Proforma Document Generator for Workflow Automation
Quickly create professional proforma invoices or financial statements from your data. A no-code automation AI agent blueprint by Nessim Btesh, built for AgentUI.
Manual proformas slow revenue and increase risk
Finance and operations teams lose hours on formatting, calculations, and version control when creating proforma invoices or statements by hand.
Inconsistent formatting that hurts brand credibility
Manual calculations lead to tax and total errors
Repetitive copy-paste across systems wastes time
Slow approvals and weak version control delay deals
Limited audit trail creates compliance headaches
A ready-to-run WORKFLOW inside the AgentUI automation platform
The Proforma Document Generator is an AI agent blueprint that streamlines business process automation for finance teams. It maps your data, applies smart calculations, and produces pixel-perfect proforma documents without code. Runs entirely inside AgentUI; no external integrations required. Created by Nessim Btesh.
Key features that accelerate finance operations
Automated data mapping and validation
Connect structured inputs (CSV, table, or AgentUI data) and auto-validate fields to eliminate manual prep—ideal for proforma invoice automation.
Smart totals, taxes, and multi-currency
Auto-calculate subtotals, taxes, discounts, and FX conversions with rules you control—an automation solution for cross-border quotes.
Branded, pixel-perfect templates
Generate consistent PDF or DOCX with your logo, typography, and layout for professional, client-ready documents every time.
Approval flow and version history
Use workflow automation to route drafts for review, capture comments, and lock approved versions for audit readiness.
Delivery and storage options
Email the proforma, download instantly, or send to storage within AgentUI—complete with timestamped logs.
No-code customization
Adapt steps, formulas, and formatting in a drag-and-drop, no-code automation builder—no dev queue required.
Real-time dashboard and logs
Track runs, errors, and SLAs in AgentUI to monitor performance across your business automation tools.
Outcomes that impact the bottom line
Cut document prep time by 80%+
Reduce calculation errors and rework
Speed quote-to-cash with faster approvals
Ensure consistent, brand-safe documents
Strengthen compliance with full audit trails
Scale finance ops with reusable workflows
Where this blueprint delivers value
Sales quotes for SMBs
Turn CRM or spreadsheet line items into client-ready proforma invoices in minutes using workflow automation.
International trade and exports
Produce multi-currency proformas with duties, taxes, and shipping outlined—ideal for cross-border deals.
SaaS finance and FP&A
Create board-ready proforma financial statements from monthly datasets with repeatable automation.
Agencies and professional services
Send branded pre-billing proformas before engagement starts, improving cash flow predictability.
Procurement and vendor onboarding
Generate vendor proforma purchase orders to align pricing and terms ahead of invoicing.