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What is Poindexter?

Poindexter is designed for all users, irrespective of their expertise in finance or accounting. There is no requirement for intricate financial knowledge to effectively utilize its features. Users gain instant insights into the financial implications of their business decisions. This platform removes the hassle of cumbersome and frequently unreliable spreadsheets from budgeting and forecasting tasks. Setting up your account and making necessary changes can be accomplished in just a few minutes. Our support team is always on hand to answer any questions and help you make the most of your experience with Poindexter. By strategically planning your projects, you can generate a financial model in just minutes, potentially saving you thousands. It automatically produces all the vital financial data needed for informed decision-making, which improves cash flow management. Each month, your customer dashboard updates with acquisition goals that turn your forecasts into practical daily actions, keeping you focused on the revenue-driving activities. Furthermore, Poindexter's intuitive interface ensures accessibility for all users, promoting a more inclusive method of managing finances. With its streamlined approach, users can feel empowered to take control of their financial future and make confident decisions.

What is Costlocker?

An application designed to oversee time management, expenses, and profitability tailored specifically for the CEO of a finance-oriented agency and their team is essential. It’s crucial that your organization operates on data-driven insights rather than emotional decisions. Originally developed by our team, Costlocker allows us to monitor our revenues and expenditures, as well as time tracking, yet we realized this alone didn’t provide a clear picture of our profitability. We sought a comprehensive tool that would deliver genuine financial insight, enabling us to make informed decisions grounded in facts rather than feelings. The platform allows you to analyze the profitability of various clients and projects, helping you identify which project types deserve your focus. Additionally, it aids in uncovering hidden opportunities and addressing areas of overspending. You can efficiently oversee invoicing processes and forecast cash flow, while also managing external project expenses with ease. It provides insights into whether successful bids can compensate for any losses experienced. Furthermore, you can verify employee salary payments and seamlessly integrate with software like Basecamp and Toggl, among many others. This empowers you to gain a detailed understanding of your agency’s financial health, while also allowing you to monitor budgets and evaluate the performance of project staff effectively. In this way, you can ensure your agency remains on a path to sustainable financial success.

Media

Media

Integrations Supported

Basecamp
Dropbox
Google Drive
Microsoft Excel
Slack
Toggl Track

Integrations Supported

Basecamp
Dropbox
Google Drive
Microsoft Excel
Slack
Toggl Track

API Availability

Has API

API Availability

Has API

Pricing Information

$9.99 per user per month
Free Trial Offered?
Free Version

Pricing Information

$12 per user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Poindexter

Date Founded

2016

Company Location

United States

Company Website

getpoindexter.com

Company Facts

Organization Name

Costlocker

Date Founded

2012

Company Location

Czech Republic

Company Website

costlocker.com

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Plan

Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

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