---
title: Proforma Tools Reviews
meta_title: 'Proforma Tools Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Proforma Tools works for a business like yours.
date_modified: '2026-04-02'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# Proforma Tools Reviews
**Vendor:** Truewind  
**Category:** [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis)
## About Proforma Tools
Truewind's AI-Powered Pro-forma Tools are designed to assist accounting firms in managing multiple family entities efficiently. These tools provide forward-looking financial insights, enabling clients to plan for the future with confidence. By automating complex forecasting and budgeting processes, Truewind simplifies the creation of accurate pro forma financial statements, allowing firms to offer proactive advisory services beyond traditional accounting.






- [View Proforma Tools pricing details and edition comparison](https://www.g2.com/products/proforma-tools/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-10+20%3A59%3A45+-0500&secure%5Bsession_id%5D=18d26696-2f56-4cea-a895-ad69ad8e8b4e&secure%5Btoken%5D=30b24deb93927a9a2c64c9744442aca88c47de2b0b6ebdbb6e93a405bf289a00&format=llm_user)

## Proforma Tools Features
**Financial Planning**
- Extended Planning
- Reporting
- Integration
- Self-Service Reporting

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Agentic AI - FP&A (Financial Planning & Analysis) **
- Proactive Assistance
- Decision Making

**Financial Insight**
- Budgeting
- Forecasting
- Planning
- Budgeting/Forecasting

**Data**
- Data Visualization
- Data Analysis
- Custom Reporting
- Reporting Templates
- Real-Time Data

**Status Communication**
- Collaboration
- Version Control
- Real-Time Data Updates
- Scorecards
- Approval Process Control

**Additional Functionality**
- Predictive Analytics
- Multi-Language
- Generative AI
- Currency Management
- AI Copilot
- User Management
- Project Management
- Risk Management
- Real-Time Analytics
- Audit Trail
- Tax Management
- Investment Management
- Transaction History
- Data Import/Export
- Fixed Asset Management
- Mobile Access
- Transaction Monitoring
- API
- Project Time Tracking
- Projections
- Consolidation/Roll-Up
- General Ledger
- Purchasing & Receiving
- Real-Time Monitoring
- Configurable Workflow
- Dashboard Creation
- Accounting
- Electronic Payments
- Revenue Recognition
- Invoice Management
- Compliance Management
- "What If" Scenarios
- Workflow Management
- Multi-Currency
- Planning Tools
- Visual Analytics
- Cash Management
- Customizable Reports
- Bank Reconciliation
- Invoice Processing
- Multi-Company
- For Investors & Traders
- Expense Tracking
- Purchase Order Management
- Access Controls/Permissions
- Activity Dashboard
- Reporting/Analytics
- Alerts/Notifications
- Billing & Invoicing
- Receipt Management
- Profit/Loss Statement
- Income & Balance Sheet
- Cash Flow Management

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