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features
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support

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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$9.99 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard

Product Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Plan

Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard

Alternatives

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LivePlan

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Alternatives

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Delfos

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