ProjectionHub vs Pulse

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.

Pulse is a web tool for managing and projecting small-business cash flow. Users enter one-time or recurring income and expenses, revise earlier transactions, and switch items on or off to model changes to the bottom line. Views can be weekly, monthly, or set to a custom date range, with grouping by category, customer, or project. QuickBooks Online synchronization brings in transactions and supports comparisons between actual cash flow and projections. Collaborators can manage the cash flow, while investors can receive read-only projection access. Proposals, invoices, and contracts may be attached to transactions, and data can be exported to CSV. Pulse is intended for agencies, service providers, restaurants, manufacturers, retailers, contractors, and freelancers. It runs on the web and does not synchronize with banks. Monthly plans are Pulse Basics at $29 a month for one financial account, Small Business Plan at 59.00 USD for five, and Unlock Extra Features at 89.00 USD for unlimited accounts. New accounts receive a 30-day trial; there is no free plan.