PlanGuru Reviews - Pros & Cons, Ratings & more

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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.

PlanGuru

Linux

Web-based

Windows

Perhaps, the tool’s greatest benefit lies in its ability to automate and simplify complex budgeting and forecasting practices.

admin

Lots of videos, articles, webinars. Awesome supports i.e. friendly and knowledgeable.

It saves my time and it generate results fast for planning. The platform is easy for the eyes, help links are awesome.

Principle

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

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

Founder and Chief Consultant

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.

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

Business Management

PlanGuru is a wonderful tool that makes it extremely easy for small businesses to budget projects as well as determine how well the projects are doing.

It has the ability to pull in actuals from Quickbooks online. There are some workarounds for managing revenue recognition.

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.

Overall, PlanGuru is easy to use and wonderful to have.

President

If you work mostly by yourself and need a good integration when dealing with financial forecasts, this is the product.

Partner

This tool helps to get speed in building a set of projections. It is excellent to have the integration of balance sheet, profit & loss and cash flow.

CP{A

Professional and great customer support. When I have had a question they respond quickly.

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

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. PG is limited to monthly.

Has no flexibility for FX management. I have a number of expenses in CAD, and revenues in USD, and I don't have the flexibility to see the impact of FX.

Copywriter, Freelance Writer, Blogger

Excellent customer support. Training for new users helps to avoid common mistakes.

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 our experience with Plan Guru has been pretty good.  The price point was extremely appealing and is what pulled us to the software.  For the most part the software runs without any major issues.  I think our one issue we had may have been specific to just our company.  I can honestly say that working with their customer support was pretty easy as well.  All communication was handled through email.

Plan Guru review

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

Es un muy buen software,es muy recomendable para cualquier entorno empresarial.

Make Planguru part of your plan 

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!

Excellent for 5-year projections, under different scenarios

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. 

PlanGuru Reviews

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