PlanGuru

"Game Changer"

What do you like best about PlanGuru? PlanGuru is intuitive and effective. It is a tool that is not only tracking budgeting and forecasting but is designed to help you think about these issues. I particularly use the various methods for budgeting. The Excel-Add in moves this tool into one we will use for ongoing analysis. And last - but not least - the support is excellent! What do you dislike about PlanGuru? Bringing over actual data - and historical data - could use less key strokes. But ...

"Great product, great service"

What do you like best about PlanGuru? Features, Customer Support, Training, Integrations What do you dislike about PlanGuru? Few dislikes; learning curve if inexperienced with budgeting What problems is PlanGuru solving and how is that benefiting you? Allows me to provide more value-added budgeting and cash flow management services for my clients and distinguish myself from other financial service providers. Provides more revenue generating opportunities for my firm.

"Long time customer and value"

What do you like best about PlanGuru? PlanGuru has moved me away from interconnected spreadsheets that were vulnerable to errors. Also, the speed at which we can produce scenrios has made my job enjoyable to the task of forcasting. PlanGuru is evolving to meet the needs of their users. I receive calls to switch to other products but no one is able to meet their value. They could charge so much more. What do you dislike about PlanGuru? I don't have any dislikes of PlanGuru. The product keeps ...

"Great tool for small businesses"

What do you like best about PlanGuru? Creating a budget and keeping track of financials is easy. Before I switched to plan guru, I was using Excel. I would have to download several reports from QuickBooks and the slightest change in anything could cause the whole spreadsheet to not work. Plan Guru syncs QB so I only need to log in and press the import button to get all of the actuals I need to make future decisions. What do you dislike about PlanGuru? Nothing at the moment! I had an issue ...

"Highly recommend for firms looking to scale their FP&A services"

What do you like best about PlanGuru? Our firm works with a variety of clients in different industries, so we needed a tool that was flexible enough to handle forecasting not only the financial statements but also the custom KPIs each client has. We were very price concious as we are working with 50+ clients. Planguru came in much more affordable than any other FP&A software we looked at, especially as we are looking to scale our client base. It's really pretty intuitive and we've been able ...

"Solid, flexible modeling and forecasting software"

What do you like best about PlanGuru? I've done budgeting and forecasting via spreadsheets for years. It's a constant battle to adjust spreadsheets as businesses evolve over time. Additionally, regular reviews and improved forecasting methods are often difficult to layer back into any spreadsheet. I appreciate the ability of Plan Guru to lay out a base model that can then be refined without breaking the whole forecast. Starting with a simple trend growth or % of revenue COGS can be easily ...

"Very comprehensive & easy to use"

What do you like best about PlanGuru? Multiple forecasting methods. What if scenarios. What do you dislike about PlanGuru? None. I don't dislike anything. There are areas fro small improvement What problems is PlanGuru solving and how is that benefiting you? Plan Guru solves the need for FP&A for clients that need it.