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PlanGuru Review

PlanGuru
Our score: 6.7 User satisfaction: N/A

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.

Overview 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.

Overview 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

Bearing in mind companies have specific business-related needs, it is prudent that they avoid selecting an all-encompassing, ”best” software. Needless to say, it is futile to find such a software solution even among sought-after software systems. The best step to do would be to set down the varied important factors which call for a analysis such as major features, packages, skill capability of staff members, business size, etc. Next, you must do your research fully. Read these PlanGuru reviews and look into each of the software solutions in your shortlist more closely. Such detailed research ascertains you drop ill-fitting applications and buy the system that meets all the features your business requires to achieve growth.

Position of PlanGuru in our main categories:

TOP 500

PlanGuru is one of the top 500 Accounting Software products

TOP 50

PlanGuru is one of the 50 Online Accounting Software products

PlanGuru is also listed in the following subcategories:

It is essential to note that virtually no app in the Accounting Software category is an ideal solution that can meet all the requirements of all business types, sizes and industries. It may be a good idea to read a few PlanGuru Accounting Software reviews first as certain services may perform well just in a very narrow group of applications or be prepared with a very specific type of industry in mind. Others may function with an intention of being simple and intuitive and therefore lack complicated features needed by more experienced users. You can also come across software that focus on a wide group of users and provide a complex feature base, however this in most cases comes at a higher cost of such a software. Ensure you're aware of your needs so that you choose a service that offers all the elements you look for.

How Much Does PlanGuru Cost?

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 0
Negative Social Media Mentions 0

We realize that when you make a decision to buy Accounting Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied 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 wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with PlanGuru. With that information at hand you should be equipped to make an informed buying decision 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?

  • email
  • phone
  • live support
  • training
  • tickets

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Top Competitors To PlanGuru By Price

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PlanGuru Comparisons

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

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.

What integrations are available for PlanGuru?

  • Microsoft Excel
  • QuickBooks
  • PlanGuru Cloud
  • Advanced Reporting
  • PlanGuru Analytics
  • PlanGuru Launch (product and training package)

PlanGuru average rating:

Average score
4/5 ( user reviews)
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 REVIEW

More reviews from 1 actual users:

Victor
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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Reviewed By Jenny Chang
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