PlanGuru Features & Capabilities

PlanGuru

QuickBooks Enterprise

TaxDome

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.

"What If" Scenarios

Budgeting/Forecasting

Cash Management

Consolidation/Roll-Up

Forecasting

Income & Balance Sheet

Multi-Company

Multi-Department/Project

Profit/Loss Statement

Xero

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.

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

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.

Plan Guru for financial consultants

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

Great value in cash flow planning

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. 

PlanGuru Forecasting Software is the Best

PlanGuru is great.

Good program for the price 

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.

Great Forecasting Software!

An outstanding sales and support team. 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. 

A great budgeting tool!

Disappointing. From start to finish I am sorely regretful for making this purchase. 

Waste of time and money

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

Easy Starting

PlanGuru - Software for small business

This tool has really taken our ability to forecast and budget to the next level!  It helps us be able to pinpoint problem areas easier so that we can make changes quicker.  

PG to the rescue

Fairly Impressed- Takes time!

PlanGuru Review

We purchased this software after reviewing many company options. Our funds to purchase budget/forecast software was minimal. We came across PlanGuru, whose price point was within our budget. I can tell you the software performs just like any other budget/forecast software. It is compatible with QuickBooks, so you can import your G/L into the software at will. Once the data is imported, you can begin forecasting by month, year, etc. You can also save unlimited number of files for historical review. The software is very user-friendly and customer service is very responsive. I would highly recommend this software for those companies with minimal money to spend on forecasting software.

PlanGuru forecast software

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. Not even copy and paste is possible.
2.- Make it more friendly. PG can only be mastered by someone with a strong background in Finance
3.- 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

Good product but far from the ideal Forecasting software

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. 

Budgeting Software Every Business Owner Should Own

- 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. 

A Basic Forecasting and Planning Tool

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.

Value Offering

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

Overall I have great experience with Plan Guru and will recommend to other users. 

Great software 

Professional and great customer support. When I have had a question they respond quickly. The software itself is very stable. I have never lost a clients data

I can still remember what I used to do!

Overall, I like the concept PlanGuru is trying to bring with this software; however, they don't provide great customer support (unless you want to pay for it). 

Any efficiencies I gained with the budgeting process were lost immediately during the first budget to actual comparison I ran.

Will not be continuing my subscription.

PlanGuru - Great Idea but leaves you lacking

Great experience and customer support.  Highly recommend PlanGuru University.

PlanGuru for Growing Companies

PlanGuru screenshot: Income Statement - Forecast

PlanGuru screenshot: Balance Sheet

PlanGuru screenshot: Cash Flow Forecasting

PlanGuru screenshot: Forecast KPI's & Other Metrics in PlanGuru

PlanGuru screenshot: Payroll Forecast in PlanGuru

PlanGuru screenshot: Dashboard Profit & Loss - in PlanGuru

PlanGuru screenshot: Dashboard Balance Sheet

PlanGuru screenshot: Dashboard Cash Flow Forecast

PlanGuru screenshot: Dashboard Operating Expenses

Compliance Management

Cash Flow Management

General Ledger

Multi-Currency

Access Controls/Permissions

Mobile Access

Recurring/Subscription Billing

Sales Tax Management

Third-Party Integrations

Fund Accounting

Data Security

Accounts Payable

Receipt Management

Chart of Accounts

Audit Trail

Payroll Management

Bank Reconciliation

Project Accounting

Fixed Asset Management

Status Tracking

Expense Tracking

Reminders

Activity Dashboard

Approval Process Control

Quotes/Estimates

Document Management

Encryption

Purchase Order Management

Payment Processing

Financial Consolidation & Close Management

Currency Conversion

Billing & Invoicing

Tax Management

Workflow Management

Multi-Location

Accounts Receivable

Activity Tracking

Audit Management

Financial Management

Financial Reporting

Accounting

PlanGuru Features

Features Summary

Screenshots

Contenders comparison

Common PlanGuru comparisons

Reviewers who mentioned features said: