Last Updated
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.
Overall Rating
Based on 42 users reviews
4.2
Rating Distribution
Positive
86%
Neutral
14%
Negative
0%
Starting Price
Custom
PlanGuru Specifications
- Financial Reporting
- Invoice Management
- Expense Tracking
- Tax Management
What Is PlanGuru?
Overview
PlanGuru is a robust financial planning and forecasting software. It is both cloud based and on-premises. Catering to diverse industries, it empowers users to create comprehensive financial projections, budgets, and reports. This versatile solution alleviates common problems by facilitating precise financial analysis, scenario modeling, and cash flow management.
PlanGuru Pricing
PlanGuru Integrations
PlanGuru seamlessly integrates with various business applications. These include Microsoft Excel, QuickBooks Online, Xero, and QuickBooks Online Advanced.
Who Is PlanGuru For?
The software is designed for businesses of all sizes across various industries. It is an ideal fit for companies that need to budget and forecast for up to ten years. PlanGuru caters to the following industries: accounting, chemicals, management consulting, construction, farming, financial services, real estate, textiles, events services, public safety, oil and energy, industrial engineering, computer software, and IT.
Is PlanGuru Right For You?
Well known for its user-friendly interface and data integration capabilities, PlanGuru is a leading choice for professionals seeking efficient, data-driven financial planning tools. It is scalable and places a heavy emphasis on data security. Read PlanGuru reviews to know what its users think.
You can also get in touch with our customer support team at 661-384-7070, who will help you make the best decision.
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.
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.
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.
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.
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.
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
Stars33%
4
Stars52%
3
Stars12%
2
Stars2%
1
Stars0%
Share your experience
Leapforce at home, 500+ employees
“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
Dudley and Associates, 1-10 employees
“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
Leapforce at home, 500+ employees
“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.