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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Every enterprise requires a strategic plan to thrive, and we streamline this process for maximum effectiveness! Budgeting doesn't have to be a daunting task; our innovative platform and approach are designed to support your business. Establishing a clear objective, crafting an optimal plan, and adhering to it—regardless of its scale—are essential steps we assist you with. We make the planning process easy for entrepreneurs. The tasks of planning, monitoring, and relying on data for informed decision-making can be time-consuming and exhausting, but we alleviate this burden by crafting your Business Budget for you, allowing for predictable outcomes in your operations. Together, we produce and examine Management Reports (such as DRE and DFC), ensuring that your decisions are based on solid data rather than mere speculation. Furthermore, we organize your financial oversight with a comprehensive structure (including the chart of accounts and cost centers). Our seasoned controllers will keep track of your company's alignment with the planned goals, offering you an investment that is up to eight times more cost-effective than hiring an internal controller. We also simplify the planning process for Finance and Controlling teams by eliminating the need for cumbersome spreadsheets, allowing department managers to engage seamlessly with our user-friendly software. Ultimately, our mission is to empower your organization with the tools and insights needed for sustained financial success.

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

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

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

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 No 
Live Rep (24/7) No 
Online Support No 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Poindexter

Founded

2016

Country

United States

Website

getpoindexter.com

Vendor Details

Company Name

Treasy

Country

Brazil

Website

www.treasy.com.br/

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 

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet No 
Capital Asset Planning No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

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