Poindexter

What Poindexter does

Poindexter, LLC is a privately held, bootstrapped SaaS company headquartered in Los Angeles, California, founded in 2016 by CEO Brandon Crossley after he experienced a cash planning crisis at his family's printing business. The company sells a cloud-based financial modeling platform that lets non-finance users — primarily small business owners, entrepreneurs, and franchise operators — generate pro forma Income Statements, Balance Sheets, and Cash Flow Statements from simple business assumptions rather than spreadsheet formulas. Its product surface combines a core planning engine with 30+ pre-built, industry-specific templates (E-Commerce, SaaS, Manufacturing, Restaurant, Food Truck, Franchise, Gym/Fitness, Mobile Game, Dropshipping, and many others) that encode vertical-specific revenue and cost structures, plus a real-time integration with the Xero accounting platform that delivers live financial data into a customizable management dashboard.

Poindexter distributes through a self-serve, product-led growth model: users sign up directly at getpoindexter.com, begin a 14-day free trial on any template, and convert to a paid monthly or annual subscription whose specific pricing tiers are not publicly disclosed. A 'Schedule Demo' path exists for enterprise or institutional inquiries, and the company is listed as a 'Connected Partner App' on the Xero app store, providing an additional SMB distribution channel. The company maintains an educational content marketing presence (blog, newsletter, social channels) targeting top-of-funnel searches on pro forma and financial planning topics.

Operationally, Poindexter is a micro-cap business: 1-10 employees, no external venture funding disclosed, and only one explicit financial milestone on record (reaching $1K in Monthly Recurring Revenue in July 2018 after 25 months in operation, well behind the 9-month average the company cites for comparable businesses). Named institutional users include Hofstra University, University of Oregon, VCU, and Centech, suggesting modest traction in academic and incubator settings rather than among revenue-heavy enterprise accounts.

Name

Poindexter

Legal name

Poindexter, LLC.

Website

https://getpoindexter.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Poindexter is a bootstrapped Los Angeles SaaS that sells a cloud-based financial planning platform enabling small business owners and entrepreneurs to generate pro forma Income Statements, Balance Sheets, and Cash Flow Statements without spreadsheets, using 30+ industry-specific templates and a Xero accounting integration.

Ownership category

akta.pro rank

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Subscription Revenue: SaaS subscription model with monthly and annual billing options. Users start with a 14-day free trial, then convert to paid plans. The company offers templates across multiple industries including E-Commerce, SaaS, Manufacturing, Retail, Food Truck, Restaurant, and others.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Poindexter is a cloud-based SaaS financial modeling platform that enables non-finance small business owners and entrepreneurs to create pro forma Income Statements, Balance Sheets, and Cash Flow Statements by entering simple business assumptions into pre-built templates. The platform offers 30+ industry-specific templates (E-Commerce, SaaS, Manufacturing, Restaurants, Retail, etc.) and integrates with Xero to import real-time accounting data for live management dashboards. It replaces error-prone spreadsheet-based financial planning with automated calculations, team collaboration, and a 14-day free trial.

Product overview

Poindexter is a cloud-based financial planning platform that enables users to quickly create expert-level forecasts and pro-forma financial statements without spreadsheets. The core platform uses pre-built business model components that users can customize with their own assumptions, automatically generating complete financial analyses including Income Statements (P&L), Balance Sheets, and Cash Flow Statements. The product portfolio consists of the core financial planning platform available at getpoindexter.com, supplemented by over 30 industry-specific Pro Forma Financial Model Templates covering E-Commerce, SaaS, Manufacturing, Retail, Restaurant, Food Truck, Mobile App, Professional Services, Subscription Box, Gym/Fitness, Salon/Barbershop, Gas Station, Freight Trucking, Franchise, and many other business types. Templates serve specific vertical industries while sharing the same underlying financial modeling engine, allowing users to focus on business-specific assumptions while the software handles the complex financial calculations.

Differentiator

Problem solved

Functional benefit

Products and services

• Poindexter Financial Planning Platform A cloud-based financial modeling SaaS platform that enables small business owners and entrepreneurs to quickly create expert-level forecasts and pro forma financial statements (Income Statement, Balance Sheet, Cash Flow Statement, Financial Summary Dashboard) without spreadsheets. Users input simple business assumptions, and the platform automatically generates complete financial analyses.
• Pro Forma Financial Model Templates (Industry-Specific Library) A library of 30+ pre-built financial model templates designed for specific business types, each containing pre-built business model components that automatically generate complete pro forma financial analyses. Templates span E-Commerce, SaaS, Manufacturing, Retail, Restaurant, Food Truck, Mobile App, Professional Services, Subscription Box, Mobile Game, Dropshipping, Franchise, Gym/Fitness Studio, Ice Cream Shop, Salon/Barbershop, Gas Station, Freight Trucking, Equipment Rental, Donut Shop, Dry Cleaning, Coffee Shop, Cloud Kitchen, Auto Repair, Bagel Shop, Bar & Lounge, Blog/Publication, Brewery, Candy Shop, and 2-Sided Marketplace verticals.
• Xero Integration / Connected Partner App Native integration between Poindexter and Xero accounting software, enabling users to import real-time financial data and track progress toward goals on a customizable management dashboard; setup takes under one minute.

Quantifiable outcome

• Setup completed in minutes rather than hours
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature5 records

Partnerships

One partnership is on record.

• XerocoreTechnology or Integration · 19 September 2019Poindexter completed an integration with Xero's online accounting software and received 'Connected Partner App' status on their platform. The integration allows Poindexter users to import real-time financial data from Xero and track progress toward goals on a customizable management dashboard. Setup takes under one minute. The partnership enables delivery of new features faster and leverages real-time financial data for more intelligent budgeting and forecasting.

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Jirav: Jirav is a cloud-based budgeting, forecasting, and financial planning platform targeted at SMBs and accounting firms — an analogous modeling/forecasting SaaS in the same customer profile.
• Finmark: Finmark is a financial planning and analysis platform purpose-built for startups and small businesses, offering cash forecasting and runway modeling — a direct overlapping use case to Poindexter's SMB pro forma templates.
• LivePlan: LivePlan is a SaaS financial forecasting and business plan builder for SMBs and entrepreneurs, offering pitch/pro forma generation — directly overlapping Poindexter's core use case of producing pro forma statements without spreadsheet expertise.
• Fathom: Fathom provides financial analysis and reporting built on top of accounting software (Xero, QuickBooks), serving accountants and SMBs needing visual KPI and forecasting outputs — directly comparable to Poindexter's pro forma and Xero-integration story.
• Causal: Causal is a financial planning and modeling platform for startups and SMBs that lets users build forecasts and scenarios on assumptions, mirroring Poindexter's 'input assumptions, get statements' approach.
• Float: Float is a cash flow forecasting and budgeting SaaS aimed at SMBs, agencies, and finance teams — closely comparable to Poindexter's cash planning and budgeting vertical.

Broad incumbents

• QuickBooks (Intuit): QuickBooks is a dominant SMB accounting platform with built-in reporting, budgeting, and cash-flow projections. It sits at the same SMB butler as Poindexter with much broader scope, often substituting for dedicated FP&A tools.
• Mosaic Tech (Mosaic): Mosaic is a strategic finance platform that consolidates SaaS metrics, forecasting, and planning for high-growth companies — overlapping Poindexter's SaaS-template use case while serving upmarket.

Emerging players

• Drivetrain: Drivetrain is an AI-native FP&A and business intelligence platform for SMBs and mid-market companies — covering adjacent forecasting/BI territory that overlaps with Poindexter's planning use case but with an emerging AI-forward stack.
• Pulsenote (Pulse by Visible.vc): Visible.vc offers investor reporting, cap table, and financial planning for startups, overlapping Poindexter's pro forma / startup financial-modeling target segment.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/poindexter-financial
• Facebookfacebook.com/getpoindexter
• Xx.com/poindexterapp

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Poindexter