Poindexter

The product is a SaaS financial planning tool that creates forecasts and pro forma financial statements and tracks financial performance without spreadsheets. It is for business owners, executives and finance staff at small businesses and startups who need to plan without finance expertise, including teams that delegate planning by department. It is positioned as an alternative to spreadsheet-based budgeting and forecasting, delivered as templates and collaborative planning with tracking in one place.

Key features

• Create forecasts and pro forma statements
• Track financial performance in one place
• Choose industry forecast templates
• Delegate planning by department
• Get instant feedback on decisions
• Integrate with Xero accounting