PlanGuru Review
What is PlanGuru?
PlanGuru is an affordable web-based (Windows) dynamic software for businesses and non-profits worldwide. It makes budgeting/forecasting/financial planning easier for customers ranging from entrepreneurs, creating a high level forecast for investors to larger corporations requiring a detailed multi-departmental operating budget. With PlanGuru, more accurate analysis can be produced in less time.
The on-premise accounting software does projections and analysis that standard accounting software can’t perform. These computations are usually available only on full-scale ERP solution which costs tens of thousands of dollars and are notoriously complicated to use install, use, and maintain. For finance professionals working on many project or clients, PlanGuru helps you simplify complex budgeting and forecasting practices.
An optional cloud hosting is available.
Show MoreOverview of PlanGuru Benefits
Read on to learn the numerous PlanGuru benefits:
Reports and Analysis
PlanGuru’s out-of the box reports for Balance Sheet, Budgeting & Forecasts, Cash Flow Statement, Custom Dashboard Reports, and Profit & Loss Statement are rated highly for accuracy, sophistication, and “customizability” by industry professionals.
Standard Accounting
PlanGuru does Accounts Payable (A/P), Accounts Receivable, Depreciation, General Ledger, and Time & Expense Management reasonably well.
Human Resources and Payroll
If you want to run projections or estimates of future staffing requirements, it’s something that PlanGuru can do which most other accounting systems can’t.
Inventory and Services Management
It can compute for depreciation and keep track of the disposition of fixed assets.
Integration and Productivity
If you have QuickBooks you will want PlanGuru, which provides this accounting system with more analytical power. Traffic of data between the two systems is seamless. Most users of QuickBooks consider very expensive enterprise resource solutions costing tens of thousands of dollars precisely because it lacks the number crunching power that PlanGuru provides. PlanGuru also works perfectly with MS Excel. PlanGuru takes advantage of Excel’s powerful features for number manipulation while providing a greater sense of security in the accuracy of data. Moreover, PlanGuru has the row and column grid familiar to power users of Excel.
Banking
It can help to reconcile your banking records and credit card transactions to make sure everything is accurate and updated.
Scalability and Expandability
You can opt for the Expanded Edition which includes everything in the Basic Edition plus Consolidations, Business Valuation, Engagement Tools, Subtotaling and Additional Exporting Capabilities. Each additional license for both editions costs $249.95. All of these are one-time fees. If, however, you need to provide visibility to key performance indicators and financial performance to many users, you can opt for cloud-hosted PlanGuru Analytics. It’s a web-based dashboard and reporting tool that works in tandem with PlanGuru. It quickly provides clients and colleagues with access to view both high level KPIs and detailed financial performance for only $35 per user per month.
Show MoreOverview of PlanGuru Features
- Forecast up to 10 years, on monthly, quarterly or annual basis
- Unlimited number of projection workbooks
- QuickBooks & Excel import utilities
- Sub-schedules for added support
- Sub-Totaling feature to group and collapse/expand accounts
- Consolidate unlimited number of projections
- Integrated Financial Statement Structure
- Cash Flow Forecasting
- General Forecast methods
- Compute financial trends based on historical data
- Adjust prior period amounts by a percentage
- Make line items a percentage of other lines
- Compute amounts based on non-financial items
- Enter amounts you compute
- Link line items to an Excel spreadsheet
- Specialized Forecast Methods
- Automatically amortize notes payable
- Line of credit automatically advances and pays off line
- Compute accounts receivable based on average days to collect
- Compute accounts payable based on average days to pay
- Automatically expense prepaid expenses
- Handles withheld and accrued taxes
- Create 2 user defined taxes based on income
- Custom Forecasting using Non-Financial Data
- Add Comments to explain forecasting decisions
- Auto and Custom Financial Ratios
- Auto computes Break Even Analysis
- Business Valuation Tool
- Run Reports to PDF or Excel
- Balance Sheet Income Statement, Statement of Cash Flow
- Budget vs Actual reports
- Ratio reports
- Assumptions and comments reports
- Non-financial items report
- Break even analysis report
- Engagement Tool for professional accountants
PlanGuru Position In Our Categories
Knowing that businesses have their own business-related demands, it is logical they steer clear of getting a one-size-fits-all, ideal software product. Nonetheless, it is nearly futile to try to come across such an app even among well-known software systems. The better step to undertake can be to spell out the various essential functions which call for a inspection including essential features, budget, skill competence of staff, business size, etc. Thereafter, you should double down on your product research thoroughly. Browse over some of these PlanGuru review articles and explore each of the applications in your list more closely. Such well-rounded research ascertains you keep away from unsuitable applications and select the system that provides all the aspects your business requires in growing the business.
Position of PlanGuru in our main categories:
TOP
500
PlanGuru is one of the top 500 Accounting Software products
TOP
100
PlanGuru is one of the 100 Online Accounting Software products
Each organization has different needs and needs a software that can be customized for their size, kind of workers and clients, and the particular industry they are in. For these reasons, no system can offer perfect features off-the-shelf. When you look for a software app, first be sure what you want it for. Read some PlanGuru Accounting Software reviews and ask yourself do you want basic tools or do you want complex tools? Are there any industry-specific functionalities that you are looking for? Find the answers to these questions to aid your search. There are multiple elements that you need to mull over and these include your budget, specific business needs, your company size, integration requirements etc. Take your time, check out a few free trials, and finally zero in on the platform that presents all that you require to boost your firm competence and productivity.
How Much Does PlanGuru Cost?
PlanGuru Pricing Plans:
Free Trial
PlanGuru Startup
$99
PlanGuru Basic
$399
PlanGuru Enhanced
$799
What are PlanGuru pricing details?
PlanGuru Pricing Plans:
Free Trial
PlanGuru Startup
$99
PlanGuru Basic
$399
PlanGuru Enhanced
$799
Here are the details about PlanGuru cost:
PlanGuru is a proprietary software sold through a one-time licensing fee. It is available in two packages:
PlanGuru Startup ($99) Allows you to create forecasts for up to 10 years with a fully integrated balance sheet, income statement, and statement of cash flows, and more.
PlanGuru Basic ($399) Startup features plus 60 day money back guarantee, QuickBooks & Excel import utilities, and more.
PlanGuru Enhanced ($799) Basic features plus sub-totaling feature to group accounts; consolidate unlimited no. of projections; business valuation tool; engagement tools for professional accountants; and more.
Optional cloud-hosting, analytics, advanced reporting, and training package are available.
User Satisfaction
Positive Social Media Mentions
39
Negative Social Media Mentions
7
We are aware that when you choose to purchase a Accounting Software it’s important not only to see how experts score it in their reviews, but also to discover whether the real users and businesses that use it are genuinely happy with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and PlanGuru reviews across a vast range of social media sites. The data is then displayed in a simple to digest form indicating how many clients had positive and negative experience with PlanGuru. With that information at hand you should be ready to make an informed business choice that you won’t regret.
Video
Technical details
Devices Supported
- Windows
Deployment
- Cloud Hosted
- On Premise
Language Support
- English
Pricing Model
- Monthly payment
- One-time payment
Customer Types
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for PlanGuru?
- Microsoft Excel
- QuickBooks
- PlanGuru Cloud
- Advanced Reporting
- PlanGuru Analytics
- PlanGuru Launch (product and training package)
PlanGuru User Reviews
PlanGuru average rating:
4/5
Overall impression
4/5
Customer Support
4/5
Value for Money
4/5
Ease of Use
Write your own review of this product
ADD A REVIEWMore reviews from 1 actual users:
4/5
Overall impression
Pros: -integral calculations & relationships between balance/ P&L / cashflow - no possibility to remove line items that have relations/ links to other line items -build in cashflow statement
Cons: - tax calculations not always automatically updated - monthly projections only possible for 3 years
Vendor experience: Vendor has many very clear video's of all functions & features Vendor responds adequate and quickly to questions raised through website
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4/5
Overall impression
Pros: -integral calculations & relationships between balance/ P&L / cashflow - no possibility to remove line items that have relations/ links to other line items -build in cashflow statement
Cons: - tax calculations not always automatically updated - monthly projections only possible for 3 years
Vendor experience: Vendor has many very clear video's of all functions & features Vendor responds adequate and quickly to questions raised through website
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