PlanGuru Features List

PlanGuru Reviews

PlanGuru

Business Budgeting, Forecasting & Planning Software

4.03/5 (16 reviews)
85     229

PlanGuru Feature Summary

  • 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

Finance & Accounting Feature Comparison

Most popular features of all Finance & Accounting apps

API (162 other apps)
Accounting Integration (97 other apps)
Accounting Management (97 other apps)
Activity Dashboard (106 other apps)
Auditing (80 other apps)
Automatic Notifications (98 other apps)
Automatic Reminders (71 other apps)
Billing & Invoicing (106 other apps)
Customizable Reporting (79 other apps)
Data Import/Export (83 other apps)
Electronic Payments (91 other apps)
Expense Tracking (102 other apps)
Invoice Management (153 other apps)
Invoice Processing (93 other apps)
Multi-Currency (88 other apps)
Real Time Data (83 other apps)
Receiving (86 other apps)
Recurring Billing (74 other apps)
Reporting & Statistics (93 other apps)
Third Party Integration (89 other apps)

PlanGuru Feature Reviews

13 reviewers had the following to say about PlanGuru's features:

Victor Miguelez

Good product but far from the ideal Forecasting software

2016-11-05

.- Expand reporting capabilities and allow to export reports to excel with up the 36 months instead of only 12 mo. 4.- Develop a Mac version or a web version 5.- Develop Inventory module and allow for supporting schedule on the Balance sheet 6.- Flexibility in putting some values ( ie. interest expense) in the balance sheet for capitalization purposes

Pros

-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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10

Recommendations to others considering PlanGuru

If you work mostly by yourself and need a good integration when dealing with financial forecasts, this is the product. If you need a company product with colaboration, tPG is not very friendly

Source: Software Advice
Helpful?   Yes   No
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Eric Labbé

PlanGuru - Software for small business

2014-07-03

Pros

One of its key advantages is you can import all your data from any accounting system, and it is really user-friendly software.

Cons

When I import my data, the software notes the import date in the right account.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

7/10

Recommendations to others considering PlanGuru

Solve the problem with the data import. Cash-flow isn't user-friendly.

Source: Software Advice
Helpful?   Yes   No
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Jody Grunden

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

2015-04-23

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

Would like to be able to hide accounts that are no longer in use.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering PlanGuru

It is nice that you can make small changes to the assumptions that don't take hours to see the results.

Source: Software Advice
Helpful?   Yes   No
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Tara Jackson

Good for small businesses

2015-02-26

Pros

It is easy to upload information for historical data. The use of the overall product seems good.

Cons

You can't seem to see Prior year over Current year, only Actual to Budget.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

7/10

Recommendations to others considering PlanGuru

Beware that it does have limitations. However, it is a good product for small businesses.

Source: Software Advice
Helpful?   Yes   No
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Lauren Rossini

PlanGuru Review

2014-09-16

Pros

It has saved a lot of time building reports.

Cons

It was a little difficult getting in contact with someone for help after the initial setup and training.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering PlanGuru

You don't need to spend thousands of dollars to get a good program. Don't disregard a product because it seems too cheap.

Source: Software Advice
Helpful?   Yes   No
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Rakesh Sharma

Simplify Your Accounting Practices

2013-05-16

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. PlanGuru also provides comprehensive analysis for your line items. For example, modeling techniques enable you to accrue expenses or declare dividends in multiple formats.

Pros

Excellent and extensible tool to simplify complex accounting

Cons

Interface can be made more attractive and simple

Source: GetApp
2 of 3 people found this review helpful
Helpful?   Yes   No
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sean penner

PlanGuru forecast software

2016-10-03

It is compatible with QuickBooks, so you can import your G/L into the software at will.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
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vicky walker

Awesome Product Awesome Support

2016-11-09

it saves my time and it generate results fast for planning.

Pros

friendly flexible fast

Cons

they really need to have monthly for current year plus next 3 years many businesses are seasonal

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering PlanGuru

try it!!

Source: Software Advice
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Jeff Sully

Great value in cash flow planning

2010-10-14

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

Pros

This is a small company (at least it operates as one) where you can actually talk to a real live person.

Cons

There are recovery routines so most of the data is not lost.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
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Joshua Caldwell

Budgeting/Forecasting

2016-09-08

Pros

Able to send portions of the budget to other people in the firm to fill out and return to me.

Cons

Took a little time to get the hang of, but a good product.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Likelihood to recommend

9/10

Recommendations to others considering PlanGuru

It is cheaper than other software (prophix), and seems to do the same thing.

Source: Software Advice
Helpful?   Yes   No
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Howie Thompson

Guru

2016-10-20

Don't like it it faults out alot.it was very easy to use but it just doesn't wo4k sometimes.

Pros

Really easy to use

Cons

Just stops working

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

1/10

Recommendations to others considering PlanGuru

Consider a different program

Source: Software Advice
Helpful?   Yes   No
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George DiFlavis

VOSYMCA

2010-10-18

Great top level planning tool

Pros

Easy to Use, Very Intuitive

Cons

seasonality not deep enough

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
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Mohamed Noohu

PG workings

2010-10-14

I have installed it in several of my clients and it has improved planning systematically.

Pros

The flow of the Balance Sheet and cash flow is easy to understand.

Cons

Unable to model asset based lending situations that has special charhacterisitics.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
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