PlanGuru Overview
What is PlanGuru?
PlanGuru is a dedicated budgeting, forecasting, and financial analysis platform starting at $99 per month, designed for small to midsize businesses (SMBs) and their financial advisors. Its sophisticated methodology allows users to create detailed budgets and financial forecasts for up to 10 years without the need to build complex spreadsheet formulas manually. The platform generates essential outputs like cash flow projections, calculates key financial ratios, and provides debt modeling tools to help evaluate and improve business performance. It offers strong compatibility, integrating directly with accounting software such as QuickBooks (Desktop and Online), Xero, and Excel, and includes a free 30-day trial for evaluation.
Who it's for:
This platform is built for business owners, CFOs, controllers, and financial consultants at SMBs who need to move beyond static spreadsheets to create dynamic, long-range financial plans and scenarios to guide strategic decision-making and secure financing.
Our verdict:
Our final assessment is that PlanGuru is a specialized and powerful tool that fills a critical gap between basic accounting software and complex enterprise planning systems. Its formula-free approach and strong accounting integrations make advanced financial modeling accessible and practical for growing businesses and their advisors.
PlanGuru Details
PlanGuru Platforms supported
Cloud, SaaS, Web-Based
Desktop Windows
On-Premise Linux
On-Premise Windows
Desktop Chromebook
Desktop Linux
Desktop Mac
Mobile Android
Mobile iPad
Mobile iPhone
PlanGuru Support options
Chat
FAQ Forum
Knowledgebase
Phone Support
PlanGuru Training options
Documentation
Live Online
Videos
Webinars
In-Person
PlanGuru Related Categories
PlanGuru Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
PlanGuru Features
Most valued PlanGuru features by users
"What If" Scenarios
Asset Lifecycle Management
Cash Management
Consolidation/Roll-Up
Forecasting
General Ledger
Income & Balance Sheet
Multi-Company
Multi-Department/Project
Profit/Loss Statement
Version Control
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