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Poindexter

Poindexter

Simple Financial Planning for Smarter Business Decisions

About Poindexter

Poindexter helps businesses create expert-level financial forecasts and pro-forma statements without the complexity of spreadsheets. Designed for users of all backgrounds, it provides instant feedback on business decisions, streamlines budgeting and forecasting, and offers quick setup with personal support. Ideal for e-commerce, retail, SaaS, and manufacturing industries.

SubscriptionFree option

Basic

$15 per month

1 Budget (Scenario), up to 10 Collaborators, 3 Years of Forecasting, Quarterly Financial Views, Full Pro-Forma's (Quarterly), No Poindexter Watermark, Export to Excel (Quarterly Data), Email Support, Customer Dashboard

  • 1 Budget (Scenario)
  • up to 10 Collaborators
  • 3 Years of Forecasting
  • Quarterly Financial Views
  • Full Pro-Forma's (Quarterly)
  • No Poindexter Watermark
  • Export to Excel (Quarterly Data)
  • Email Support
  • Customer Dashboard
Popular

Starter

$25 per month

3 Budgets (Scenario's), Xero Integration, 5 Years of Forecasting, Monthly Financial Views, Private Read-Only Links, Cash & Revenue Tracking, Export to Excel (Monthly Data), 30 Min. Setup Consultation, More Customer Dashboards

  • 3 Budgets (Scenario's)
  • Xero Integration
  • 5 Years of Forecasting
  • Monthly Financial Views
  • Private Read-Only Links
  • Cash & Revenue Tracking
  • Export to Excel (Monthly Data)
  • 30 Min. Setup Consultation
  • More Customer Dashboards

Business

$45 per month

5 Budgets (Scenario's), 10 Years of Forecasting, Live Support, 1 Hour Setup Consultation

  • 5 Budgets (Scenario's)
  • 10 Years of Forecasting
  • Live Support
  • 1 Hour Setup Consultation

Basic

$12 per year

1 Budget (Scenario), up to 10 Collaborators, 3 Years of Forecasting, Quarterly Financials, Full Pro-Forma's (Quarterly), No Poindexter Watermark, Export to Excel (Quarterly Data), Email Support, Customer Dashboard

  • 1 Budget (Scenario)
  • up to 10 Collaborators
  • 3 Years of Forecasting
  • Quarterly Financials
  • Full Pro-Forma's (Quarterly)
  • No Poindexter Watermark
  • Export to Excel (Quarterly Data)
  • Email Support
  • Customer Dashboard
Popular

Starter

$20 per year

3 Budgets (Scenarios), Xero Integration, 5 Years of Forecasting, Monthly Financials, Private Read-Only Sharing, Cash & Revenue Tracking, Export to Excel (Monthly Data), 30 Min. Setup Consultation, More Customer Dashboards

  • 3 Budgets (Scenarios)
  • Xero Integration
  • 5 Years of Forecasting
  • Monthly Financials
  • Private Read-Only Sharing
  • Cash & Revenue Tracking
  • Export to Excel (Monthly Data)
  • 30 Min. Setup Consultation
  • More Customer Dashboards

Business

$38 per year

5 Budgets (Scenarios), 10 Years of Forecasting, Live Support, 1 Hour Setup Consultation

  • 5 Budgets (Scenarios)
  • 10 Years of Forecasting
  • Live Support
  • 1 Hour Setup Consultation

FAQ

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Pricing summary

Model
Subscription
Free tier available
Starting from
$15 per month

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