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ProjectionHub

by ExecutivePlan · Since 2012
No reviews yet
ActiveAvailable globallyCloud
Quick facts
VendorExecutivePlan
Year launched2012
StatusActive
LocationIndianapolis, US
Countries servedGlobal
Languages7
Integrations1+
Free tier
Free trial
Contact salesYES

About ProjectionHub

ProjectionHub is a financial projection software from ExecutivePlan that supports the creation of financial projections and business plans for over 100 industries. It combines financial projection templates, CPA-prepared documents, and industry-specific guidance so business owners and startups can easily craft detailed financial analyses. The platform also offers custom services for businesses that need tailored solutions or expert assistance. With an emphasis on user-friendliness, ProjectionHub caters to a diverse range of sectors, making it accessible to all types of entrepreneurs. Key capabilities: financial projection templates CPA-prepared documents industry-specific guidance custom services expert assistance Best for: small business owners and startups that need financial planning resources.

ProjectionHub is a financial projection software designed to help small businesses generate detailed, CPA-developed financial projections quickly and accurately. This platform is especially valuable for businesses looking to secure SBA loans, raise investment, or conduct internal financial planning. It offers over 100 industry-specific templates, allowing businesses to easily create financial statements, including income statements, balance sheets, and cash flow projections. The user-friendly interface guides users through each step of the process with highlighted cells, making it accessible even to those with minimal financial expertise. The software provides a comprehensive solution for creating customized financial models. Each template is organized into easy-to-follow tabs, and businesses can input their specific financial data with ease. Once projections are entered, users can opt for an expert CPA review, where professionals provide feedback to ensure the projections are accurate and suitable for business purposes, such as securing loans or attracting investors. ProjectionHub also offers custom financial modeling services for users who need a more tailored solution. Pricing for ProjectionHub varies depending on the service selected.

Pros & Cons

What users like
  • +Excellent Customer Service – Adam provides exceptional support (as noted by multiple users).
  • +Ease of Use – Simple, user-friendly interface (especially for non-accountants).
  • +Time-Saving – Quick financial projections with minimal effort.
  • +Customizable – Flexible tool for various businesses and industries (including accounting professionals).
  • +Accurate Outputs – Provides reliable financial statements and projections.
  • +Affordable – Cost-effective, especially compared to hiring financial experts.
What users flag
  • No QuickBooks Integration – Lacks integration with QuickBooks, limiting seamless data transfer.
  • Limited Features for Advanced Users – Might not meet all needs for those with deep financial expertise.
  • Learning Curve for Some – While simple, some users may need help understanding more complex features.

Features

Key features

Industry-Specific Templates
ProjectionHub provides over 100 templates developed for various industries, ensuring that businesses have accurate projections relevant to their sector.
CPA-Developed Templates
All templates are crafted by certified public accountants (CPAs), ensuring that projections are precise and reliable, especially for business proposals and loans.
Step-by-Step Guidance
Templates are designed with highlighted cells to guide users through data entry, ensuring easy completion of projections even for beginners.
Expert CPA Review
Once the projections are entered, users can request a custom review where an expert CPA provides feedback, ensuring that the projections are ready for business purposes like securing loans.
Custom Financial Modeling
If businesses need personalized projections, they can work directly with ProjectionHub experts to create a model specific to their business needs.

Additional features

SBA Loan Preparation
Tools and templates specifically designed to help businesses prepare financial projections required for SBA loan applications.
Business Plan Integration
Users can integrate financial projections into business plans, which is useful for pitching to investors or securing funding.
Investor and Lender-Ready Projections
Projections are designed to meet the expectations of investors and lenders, ensuring businesses are ready for funding requests.
Multiple Projection Formats
ProjectionHub supports various formats, including balance sheets, income statements, cash flow projections, and more.
Template Customization
Each template can be customized to match the unique needs of a business, adjusting assumptions, revenue models, and other variables.
Real-Time Collaboration
Users can collaborate with team members or experts in real time to adjust projections and make changes as needed.
Export Options
Projections can be easily exported into various formats like Excel and PDF, making it easy to share them with stakeholders.
Dedicated Customer Support
Support is available via chat or email, ensuring users get help with any technical or financial projection-related queries.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
7
Interface languages
1
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseDutch

Billing currencies

🇺🇸USD

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