- Home
- Financial Forecasting Software
- ProjectionHub
ProjectionHub
Indiana, United States
What it is
ProjectionHub provides financial projection templates and expert services for business plans, SBA loans, investment raising, and internal planning. Its library has more than 100 CPA-developed templates tailored to industries. Templates produce five-year income statements, cash flow statements, and balance sheets, with monthly and annual projections. Industry-specific revenue models, highlighted input areas, and customizable financial models support adapting projections to a business. Templates are designed for Excel and compatible with Google Sheets; Apple Numbers usually works but receives less support. Buyers can use individual free templates or pay $499 once for ProjectionHub+, which provides lifetime access to all 100+ templates for one user or a small team. Larger organizations need a custom license. Paid services include SBA consultations and pre-qualification, financial projections, custom business plans, and bundled SBA assistance. Weekday support by chat, email, and screenshare video demonstrations is generally available 9–5 EST. Templates may be used for client deliverables or internal planning by the purchaser or small team, but cannot be resold.
For and against
For
- More than 100 CPA-developed industry templates.
- Creates five-year statements with monthly and annual projections.
- Templates work with Excel and Google Sheets.
- Complimentary weekday chat and email support.
Against
- No free trial is listed.
- Apple Numbers receives less support.
- ProjectionHub+ is limited to one user or a small team.
- Templates may not be resold.
The verdict
ProjectionHub pairs reusable financial templates with expert services for business planning and SBA-related needs. Consider the small-team license limits and the spreadsheet support differences before choosing a template or service.
Who it suits
It suits business owners and advisors who need financial projections for planning, loans, or fundraising. ProjectionHub+ is aimed at consultants, business advisors, serial entrepreneurs, and entrepreneurial support organizations.
Plans and prices
Individual Projection Templates
100+ CPA-developed templates · 5 years of projections · industry-specific revenue and expenses · charts, graphs and ratios
Read 14 Oct 2026 · projectionhub.com
SBA Readiness Review
Expert review and advice · SBA eligibility determination · maximum loan calculation · approval-odds estimate
Read 14 Oct 2026 · projectionhub.com
SBA Expert Consultation
One 60-minute strategy call · eligibility analysis · SBA questions answered · business-model and loan-request validation
Read 14 Oct 2026 · projectionhub.com
SaaS Bundle
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+
Lifetime access to 100+ templates · private download portal · priority human support · future templates and versions
Read 14 Oct 2026 · projectionhub.com
SBA Pre-Qualification
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
Complete projections · direct work with experts · unlimited revisions · custom explanation video
Read 14 Oct 2026 · projectionhub.com
Business Plan + Projections
Custom SBA-ready business plan · complete financial projections · market research · custom graphics and visuals
Read 14 Oct 2026 · projectionhub.com
Financial Projections + Business Plan Package + SBA Concierge Service
Financial projections · 20+ page business plan · SBA strategy planning · document preparation and review
Read 14 Oct 2026 · projectionhub.com
On the record
- API and SDKs
- The reviewed official pages provide no public API, SDK or developer documentation.projectionhub.com · read 14 Oct 2026
- Audience
- ProjectionHub+ is aimed at business advisors, consultants, serial entrepreneurs, and entrepreneurial support organizations.projectionhub.com · read 7 Oct 2026
- Business-plan service
- The company writes custom SBA-ready business plans and can integrate its financial projections into them.projectionhub.com · read 14 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 · read 7 Oct 2026
- Company history
- ProjectionHub was founded in 2012 by brothers Adam and Brandon Hoeksema in Indiana.projectionhub.com · read 14 Oct 2026
- Company size and headquarters
- LinkedIn lists ProjectionHub as a 2–10 employee partnership headquartered in Indianapolis.linkedin.com · read 14 Oct 2026
- Core output
- Its models produce five-year income-statement, cash-flow and balance-sheet pro formas.projectionhub.com · read 14 Oct 2026
- Currencies
- The documented projection app supports USD, EUR, GBP, INR, AUD and CAD.blog.projectionhub.com · read 14 Oct 2026
- Customization
- Templates include industry-specific revenue models, highlighted input areas, and customizable financial models.projectionhub.com · read 7 Oct 2026
- Custom modeling
- ProjectionHub staff, including CPA Grace Cisna, build bespoke Excel financial models to client specifications.projectionhub.com · read 14 Oct 2026
- 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.projectionhub.com · read 14 Oct 2026
- Downloads
- The former web application documentation says projections can be downloaded as PDF and Excel files.blog.projectionhub.com · read 14 Oct 2026
- Expert review
- Users can upload completed templates and receive a custom video review from ProjectionHub experts.projectionhub.com · read 14 Oct 2026
- 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.projectionhub.com · read 14 Oct 2026
- Financial statements
- Its templates produce five-year income statement, cash flow, and balance sheet projections with monthly and annual statements.projectionhub.com · read 7 Oct 2026
- Funding
- Owler reports no identified funding and estimates annual revenue below $1 million.owler.com · read 14 Oct 2026
- Guided input
- Template input cells are highlighted and organized into tabs to guide users through entering assumptions.projectionhub.com · read 14 Oct 2026
- Industry revenue modeling
- Templates calculate industry-specific revenue drivers instead of relying only on generic revenue inputs.projectionhub.com · read 14 Oct 2026
