PlanGuru Reviews

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.

Some lack of flexibility in reporting. Lack of ability to print reports from analytics.

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.

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...

Read more

A good platform for preparing and tracking budgets, suitable for small and medium companies, helps in forecasting financial matters later, helps in managing debts, can automate debts, offers 30 days free trial.

This platform needs some development and adding new features, developing reports, some problems may appear during printing.

One of the pros to this software is the price point at which features are standard. I worked with our CFO to pick out the software. We review different suites of software and found that Plan Guru offered the most for the price.

We have had some issues where we setup multiple user accounts and they share some of the same files. I think they may have some glitches in the software as everyone had the same access but certain individuals were not able to create copies or new documents from the same exact file.

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...

Read more

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.

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.

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.

Ease to use, similar to excel format, good layout

Not flexible on data assumptions on each year, not probably formulated on depreciation calculation

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. PlanGuru is extremely easy to use and integrate with software like Quickbooks. The customization of everything on plan Guru is immense and extremely flexible. Overall, PlanGuru is easy to use and wonderful to have.

PlanGuru lacks a couple of integrations that I would like to see implemented in the future.

Ease of use. As a first time user learning curve was quick

Frequently of upgrades. More would be nice

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

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

-Once you have all the numbers, projections are very fast and exact. -Income Statement, Balance Sheet and Cash flow integration -Links to excel files

- 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

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

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

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

- it is not cloud based - and so requires you to download the tool, but doesn't work unless you're connected to the internet (so even though I have it downloaded, I can't access it when I'm on a flight, and I travel frequently) - very cumbersome to set up access with different Classes (from quickbooks). The Quickbooks budgeting tool is easier to use for this purpose - very cumbersome to set up any...

Read more

PlanGuru makes it easy to build a complete budget and forecast, compare budget to actuals, keep an eye on cash and track KPI's. When getting started and familiar with the software, PG has a very responsive and knowledgable support team. Lastly, for those in management that just want to look at the KPI's they can log into Analytics.

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.

Low cost. Full financials with balance sheet, cash flow, owners equity. Extra supporting schedules.

Limited forecasting years. Difficult to make 3 year forecast. Minimal customer support. I would like to customize reporting templates from PlanGuru, so I don't have to reformat each time.

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

A bit on the slow side when you start putting together multiple divisions or consolidated corporations. Would like to plan on a monthly basis and report on a Qrtly. That can be done, but probably only by using the Advance Reporting Package which adds a little more complexity and time to the process.

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.

Reporting features could be enhanced. Would like to be able to hide accounts that are no longer in use. When reporting condense some categories while expanding others.

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. Support was really helpful at the beginning, and it made my experience with PlanGuru better. It's good software for the price. It was one of the cheapest when I bought it.

My version of PlanGuru still has some bugs. When I import my data, the software notes the import date in the right account. It seems it doesn't recognize the information. Between each import, the description of some accounts are changed, so I have always to re-link the account or manually enter some accounts. I think using only a description as common information for the import is inefficient. People should use the account number.

I was using it within 15 minutes of installation. Used to have all of these excel templates and would worry about deleting or inadvertently altering a calculation. I can now concentrate on what our end goal is and don't worry about the mathematical accuracy and the presentation.

I rarely say this NONE! Apparently being completely pleased is not enough of a word count so I had to add this sentence.

Business need to know if the financial condition of the company is sufficient before engaging to a business or project. With PlanGuru you can forecast your financial status at a given period. This will help to make sure that the project you are planning to work will be completed.

PlanGuru is a subscription based in consideration with number of users. Make sure to get the plan suitable for the company to maximize your savings.

Great program for budgeting and setting up a budget

Integration with QBs desktop is chunky and slow. It takes me longer to run a budget to actual comparison with PlanGuru than it did when I ran a similar comparison outside of PlanGuru. Costumer support is lacking...basic level help is available but in-depth help comes at a cost, which seems ridiculous for the price you pay for the software. Training was a waist of time. No structure just someone droning on about the features. Online videos are out of date and don't match new updates.

Very flexible - you can be as detailed as you want to with this tool

Can be somewhat difficult to set up because of its flexibility

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

No Export to QB Need a bit of technical know-how to create the calculations and schedules On several instances my files have become corrupt or somehow had errors that required support assistance to get operational which took several days during the tight budget period Reporting functions are lack-luster. Would prefer an export to QB to use QB reporting functions for financials.

friendly flexible fast

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

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

Have had some software crashes with certain version releases.