Poindexter

Poindexter is business planning software for building financial forecasts and pro-forma statements without spreadsheets. It targets people who run companies rather than finance specialists, so no accounting background is needed.

Main features

• Forecast templates: pick a starting layout and produce a pro-forma forecast in minutes.
• Financial statements: pro-forma income statements and balance sheets.
• Decision feedback: shows the financial effect of a business choice straight away.
• Team planning: department heads plan their own budgets.
• Performance tracking: plan and follow results in one place.
• Xero integration: connects with Xero for financial analytics.

Clients

Owners and managers of businesses of any background, including start-ups and existing firms.

Key facts

• Delivery: software as a service
• Company: Poindexter, LLC