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

View All Specifications

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

The vendor offers two main packages, Single Entity and Multi-Department Consolidations, with the cost ranging from $99-$299/month. Both plans come with a money-back guarantee. However, the price of PlanGuru may differ depending on your organization type and needs. Get a custom quote.

PlanGuru Integrations

PlanGuru seamlessly integrates with various business applications. These include Microsoft Excel, QuickBooks Online, Xero, and QuickBooks Online Advanced. 

Watch a free PlanGuru demo to learn more about its integrations.

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

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.

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.

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.

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.

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

Overall Rating

4

5 Reviews

Rating Distribution

5

star

1

4

star

3

3

star

1

2

star

0

1

star

0

Jul 03, 2020

It is a wonderful tool.

Moira

Leapforce at home

Ease of use

7

Value for money

9

Customer Support

9

Functionality

9

Pros

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

Cons

It should have a few more integrations.

Jun 17, 2020

Powerful software

Howard

Dudley & Associates

Ease of use

10

Value for money

9

Customer Support

9

Functionality

8

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.

Jun 09, 2020

It has been useful

Moira

Leapforce at home

Ease of use

7

Value for money

7

Customer Support

8

Functionality

8

Pros

Really great for small businesses.

Cons

I wish they added a few more integrations.

Aug 05, 2019

Pretty good

Victor M

President

Ease of use

9

Value for money

8

Customer Support

7

Functionality

8

Pros

Excel sheets and income statements are very easy to make once you get all the numbers.

Cons

Theres no possibility of using the actual formulas which is annoying.

Feb 19, 2019

Competitors are better

Sandra

Task Force

Ease of use

6

Value for money

8

Customer Support

6

Functionality

7

Pros

There is nothing this software has which its competitors dont.

Cons

Needs to work on providing features that are unique.

Frequently Asked Questions

Yes, PlanGuru offers an API.

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