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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

The unique Sample Plan Browser allows you to effortlessly locate the plan that aligns with your requirements. After finding the right plan, you can rephrase it using straightforward, step-by-step instructions, making it easy to customize. Alternatively, you have the option to modify the content of any real sample plans available. Each plan is compatible with Business Plan Pro, providing you with a head start as you can enter your specific figures and let the software handle the necessary calculations. This grants you immediate access to vital business planning computations and clarifications for every financial term used. Business Plan Pro stands out by delivering robust, integrated support for financial and spreadsheet functions. Enhance your business planning capabilities further by completing Tim Berry's video course included in Business Plan Pro, which was initially designed for the Small Business Administration (SBA). This course simplifies the planning process into digestible segments, enabling you to grasp the fundamental concepts involved. With these resources at your disposal, you can develop a comprehensive plan that suits your business's unique goals.

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 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$9.99 per user per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
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) Yes 
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 No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Palo Alto Software

Founded

1988

Country

United States

Website

www.paloalto.com/business-plan-software/expert-guidance

Vendor Details

Company Name

Poindexter

Founded

2016

Country

United States

Website

getpoindexter.com

Product Features

Business Plan

Business Plan Templates No 
Collaboration No 
Dashboard No 
Financial Projections No 
Financial Templates No 
Fundraising Management No 
Investor Management No 
Pitch Presentation No 
Social Sharing No 
Step-by-Step Wizard 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 

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