ProjectionHub vs XLReporting
ProjectionHub
projectionhub.com
XLReporting
xlreporting.comSide by side
| Figure | ProjectionHub | XLReporting |
|---|---|---|
| Price from | Free | — |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | Yes |
| macOS | Yes | Yes |
| Linux | — | Yes |
| Plans published | 10 | 0 |
| Spec score · Financial Forecasting Software | 8.6 (#2) | 7.3 (#48) |
| Company history | ProjectionHub was founded in 2012 by brothers Adam and Brandon Hoeksema in Indiana. | The company says it was founded in 2009 and is based in Utrecht. |
| Founded | 2012 | 2009 |
| Headquarters | Indiana, United States | Utrecht, Netherlands |
| Integrations | The maker states templates can be used in Excel and Google Sheets, with Apple Numbers also supported to a lesser extent. | Named integrations include Xero, QuickBooks, Exact Online, Twinfield, Visma, Excel, Dropbox, OneDrive, Google Drive, and AWS. |
| Product | ProjectionHub provides financial projection templates and expert services for business plans, SBA loans, investment raising, and internal planning. | XLReporting is an online planning and reporting platform for consolidating, reporting, and forecasting. |
| Support | Support is offered through live chat, email and video demonstrations on weekdays from 9 a.m. to 5 p.m. Eastern Time. | All plans include email support and access to the support center and knowledge base; Enterprise plans include direct access to experts for setup help. |
Plans
ProjectionHub
- Individual Projection TemplatesFree
- SBA Readiness ReviewFree
- SBA Expert Consultation$150, paid once
- SaaS Bundle$179, paid once
- ProjectionHub+$499, paid once
- ProjectionHub+ (ALL templates)$499, paid once
- SBA Pre-Qualification$500, paid once
- Financial Projections$750, paid once
- Business Plan + Projections$2,500, paid once
- Financial Projections + Business Plan Package + SBA Concierge Service$3,500, paid once
In their own words
ProjectionHub
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.
XLReporting
XLReporting is a cloud planning and reporting platform for finance professionals, with tools for consolidation, reporting, and forecasting. It creates interactive financial and management reports, dashboards, and drilldown views. Teams can build budgets and forecasts with multiple versions, approval workflows, automated consolidation, rolling forecasts, and scenario modeling. Data can come from finance systems, files, cloud storage, databases, and API-connected systems; more than 40 connectors are available. Named finance integrations include Xero, QuickBooks, Exact Online, Twinfield, Visma, and Sage. Plans include 20 standard reports, with extra reports available for purchase; report runs and users are unlimited. It works in a browser on desktop, tablet, and mobile, and supports Windows, macOS, and Linux computers. Pricing starts at €530/mo, with a 14-day free trial and no free plan. XLReporting says it is GDPR compliant and ISO 27001:2022 certified, with EU data centers, encryption, daily backups, and 99.9% uptime.