# Poindexter Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Poindexter the right Budgeting solution for you? Explore 10 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/151636/Poindexter/reviews --- Poindexter 4.9 (10) [View alternatives](https://www.capterra.com/p/151636/Poindexter/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Poindexter Ease of use 4.9 Customer Service 4.8 ## Showing most helpful reviews Showing 1-10 of 10 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Josefina V. Consultor externo de SAP MM PM Used the software for: 1-2 years ### "Established tool to generate projects within the company and measure investments" April 25, 2018 5.0 Pros I have tested this tool for a short time and it allows me to generate projects within the company, looking for a better projection of short and long term investments, it has been very easy Cons It is a tool that requires constant evolution because there are times when the processes seem a bit robust Review Source VR Verified Reviewer Chief Growth Officer Internet Used the software for: 6-12 months ### "Affordable and valuable at the same time" November 13, 2021 5.0 Pros \- You can test it for free, and upgrade if it proves its value to you - It really makes financial planning for initiatives we launch very easy and saves me quite some time - I especially like the ease of use for myself but also colleages for which I create budgets for with Poindexter Cons \- As some have already stated, a few wordings are not intuitive - I would also love to see even more graphics and stats, but that might just be my taste Review Source VR Verified Reviewer Community Manager (remote) Used the software for: 1-2 years ### "It's an one of a kind software to manage my monthly/annual financial projects and budgets." April 8, 2018 4.0 It really helps me finalize a decision real fast based on the prioritizations and simulation of business outcomes. Pros Upgradation is not painful as this software is worth it. It had really helped me create a financial plan for my business and I don't have to think about feasibility of projects anymore because it plans and makes assumptions on my part. Cons I really hate naming of some modules, and I started with a free version with no help with downloading, and I wish they show me more graphs and stats. Review Source KE Kenneth E. President Accounting Used the software for: Less than 6 months ### "Excellent tool to help my entrepreneur clients " June 23, 2016 5.0 I am a CPA and a few of my clients have been itching to start new ventures. Although I'm quite good with excel, it still takes time and brainpower to properly determine the viability of their ideas - and those models will likely need to be adjusted or scrapped. Luckily, I stumbled across Poindexter and I coached my clients on how to use it. The website is easy to use and basically walks the user through "modules" where they set their assumptions (i.e. on an advertising campaign, whats the average cost per click? how many clicks per conversion? etc) and from there, it will spit out financial projections. These models can be as simple or as extensive as the user wishes. As a CPA, I can spend less time developing excel models and more time determining the viability of an idea based on the models and underlying assumptions my clients present to me within Poindexter. Pros The easy to use interface that basically walks an entrepreneur through assumptions used in creating a financial model. Pricing is free or very cheap if one upgrades (totally worth it). Cons Not many. There's not really anything else like this on the market and if there is, its cost prohibitive - especially to entrepreneurs. Review Source LO Luke O. Managing Director Information Technology and Services Used the software for: Less than 6 months ### "If you think you have a good idea/app/product, use poindexter first!" June 15, 2016 5.0 I am a software developer and I get a lot of people coming to me with "I got this great idea"'s. Some sound good, some sound crazy, but Poindexter lets me talk sense into these people. I ask them to quickly put together a financial projection of their idea. Include basic dev costs and hosting and then basic revenue streams. 5 minutes and they get a number saying if they are crazy or not! Pros I really liked the sample project they provide to help me understand. Also the help and explanations for each of the fields was invaluable. Cons The live updating of numbers I like. But it needs to be on more screens. Review Source JB Jeff B. Owner Real Estate Used the software for: Less than 6 months ### "Very Fast and Flexible" July 7, 2016 5.0 I used Poindexter to forecast my real estate business investments, and was very impressed by how quickly I was able to start generating insights. The UI made learning the software very straight forward, and once I began to dive in I started to realize how powerful it really is. Pros It was free to start, which meant no risk to me. This is going to help make my investment analysis process much quicker and more productive. Cons The naming of some modules can limit your initial perception of what they're capable of doing. Review Source SM Sean M. CEO Information Technology and Services Used the software for: Less than 6 months ### "Easy to use!" June 21, 2016 5.0 I've started a few companies, and I wish I found this earlier. I loved how quickly I was able to test the assumptions of my business plan, and how simple it was to run through different scenarios. Pros This app is really easy to use, and in a matter of minutes I was producing financial data for my company. Poindexter is a real time saver. Cons I would love to see some more graphs, and visuals. Review Source MW Melanie W. Owner Used the software for: Less than 6 months ### "Fantastic tool for entrepreneurs. " June 11, 2017 5.0 Pros Poindexter is a financial projection software that is easy to use. Put in numbers and it gives you projections immediately. Cons The Basic free version does not allow downloads. But the Pro version allows unlimited downloads to Excel. Review Source RR Rajesh R. Owner Used the software for: ### "Great Product" June 8, 2016 5.0 Awesome design and handy Product that every entrepreneur should own Review Source CF Chris F. Integration developer Information Technology and Services Used the software for: Less than 6 months ### "Excellent product" June 15, 2016 5.0 I checked out the tool and looks great. Very clean design and couldnt find any faults with the interfaces or designs. Most importantly being able to access your pertitant small business data anywhere is essential and this co. nails it. Pros Entrepreneurs and small businesses Cons Not sure if this could scale to enterprise but that might not be their target audience Review Source Similar Products Featured