PlanGuru Reviews

“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.

“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.

“It has been useful

Pros

Really great for small businesses.

Cons

I wish they added a few more integrations.

“Pretty good

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.

“Our favorite forecasting software solution.

Pros

The customer support I received was excellent. The training provided for new users was helpful in avoiding common mistakes. The design of the software is intuitive and it's simple to consolidate multiple departments or projects.

Cons

I am not a fan of the annual fees, and it's inconvenient that PlanGuru requires a local install without remote access.

“Competitors are better

Pros

There is nothing this software has which its competitors dont.

Cons

Needs to work on providing features that are unique.

“PlanGuru is great.

Pros

PlanGuru is a fantastic tool that makes budgeting projects and assessing their performance extremely easy for small businesses. Integrating it with software like QuickBooks is also a hassle free. The customization options in PlanGuru are extensive and highly flexible. Overall, it's a user-friendly and valuable tool to have.

Cons

PlanGuru is missing a few integrations that I would love to see implemented in the future.

“PlanGuru

Pros

I like the various options available for modeling projections in PlanGuru. The built-in tutorials are helpful, and the software's importing and exporting capabilities are convenient.

Cons

I find some of the rules to be complex, and it would be great to have manual overrides for individual line items on a monthly basis without breaking any rules.

“Easy Starting

Pros

The starting package of PlanGuru is very good. It strikes a balance between being sophisticated enough to cater to large enterprises while remaining user-friendly and not overly complicated.

Cons

When working with multiple divisions or consolidated corporations, the software can be a bit slow. I would prefer to plan on a monthly basis and report on a quarterly basis. While it is possible, it requires using the Advanced Reporting Package, which adds complexity and time to the process.

“Good program for the price

Pros

The ease of use of PlanGuru impressed me as a first-time user. I was able to quickly grasp its features and functionalities.

Cons

I would prefer more frequent software upgrades for better functionality.

“PlanGuru is Great for its Value

Pros

PlanGuru proves to be cost-effective and meets our needs for forecasting and budgeting. Importing data via Excel has been seamless and simple too.

Cons

I feel like it would be much more better if the software had the ability to directly connect to NetSuite instead of having to import and export data via Excel.

“PlanGuru Review

Pros

What I like about PlanGuru is the ability to build complex financial models and projections in PlanGuru without having to worry about the complexity of an Excel file.

Cons

I have experienced some software crashes with certain version releases.

“PlanGuru Review

Pros

One of the great features of PlanGuru is the ability to budget and forecast at a department and sub-department level, with version control and budget-to-actual reporting, all at a very affordable price.

Cons

I find it challenging to lock down the payroll component easily.

“PlanGuru Forecasting Software is the Best

Pros

PlanGuru provides comprehensive training on software usage through case studies, allowing new users to learn, practice and see the results in action. This approach is invaluable as it allows users to learn from mistakes and explore different modeling techniques. I gained a deeper understanding of assumptions, KPIs and drivers that impact forecasting of details on financial statements through these case studies. Every interaction with PlanGuru's support team has been prompt and helpful, going above and beyond to ensure my questions or issues were fully resolved. Their service has always been accompanied by a friendly and supportive attitude, whether through email or one-on-one phone calls.

Cons

Initially, I was annoyed when I learned that my software was shut down remotely after several years of no fees, unless I opted in for an upgrade to a new version. However, I have come to appreciate the superb customer service and support provided by PlanGuru.

“A Basic Forecasting and Planning Tool

Pros

I come to know that it has the capability to import actuals from QuickBooks Online, although there are some workarounds needed for managing revenue recognition.

Cons

It can be cumbersome to set up access with different classes from QuickBooks since the software is not cloud-based and requires an internet connection. Additionally, the QuickBooks budgeting tool is easier to use for scenario analysis, and creating an Excel workbook is more convenient. PlanGuru lacks flexibility for FX management, and I cannot work with multiple currencies. The support provided to set up the software is limited unless one pays for their consulting service, which was somewhat helpful. The videos on the website only cover the basics.

“Plan Guru for financial consultants

Pros

The application's flexibility allows me to create multiple forecasts and budgets using various assumptions and KPIs. Integrating Excel adds even more flexibility to the program. The subschedules provide different ways to forecast revenue and track expenses, while the integration of the balance sheet allows me to see the impact of the forecast on balance sheet items.

Cons

I have found some restrictions in reporting flexibility, and I cannot print reports directly from analytics.

“Solid product, Feature-Rich, Intuitive Design, Great value for small- to medium-sized businesses.

Pros

The design of the software is very intuitive, with most features and functions just a right-click away. If I ever need clarification, the tutorial videos within the program are incredibly helpful, conveniently linking you to relevant videos. The Excel Add-in is a powerful tool and a major selling point for PlanGuru. If you're familiar with pivot tables, you'll love this tool. Consolidations are essential if you have multiple departments or groups, while the Excel Links feature allows me to pull in data from Excel to enhance the budgeting capabilities beyond PlanGuru's projection methods.

Cons

What i think would improve the product if it were developed as a web/browser-based solution instead of a local client install. This would save users the cost of a remote cloud desktop and make installation and connectivity easier. Having a "mass-refresh" button or method in the Excel add-in to refresh all tabs at once would be highly beneficial. It would also be great to have a "mass-consolidation" button within the PlanGuru application. I wish there was a "help forum" where users could support each other and troubleshoot issues. While support is responsive and the videos are helpful, a forum search would provide faster answers, and the videos do not cover everything. Usually, someone else has likely encountered the same question in the past.

“PlanGuru - Great Idea but leaves you lacking

Pros

This is a great program for budgeting and setting up a budget.

Cons

The integration with QBs desktop is awkward and slow. Running a budget to actual comparison with PlanGuru takes longer compared to running a similar comparison outside of PlanGuru. Customer support is lacking, as only basic-level help is available without additional costs. This seems unreasonable considering the price of the software. The training provided was a waste of time as it lacks structure and consisting of someone simply droning on about the features. The online videos are outdated and do not match the new updates.

“Budgeting Software Every Business Owner Should Own

Pros

The functionality of the software is excellent, and it's easy to use. The help screens and tutorials are great resources, and the customer support is fantastic.

Cons

To have the ability to track five years of historical data for projecting a budget analysis would be helpful .

“Foundation source review

Pros

Ease of use, user interface, and simplicity of the software is something I like a lot.

Cons

Copying negative values sometimes results in them appearing as positive values. Additionally, changing a value to zero does not override when copied into the template.

“Plan Guru review

Pros

One of the benefits of this software is its affordable price point for the standard features it offers. I collaborated with our CFO in selecting the software, and after reviewing different suites, we found that PlanGuru provided the most value for the price.

Cons

We have encountered issues when setting up multiple user accounts that share some of the same files. It appears there may be glitches in the software, as everyone has the same access, but certain individuals are unable to create copies or new documents from the exact same file.

“PLan Guru is quality budgeting software

Pros

PlanGurus ability to handle a wide range of different and difficult scenarios is impressive, thanks to its flexibility and multiple calculation options.

Cons

I find it inconvenient that there is no 'back' button, and some screens are not very understandable.

“PlanGuru for Growing Companies

Pros

PlanGuru software proved to be very user-friendly. I was able to start working on budgets and forecasting models within the first week without any issues.

Cons

It would be great if there was a shareable dashboard for clients.

“I can still remember what I used to do!

Pros

I was up and running with the software within 15 minutes of installation. Previously, I had to manage multiple Excel templates and worry about accidental alterations to calculations. Now, I can focus on our end goals without concerns about mathematical accuracy and presentation.

Cons

I rarely say this, but I am completely pleased with the product. (Note: I added this sentence to meet the word count requirement.)

“CFO

Pros

The most appealing feature for me was the ease of use.

Cons

We had to migrate away from QuickBooks, and now the system we use does not interface with GP.

“Waste of time and money

Pros

Installing and accessing the software was not a problem from the beginning.

Cons

PlanGuru program does not offer greater functionality compared to existing programs, and it does not perform as well as I was led to believe. I requested termination and a refund of the purchase price, but I was ignored. Eventually, I was told that it was my shortcomings for not appreciating the program.

“Value Offering

Pros

The cost is low, and it provides full financials including a balance sheet, cash flow and owner's equity. There are also additional supporting schedules.

Cons

Forecasting years are limited which makes the creation of three-year forecast a bit difficult. Customer support is minimal. I would like to be able to customize reporting templates from PlanGuru to avoid reformatting each time.

“Great software

Pros

The software is easy to use, with a format similar to Excel and a well-designed layout.

Cons

The data assumptions for each year are not flexible, and the depreciation calculation may not be accurately formulated.

“A great budgeting tool!

Pros

PlanGuru is a very nice budgeting tool for small businesses. The features included with the license cost far surpass the price and are comparable to solutions offered by competitors at 10-15 times the price. It allows for the consolidation of multiple departments into an overall budget.

Cons

The learning curve is steep. While the online tutorials are good, they do not provide the level of detail I was looking for. I needed more information on certain aspects.

“Review of Plan Guru

Pros

The report's organization and formatting are positive aspects.

Cons

It is hard to use, expensive, and the comment sections do not print out completely in the margins like Crystal Reports. They only print within the margins if you export to Excel. I have reported these issues to tech support, but as far as I know, they have not been addressed.

“Good planning tool

Pros

This tool is highly flexible as it allows you to be as detailed as you want.

Cons

Setting up the software can be somewhat difficult.

“PlanGuru

Pros

PlanGuru simplifies the process of building a comprehensive budget and forecast, comparing it to actuals, monitoring cash flow, and tracking KPIs. As a new user, I received excellent support from the responsive and knowledgeable support team at PG. Additionally, for management personnel who prefer to focus on KPIs, the Analytics feature provides convenience.

Cons

As a business, we faced a challenge when we had to manage cash flow weekly because PlanGuru is limited to a monthly basis.

“PlanGuru Review

Pros

It's great for budgeting both overall and for individual projects.

Cons

At times, the software was glitchy and had issues importing Excel sheets or causing errors.

“Plan Guru Review

Pros

What I like about PlanGuru is that if provide various methods to project balances from previous years.

Cons

I wish there was a better way to have separate company budgets and actuals and then roll them up to a consolidated budget and actuals. Additionally, I would prefer if the price included more users and if the software was online rather than installed on a machine, allowing others to access it as well.

“PG to the rescue

Pros

It seamlessly integrates with QuickBooks and Excel, providing reliable and high-quality reports.

Cons

Some functions can take a lot of your time during a learning process.

“A great product with minor issues

Pros

I love how easy it is to use, the flexibility it offers and the support provided.

Cons

I would love to have an easier way to print or download information.

“Good add-on with QBO

Pros

PlanGuru offers an Excel analytics tool that allows the extraction of budget, forecast and actual information into Excel. Once you create custom reports, making adjustments and syncing information takes only seconds.

Cons

There are moments when I navigate data in PlanGuru and find that the expected functionality is missing. Since I'm so accustomed to Excel, I need to slow down and learn the software. That's why I like the ability to link the data to Excel for custom reporting.

“Pretty Good Value

Pros

The affordability and flexibility make it ideal for planning different scenarios. The payroll functionality and the ability to import data from QuickBooks are also valuable features.

Cons

It does not offer an export option to QB. Creating calculations and schedules requires some technical know-how. I have experienced file corruptions and errors that needed support assistance to resolve, which took several days during a critical budget period. The reporting functions are lackluster. I would prefer an export to QB to utilize its reporting functions for financials.

“Great Forecasting Software!

Pros

PlanGuru cash-flow forecasting capabilities, ease of use and variety of reports are all impressive factors.

Cons

Starting can be a little tricky, but with support's help, you can overcome these obstacles.

“Great product for planning & budgeting

Pros

I still have to rely on spreadsheets to some extent, but PlanGuru streamlines the process of building forecast models.

Cons

The report generator is not as flexible or fast as I would prefer.

“Great tool in making financial decision!

Pros

It's important for businesses to assess their financial condition before embarking on a project or engagement. With PlanGuru, I can forecast my financial status for a specific period, ensuring that the planned project will be successfully completed.

Cons

PlanGuru operates on a subscription basis, taking into account the number of users. It's important to choose a plan that suits your company to maximize savings.

“Fairly Impressed- Takes time!

Pros

The budgeting and forecasting features are robust, and I particularly value the availability of QuickBooks support.

Cons

It requires some financial knowledge to use, which can be tricky for new users. However, over time, it proves to be a worthwhile investment.