It help me so much to create my business plan. I did not know where to start. I recommend.
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Rocket - Think it. Type it. Launch it. -
- Fina Chat: Fina Chat is completely revamped, you can ask anything: analyze the past activities (eg. "how much was spent on gas in the past 90 days", get recommendations (eg. "what best credit cards to apply"), forecast future (eg. "Monte Carlo of net worth growth"). - Dashboard: Dashboard is single place to hold all interesting blocks you can pin to. - Gsheet Template: Pump your data into spreadsheet and let Fina keep in sync. - Sankey Digram: Easy to visualize cashflow, right on the Categorization page. - Fina API: build your own app or widget through secure Fina API, in addition, you can have a Fina MCP server to use as well. - Comparison: Every block has comparison by default, vs previous period or previous year.
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There isn't a way to upload an Excel file or copy/paste. what's the point if you have to re-enter everything?
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