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Business Budgeting, Forecasting & Planning Software

PlanGuru Reviews - Page 2

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55 reviews

DR
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Darvi R.

Accounting, 1-10 employees

Used monthly for 2+ years

Overall rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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I can still remember what I used to do!

Reviewed 6 years ago

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

Pros

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.

Cons

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

DD
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Darin D.

Accounting, 1-10 employees

Used monthly for 6-12 months

Overall rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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PlanGuru - Great Idea but leaves you lacking

Reviewed 6 years ago

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.

Pros

Great program for budgeting and setting up a budget

Cons

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 Online videos are out of date and don't match new updates.