Poindexter

Poindexter is a financial planning and forecasting software designed to assist businesses in making informed financial decisions. According to the vendor, the software simplifies the budgeting and forecasting process by eliminating the need for spreadsheets. It is suitable for businesses of all sizes, from small startups to large enterprises. Professionals and industries that the vendor claims would benefit from Poindexter include business owners, entrepreneurs, managers, executives, financial analysts, accounting professionals, e-commerce, retail, software as a service (SaaS), and manufacturing.

Simple Financial Planning: Poindexter allows users to quickly create expert-level forecasts and pro-forma financial statements without relying on spreadsheets, according to the vendor.

Drive Better Decisions: The vendor claims that Poindexter provides instant feedback on the financial impact of business decisions, helping users understand how their choices today may affect their bank account and financial performance in the future.

Setup in Minutes: The vendor states that setting up a Poindexter account and making updates is a quick and straightforward process that takes only a few minutes, allowing users to get started right away.

Plan Together: Poindexter enables users to delegate responsibilities and collaborate with key stakeholders, ensuring that everyone is on the same page in the financial planning process, according to the vendor.

Personal Support: Poindexter offers personal support to users, answering questions and providing guidance to ensure a smooth user experience, according to the vendor.

Marketing & Sales Planning: According to the vendor, Poindexter allows users to create detailed conversion funnels and run multiple scenarios to understand the ROI of customer acquisition activities, helping them manage cash flow effectively.

Investment Planning: The vendor claims that Poindexter enables users to answer sophisticated financial questions by planning debt, equity, or asset-based scenarios, providing insights into the financial implications of different investment decisions.

Edit & Read-Only Sharing: Poindexter allows users to invite collaborators, customize access levels, and securely share financial information with stakeholders, according to the vendor.

Full Pro-Forma Financial Statements: According to the vendor, Poindexter automatically produces full pro-forma financial statements, including profit and loss statements, balance sheets, and cash flow statements, simplifying the process of creating financial documents.

Monthly Goal Dashboard: Poindexter provides users with an up-to-date dashboard that breaks down monthly customer acquisition goals into daily tasks, helping them stay on track and achieve their monthly goals, according to the vendor.