Maximize your cash flow with ease.
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Starts from $74.91/Month when Billed Yearly
PlanGuru has been highly praised by users for its comprehensive financial planning and budgeting features. Customers appreciate the user-friendly interface that simplifies budgeting, analysis, and forecasting, while offering multiple methods for customization. The software’s ability to sync with QuickBooks and efficiently import data has been a significant ...Read more
Streamlines budgeting, analysis, and forecasting processes, making them simpler and more efficient.
Offers excellent customer support and assistance during setup, benefiting users with varied financial planning expertise.
Allows for integration with various data sources and software like QuickBooks, enhancing usability.
Provides flexibility in forecasting methods and what-if scenarios, catering to diverse business needs.
Implementation may take some time, which can be a drawback for users looking for quick setup.
Limited automation in certain processes like data import, requiring manual intervention for specific tasks.
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Showing 11-17 out of 17
UI
User in Packaging and Containers
10/29/18
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 ...
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R
Rita
06/29/16
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.
J
James
04/01/16
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.
L
LSM
03/15/16
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 ...
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MG
Mary Gamble
02/18/16
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.
SL
SHERWOOD LEVITAN
01/18/16
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.
S
SHELLY
01/15/16
Great reporting and budgeting tool
I've used Plan Guru for about 15 years + and love it for management reporting, budgeting, and planning.
