Simple Financial Planning for
Modern Businesses

Make quality decisions without spreadsheets

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What will your bank account look like in 6 months?

Easily understand how the decisions you make today affect your bank account tomorrow (or in a few months).
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Customize Your Dashboard to Track Your Most Important Goals

Financial Planning that Actually Makes Sense

Plan your activities, and Poindexter generates a financial model worth thousands of dollars in minutes.
Easy Setup, Automated Insights
Simple Decision Based Forecasting
Quickly Link Business Model Dependencies

Simple, Automated Reporting

Automatically produce all of the financial information you need to make decisions that help you manage cash flow intelligently.

Simple, Automated Reporting

Automatically produce all of the financial information you need to make decisions that help you manage cash flow intelligently.
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Take the Guesswork out of Execution

Your customer dashboard updates each month with acquisition goals that convert your forecasts into daily tasks, which keeps you focused on the activities driving revenue.

Anticipate Cash Shortages Before They Happen

Proactively address potential cash shortages by tracking your performance and staying on top of how real-world events affect your plans for growth.

Anticipate Cash Shortages Before They Happen

Proactively address potential cash shortages by tracking your performance and staying on top of how real-world events affect your plans for growth.

Seamlessly Collaborate with Key Stakeholders

Privately share your progress with key people, or invite collaborators to manage their own department, so expectations are always up to date.
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Beautiful, Presentation-Ready
Exports to Excel
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Get Started Right Away

Choose a template to create your Pro Forma forecast in minutes!
E-Commerce
Retail
Software as a Service (SaaS)
Manufacturing
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Poindexter's Features

Marketing & Sales Planning

Quickly create detailed conversion funnels for sales and marketing channels to understand the ROI of customer acquisition activities.

Run Multiple Scenario's

Prepare yourself for any situation by quickly understanding how to respond in worst and best case scenarios.

Performance Tracking

Track your revenue and bank account balance to manage cash as your plans come face-to-face with reality.

Investment Planning

Answer sophisticated financial questions with ease. Plan debt, equity or asset based scenarios in seconds to figure out how you'll grow.

Edit & Read-Only Sharing

Invite collaborators to help build your plan, and generate a custom password protected link to share with other stakeholders.

Full Pro-Forma Financial Statements

Automatically produce the standard financial documents you’ll need to get a loan or to raise money from investors.

Monthly Goal Dashboard

Stay on track with an up-to-date dashboard that by breaks your monthly customer acquisition goals down into daily tasks.

Export to Excel

Turn your financial projections into impressive presentations by exporting all financial data to Excel.

Forecast up to 10 Years

Select the forecast horizon that fits your project needs, from simple 3 year forecasts to longer 10 year initiatives.

Do You Have Xero?

Learn more about our integration with the popular accounting software.
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