Tech riderRev. 7 Oct 2026

ProjectionHub

Ch 047.1of 67 Financial Forecasting Software

1Runs onMac, Web, Windows
2CostsFree plan
3Revenue and expense modelsYes

3 lines stated Written from the maker's own pages: projectionhub.com

Visit site Alternatives

Overview

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.

Who it is for

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.

What is good

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

What to know first

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

Verdict

ProjectionHub combines editable financial templates with paid planning and SBA services. Check the license and spreadsheet compatibility before choosing a template or ProjectionHub+.

ProjectionHub plans and pricing

All plans

SBA Readiness Review Free FREE Expert review and advice · video analysis · SBA eligibility determination · estimated maximum loan amount and approval odds projectionhub.com · 7 Oct 2026

Individual Projection Templates Free FREE 100+ templates to pick from · 5 years of projections · free human email and live chat support · complimentary projection review projectionhub.com · 7 Oct 2026

SBA Expert Consultation $150 once $150 One 60-minute strategy call with an SBA expert projectionhub.com · 7 Oct 2026

ProjectionHub+ (ALL templates) $499 once One Time Payment Lifetime access to all 100+ templates · one user or small team; larger teams need a custom license projectionhub.com · 7 Oct 2026

SBA Pre-Qualification $500 once $500 1:1 strategy consultation · lender-ready executive summary · pre-qualification call with 2 SBA lenders projectionhub.com · 7 Oct 2026

Financial Projections $750 once $750 Complete projections · unlimited revisions · custom explanation video · 2 business days to first draft projectionhub.com · 7 Oct 2026

Compared on financial forecasting software

Free plan: Yesprojectionhub.com
Revenue and expense models: Yesprojectionhub.com

Facts

Product: ProjectionHub provides financial projection templates and expert services for business plans, SBA loans, investment raising, and internal planning.projectionhub.com · 7 Oct 2026
Template library: The maker offers more than 100 CPA-developed, industry-specific financial projection templates.projectionhub.com · 7 Oct 2026
Financial statements: Its templates produce five-year income statement, cash flow, and balance sheet projections with monthly and annual statements.projectionhub.com · 7 Oct 2026
Spreadsheet support: Templates are designed for Excel and are compatible with Google Sheets; the maker says Apple Numbers usually works but receives less support.projectionhub.com · 7 Oct 2026
Customization: Templates include industry-specific revenue models, highlighted input areas, and customizable financial models.projectionhub.com · 7 Oct 2026
Services: ProjectionHub offers expert-created financial projections, custom business plans, SBA pre-qualification, and custom financial modeling.projectionhub.com · 7 Oct 2026
Integrations: The maker states templates can be used in Excel and Google Sheets, with Apple Numbers also supported to a lesser extent.projectionhub.com · 7 Oct 2026
Support: ProjectionHub says it provides complimentary weekday support through chat, email, and screenshare video demonstrations, generally 9–5 EST.projectionhub.com · 7 Oct 2026
Audience: ProjectionHub+ is aimed at business advisors, consultants, serial entrepreneurs, and entrepreneurial support organizations.projectionhub.com · 7 Oct 2026
Usage limit: ProjectionHub+ is intended for individual consultants, business advisors, or very small teams; larger organizations need a custom license.projectionhub.com · 7 Oct 2026
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.projectionhub.com · 7 Oct 2026
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.projectionhub.com · 7 Oct 2026