Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Our expertly crafted, intuitive, and adaptable business budgeting software empowers both business owners and financial managers to create a thorough and polished financial projection. With a sleek and robust design, you can generate professional reports suitable for presentation to investors, banks, shareholders, board members, or team members. The software’s automated features are designed for ease of use, even for those without a financial background. There are no annual licensing fees, and the personalized model is yours to keep indefinitely. Additionally, you can easily integrate any desired functionalities or sheets in the future. Expense entries can be categorized as one-time costs, percentages of sales, or distributed over a span of 2 to 6 months, allowing you to choose the starting month for each expense. This flexibility supports the inclusion of anticipated increases or changes later in the year and accommodates adjustments for multi-year budgets. Furthermore, our budgeting software is designed to handle interest and variable costs, such as head office fees, royalties, transport, and more, ensuring comprehensive financial management. This all-in-one solution is not only adaptable but also essential for informed decision-making in your business finances.
Description
Poindexter is tailored for individuals regardless of their financial or accounting background. There’s no need for specialized knowledge in finance to use it effectively. Users receive immediate insights into how their business choices affect finances. It eliminates the need for complex and often inaccurate spreadsheets in your budgeting and forecasting efforts. Creating your account and making necessary adjustments can be completed in just a few minutes. Our team is available to address any inquiries and ensure you maximize your experience with Poindexter. By planning your initiatives, you can have a financial model generated in mere minutes, which could be worth thousands. It automatically generates all the essential financial data required for informed decision-making that enhances cash flow management. Each month, your customer dashboard refreshes with acquisition targets that transform your forecasts into actionable daily tasks, ensuring you remain focused on the activities that drive revenue. Additionally, Poindexter's user-friendly interface makes it accessible to everyone, fostering a more inclusive approach to financial management.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$79 per month
Free Trial
No
Free Version
No
Pricing Details
$9.99 per user per month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Click and Plan Financial Tools
Website
www.excelatbudgets.com
Vendor Details
Company Name
Poindexter
Founded
2016
Country
United States
Website
getpoindexter.com
Product Features
Budgeting
"What If" Scenarios
No
Asset Planning
Yes
Balance Sheet
No
Capital Asset Planning
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
Yes
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
Yes
Profit / Loss Statement
No
Project Budgeting
No
Run Rate Tracking
No
Version Control
No
Product Features
Budgeting
"What If" Scenarios
Yes
Asset Planning
Yes
Balance Sheet
Yes
Capital Asset Planning
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
No
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
No
Project Budgeting
Yes
Run Rate Tracking
No
Version Control
No
Business Plan
Business Plan Templates
No
Collaboration
Yes
Dashboard
Yes
Financial Projections
Yes
Financial Templates
No
Fundraising Management
No
Investor Management
No
Pitch Presentation
No
Social Sharing
Yes
Step-by-Step Wizard
No