Top PlanGuru Features

What are the Best PlanGuru Features?

Accounting Features

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

Cash Flow Management

Credit Management

Payment Options

Direct Deposit
Direct Payment

Portal Types

Customer/Client Portal

File Management

File Sharing
File Transfers
Digital Forms

Customizable Items

Custom Reports
Custom Formulas
Custom Forms

Appointments/Scheduling

Employee Scheduling

Reminders/Alerts

Budget Alerts

Drag-and-Drop Builders/Designers

Formula Builder
Dashboard Builder
Report Builder
Form Builder

Reporting & Analytics

Financial Reports
Forecasting
Dashboard
Variance Analysis
Executive Summary
KPI Tracking
Budget Reports
Payments Reports
Billing Reports

Report Management

Report Filters
Report Publishing

Data Migration

Data Import
Data Export

Systems/Administrative

Multiple Location Management
Multiple Company Management

Third-Party Integrations

QuickBooks
Xero

Microsoft 365

Microsoft Excel

Identity and Access Management (IAM)

Role Based Access Control (RBAC)

After-Sales Service

Phone Support
Technical Support
Forum
Product Guide/Manual
Training/Tutorial

PlanGuru Top Features Related Review

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