PlanGuru Pricing, Features, Reviews & Comparison of Alternatives

PlanGuru

Business Budgeting, Forecasting & Planning Software

4.16/5 (54 reviews)

PlanGuru overview

Designed for the small to medium sized business, PlanGuru's sophisticated methods allow you to budget and forecast for up to 10 years without having to create formulas. Plus you get cash flow analysis, financial ratios and other analytical tools to help you evaluate and improve your business performance. PlanGuru is affordable starting at $399.95. Excel and QuickBooks compatible. Free 30 Day Trial.

Pricing

Starting from
$99
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Canada, Europe and 4 other markets, Germany, Latin America, Middle-East and Africa, United Kingdom

Supported languages

English
PlanGuru screenshot: PlanGuru ReportingPlanGuru | Budget, Forecast, & PlanPlanGuru screenshot: PlanGuru AnalyticsPlanGuru screenshot: PlanGuru Cash FlowPlanGuru screenshot: PlanGuru Balance SheetPlanGuru screenshot: PlanGuru Income Statement

PlanGuru reviews

Value for money
Features
Ease of use
Customer support
  4.2
  4.0
  3.9
  4.1
Jeff Sully

Great value in cash flow planning

Reviewed 2010-10-14
Review Source: Capterra

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 have created interim formulas in a workbook to get to the final formula. It's nice that the application has supplementary schedules for the P&L. However there are no such supporting schedules for the balance sheet. Much of the work I do is in the balance sheet. It would nice to have a supporting schedule that would clean up the balance sheet presentation. The learning curve can be a little steep for the novice user. The application was developed by CPAs for CPAs, although this application is valuable for private companies.

Rating breakdown

Ease of use
Customer support

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Dave Brittsan

PlanGuru Forecasting Software is the Best

Used monthly for 2+ years
Reviewed 2018-11-27
Review Source: Capterra

I use PlanGuru to build business forecasts for my clients so that I can provide great service, especially to growth oriented clients who hold themselves accountable to their goals. I have used PlanGuru results (P&L, Balance Sheet, Cash Flow, Valuations) to support my clients with their banking relationships and for providing investors with forecasts that support business models for startups and going concerns too.

Pros
PlanGuru provides upfront training on how to utilize the software using case studies so a new user can learn, practice and see the results of the case studies. This is critical to the user because it allows a new user the opportunity to learn from mistakes in a case study, as well as the opportunity to try different modeling techniques. I learned the importance of thinking through assumptions, KPIs and all drivers that impact forecasting of details on the P&L, Balance Sheet and Cash Flow statements in case studies. I continued to learn every time I used PlanGuru. I also used the output many times in serving my clients. Each and every time I need support of any kind, PlanGuru always got back to me in 24 hours or less and stayed glued to me until my question or issue was completed resolved to my satisfaction. I always had service with a smile via email or on a one on one phone call.

Cons
I was annoyed when I learned that my software was shut down remotely when PlanGuru adopted an annual license fee after several years of no fees, unless you opted in for an upgrade to a new version. I got over it as I realize that the software and the customer service and support are superb.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Mark Denlinger

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

Used monthly for less than 6 months
Reviewed 2018-11-23
Review Source: Capterra

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 support I have received from the technical team has been very good; they have been very responsive to my requests. The cloud desktop experience was a little bit more laggy than I expected. I LOVE the Excel add-in. It is a very powerful tool. However, I thought the installation of the add-in was a little more complicated than it should be, especially based on the cost of the cloud subscription. There is room for PlanGuru to improve a few things, but I will be using for future clients, and I highly recommend this product for small- to medium-sized businesses.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Shelly Hauge

Plan Guru for financial consultants

Used daily for 2+ years
Reviewed 2018-11-27
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Patricia Kigar

Budgeting Software Every Business Owner Should Own

Used occasionally for 2+ years
Reviewed 2018-11-20
Review Source: Capterra

I own a manufacturing business and produce an annual budget and a multi-year projection. I am not a CPA nor am I trained as a bookkeeper. When I needed to replace my old budgeting software I was particularly concerned whether it was appropriate for someone who isn't a pro. I wasn't disappointed: once purchased I was up and running within the hour. Anytime I've had a question that I couldn't answer through the help screens or online tutorials I've been able to discuss my problem with tech support! This is huge for me. I've also taken some of the online courses called PlanGuru University, which were invaluable. I wish my CPA used this software.

Pros
1) Functionality. 2) Easy to use. 3) Great help screens. 4) Terrific tutorials. 5) Fantastic customer support.

Cons
I'd like to track 5 years historical data to project a budget analysis.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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PlanGuru pricing

Starting from
$99
Pricing options
Free trial
One time license
View Pricing Plans

Cloud Hosting available for $35/mo

PlanGuru features

API

Accounting Integration (146 other apps)
Accounting Management (146 other apps)
Activity Dashboard (163 other apps)
Auditing (101 other apps)
Automatic Notifications (132 other apps)
Billing & Invoicing (147 other apps)
Compliance Management (131 other apps)
Customizable Reporting (131 other apps)
Data Import/Export (139 other apps)
Electronic Payments (135 other apps)
Expense Tracking (136 other apps)
Financial Analysis (103 other apps)
Invoice Management (194 other apps)
Invoice Processing (123 other apps)
Multi-Currency (130 other apps)
Real Time Data (127 other apps)
Reporting & Statistics (182 other apps)
Third Party Integration (147 other apps)
Workflow Management (115 other apps)

Additional information for PlanGuru

Key features of PlanGuru

  • Over 20 Forecasting Methods
  • Integrated Balance Sheet, Income Statement & Cash Flow
  • QuickBooks Compatible
  • Excel Compatible
  • Profit & Loss Forecasting Methods
  • Balance Sheet Forecasting Methods
  • Custom Forecasting Methods for Your Business
  • Budget vs. Actual Reporting
  • Assumptions Reports
  • Export Reports to PDF or Excel
View All Features

Benefits

PlanGuru is affordable starting at $399.95. 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.