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PlanGuru Logo

Business Budgeting, Forecasting & Planning Software

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Is this product right for your business?

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PlanGuru - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

PlanGuru overview

What is PlanGuru?

Designed for SMB's, PlanGuru's projection methods allow you to budget and forecast for up to 10 years. Get cash flow analysis, financial ratios and other KPI's to help you evaluate and improve your business performance. QuickBooks, Xero and Excel compatible. Free 30 Day Trial, starts @ $99/mo.

Starting price

99flat rate /
per month

Alternatives

with better value for money

PlanGuru’s user interface

Ease of use rating:

PlanGuru pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(2)
3-4(32)
5(22)

What do users say about PlanGuru?

The interface looks a little dated, and there’s some onboarding required if you’re familiar with Excel.

Select to learn more


Who uses PlanGuru?

Based on 56 verified user reviews.

Company size

- Not enough reviews

Small Businesses

Midsize Businesses

Enterprises

Top industries

Electrical/Electronic Manufacturing
Computer Hardware

Use cases

Budgeting
Accounting

PlanGuru's key features

Most critical features, based on insights from PlanGuru users:

Income & balance sheet
Budgeting/Forecasting

All PlanGuru features

Features rating:

API
Budgeting/Forecasting
Cash flow analysis
Cash management
Consolidation/Roll-Up
Forecasting
Income & balance sheet
Multi-Company
Multi-Department/Project
Profit/Loss statement
Strategic planning
"What if" scenarios

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PlanGuru pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

PlanGuru App

99

Per month

Features included:

  • 10 Years Budget/Forecast
  • 20+ Standard Forecasting Methods
  • 5 Years Actual Results Import
  • Automatically Solved Cashflow Statement
  • Budget Archive
  • Cloud-Based App
  • Excel
  • Excel Import for Financial & Non-Financial Data
  • Export Reports & Dashboards to Pdf
  • Forecast Using Non-Financial Data
  • Formula Builder to Create Custom Methods
  • Group Accounts With Sub-Totaling
  • In-App Dashboard & Reporting Tools
  • Notes Payable and Line of Credit Tools
  • Quickbooks Online
  • Quickbooks Onlinexeroexcel
  • Ratio and Kpis
  • Unlimited Scenarios
  • Word
  • Xero & Excel Import

PlanGuru Desktop

99

Per month

Features included:

  • 10 Years Budget/Forecast
  • 20+ Standard Forecasting Methods
  • 5 Years Actual Results Import
  • Automatically Solved Cashflow Statement
  • Breakeven Tool
  • Budget Archive
  • Business Valuation
  • Consolidate Unlimited Numer of Projections
  • Excel
  • Excel Import for Financial & Non-Financial Data
  • Export Reports & Dashboards to Pdf
  • Forecast Using Non-Financial Data
  • Formula Builder to Create Custom Methods
  • Group Accounts With Sub-Totaling
  • In-App Dashboard & Reporting Tools
  • Notes Payable and Line of Credit Tools
  • Payroll Utility
  • Planguru Analytics & Excel Add-in Reporting Tool
  • Pre-Built 3-Way Forecasting Structure
  • Quickbooks Online
  • Quickbooks Onlinexeroexcel
  • Ratio and Kpis
  • Unlimited Scenarios
  • Windows Desktop Application
  • Word
  • Xero & Excel Import

User opinions about PlanGuru price and value

Value for money rating:

To see what individual users think of PlanGuru's price and value, check out the review snippets below.

“I needed to put some effort into our manufacturing projections up front.”
CT

Connor T.

Financial Operations Manager

“The interface looks a little dated, and there’s some onboarding required if you’re familiar with Excel.”
CT

Connor T.

Financial Operations Manager

PlanGuru support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat
Knowledge Base
FAQs/Forum
Phone Support

Training options

Live Online
Videos
Documentation
Webinars

PlanGuru FAQs

Related categories