PlanGuru Features

PlanGuru

Business Budgeting, Forecasting & Planning Software

4.16/5 (54 reviews)

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 (214 other apps)
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)

PlanGuru Feature Reviews

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

Patricia Kigar

Budgeting Software Every Business Owner Should Own

2018-11-20

I own a manufacturing business and produce an annual budget and a multi-year projection.

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

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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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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Shelly Hauge

Plan Guru for financial consultants

2018-11-27

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 use of excel to integrate and add additional flexibility to the program.

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
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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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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Rose Fetters

Pretty Good Value

2018-11-16

Overall, a good tool for the cost. There are some limitations and frustrations, but it is a definite improvement over strictly excel based models. Probably not a forever solution as out business grows, but is a good option for small companies.

Pros

Affordable Flexibility for planning different scenarios Payroll functionality Import function from QB

Cons

Would prefer an export to QB to use QB reporting functions for financials.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Scott Robinson

Value Offering

2018-11-20

Challenging to get up to speed on using the software. Customer support is lacking. Bugs in software required me to upgrade - which feels like it lacks integrity.

Pros

Full financials with balance sheet, cash flow, owners equity.

Cons

I would like to customize reporting templates from PlanGuru, so I don't have to reformat each time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
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Daryl Holzman

Review of Plan Guru

2018-11-19

I now understand it better, and it is working well for the reports I am creating.

Pros

The organization and formatting of the report are a positive.

Cons

It is hard to use, expensive, and the comment sections do not print out completely in the margins as Crystal Reports, they only print within the margins if you export to excel.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
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Rakesh Sharma

Simplify Your Accounting Practices

2013-05-16

PlanGuru also provides comprehensive analysis for your line items.

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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Erin Harrigan

Foundation source review

2018-11-20

Can now provide much more robust reporting to our Board

Pros

Ease of use, user interface and simplicity

Cons

Negative values show up as positives when you copy in If you change a value to zero, it will not override when copied in the template

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
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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Michael Will

Good add-on with QBO

2018-11-16

PlanGuru has solved this need and has saved me time.

Pros

Once you build custom reports, you can easily make adjustments and resync information in seconds.

Cons

There are times I am navigating data in PlanGuru when the functionality I expect to be there is not.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Michael Flannery

PlanGuru

2018-11-16

Overall great experience and is highly recommended based on our needs, which is a company under $10M in revenue with less than 50 employees.

Pros

Lastly, for those in management that just want to look at the KPI's they can log into Analytics.

Cons

The one challenge we had as a business was having to move outside of PG during a period of time when cash flow was being managed weekly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
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
Read more
Rachael Picazo

PG to the rescue

2018-11-16

It helps us be able to pinpoint problem areas easier so that we can make changes quicker.

Pros

It fully integrated with QuickBooks and Excel and provides quality reports I know I can depend on.

Cons

Some functions are a bit time consuming.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Tiffany Gomez

PlanGuru is Great for its Value

2018-11-27

I was able to move my forecasting out of excel and into a program that allows me to project out 5 years. I am still new to the program but so far it appears to be a great resource for our business.

Pros

It has been very easy to import data via Excel.

Cons

I wish the software had the ability to directly connect to NetSuite so I didn't have to import and export via excel.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ted Feher

Easy Starting

2018-11-30

Pros

A very good starting package. Not overly complicated yet quite sophisticated with options that can accommodate large enterprises.

Cons

That can be done, but probably only by using the Advance Reporting Package which adds a little more complexity and time to the process.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Garett Hazelwood

PlanGuru Review

2018-11-27

It is excellent to have the integration of balance sheet, profit & loss and cash flow.

Pros

Ability to build complex financial models/projections without having to worry about the integrity of a complicated Excel file.

Cons

Have had some software crashes with certain version releases.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Kerry Monson

PlanGuru

2019-02-12

Excellent for 5-year projections, under different scenarios

Pros

Options available for modeling projections Built in Tutorials Importing and exporting capabilities

Cons

Some rules are complex Would like manual overrides for individual line items by month without breaking a rule

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Lauren Colson

PlanGuru Review

2018-11-27

Pros

That I can budget AND forecast on a department and sub-department level with version control and budget to actual reporting for a VERY affordable price!

Cons

That I can't lock down the payroll component easier

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Mark Palmer

Great product for planning & budgeting

2018-09-12

Very good product if you regularly work with budgets, forecasts, modeling

Pros

Must still use spreadsheets to a certain extent but PlanGuru simplifies building forecast models

Cons

Report generator is not as flexible or fast as I would like

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Nadim Allidina

A Basic Forecasting and Planning Tool

2018-11-27

- It's certainly not a system that motivates me to get off excel. I don't use it very much and will probably cancel my subscription.

Pros

- it has the ability to pull in actuals from Quickbooks online - there are some workarounds for managing revenue recognition

Cons

Nor do I have the ability to work with multiple currencies. - they provide little to no support to get set up - unless one pays for their consulting service, which was a little bit helpful. - the videos on the website are very basic

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
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Jerre Fender

Great Forecasting Software!

2018-11-16

The cash-flow forecasting is key to our company, along with the forecasting and budgeting abilities for original forecast, revised and actual, along with the reporting capabilities.

Pros

The ease of use, cash-flow forecasting and variety of reports.

Cons

Can be a little tricky to start, but support can get you through the bumps.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Brian Curran

CFO

2018-11-20

Long time user. Overall excellent experience.

Pros

Ease of use was the most attractive feature.

Cons

We had to migrate away form quick books and not the system we use does not interface with GP.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Hospitality company, 51-200 employees)

A great budgeting tool!

2018-11-19

CSR was outstanding in answering my questions when I was working on importing data and the webinars he did, one public and one that was 1-1 with me really helped me to decide to recommend buying PlanGuru to my GM.

Pros

PlanGuru is an outstandingly good budgeting tool for small businesses. The features provided with the license cost are worth far beyond the charge and equal to solutions charged at 10-15 times the price by competitors. It allows for multiple departments to roll up into a consolidated overall budget.

Cons

The learning curve is pretty steep. The online tutorials aren't quite up to the detail level I was looking for. They're good, but I just needed more details on certain aspects.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more