Simple Financial Planning for Modern Businesses

With Simple Financial Planning for Modern Businesses , make quality decisions without spreadsheets. Customize your dashboard to track your most important goals.

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What is Simple Financial Planning for Modern Businesses?

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.

  • Easy setup, automated insights
  • Simple Decision-Based Prediction
  • Quickly link business model dependencies

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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