ProjectionHub

ProjectionHub combines spreadsheet-based financial projection templates with optional business-planning and SBA services. It is best suited to owners and advisers building forecasts for a business plan or financing application. Its appeal is the choice between free individual templates and paid expert support; larger teams and anyone needing to resell templates should look elsewhere.

Overview

Founded in 2012 in Indiana, ProjectionHub focuses on financial models for business plans, SBA loans, investment raising, and internal planning. The templates work in familiar spreadsheet tools, while separate services can add expert analysis or custom documents. That makes it a focused option for a defined planning project, rather than an all-purpose forecasting platform.

Key features

The library has more than 100 CPA-developed templates tailored to different industries. They include industry-specific revenue models, highlighted input fields, and customizable financial models, producing five-year income statements, cash flow statements, and balance sheets in monthly and annual formats. This structure gives business owners a starting point for building forecasts, while keeping assumptions editable; choosing a model that fits the business remains important.

Excel and Google Sheets are the primary spreadsheet choices. Apple Numbers usually works, but receives less support, making it a less dependable fit for users committed to that application. ProjectionHub offers complimentary weekday help by chat, email, and screenshare video demonstrations, generally from 9–5 EST.

For customers who want more than a template, services include expert-created projections, custom business plans, SBA pre-qualification, and custom financial modeling. The range spans a single strategy call to a package combining projections, a business plan, and SBA concierge service. Template use is limited to the purchaser or a small team for client work or internal planning; resale is prohibited.

ProjectionHub says it uses SSL certificates and collects identifying information, including business financial projection data. Its privacy policy also says aggregated, non-identifying data may be used for its own purposes or published or sold, a consideration for businesses handling sensitive forecasts.

Pricing

The free tier offers two distinct entry points. Individual Projection Templates are free, billed FREE, and include access to 100+ templates, five years of projections, human email and live chat support, and a complimentary projection review. The SBA Readiness Review is also free, billed FREE, and includes expert review and advice, video analysis, an eligibility determination, and estimated maximum loan amount and approval odds. These options make it possible to start with a template or an initial SBA assessment without an upfront charge; there is no free trial because the product has free plans.

Paid choices are one-time purchases rather than subscriptions. The SBA Expert Consultation costs $150, paid once, billed $150, for one 60-minute strategy call. SBA Pre-Qualification costs $500, paid once, billed $500, and adds a 1:1 consultation, a lender-ready executive summary, and pre-qualification calls with two SBA lenders. The former fits a focused advice need; the latter is for applicants seeking a defined lender-preparation process.

ProjectionHub+ (ALL templates) costs $499, paid once, billed One Time Payment, for lifetime access to all 100+ templates. It covers one user or a small team; larger organizations need a custom license. This is the broadest template option, but it does not remove the team-size or no-resale restrictions.

Financial Projections costs $750, paid once, billed $750, and includes complete projections, unlimited revisions, a custom explanation video, and a first draft in two business days. Business Plan + Projections costs $2,500, paid once, billed $2,500, adding a custom SBA-ready plan, integrated projections, industry and target-market research, and unlimited revisions. The $3,500 package, billed $3,500, combines financial projections, a custom business plan, and SBA concierge service; it advertises a $750 saving against $4,250 and refunds the concierge portion if SBA approval is not obtained. These service tiers suit buyers who need deliverables or guidance rather than just spreadsheet models, but cost substantially more than the free templates.

Platforms

ProjectionHub is listed for macOS, Windows, and the web. Its templates are designed for Excel and also work with Google Sheets; Apple Numbers is supported to a lesser extent.

Who it's for

ProjectionHub suits business owners preparing forecasts for planning or financing, and advisers who need industry-specific models for client deliverables. ProjectionHub+ is aimed at consultants, business advisers, serial entrepreneurs, and entrepreneurial support organizations, particularly individuals and very small teams. It is not the right fit for organizations that need a broad team license without arranging custom terms, or for template buyers who plan to resell their workbooks.

Pros and cons

• Broad free starting point: individual access covers 100+ templates and includes a complimentary review, useful for comparing models before paying for an all-template license.
• Forecasts suited to business planning: five-year statements in monthly and annual views, with industry-specific revenue models, give owners a structured basis for projections.
• Expert help at several levels: customers can choose an SBA call, pre-qualification, custom projections, or a business-plan package rather than being limited to self-service templates.
• Spreadsheet flexibility has limits: Excel and Google Sheets are the supported core, while Apple Numbers receives less support.
• Team and resale restrictions: ProjectionHub+ covers one user or a small team, larger organizations need custom licensing, and templates cannot be resold.
• Business data merits care: the privacy policy permits use of aggregated, non-identifying data for company purposes, publication, or sale.

Alternatives

Compare financial forecasting software if you want to weigh ProjectionHub's spreadsheet-and-services approach against a wider category of tools.

LivePlan is worth considering for a broader platform choice across Android, iOS, macOS, web, and Windows. Its Standard plan is $20 a month, billed monthly, for one active company, five contributors, and unlimited guests; unlike ProjectionHub, it has no free plan or free trial.

Workday Adaptive Planning may suit readers who want a paid planning product with a 30-day free trial and support across Android, iOS, macOS, web, and Windows.

Calumo is an alternative for buyers who prefer to request pricing and arrange a demo, with web, Windows, and self-hosted platforms.

Corporate Planner is another paid option, with Android, iOS, web, Windows, and self-hosted platforms.

Epicor FP&A offers paid plans organized around company counts, from one company to 10 companies and an Enterprise tier, for readers comparing company-based plan structures.

XLReporting is a paid alternative with a free trial and Linux, macOS, web, and Windows support.

Aimplan is another paid option, with web and API platforms.

Verdict

Choose ProjectionHub for industry-specific financial templates or expert help with projections and SBA-related planning. Its free individual templates lower the barrier to building forecasts, and its one-time service options provide a path to tailored support. Look elsewhere if you need a large-team ProjectionHub+ license without arranging a custom license, or if resale of templates is essential.