PlanGuru Reviews for 2025
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What is PlanGuru?
PlanGuru is a comprehensive financial planning and analytics platform designed for small to mid-sized businesses and their advisors. It empowers users to make informed decisions by offering budgeting, rolling forecasting, and strategic planning capabilities.
With integrated 3-Way Forecasting software, users can create intelligent scenarios, analyze financial performance, and project for up to 10 years using various forecasting methods. The tool imports data from QuickBooks, QuickBooks Online, Xero, and Excel, enabling easy historical result importing and budget vs. actual reporting.
PlanGuru’s flexibility allows for simple to detailed budgeting, consolidation, and customization. Scenario analysis aids in making critical investments and strategic choices while reporting tools provide valuable insights for success.
Starting at $99/month, PlanGuru offers a free 30-day trial, making it an Excel and QuickBooks compatible solution for businesses seeking efficient financial planning and performance evaluation.
Found in these Categories
Best For
- StartUps
- Freelancers
- Small Business
- Medium Business
- Large Enterprise
- Non-profit Organization
PlanGuru Pricing
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- Cost Reduction
- Expert Team
PlanGuru Features
- "What If" Scenarios
- Integration APIs
- Budgeting/Forecasting
- Forecasting
- Profit/Loss Statement
- Cash Management
- Consolidation/Roll-Up
- Income & Balance Sheet
- Multi-Company
- Multi-Department/Project
- Projections
User Sentiment - PlanGuru Reviews
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Helpful Support
Users have noted that the support team is particularly helpful, especially at the beginning of their experience with PlanGuru, which contributed to a better overall experience.
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Simplifies Complex Budgeting
The software is praised for its ability to automate and simplify complex budgeting and forecasting practices, offering solutions without relying on cumbersome Excel sheets.
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Flexibility
The product’s flexibility is highlighted, especially its capability to handle not just the forecasting of P&L efficiently, but also to compute the balance sheet and cash flow using various calculation methods. This allows for comprehensive “What if” analyses.
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Integration with QuickBooks and Excel
PlanGuru’s integration with QuickBooks and Excel was a significant positive for users, enabling them to rely on quality reports for their decision-making processes.
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Intuitive Use
Despite its depth in features, the tool is described as easy to use and intuitive, which appeals to users looking for a top-level planning tool without steep learning curves.
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Learning Curve
Some users found the program difficult to learn at the outset, indicating that despite improving over time, initial training or onboarding could be enhanced.
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Report Formatting
There were criticisms regarding the organization and formatting of reports, especially about comment sections not printing out completely in margins unless exported to Excel.
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Limited Forecasting Years
A user mentioned the difficulty in making forecasts beyond three years, suggesting that extending the forecasting capability could enhance the tool’s utility.
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Time-Consuming Functions
Certain functions within PlanGuru were found to be time-consuming, indicating a potential area for making the software more efficient and user-friendly.
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Seasonality Depth
The depth of seasonality analysis provided by PlanGuru was found lacking by some users, who would appreciate more detailed functionalities in this area.
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PlanGuru Company Details
Company Name
PlanGuru
Headquarters
United States
Website
planguru.com
