ProjectionHub

ProjectionHub is a spreadsheet-based forecasting library paired with optional business-planning and SBA services. It is best suited to business owners who need projections for planning or financing, and advisers who work with a small number of clients. Its appeal is a free route into industry-specific models, with paid expert help when a template is not enough.

Overview

Founded in 2012 by two brothers in Indiana, ProjectionHub focuses on financial projections rather than a broad planning platform. Its templates and services address business plans, SBA loans, investment raising, and internal planning. A business owner can start with an individual template, while a consultant can buy broader template access or commission a finished deliverable. Template use is limited to the purchaser or a small team, however, and resale is not allowed.

Key features

The library contains more than 100 CPA-developed templates tailored to industries. Models include industry-specific revenue assumptions, highlighted input areas, and customizable financial logic. They produce five-year income statements, cash-flow statements, and balance sheets, with monthly and annual projections. That gives owners a structured starting point for forecasts without requiring a separate forecasting platform, though the model’s usefulness depends on choosing a template that fits the business.

Templates are designed for Excel and also work with Google Sheets. Apple Numbers usually works, but is a less-supported option, so it is a weaker fit for teams committed to that spreadsheet. ProjectionHub offers complimentary weekday help by chat, email, and screenshare video demonstrations, generally from 9–5 EST.

Beyond templates, ProjectionHub sells expert-created projections, custom business plans, SBA pre-qualification, and custom financial modeling. These options make the service useful when a business needs expert input or a lender-oriented deliverable, rather than just a model to edit.

Pricing

The two free offers make it possible to try the service without an upfront purchase. Individual Projection Templates gives access to 100+ templates to choose from, five years of projections, human email and live chat support, and a complimentary projection review. The free SBA Readiness Review adds expert advice, video analysis, an SBA eligibility determination, and estimates of maximum loan amount and approval odds. There is no free trial; these are free offers rather than a time-limited trial.

Paid services use one-time charges, not recurring subscriptions. The $150 SBA Expert Consultation buys one 60-minute strategy call, making it the lowest-cost route to direct SBA advice. At $500, SBA Pre-Qualification adds a 1:1 strategy consultation, lender-ready executive summary, and calls with two SBA lenders. This is aimed at borrowers who want help preparing for lender conversations, not just an eligibility estimate.

Financial Projections costs $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 for a custom SBA-ready plan, integrated financial projections, industry and target-market research, and unlimited revisions. The $3,500 Financial Projections + Business Plan Package + SBA Concierge Service combines projections, a custom business plan, and concierge support; its concierge portion is refundable if SBA approval is not obtained.

ProjectionHub+ costs $499 as a one-time payment for lifetime access to all 100+ templates. It suits consultants, business advisers, serial entrepreneurs, and entrepreneurial support organizations that expect to reuse models. The license covers one user or a small team; larger organizations need custom pricing. Templates may support client deliverables or internal planning, but cannot be resold.

Platforms

ProjectionHub lists web, macOS, and Windows platforms. The templates themselves are spreadsheet files intended primarily for Excel and Google Sheets, with Apple Numbers supported to a lesser extent.

Who it's for

ProjectionHub is a sensible fit for small-business owners preparing forecasts for a plan, loan, investment raise, or internal decisions, especially if they want to start with a free template. Advisers with a small team can consider ProjectionHub+ for repeated client work. It is less suitable for organizations that need a broadly licensed template library or for teams that require strong Apple Numbers support.

Pros and cons

• Pros: Free individual templates include five-year forecasts and a complimentary projection review, lowering the barrier to building a first model.
• Pros: More than 100 industry-specific templates and editable spreadsheet formats offer a focused starting point for different business types.
• Pros: One-time paid options span a single expert call through custom plans and SBA concierge support, so buyers can pay for the level of help they need.
• Cons: ProjectionHub+ is limited to one user or a small team, while larger organizations must seek a custom license.
• Cons: Template resale is prohibited, limiting how advisers can package model access in their own offerings.
• Cons: Apple Numbers receives less support than Excel and Google Sheets, making it a less dependable choice for Numbers-first teams.

Alternatives

For a broader comparison of tools, see Financial Forecasting Software.

Choose LivePlan instead if you want a paid monthly plan with a stated company and contributor allowance: its Standard plan is $20 a month for one active company, five contributors, and unlimited guests; ProjectionHub offers free individual templates and one-time service fees instead.

OneStream is another paid option, with Android, iOS, web, Windows, API, and self-hosted platform availability; choose it if that platform range suits your needs better. Calumo is a paid web and self-hosted option with pricing by request and a demo offered. Aimplan is a paid web and API option. CashAnalytics is a paid web option with pricing on request and a demo. CCH Tagetik is a paid web and self-hosted option with quotes or demos by request. Cube is a paid web and API option, with a Bronze plan that includes full platform access, custom roles, unlimited dimensions and users, and unlimited dashboards. Decerio is a paid web option.

Verdict

Choose ProjectionHub if you need editable, industry-specific financial projections for a small business or a small advisory practice, and value free templates with the option to pay for SBA or business-plan expertise. Look elsewhere if you need broad team licensing, resale rights, or a spreadsheet workflow centered on Apple Numbers.