IBM Planning Analytics From $875/mo 8.9 Visit ProjectionHub
projectionhub.com
What it is
ProjectionHub provides financial projection templates and expert services for business plans, SBA loans, investment raising, and internal planning. Its library contains more than 100 CPA-developed templates for specific industries. Templates generate five-year income statements, cash flow statements, and balance sheets, with monthly and annual projections. Industry-specific revenue models, highlighted inputs, and customizable financial models help users adapt them to a business. They are designed for Excel and compatible with Google Sheets; Apple Numbers usually works, though it receives less support. Individual templates are available free, while ProjectionHub+ offers lifetime access to the full library for one user or a small team. Larger organizations need a custom license. Other services include expert-created projections, custom business plans, SBA pre-qualification, and financial modeling. Complimentary weekday support is available through chat, email, and screenshare demonstrations, generally 9–5 EST. The company says templates may be used for client deliverables or internal planning, but not resold. Its privacy policy says it collects identifying details, including business financial projection information, and may use aggregated non-identifying data for its own purposes or publication or sale.
Spec sheet
- What it does
- ProjectionHub provides financial projection templates and custom modeling services for SBA loans, investor pitch decks and internal planning.Read 14 Oct 2026 · projectionhub.com
- Product
- ProjectionHub provides financial projection templates and expert services for business plans, SBA loans, investment raising, and internal planning.Read 7 Oct 2026 · projectionhub.com
- Audience
- ProjectionHub+ is aimed at business advisors, consultants, serial entrepreneurs, and entrepreneurial support organizations.Read 7 Oct 2026 · projectionhub.com
- Integrations
- The maker states templates can be used in Excel and Google Sheets, with Apple Numbers also supported to a lesser extent.Read 7 Oct 2026 · projectionhub.com
- Support
- Support is offered through live chat, email and video demonstrations on weekdays from 9 a.m. to 5 p.m. Eastern Time.Read 14 Oct 2026 · projectionhub.com
- Headquarters
- Indiana, United StatesRead 28 Sep 2026 · projectionhub.com
- Founded
- 2012Read 28 Sep 2026 · projectionhub.com
- Company
- ProjectionHub says it was founded in 2012 by two brothers from Indiana and identifies the company as Executive Plan LLC in its privacy policy.Read 7 Oct 2026 · projectionhub.com
- API and SDKs
- The reviewed official pages provide no public API, SDK or developer documentation.Read 14 Oct 2026 · projectionhub.com
- Business-plan service
- The company writes custom SBA-ready business plans and can integrate its financial projections into them.Read 14 Oct 2026 · projectionhub.com
- Company history
- ProjectionHub was founded in 2012 by brothers Adam and Brandon Hoeksema in Indiana.Read 14 Oct 2026 · projectionhub.com
- Company size and headquarters
- LinkedIn lists ProjectionHub as a 2–10 employee partnership headquartered in Indianapolis.Read 14 Oct 2026 · linkedin.com
- Core output
- Its models produce five-year income-statement, cash-flow and balance-sheet pro formas.Read 14 Oct 2026 · projectionhub.com
- Currencies
- The documented projection app supports USD, EUR, GBP, INR, AUD and CAD.Read 14 Oct 2026 · blog.projectionhub.com
- Custom modeling
- ProjectionHub staff, including CPA Grace Cisna, build bespoke Excel financial models to client specifications.Read 14 Oct 2026 · projectionhub.com
- Customization
- Templates include industry-specific revenue models, highlighted input areas, and customizable financial models.Read 7 Oct 2026 · projectionhub.com
- Documentation depth
- Public help material includes FAQs and troubleshooting guides for downloads, added revenue and expenses, employees, hidden tabs, formula errors, charts, currencies and printing.Read 14 Oct 2026 · projectionhub.com
- Downloads
- The former web application documentation says projections can be downloaded as PDF and Excel files.Read 14 Oct 2026 · blog.projectionhub.com
- Expert review
- Users can upload completed templates and receive a custom video review from ProjectionHub experts.Read 14 Oct 2026 · projectionhub.com
- File formats
- Templates are designed for Excel, convert to Google Sheets with stated 99.99% accuracy, and also work in Apple Numbers with less support.Read 14 Oct 2026 · projectionhub.com
- Financial statements
- Its templates produce five-year income statement, cash flow, and balance sheet projections with monthly and annual statements.Read 7 Oct 2026 · projectionhub.com
- Funding
- Owler reports no identified funding and estimates annual revenue below $1 million.Read 14 Oct 2026 · owler.com
- Guided input
- Template input cells are highlighted and organized into tabs to guide users through entering assumptions.Read 14 Oct 2026 · projectionhub.com
- Industry revenue modeling
- Templates calculate industry-specific revenue drivers instead of relying only on generic revenue inputs.Read 14 Oct 2026 · projectionhub.com
- Legal entity
- Crunchbase identifies the legal name as ExecutivePlan LLC and lists the operating status as active.Read 14 Oct 2026 · crunchbase.com
- Limit: flexibility
- A customer testimonial says the reporting structure could be more flexible.Read 14 Oct 2026 · projectionhub.com
- Limit: QuickBooks integration
- Two G2 reviews say ProjectionHub does not integrate with QuickBooks.Read 14 Oct 2026 · g2.com
- Limit: scenario analysis
- A G2 reviewer says the product lacks what-if scenario features.Read 14 Oct 2026 · g2.com
- Notable news
- A November 8, 2015 company release announced ProjectionHub version 2.0, 20 business models and a seven-day free trial followed by a stated $25 monthly subscription.Read 14 Oct 2026 · blog.projectionhub.com
- Praise: simplicity
- G2 reviewers repeatedly praise the model as simple, intuitive and easy to customize in Excel.Read 14 Oct 2026 · g2.com
- Praise: support
- G2 reviewers and customer testimonials repeatedly mention responsive, helpful staff and personalized explanations.Read 14 Oct 2026 · g2.com
- Rating on G2
- 4.6 out of 5 from 4 reviewsRead 14 Oct 2026 · g2.com
- Rating on Software Advice
- 4.7 out of 5 from 6 reviewsRead 14 Oct 2026 · softwareadvice.com
- SBA services
- SBA offerings include readiness reviews, expert consultations, pre-qualification and concierge help through lender closing.Read 14 Oct 2026 · projectionhub.com
- Security and privacy
- The privacy policy says ProjectionHub uses SSL certificates, collects identifying details including business financial projection information, and may use aggregated non-identifying data for its own purposes or publication or sale.Read 7 Oct 2026 · projectionhub.com
- Self-hosting and license
- The reviewed material describes downloadable spreadsheet templates and hosted services but does not state self-hosting or an open-source license.Read 14 Oct 2026 · projectionhub.com
- Services
- ProjectionHub offers expert-created financial projections, custom business plans, SBA pre-qualification, and custom financial modeling.Read 7 Oct 2026 · projectionhub.com
- Sharing
- Users can invite investors, lenders, accountants or business partners to access projections.Read 14 Oct 2026 · blog.projectionhub.com
- Spreadsheet support
- Templates are designed for Excel and are compatible with Google Sheets; the maker says Apple Numbers usually works but receives less support.Read 7 Oct 2026 · projectionhub.com
- Template catalog
- The site offers more than 100 CPA-developed, industry-specific projection templates.Read 14 Oct 2026 · projectionhub.com
- Template library
- The maker offers more than 100 CPA-developed, industry-specific financial projection templates.Read 7 Oct 2026 · projectionhub.com
- Template terms
- The maker says templates may be used by the purchaser or small team for client deliverables or internal planning, but may not be resold.Read 7 Oct 2026 · projectionhub.com
- Usage limit
- ProjectionHub+ is intended for individual consultants, business advisors, or very small teams; larger organizations need a custom license.Read 7 Oct 2026 · projectionhub.com
Plans and prices
Individual Projection Templates Free 100+ CPA-developed templates · 5 years of projections · industry-specific revenue and expenses · charts, graphs and ratios · email/live-chat support · complimentary projection review Read 14 Oct 2026 · projectionhub.com
SBA Readiness Review Free Expert review and advice · SBA eligibility determination · maximum loan calculation · approval-odds estimate · lender and loan-program recommendations Read 14 Oct 2026 · projectionhub.com
SBA Expert Consultation $150, paid once One 60-minute strategy call · eligibility analysis · SBA questions answered · business-model and loan-request validation Read 14 Oct 2026 · projectionhub.com
SaaS Bundle $179, paid once Shown reduced from $499 Five templates: SaaS, SaaS Enterprise, SaaS Free Trial, Hardware + Software, Mobile App · unlimited access · five-year pro formas · repair and troubleshooting support Read 14 Oct 2026 · projectionhub.com
ProjectionHub+ $499, paid once One Time Payment Lifetime access to 100+ templates · private download portal · priority human support · future templates and versions · SBA Lender Finder Tool · Industry Data Tool Read 14 Oct 2026 · projectionhub.com
ProjectionHub+ (ALL templates) $499, paid once One Time Payment Lifetime access to all 100+ templates · one user or small team; larger teams need a custom license Read 7 Oct 2026 · projectionhub.com
SBA Pre-Qualification $500, paid once 1:1 SBA strategy consultation · lender-ready executive summary · pre-qualification calls with two SBA lenders · $250 credit toward Financial Projections service Read 14 Oct 2026 · projectionhub.com
Financial Projections $750, paid once Complete projections · direct work with experts · unlimited revisions · custom explanation video · first draft in two business days Read 14 Oct 2026 · projectionhub.com
Business Plan + Projections $2,500, paid once Custom SBA-ready business plan · complete financial projections · market research · custom graphics and visuals · unlimited revisions · first draft in two to four business days Read 14 Oct 2026 · projectionhub.com
Financial Projections + Business Plan Package + SBA Concierge Service $3,500, paid once Shown against $4,250; save $750 Financial projections · 20+ page business plan · SBA strategy planning · document preparation and review · lender introductions · closing-process guidance · SBA approval guarantee Read 14 Oct 2026 · projectionhub.com
Strong points and limits
Strong points
- More than 100 CPA-developed, industry-specific templates
- Five-year statements with monthly and annual projections
- Templates work with Excel and Google Sheets
- Complimentary weekday chat, email, and screenshare support
Limits
- Apple Numbers receives less support
- ProjectionHub+ limits use to one user or a small team
- Templates may not be resold
- Paid services cost up to $3,500
Who it suits
It suits business owners and planners preparing projections, business plans, or SBA loan materials, as well as advisors and consultants. ProjectionHub+ is aimed at individual consultants, business advisors, serial entrepreneurs, and entrepreneurial support organizations.
Verdict
ProjectionHub combines editable financial templates with paid planning and SBA services. Check the license and spreadsheet compatibility before choosing a template or ProjectionHub+.
Where Specifiction places it
- Financial Forecasting Software#2 of 758.6
