PlanGuru

Planguru experience March 2016

I have used Planguru in the past while in a Controller position with a manufacturing company. I had retired from that position in 2014 but wanted to explore part time work preparing forecasts and budgets and decided to use this product again. The sales team have been very supportive and accommodating during my trial evaluation and I have decided to purchase it.

Excellent forecasting and cash flow software for small companies

Overall, while a bit time-consuming to learn how to use it on the front end, I would recommend this software and purchase it again. I like this software because it:1.provides lots of functionality and flexibility for budgeting and forecasting2.downloads from Quickbooks and Excel3.links to Excel spreadsheets4.archives the final budget and rolls forward by month5.provides forecasted and actual financials including cash flow statement6.provides budget to actual reports7.utilizes online videos ...

Excellent support!

Anytime when I have questions or need help, I always get tremendous support from Plan Guru. The people work there care about their clients. That is important to us. I want to give special thanks to Thomas Murray, Tripp Graham, and Christian Wielage.

Great reporting and budgeting tool

I've used Plan Guru for about 15 years + and love it for management reporting, budgeting, and planning.

Great, easy to use software

What do you like best? It is a concise software which provides easy access planning for small businesses. I really enjoyed the varied forecasting options and flexibility that the tool offers What do you dislike? It is a monthly subscription which is a disadvantage for seasonal businesses who only need it for a few months a year. What problems are you solving with the product? What benefits have you realized? It has helped us figure out our forecasting needs due to the easy of use ...

Easy and efficient.

PlanGuru was exactly what I needed - the ability to forecast easily based on budgets and historical actuals. Hours of manual Excel work a month has been cut down significantly, and the setup was straightforward and without an excessive amount of time or effort.

Good and Useful Product

PlanGuru is well done and very useful for me and some of my clients. It is reasonably priced and does a great job of doing what it says it will do. Support is responsive and good. I find PlanGuru very useful.

"Excellent System and Very Well Developed"

What do you like best about PlanGuru? The assistance and support during set up was invaluable for a user such as myself: small business owner without a lot of financial planning and budgeting experience. What do you dislike about PlanGuru? Hard to come up with anything - seriously. Having worked at setting up and developing a similar system previously which had a more "pedestrian" interface, comparing the two systems as a "layman" in financial planning Plan Guru's lack of "visual fluff" is ...

"Plan Guru is a Game Changer!"

What do you like best about PlanGuru? We began using Plan Guru one year ago and couldn't be happier with our decision. We researched various budgeting/forecasting solutions, all of which seemed to be tailored to organizations much larger than ours (we are a 14-location/550-employee organization), and we were quickly priced out. Once we found Plan Guru, we quickly saw that their solution checked all the boxes at a price point we could easily justify. Beyond their offering and price point, we ...

"Very good application to solve financial planning, analysis and budgeting needs"

What do you like best about PlanGuru? PlanGuru is a robust application for the money. It is easy to use. Makes budgeting, analysis and forecasting simpler with their many features. You can also take information from many sources. If you have any issues, their customer support is VERY GOOD. They stand behind their product. What do you dislike about PlanGuru? It does take some time to implement but once implemented it takes little time to put together monthly reports and analysis. What ...