DocGenius AI guides you through creating comprehensive, professional-grade financial forecasts with unprecedented speed. Answer simple questions about your business, and our AI builds your complete financial projection document—no spreadsheet expertise required.
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DocGenius doesn't just save you time—it elevates your financial forecasting quality. Our AI incorporates best practices from financial analysts, ensuring your projections include all critical elements: cash flow statements, balance sheets, income projections, break-even analysis, and sensitivity scenarios—all tailored to your specific business needs.
Start My Professional ForecastSign up in 30 seconds with your email - no credit card required. You'll get immediate access to our financial forecast template with five free pages to start your document.
Our AI walks you through the entire process with smart, relevant questions about your business model, revenue streams, and growth plans. Simply respond to each prompt—with helpful suggestions provided for financial terminology you might not be familiar with.
In just one hour, receive a professionally formatted financial forecast document ready to share with investors, lenders, or your management team. Export to Word with perfect formatting, professional charts, and a complete table of contents.
Beyond financial forecasts, DocGenius helps you create business plans, investor decks, budget reports, financial analysis, cash flow projections, and more—all with the same guided approach that turns hours of work into minutes.
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Never stare at a blank page again. For each question, DocGenius provides contextual suggestions based on your industry and business type, allowing you to select or modify pre-written answers that match your situation—cutting your input time by 60%.
See How Fast It WorksWhether you're a startup seeking seed funding or an established business planning expansion, DocGenius customizes your financial forecast to your specific circumstances, incorporating your industry benchmarks, business model, and growth trajectory.
Tailor My Financial Forecast
Your completed forecast downloads as a perfectly formatted Word document with automatic table of contents, consistent formatting, professional charts, and graphs that update based on your inputs. Present a financial forecast that looks like it was created by a CFO.
Create Investor-Ready DocumentsWorking with international investors or partners? Create your financial forecast in English, French, Italian, Spanish, German, or Portuguese with the same level of quality and precision, making your business truly global-ready.
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“Intelligence is the ability to adapt to change.”
Need to adjust your projections or explore different scenarios? Instantly regenerate specific sections of your forecast with new parameters without starting over. Test different growth rates, pricing strategies, or cost structures with just a few clicks.
Create Flexible ProjectionsJoin thousands of entrepreneurs and financial professionals who have transformed their financial document creation process. With DocGenius, you'll create accurate, professional forecasts in a fraction of the time—no matter your level of financial expertise.
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