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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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Description

Formis is a construction project management tool designed to streamline essential tasks such as RFIs, submittals, transmittals, document control, and approvals, specifically tailored for general contractors who prefer to manage projects without relying on costly enterprise software or extensive implementation costs. With its intuitive self-serve form builder and workflow engine, project managers can easily create forms, establish routing and approval processes, and modify notifications independently, eliminating the need for external consultants and allowing for customized workflows. Formis operates with a single source of truth, maintaining a comprehensive document register that tracks versions, revisions, and transmittals along with acknowledgment tracking, enabling users to communicate with external partners without incurring additional fees for paid seats. Furthermore, when team members seek answers already available in indexed project documents, Formis AI can quickly retrieve relevant information, referencing the specific sheet and page, which occurs prior to the submission of an RFI, thereby enhancing team efficiency while still valuing the expertise of the Engineer of Record. Moreover, the pricing model is straightforward, based on user seats, with clear and published rates, and importantly, there are no setup fees involved, making it accessible for teams looking to optimize their project management processes. This combination of features and transparency ensures that teams can focus on their construction projects without unnecessary financial burdens.

Description

Roiva serves as a web-based platform for AI portfolio management tailored for organizations seeking to evaluate and oversee their AI projects. It consolidates various elements such as initiative budgets, operational costs, outcome metrics, approvals, and decisions regarding portfolios into a unified record. Teams have the capability to juxtapose financial returns with available capacity, establish baselines, and implement formulas while integrating business and financial systems for accurate cost and value data collection, all while maintaining source documents and approvals for future review. The platform’s portfolio reporting aids in determining whether to expand, modify, or discontinue initiatives. Additionally, Roiva provides integration options with AI service providers, finance and accounting software, CRM systems, productivity tools, cloud services, and developer resources. Through its Model Context Protocol (MCP) server, AI assistants can access and query portfolio data effectively, and the inclusion of a read API along with BI/data-warehouse exports facilitates robust reporting workflows. Users can start with a complimentary plan, with paid options available based on the volume of AI expenditures being tracked, making it accessible for different organizational needs. This flexibility enhances the platform’s appeal as it caters to a wide range of users.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

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Screenshots View All

Integrations

Anthropic No 
GitHub No 
Google Cloud BigQuery No 
HubSpot CRM No 
Jira No 
Microsoft 365 No 
Microsoft 365 Copilot No 
Microsoft Power BI No 
Model Context Protocol (MCP) No 
NetSuite No 
OpenAI No 
QuickBooks Online No 
Salesforce No 
Slack No 
Snowflake No 
Xero No 
Zapier No 

Integrations

Anthropic Yes 
GitHub Yes 
Google Cloud BigQuery Yes 
HubSpot CRM Yes 
Jira Yes 
Microsoft 365 Yes 
Microsoft 365 Copilot Yes 
Microsoft Power BI Yes 
Model Context Protocol (MCP) Yes 
NetSuite Yes 
OpenAI Yes 
QuickBooks Online Yes 
Salesforce Yes 
Slack Yes 
Snowflake Yes 
Xero Yes 
Zapier Yes 

Pricing Details

$80/month
Free Trial Yes 
Free Version No 

Pricing Details

$7,500/year
The free plan does not expire and measures up to five initiatives at a time. Paid subscriptions start at $7,500 per year and are priced at 2.25%–5% of tracked AI spend in the published $150,000–$2 million annual spend range. The first two spend bands are also available monthly at 20% more. A separate $5,000 30-Day ROI Readout is credited in full toward the first year.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Formis

Founded

2025

Country

United States

Website

useformis.com

Vendor Details

Company Name

Roiva

Founded

2026

Country

United States

Website

roiva.ai

Product Features

Construction Management

Accounting Integration No 
Budget Tracking/Job Costing No 
CRM No 
Change Orders No 
Commercial No 
Contract Management No 
Contractors No 
Equipment Tracking No 
Estimating No 
Incident Reporting No 
Mobile Access No 
Offline Access No 
RFI & Submittals No 
Residential No 
Subcontractor Management No 
Timesheets No 

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