With Simple Financial Planning for Modern Businesses , make quality decisions without spreadsheets. Customize your dashboard to track your most important goals.
With Simple Financial Planning for Modern Businesses t ome quality decisions without spreadsheets
How will your bank account look in six months?
Easily understand how the decisions you make today affect your bank account tomorrow (or in a few months).
Customize your dashboard to track your most important goals with Simple Financial Planning for Modern Businesses
Financial planning that really makes sense
Plan your activities and Poindexter generates a financial model worth thousands of dollars in minutes.
Simple, automated reporting
Automatically produce all the financial information you need to make decisions that help you manage cash flow intelligently.
Eliminate execution assumptions
Your customer dashboard is updated each month with acquisition goals that convert your forecasts into daily tasks, which keeps you focused on revenue-generating activities.
Anticipate the lack of money before it happens
Proactively deal with potential cash shortages, monitoring your performance and tracking how real-world events affect your growth plans.
Collaborate seamlessly with key stakeholders
Share your progress with key people privately, or invite collaborators to manage your own department, so expectations are always up to date.
Recursos do Simple Financial Planning for Modern Businesses
Marketing and Sales Planning
Quickly create detailed conversion funnels for sales and marketing channels to understand the ROI of customer acquisition activities.
Run multiple scenarios
Get ready for any situation by quickly understanding how to respond in the worst and best case scenario.
Performance tracking
Track your revenue and bank account balance to manage money as your plans come true.
Investment Planning
With Simple Financial Planning for Modern Businesses, you can easily get sophisticated financial questions. Plan debt- based, equity, or asset-based scenarios in seconds to find out how you're going to grow.
Edit and share read-only
Invite collaborators to help build your plan and generate a custom password-protected link to share with other stakeholders.
Complete Pro-Forma Financial Statements
Automatically produce the standard financial documents you'll need to get a loan or withdraw money from investors.
Monthly goals dashboard
Simple Financial Planning for Modern Businesses fique in control with an updated dashboard that divides your monthly customer acquisition goals into daily tasks.
Export for Excel
Turn your financial projections into impressive presentations by exporting all financial data to Excel.
Forecast of up to 10 years
Select the forecast horizon that fits your project needs, from simple 3-year forecasts to initiatives older than 10 years.
System requirements
Supported operating systems
Mac OS X 10.5 x (Leopard), Mac OS X 10.6 (Snow Leopard), Mac OS X 10.7 (Lion), Mac OS X 10.7 (Mountain Lion), OS X 10.9 (Mavericks) and Mac OS X 10.10 (Yosemite)
Hardware requirements
Memory - 1 GB of RAM and more
Free disk space - 50 MB
System type - 32-bit and 64-bit OS
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