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PlanGuru description
PlanGuru is a budgeting and forecasting software designed for small and mid-sized businesses. It offers tools to build financial forecasts, analyze financial performance, and create strategic plans. PlanGuru simplifies financial planning with an intuitive interface, integrations with QuickBooks and Excel, and over 20 forecasting methods. It allows for budget vs. actual comparisons, scenario analysis, and insightful reporting. Essentially, it's a tool to help businesses make informed financial decisions and improve performance.
Who is PlanGuru best for
PlanGuru helps small and mid-sized businesses ditch spreadsheets for budgeting and forecasting. Users praise its centralized platform, flexible forecasting, and excellent customer support. Some users note difficulty adding years to projects and occasional software glitches. PlanGuru integrates with QuickBooks and Excel, making it ideal for businesses seeking streamlined financial planning and reporting.
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Best fit for small to mid-sized businesses seeking an alternative to Excel for budgeting.
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Ideal for businesses in finance, retail, healthcare, and other sectors needing robust financial planning.
PlanGuru features
| Supported PlanGuru supports creating profit and loss statements, balance sheets, and cash flow forecasts. |
| Supported PlanGuru supports cash flow forecasting and projections. |
| Supported PlanGuru supports what-if scenario planning, allowing for financial impact analysis. |
| Supported PlanGuru integrates with QuickBooks Online and QuickBooks Desktop. |
| Supported PlanGuru supports budgeting, forecasting, and financial planning, including what-if analysis. |
| Supported PlanGuru supports budget vs. actual reporting and basic variance analysis. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
Scalability
PlanGuru reviews
We've summarised 98 PlanGuru reviews (PlanGuru GetApp reviews, PlanGuru Software Advice reviews, PlanGuru TrustPilot reviews, PlanGuru Capterra reviews and PlanGuru G2 reviews) and summarised the main points below.
- Centralized platform for financial/budget management.
- Consolidates multiple operating entities into a high-level view.
- Excellent customer support and training resources.
- Flexible forecasting methods and scenario analysis tools.
- Integrates with QuickBooks and Excel for seamless data transfer.
- Difficult to add years to a project without recreating it.
- Excel reporting requires precise formatting for successful data imports.
- Manual import process from QuickBooks requires logging in for each chart of accounts.
- Limited ability to customize report formatting and visualizations.
- Occasional software glitches and instability impacting user experience.
PlanGuru pricing
The commentary is based on 12 reviews from PlanGuru Capterra reviews, PlanGuru G2 reviews and PlanGuru Software Advice reviews.
PlanGuru offers robust budgeting and forecasting features at a price point praised by many users as inexpensive, affordable, and a great value, especially compared to other financial planning software. While some users mention a learning curve, they also highlight the software's ease of use and frequent updates. A few users have noted dissatisfaction with functionality and customer support.
Users sentiment
See the PlanGuru pricing page.
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PlanGuru has a free trial.
Single Entity
This plan includes QuickBooks Online, Xero & Excel Import, budgeting and forecasting tools, reporting and analysis tools, onboarding and support resources.
Multi-Department Consolidations
This plan includes QuickBooks Online, Xero & Excel Import, budgeting and forecasting tools with consolidation features, reporting and analysis tools, onboarding and support resources.
PlanGuru alternatives
G-AcconIntegrates with Xero, QuickBooks, and FreshBooks, automating reports within Google Sheets. G-Accon has positive pricing sentiment and offers a free trial, although PlanGuru might be a better value depending on your needs. G-Accon is growing faster in terms of web traffic but has declining employee growth. Users love its automation and integrations, but some find the interface dated and report limitations. It's ideal for finance professionals already using Google Sheets.Read more
IDU-ConceptBetter suited for mid-size and large businesses. Offers more deployment flexibility with on-premise, private cloud, and Microsoft Azure options. Provides dedicated modules for fixed asset management and financial modeling. Serves education, government, and software/IT industries better. A PlanGuru competitor and alternative for enterprise financial planning.Read more
XeroBetter for basic accounting and broader industry fit. More automation-focused, real-time financial view, and integrates with more apps. Rated higher by users on G2 and Capterra. However, users mention unreliable bank feeds and dislike the newer invoicing system. Pricing sentiment is negative. A PlanGuru alternative and competitor.Read more
JiravBetter for creating board reports and financial visualizations. Has strong customer support. Lacks integrations with payroll providers and CRMs. Steeper learning curve than PlanGuru. Can be slow with large datasets. Pricing information is readily available.Read more
PayhawkBetter for mid-size and large companies. Offers expense tracking, company cards, and bill payments. Good for industries like ecommerce, consumer goods, and automotive. Payhawk is a PlanGuru competitor and alternative.Read more
LivePlanBetter for startups seeking funding and creating pitches. A PlanGuru competitor and alternative, it offers more structured business planning features.Read more
PlanGuru FAQ
What is PlanGuru and what does PlanGuru do?
PlanGuru is budgeting and forecasting software for small to mid-sized businesses. It provides tools for financial forecasting, performance analysis, and strategic planning. With an intuitive interface, QuickBooks and Excel integrations, and various forecasting methods, PlanGuru simplifies financial planning and facilitates informed decision-making.
How does PlanGuru integrate with other tools?
PlanGuru integrates with QuickBooks (both online and desktop versions) and Excel, enabling seamless data transfer for budgeting and reporting. This integration simplifies financial planning by automating data imports and eliminating manual data entry.
What the main competitors of PlanGuru?
PlanGuru's main competitors include Jirav, Budgyt, and IDU-Concept. These alternatives offer similar budgeting, forecasting, and reporting features, often targeting businesses of comparable sizes. While G-Accon, SAP Concur, and Velixo offer related financial functionalities, they focus on different aspects, such as data integration, expense management, and Excel-based reporting, respectively.
Is PlanGuru legit?
PlanGuru is a legitimate budgeting and forecasting software. User reviews highlight its centralized platform, flexible forecasting, and excellent customer support. However, some users mention difficulties with adding project years and report customization. It integrates with QuickBooks and Excel, enhancing its usability for financial planning.
How much does PlanGuru cost?
PlanGuru offers the Single Entity plan for $99/month and the Multi-Department Consolidations plan for $299/month. A free trial is available, and additional users can be added for $25-$29/month. Pricing for add-ons like PlanGuru Launch and the Advanced Reporting Excel Add-in is not provided.
Is PlanGuru customer service good?
PlanGuru receives overwhelmingly positive feedback for its customer support. Users consistently praise the knowledgeable, responsive, and helpful support team, highlighting their assistance with setup, training, and troubleshooting. While some users mention occasional software glitches, the excellent customer service appears to mitigate these issues effectively.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.