PlanGuru
PlanGuru
12 reviews
WH Score
7.8

PlanGuru Overview

What is PlanGuru?

PlanGuru is a financial analysis and forecasting application that aims to offer business leaders data-driven and actionable insights. Leveraging the performance of existing accounting solutions, PlanGuru offers a wide range of analytics tools – from regular financial statements to custom report builders. 

Integrate with a variety of leading accounting solutions such as QuickBooks and Xero, while reaping forecasting capabilities that go as far as 10 years. With scorecards and online dashboards, data is even more accessible, thereby offering all financial statistics at your fingertips.


Company:PlanGuru, LLC
Categories:Accounting
Platforms:

PlanGuru Recent Reviews


L
Lindsay
Reviewed on 26 December 2023

Budgeting and planning made easy with PlanGuru.

PlanGuru is an excellent tool for planning and budgeting, but be aware that it comes at a high cost. Although its analytics, forecasting, and budgeting tools are excellent, smaller firms may find the $99 monthly fee per user to be exorbitant. PlanGuru, if you can afford it, elevates financial planning and cash flow management to a new level by providing intelligent data and reports that enable assured decision-making. However, it may be prudent for organizations who are tight on funds to look into other options.

Pros
  • Excellent features, improved cash flow management.
Cons
  • High cost, limited accessibility.

M
Marvin
Reviewed on 12 December 2023

A highly effective and comprehensively designed system.

PlanGuru was invaluable to me as a small business owner with no prior knowledge in financial planning! Excellent setup assistance was provided, and the interface is simple to use and free of distracting "visual fluff." I could only have dreamed of being able to budget, predict revenue, and monitor my financial flow with the confidence I have now. I can now make strategic decisions with genuine confidence because to this program, which takes my industry knowledge and gut instinct and transforms it into usable statistics.

Pros
  • Excellent customer support, intuitive interface, cost-effective.
Cons
  • None.

PlanGuru Pricing


Single Entity
Free
per user / per month
PlanGuru Pricing Details

PlanGuru Key Features


Accounting Features

  • Invoicing & Billing
  • Estimates & Quotations
  • Receivables & Collections
  • Sales & Purchase Orders
  • Reconciliations

Cash Flow Management

  • Credit Management

Payment Options

  • Direct Deposit
  • Direct Payment
PlanGuru Features Details

PlanGuru Media


PlanGuru Videos

PlanGuru Wheelhouse Score

7.8
What is this?

The Average Wheelhouse score for the Accounting category is 8.1

PlanGuru User Scores

  • Ease of Use
    7.7
  • Meets Requirements
    6.9
  • Learning Curve
    8.5
  • Setup & Support
    8
  • Quality of Support
    6.6
  • Ease of Admin
    7

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