Business Plan Software

Poindexter

Name: Poindexter
Brand: Poindexter

Financial forecasting software that builds pro-forma statements without spreadsheets

By Poindexter

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Dashboard
Collaboration
Forecasting
Multi-Company
+12 more

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TrustList summary

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

Summary written by TrustList from the business's own published information, Oct 2026.

Gallery

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Rankings

Poindexter is ranked on 4 TrustList rankings: #4 on 2 and #5 on 2.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Poindexter has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Business plan software · 4 rankings

On 2 of these it sits behind upmetrics, ahead of Business Sorter.

#4of 7
Web based cloud saas
It is the only one of the 7 here listing "what if" scenarios and asset planning.
Of the 7 here, 6 also cover business plan templates and 6 also cover financial projections.
#4of 7
Collaboration
It is the only one of the 7 here listing balance sheet and cash management.
Of the 7 here, 6 also cover step-by-step wizard and 5 also cover financial templates.
#5of 8
Dashboard
It is the only one of the 8 here listing Consolidation/Roll-Up and forecasting.
Of the 8 here, 7 also cover collaboration and 5 also cover social sharing.
Behind Business Planner, ahead of Business Sorter.
#5of 7
Financial projections
It is the only one of the 7 here listing multi-company and Multi-Department/Project.
Of the 7 here, 6 also cover dashboard and 4 also cover pitch presentation.
Behind upmetrics, ahead of Camms.Strategy.