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
Because businesses have distinctive business wants, it is reasonable they avoid selecting a one-size-fits-all, ”best” software solution. Be that as it may, it is futile to discover such a software solution even among well-known software solutions. The clever thing to undertake would be to shortlist the several vital aspects which call for a scrutiny such as major features, budget, skill ability of staff, company size, etc. Next, you should conduct your research thoroughly. Browse through these PlanGuru evaluations and scrutinize the other software products in your shortlist in detail. Such detailed research ensure you weed out poorly fit apps and subscribe to the system which provides all the benefits your business requires.
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
It's important to keep in mind that virtually no app in the Accounting Software category is a perfect solution able to fulfill all the needs of various business types, sizes and industries. It may be a good idea to read a few PlanGuru Accounting Software reviews first as some solutions may perform well just in a really small set of applications or be prepared with a very specific industry in mind. Others may function with an intention of being simple and intuitive and therefore lack advanced elements desired by more experienced users. You can also come across software that focus on a wide group of customers and offer a rich feature base, however this usually comes at a more expensive cost of such a software. Ensure you're aware of your needs so that you buy a service that has all the features you search for.
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 know that when you decide to buy a Accounting Software it’s vital not only to learn how professionals evaluate it in their reviews, but also to check if the actual users and enterprises that purchased these solutions are actually content with the service. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and PlanGuru reviews across a wide range of social media sites. The information is then presented in an easy to digest way showing how many people had positive and negative experience with PlanGuru. With that information at hand you should be prepared to make an informed purchasing 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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