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Poindexter

Financial planning software that builds forecasts and pro forma statements for business owners without spreadsheets

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  • Founded 2016
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About Poindexter

Poindexter is a planning tool that lets business owners model their finances without building spreadsheets. It produces forecasts and pro forma financial statements, and it is designed for people with no training in finance or accounting. The company behind it is Poindexter, LLC in the United States.

What Poindexter offers

  • Forecast templates: start a pro forma forecast from a ready template, including one for software-as-a-service firms.
  • Pro forma statements: generates projected income statements and balance sheets.
  • Decision feedback: shows straight away how a business choice changes the projected figures.
  • Team planning: account holders can hand parts of the plan to managers who model their own departments.
  • Xero integration: connects with Xero accounting for financial analytics.

Clients

Business owners and managers of any background, including startups and established firms, who want to plan and track financial performance in one place.

Key facts

  • Based in: United States
  • Company: Poindexter, LLC
  • Integrations: Xero

Profile written by TrustList from the business's own published information, Sep 2026.

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