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Overview

PlanGuru is your strategic companion for holistic financial planning. Boasting features such as budgeting, forecasting, and analytics, it empowers businesses to optimize financial processes, enhance decision-making, and drive success. Elevate your business with PlanGuru and enjoy financial excellence now.

PlanGuru Specifications

  • Financial Reporting
  • Invoice Management
  • Expense Tracking
  • Tax Management

PlanGuru Features

'What If' Scenarios

PlanGuru allows users to create multiple 'what if' scenarios, enabling them to assess the impact of various financial decisions. This empowers businesses to make informed choices and understand potential outcomes, ultimately improving strategic planning and risk management.

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Cash Management

With its cash management capabilities, the software helps businesses optimize their cash flow by forecasting future cash needs and identifying surplus cash. This ensures that organizations maintain liquidity, meet financial obligations, and allocate resources efficiently, enhancing financial stability and reducing the risk of cash shortages.

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Projections

PlanGuru streamlines the process of creating detailed financial projections, automating data entry and calculation tasks. This saves time and reduces errors, allowing businesses to generate accurate and reliable financial forecasts. It also facilitates long-term planning, enabling organizations to set achievable goals and monitor progress.

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Consolidation

The software simplifies the consolidation of financial data from multiple business units or subsidiaries. This provides a consolidated view of the organization's financial health, enhancing transparency and facilitating better decision-making at the corporate level.

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Income And Balance Sheets

This feature helps users generate comprehensive financial statements. This way the software ensures accuracy and consistency in financial reporting. It simplifies compliance with accounting standards and provides stakeholders with a clear understanding of the company's financial position.

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Pros And Cons of PlanGuru

Pros

  • Excellent customer support

  • Customizable

  • Mobile app

Cons

  • Steep learning curve

PlanGuru Reviews

Total 42 reviews

4.2

All reviews are from verified customers

Rating Distribution

5

Stars

33%

4

Stars

52%

3

Stars

12%

2

Stars

2%

1

Stars

0%

Share your experience

M
Moira

Leapforce at home, 500+ employees

4.0

“It is a wonderful tool.”

Pros

It is very easy to use and perfect for small businesses.

Cons

It should have a few more integrations.

Rating Distribution

Ease of use

7

Value for money

9

Customer Support

9

Functionality

9

H
Howard

Dudley and Associates, 1-10 employees

5.0

“Powerful software”

Pros

Once you realize what the software can do there will be no looking back.

Cons

I wish I had more time to study the software so I could see what it was capable of beyond what I already know.

Rating Distribution

Ease of use

10

Value for money

9

Customer Support

9

Functionality

8

M
Moira

Leapforce at home, 500+ employees

4.0

“It has been useful”

Pros

Really great for small businesses.

Cons

I wish they added a few more integrations.

Rating Distribution

Ease of use

7

Value for money

7

Customer Support

8

Functionality

8

Frequently Asked Questions

Does PlanGuru offer an API?

Yes, PlanGuru offers an API.

Does PlanGuru support mobile devices?

Yes, PlanGuru supports Android and iOS devices.

What language does PlanGuru support?

PlanGuru supports English.

What other apps does PlanGuru integrate with?

PlanGuru integrates with Microsoft Excel, QuickBooks Online, Xero, and QuickBooks Online Advanced.

What types of pricing plans does PlanGuru offer?

PlanGuru offers two packages, with prices starting at $99/month. Click Get Pricing for a tailormade pricing guide.

Who are the typical users of PlanGuru?

The typical users of PlanGuru are the construction, farming, and oil and energy industries.

What level of support does PlanGuru offer?

PlanGuru offers chat, knowledge base, FAQs, and phone support.