See Formulate in Action

Take a tour of our intuitive financial forecasting platform and see how easy it is to build professional financial models

Intuitive Forecast Builder

Build detailed financial projections with our spreadsheet-like interface. Add revenue streams, expenses, and see your numbers come together in real-time.

  • Monthly and yearly views
  • Automatic calculations and totals
  • Customizable categories and line items
  • Real-time profit and loss calculations
Sample Forecast - 2025Monthly View
Item
Jan
Feb
Mar
Product Sales
$15,000
$16,200
$17,496
Subscription Revenue
$8,500
$9,350
$10,285
Total Revenue
$23,500
$25,550
$27,781
Interactive forecast table with real-time calculations
AI Model Assistant
What type of business are you building?
SaaS / Software
E-commerce
Marketplace
Consulting
✓ Business Model Identified
Generating revenue streams and cost categories for your SaaS platform...
AI guides you through building your financial model

AI-Powered Model Building

Our AI assistant walks you through building a financial model tailored to your specific business. No finance background required - just answer a few questions about your business.

  • Business model identification and setup
  • Smart revenue stream suggestions
  • Cost category recommendations
  • Growth assumptions and projections

Beautiful Visual Analytics

Transform your numbers into clear, professional charts and graphs. Perfect for investor presentations, loan applications, or understanding your business trends.

  • Revenue and expense trend analysis
  • Profitability and margin tracking
  • Revenue breakdown by category
  • Export-ready charts for presentations
Revenue Trend Analysis
JanFebMarAprMayJunJulAug
Revenue
Profit
Interactive charts and trend analysis

Professional Financial Statements

Generate investor-ready Profit & Loss, Balance Sheet, and Cash Flow statements automatically

Profit & Loss

Revenue$284,500
Product Sales$180,000
Subscriptions$104,500
Cost of Revenue$85,350
Gross Profit$199,150
Operating Expenses$142,800
Net Income$56,350

Balance Sheet

Assets
Cash$125,000
Accounts Receivable$45,200
Equipment$85,000
Liabilities
Accounts Payable$28,500
Accrued Expenses$15,200
Total Equity$211,500

Cash Flow

Operating Activities
Net Income$56,350
Depreciation$8,500
Working Capital($12,200)
Investing Activities
Equipment Purchase($25,000)
Net Cash Flow$27,650
Team Planning
RoleDepartmentSalaryStart Date
Software EngineerEngineering$120,000Jan 2025
Sales ManagerSales$90,000Mar 2025
Marketing LeadMarketing$85,000Jun 2025
Total Annual Cost$295,000
Plan your team growth and associated costs

Smart Headcount Planning

Plan your team growth with detailed headcount modeling. Track salaries, benefits, and hiring timelines to understand your personnel costs over time.

  • Department-based organization
  • Salary, benefits, and tax calculations
  • Hiring timeline and start dates
  • Automatic integration with P&L

Executive Summary Views

Get high-level insights with quarterly and annual summaries. Perfect for board meetings, investor updates, or strategic planning sessions.

  • Quarterly performance summaries
  • Year-over-year growth analysis
  • Key performance indicators
  • Margin and profitability trends
Annual Summary - 2025
Q1
$68K
Q2
$82K
Q3
$95K
Q4
$108K
Total Revenue$353,500
Gross Profit$247,450
Net Income$89,200
Net Margin25.2%
Quarterly and annual performance summaries

Everything You Need to Build Professional Forecasts

From basic projections to advanced financial modeling, Formulate has the tools you need

Smart Assumptions

Set up growth rates, pricing models, and business drivers that automatically calculate your projections across all time periods.

Visual Analytics

Transform your numbers into compelling charts and graphs perfect for investor presentations and business planning.

AI Assistance

Get intelligent suggestions for revenue streams, cost categories, and growth assumptions based on your business model.

Team Planning

Model your hiring plans with detailed headcount projections including salaries, benefits, and department organization.

Export Ready

Generate professional financial statements ready for investors, lenders, or strategic planning meetings.

Scenario Modeling

Test different business scenarios with flexible assumptions and see how changes impact your financial projections.

Ready to Build Your First Forecast?Join other entrepreneurs who trust Formulate to turn their business ideas into clear, professional financial projections.