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PlanGuru Pricing, Features, Reviews and Alternatives

PlanGuru product overview

Price starts from

99

Per month

Flat Rate

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.

Key benefits of using PlanGuru

PlanGuru is affordable starting at $99. PlanGuru is dynamic software that produces budgeting/forecasting/financial planning software for businesses and non-profits worldwide. PlanGuru customers range from entrepreneurs creating high level forecast for the bank or a larger corporation requiring a detailed multi-departmental operating budget. PlanGuru allows companies and financial professionals to produce a more accurate analysis in less time.

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 pricing information

Value for money

4.2

/5

54

Starting from

99

Per month

Flat Rate

Pricing options

Free plan
Subscription
Free trial
Pricing range

PlanGuru features

Functionality

4.0

/5

54

Total features

11

2 categories

Most valued features by users

API
Consolidation/Roll-Up
Cash Management
"What If" Scenarios
Multi-Company
Projections
Profit/Loss Statement
Multi-Department/Project

PlanGuru users reviews

Overall Rating

4.2

/5

54

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.16/10
Rating distribution

5

4

3

2

1

22

25

5

1

1

Pros
Support was really helpful at the beginning, and it made my experience with PlanGuru better. It's good software for the price.
Perhaps, the tool’s greatest benefit lies in its ability to automate and simplify complex budgeting and forecasting practices.
That it does this without the help of messy and unwieldy excel sheets is fantastic.
Cons
From start to finish I am sorely regretful for making this purchase.
Limited forecasting years. Difficult to make 3 year forecast.
I don't use it very much and will probably cancel my subscription.
Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Plan Guru for financial consultants

Reviewed 4 years ago

I've been able to help my clients create future plans and look at many what if scenarios and their affect on the balance sheet without having to worry about whether my formulas are correct in excel.

Pros

The flexibility of the application for creating multiple forecasts and budgets using a variety of assumptions and KPI's. the use of excel to integrate and add additional flexibility to the program. The subschedules allow multiple ways to forecast revenue and track other expenses. the integration of the balance sheet and ability to see affect the forecast has on the balance sheet items.

Cons

Some lack of flexibility in reporting. Lack of ability to print reports from analytics.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Great value in cash flow planning

Reviewed 12 years ago

Overall a great cash flow program for the price. it has many features that programs 10 times the price do not have.

Pros

Plan Guru is a straightforward application for generating cash flow statements. I have used the product since 2003, and have watched it evolve from a simple tool to a more sophisticated application. The company has been receptive to user requests such as increasing the size of database fields to allow larger numbers, adding supplementary schedules, and direct cash flow projections. Some of the debt amortization wizards are very handy, providing current portion of LTD in addition to amortizing loan balances and interest charges. They have also included some valuation and ratio analysis work papers that are very handy. This is a small company (at least it operates as one) where you can actually talk to a real live person. All in all, it is a very good application for the price.

Cons

The application occasionally will show some instability, but this has been vastly improved over earlier versions. There are recovery routines so most of the data is not lost. The crashes seem mostly due to print driver compatabilities. The developers are pretty good at fixing these issues. Large, complicated formulas may run into size limits when calculating dollar outcomes. When this occurs, I...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Good product but far from the ideal Forecasting software

Reviewed 6 years ago

Plan Guru is an excellent product, specially considering that there are no products out there with this many features at this price level. If you want to have the best products you will have to pay tens of thousands every year, ie. Budget Maestro. However I think PG has some room for improvement, such as 1.- More flexibility in the automatization for the recording of Historical and actual values....

Pros

-Once you have all the numbers, projections are very fast and exact. -Income Statement, Balance Sheet and Cash flow integration -Links to excel files

Cons

- The link process is very long and tedious - No possibility of using formulas in the actual and historical data - Need an inventory module - Need Supporting schedule for the Balance sheet

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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

Reviewed 4 years ago

I am attempting to build budgets for my clients using the PlanGuru software installed on the remote cloud desktop. Overall, the product has met my expectations. I have used several similar large/deluxe budgeting tools built for Fortune 500 companies that cost 10 times as much (or more), and this is a very good "abridged" budgeting software for small businesses that is still very feature-rich. The...

Pros

Very intuitive design. Most features/functions are just a right-click away. If you don't understand exactly what you are looking at, the tutorial videos are GREAT, and they have links to the relevant videos built right into the program where you need them. Excel Add-in is a very powerful tool. A real selling-point for PlanGuru. If you know how to use a pivot table, you will love this tool. Consolidations. If you have multiple departments, or groups of departments, consolidations is a must-have. Excel Links. If the myriad of PlanGuru projection methods aren't good enough, just suck in whatever data you want from Excel to the budgeting tool.

Cons

It would be great if this product was built as a web/browser-based product, rather than a local client install. Then the users could also save on the cost of the remote cloud desktop, and installation/connectivity should be easier. There should really be a "mass-refresh" button/method in the Excel add-in that would refresh every tab at once. A "mass-consolidation" button in the PlanGuru application would be nice, too. I wish there was a "help forum" where users could assist one another and help troubleshoot issues. Support is responsive, and the videos are great. But support can't answer you as fast as a forum search would, and the videos don't cover everything. Chances are SOMEONE has had the same question in the past.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great product. A must have for all forward thinking companies.

Reviewed 7 years ago
Pros

It is easy to use. It is the only product in the market that I am aware of that focuses on the balance sheet and in particular cash.

Cons

Reporting features could be enhanced. Would like to be able to hide accounts that are no longer in use. When reporting condense some categories while expanding others.

PlanGuru FAQs and common questions

Q. What type of pricing plans does PlanGuru offer?

PlanGuru has the following pricing plans:
Starting from: $99.00/month
Pricing model: Subscription
Free Trial: Available


Q. Who are the typical users of PlanGuru?

PlanGuru has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


Q. What languages does PlanGuru support?

PlanGuru supports the following languages:
English


Q. Does PlanGuru offer an API?

Yes, PlanGuru has an API available for use.


Q. What other apps does PlanGuru integrate with?

PlanGuru integrates with the following applications:
QuickBooks Online Advanced, Quickbooks Online, Xero, Microsoft Excel


Q. What level of support does PlanGuru offer?

PlanGuru offers the following support options:
Chat, Knowledge Base, FAQs/Forum, Phone Support

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