Home/Business Plan Software/Poindexter
Updated on: June 18, 2019
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Poindexter - Business Plan Software : SaaSworthy.com
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Poindexter

An efficient business plan software
★★★★★
★★★★★
(9 Ratings) Write Review

The Poindexter Business Plan software helps to prepare yourself to deal with any given scenario.The software features performance tracking that helps to track your revenue and bank account balance.Moreover, Poindexter can deliver 3 years to 10 years of financial forecast.The monthly goal dashboard helps to keep track of your acquisition goals.The software also provides answers to the various complicated financial questions without any lag.You can even provide a password protected link to all the stakeholders,so that they can read and edit your business plans.The software also automatically provides full financial statements that helps you take detailed decisions.

Poindexter Features Show All Features

Poindexter Technical details

Support Business Hours Online Customer Type Medium Business Small Business
API NA Contact United States
Deployment SaaS/Web/Cloud Category Business Plan Software

Poindexter Pricing

Pricing ModelFree Trial , Freemium , Subscription
How much does Poindexter cost ?
The pricing for Poindexter starts at $12.0 per month. Poindexter has 3 different plans such as - Basic at $12.0 per month, Starter at $20.0 per month and Business at $38.0 per month. Poindexter also offers a custom plan based on the customer's request.
Basic
$12 /Month

$12 Per Month Billed Annually or $15 Per Month Billed Monthly

Features of Basic Plan are

  • 1 Project
  • Unlimited Collaborators
  • 3 Years of Financial Statements
  • Quarterly Financial Views
  • No Poindexter Watermark
  • Email Support
Starter
$20 /Month

$20 Per Month Billed Annually or $25 Per Month Billed Monthly

Features of Starter Plan are

  • Everything in Basic Plan, plus
  • 3 Projects
  • 5 Years of Forecasting
  • Monthly Financial Views
  • Private Read-Only Links
  • Cash and Revenue Tracking
  • Export Data to Excel
  • 30 Minute Setup Consultation
Business
$38 /Month

$38 Per Month Billed Annually or $45 Per Month Billed Monthly

Features of Business Plan are

  • Everything in Starter, plus:
  • 5 Projects
  • 10 Years of Forecasting
  • Live Support
  • 1 Hour Setup Consultation
Custom Plans
Custom

For more users, projects, support.

Contact the vendor to get the detailed pricing information.

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Disclaimer: The pricing details were last updated on 21/05/2018 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

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Poindexter Reviews

OVERALL RATING
4.9
Based on 9 Rating(s)
Rating Distribution
  • 9
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Josefina V.Source : capterra.com
★★★★★
★★★★★
(Reviewed on 24 April 2018)
Established tool to generate projects within the company and measure investments

Pros: I have tested this tool for a short time and it allows me to generate projects within the company, looking for a better projection of short and long term investments, it has been very easy

Cons: It is a tool that requires constant evolution because there are times when the processes seem a bit robust

...more
Verified ReviewerSource : capterra.com
★★★★★
★★★★★
(Reviewed on 08 April 2018)
It's an one of a kind software to manage my monthly/annual financial projects and budgets.

Pros: Upgradation is not painful as this software is worth it. It had really helped me create a financial plan for my business and I don't have to think about feasibility of projects anymore because it plans and makes assumptions on my part.

Cons: I really hate naming of some modules, and I started with a free version with no help with downloading, and I wish they show me more graphs and stats.

Overall: It really helps me finalize a decision real fast based on the prioritizations and simulation of business outcomes.

...more
Melanie W.Source : capterra.com
★★★★★
★★★★★
(Reviewed on 11 June 2017)
Fantastic tool for entrepreneurs.

Pros: Poindexter is a financial projection software that is easy to use. Put in numbers and it gives you projections immediately.

Cons: The Basic free version does not allow downloads. But the Pro version allows unlimited downloads to Excel.

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Jeff B.Source : capterra.com
★★★★★
★★★★★
(Reviewed on 07 July 2016)
Very Fast and Flexible

Pros: It was free to start, which meant no risk to me. This is going to help make my investment analysis process much quicker and more productive.

Cons: The naming of some modules can limit your initial perception of what they¿re capable of doing.

Overall: I used Poindexter to forecast my real estate business investments, and was very impressed by how quickly I was able to start generating insights. The UI made learning the software very straight forward, and once I began to dive in I started to realize how powerful it really is.

Recommendations to other buyers: Don¿t invest in a new business venture until you at least run some numbers through Poindexter first.

...more
Kenneth E.Source : capterra.com
★★★★★
★★★★★
(Reviewed on 23 June 2016)
Excellent tool to help my entrepreneur clients

Pros: The easy to use interface that basically walks an entrepreneur through assumptions used in creating a financial model. Pricing is free or very cheap if one upgrades (totally worth it).

Cons: Not many. There's not really anything else like this on the market and if there is, its cost prohibitive - especially to entrepreneurs.

Overall: I am a CPA and a few of my clients have been itching to start new ventures. Although I'm quite good with excel, it still takes time and brainpower to properly determine the viability of their ideas - and those models will likely need to be adjusted or scrapped. Luckily, I stumbled across Poindexter and I coached my clients on how to use it.

The website is easy to use and basically walks the user through "modules" where they set their assumptions (i.e. on an advertising campaign, whats the average cost per click? how many clicks per conversion? etc) and from there, it will spit out financial projections. These models can be as simple or as extensive as the user wishes.

As a CPA, I can spend less time developing excel models and more time determining the viability of an idea based on the models and underlying assumptions my clients present to me within Poindexter.

Recommendations to other buyers: For the bootstrapped entrepreneur who refuses to use the help of a financial analyst or CPA, I'd definitely recommend obtaining a basic understanding of financial statements (Income Statement, Balance Sheet...and for the more adventurous, the Cash Flow Statement) and playing around with how changes in assumptions impact those projected financials. That knowledge paired with the help of this software can probably help you sift out a good chunk of the crumby ideas. That said, I'd highly recommend asking a professional to at least take a look at your final model/idea before starting a venture.

...more
Sean M.Source : capterra.com
★★★★★
★★★★★
(Reviewed on 21 June 2016)
Easy to use!

Pros: This app is really easy to use, and in a matter of minutes I was producing financial data for my company. Poindexter is a real time saver.

Cons: I would love to see some more graphs, and visuals.

Overall: I¿ve started a few companies, and I wish I found this earlier. I loved how quickly I was able to test the assumptions of my business plan, and how simple it was to run through different scenarios.

Recommendations to other buyers: Honestly, just give Poindexter a shot. You literally have nothing to lose, and everything (especially time) to gain.

...more
Chris F.Source : capterra.com
★★★★★
★★★★★
(Reviewed on 15 June 2016)
Excellent product

Pros: Entrepreneurs and small businesses

Cons: Not sure if this could scale to enterprise but that might not be their target audience

Overall: I checked out the tool and looks great. Very clean design and couldnt find any faults with the interfaces or designs. Most importantly being able to access your pertitant small business data anywhere is essential and this co. nails it.

...more
Luke O.Source : capterra.com
★★★★★
★★★★★
(Reviewed on 15 June 2016)
If you think you have a good idea/app/product, use poindexter first!

Pros: I really liked the sample project they provide to help me understand. Also the help and explanations for each of the fields was invaluable.

Cons: The live updating of numbers I like. But it needs to be on more screens.

Overall: I am a software developer and I get a lot of people coming to me with "I got this great idea"'s. Some sound good, some sound crazy, but Poindexter lets me talk sense into these people. I ask them to quickly put together a financial projection of their idea. Include basic dev costs and hosting and then basic revenue streams. 5 minutes and they get a number saying if they are crazy or not!

Recommendations to other buyers: Seriously, this software will save you lots of time and money before you embark on a project or investment.

...more
Rajesh R.Source : capterra.com
★★★★★
★★★★★
(Reviewed on 08 June 2016)
Great Product

Comments: Awesome design and handy Product that every entrepreneur should own

...more

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Poindexter Screenshots

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Questions on Poindexter

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Is there any business plan software that can provide a forecast of up to 10 years?

B
Answered by Brijesh Jana | 1 years ago

Very few business plan software are present in the market that can deliver a forecast up to 10 years. One of them being Poindexter.

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