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# Float vs PlanGuru Comparison - What are their main differences?

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FloatPlanGuru[+ Add Product](#)

Reviews

**Float** [

4.4/5(45)

](https://www.g2.com/products/float/reviews#reviews)

**PlanGuru** [

4.5/5(37)

](https://www.g2.com/products/planguru/reviews#reviews)

Pricing

**Float**
Free Trial

**Starting at $105.00** Per Month · Essentials

**PlanGuru**
Free Trial

**$99.00** Per Month · Single Entity

**Pricing Insights**
from reviews

Time to Implement

**Float**
\<1 month

Based on 9 responses

**PlanGuru**
Not enough reviews yet

Return on Investment

**Float**
4 months

Based on 7 responses

**PlanGuru**
Not enough reviews yet

Perceived Cost

**Float**
$$$$$

**PlanGuru**
$$$$$

Average Discount

**Float**
7%

**PlanGuru**
Not enough reviews yet

 ![Float](https://images.g2crowd.com/uploads/product/hd_favicon/89facb79cf73ce61303f3c4cf87c5124/float.png "Float")

 ![PlanGuru](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_9b600f07e5bfb6a0d35ffe4c9f50e3fe/planguru.png "PlanGuru")

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Pros & Cons

**Float**
[
Ease of Use (1)
](https://www.g2.com/products/float/reviews?filters%5Bsentiment_snippet%5D=2307751&qs=pros-and-cons#reviews)[
Easy Setup (1)
](https://www.g2.com/products/float/reviews?filters%5Bsentiment_snippet%5D=2307749&qs=pros-and-cons#reviews)[
Missing Features (1)
](https://www.g2.com/products/float/reviews?filters%5Bsentiment_snippet%5D=2307760&qs=pros-and-cons#reviews)

**PlanGuru**
[
Capabilities (1)
](https://www.g2.com/products/planguru/reviews?filters%5Bsentiment_snippet%5D=2086049&qs=pros-and-cons#reviews)[
Customer Experience (1)
](https://www.g2.com/products/planguru/reviews?filters%5Bsentiment_snippet%5D=1097977&qs=pros-and-cons#reviews)[
Complexity (1)
](https://www.g2.com/products/planguru/reviews?filters%5Bsentiment_snippet%5D=1096858&qs=pros-and-cons#reviews)[
Confusion (1)
](https://www.g2.com/products/planguru/reviews?filters%5Bsentiment_snippet%5D=1097931&qs=pros-and-cons#reviews)

Integrations

**Float**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_50b93b0f332ffa4a17f0c4c1f6c6464b/quickbooks-online.png "Product Avatar Image")

QuickBooks Online

](https://www.g2.com/products/quickbooks-online/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_ec33e9d05030dd9c604a8848ebe0a8bb/xero.jpg "Product Avatar Image")

Xero

](https://www.g2.com/products/xero/reviews)[
View all
](https://www.g2.com/products/float/integrations)

**PlanGuru**
Not enough data

Screenshots

**Float**
 ![Float screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/1798329/Cash_Flow_Management.png)

**PlanGuru**
 ![PlanGuru screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/1240239/Income-Statement.png)

Ratings

Meets Requirements

**Float**

8.4

8.435

**PlanGuru**

9.2

9.232

Ease of Use

**Float**

8.7

8.735

**PlanGuru**

8.5

8.533

Ease of Setup

**Float**

8.9

8.917

**PlanGuru**

8.1

8.114

Ease of Admin

**Float**

9.0

9.017

**PlanGuru**

8.3

8.313

Quality of Support

**Float**

8.8

8.832

**PlanGuru**

9.4

9.430

Has the product been a good partner in doing business?

**Float**

9.4

9.417

**PlanGuru**

9.7

9.713

Product Direction (% positive)

**Float**

8.5

8.531

**PlanGuru**

9.3

9.332

Features

Budgeting and Forecasting[Hide 61 FeaturesShow 61 Features](javascript:void(0);)

8.4

24

8.7

30

Budget Creation

Data Import

8.8

20

9.0(won by 0.2)

28

Budget Hierarchies

8.6

20

8.8(won by 0.2)

28

Formulas

9.2

14

9.3(won by 0.1)

28

What-If

8.6

21

9.0(won by 0.4)

24

Budget Periods

9.4(won by 0.6)

18

 (There is a greater than 0.5 difference between this product's rating and its competitors)

8.8

27

Versioning

7.9(won by default)

17

Feature Not Available

Real-Time Data

Not enough data

Not enough data

Budget Management

Consolidation

7.4

15

8.9(won by 1.5)

22

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Adjustments

8.2

18

8.6(won by 0.4)

26

Workflows

8.4(won by default)

16

Feature Not Available

Forecasting

Historical Data

8.0

21

9.0(won by 1.0)

27

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Reforecast

8.8(won by 0.1)

20

8.7

24

Forecast Types

8.3

20

8.8(won by 0.5)

25

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Rolling Forecasts

9.3(won by 0.7)

20

 (There is a greater than 0.5 difference between this product's rating and its competitors)

8.6

23

AI

Not enough data

6.7(won by default)

11

Generative AI

Not enough data

Not enough data

Analytics

Variance Analysis

8.4

19

8.6(won by 0.2)

23

Forecasts Comparison

7.5

18

8.5(won by 1.0)

24

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Forward Looking

8.2

18

8.8(won by 0.6)

28

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Financial Analysis

Not enough data

Not enough data

Agentic AI - Budgeting and Forecasting

Natural Language Interaction

Not enough data

Not enough data

Proactive Assistance

Not enough data

Not enough data

Decision Making

Not enough data

Not enough data

Additional Functionality

Data Visualization

Not enough data

Not enough data

Purchase Order Management

Not enough data

Not enough data

Expense Management

Not enough data

Not enough data

Ad hoc Reporting

Not enough data

Not enough data

Multi-Company

Not enough data

Not enough data

Profit/Loss Statement

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Forecasting

Not enough data

Not enough data

Dashboard Creation

Not enough data

Not enough data

Self-Service Reporting

Not enough data

Not enough data

Multi-Currency

Not enough data

Not enough data

Financial Management

Not enough data

Not enough data

"What If" Scenarios

Not enough data

Not enough data

Asset Lifecycle Management

Not enough data

Not enough data

Strategic Planning

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Billing & Invoicing

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Receipt Management

Not enough data

Not enough data

Scenario Planning

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

General Ledger

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Consolidation/Roll-Up

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Income & Balance Sheet

Not enough data

Not enough data

Multi-Department/Project

Not enough data

Not enough data

Accounting

Not enough data

Not enough data

API

Not enough data

Not enough data

Chart of Accounts

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Cash Management

Not enough data

Not enough data

Cash Flow Management[Hide 18 FeaturesShow 18 Features](javascript:void(0);)

7.8

8

8.7

18

Cash Flow Management

File Exports

7.3(won by default)

5

Feature Not Available

Income and Expenses

9.6(won by default)

8

Feature Not Available

Track Cash Flow

9.6(won by default)

8

Feature Not Available

Cash Flow Forecasting

Historical Data

7.4

7

9.2(won by 1.8)

15

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Reforecast

7.5

6

9.0(won by 1.5)

13

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Forecast Types

6.4

6

9.0(won by 2.6)

13

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Rolling Forecasts

8.7

5

9.0(won by 0.3)

13

AI

Not enough data

7.3(won by default)

5

Analytics

Variance Analysis

7.0

5

8.7(won by 1.7)

13

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Reports

7.0

5

8.2(won by 1.2)

13

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Forecast Comparison

7.2

6

8.3(won by 1.1)

14

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Forward Looking

Not enough data

9.0(won by default)

15

Financial Data Transfer

Access

8.1

7

9.3(won by 1.2)

17

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Data Exchange

7.2(won by default)

6

Feature Not Available

Reporting

7.8(won by default)

6

Feature Not Available

Integration

8.3(won by default)

7

Feature Not Available

Data Transfer

Feature Not Available

Feature Not Available

Agentic AI - Cash Flow Management

Autonomous Task Execution

Not enough data

Not enough data

Financial Analysis[Hide 17 FeaturesShow 17 Features](javascript:void(0);)

Not enough data

9.0

17

Data Management

Data Import

Not enough data

9.2(won by default)

15

Data Consolidation

Not enough data

9.2(won by default)

13

Data Validation

Not enough data

Feature Not Available

Reporting Structure

Reporting Hierarchy

Not enough data

8.9(won by default)

14

Report Templates

Not enough data

8.7(won by default)

14

Report Types

Not enough data

8.9(won by default)

15

Standard Analytics

Standard KPIs

Not enough data

9.2(won by default)

13

Standard Reports

Not enough data

8.7(won by default)

14

Financial Statements

Not enough data

9.4(won by default)

16

Drill Down

Not enough data

Feature Not Available

Custom Analytics

Custom KPIs

Not enough data

9.4(won by default)

13

Custom Reports

Not enough data

8.8(won by default)

14

Self Service

Not enough data

9.3(won by default)

14

Multiple Entities

Not enough data

8.6(won by default)

6

Dashboards

Not enough data

Feature Not Available

Agentic AI - Financial Analysis

Cross-system Integration

Not enough data

Not enough data

Decision Making

Not enough data

Not enough data

Show 1 feature category with incomplete data

Accounting & Finance[Hide 1 FeatureShow 1 Feature](javascript:void(0);)

Not enough data

Not enough data

Agentic AI - Accounting & Finance

Autonomous Task Execution

Not enough data

Not enough data

User Insights

Reviewers' Company Size

[![Float](https://images.g2crowd.com/uploads/product/hd_favicon/89facb79cf73ce61303f3c4cf87c5124/float.png "Float")](https://www.g2.com/products/float/reviews)

Float

Small-Business(50 or fewer emp.)

74.4%

Mid-Market(51-1000 emp.)

16.3%

Enterprise(\> 1000 emp.)

9.3%

[![PlanGuru](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_9b600f07e5bfb6a0d35ffe4c9f50e3fe/planguru.png "PlanGuru")](https://www.g2.com/products/planguru/reviews)

PlanGuru

Small-Business(50 or fewer emp.)

62.2%

Mid-Market(51-1000 emp.)

37.8%

Enterprise(\> 1000 emp.)

0%

Small-Business

(50 or fewer emp.)

74.4%

62.2%

Mid-Market

(51-1000 emp.)

16.3%

37.8%

Enterprise

(\> 1000 emp.)

9.3%

0%

Reviewers' Industry

[![Float](https://images.g2crowd.com/uploads/product/hd_favicon/89facb79cf73ce61303f3c4cf87c5124/float.png "Float")](https://www.g2.com/products/float/reviews)
Float

Marketing and Advertising

16.3%

Information Technology and Services

11.6%

Computer Software

9.3%

Retail

4.7%

Design

4.7%

Other

53.5%

[![PlanGuru](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_9b600f07e5bfb6a0d35ffe4c9f50e3fe/planguru.png "PlanGuru")](https://www.g2.com/products/planguru/reviews)
PlanGuru

Accounting

16.2%

Computer Software

10.8%

Construction

10.8%

Wholesale

5.4%

Environmental Services

5.4%

Other

51.4%

FAQs

## Float vs PlanGuru FAQs

Generated using AI

Last updated: August 16, 2026

### What is the difference between Float vs PlanGuru?

PlanGuru stands out for its higher Quality of Support and Meets Requirements scores, while Float is favored for its ease of setup and administration.

| [Float](https://www.g2.com/products/float/reviews) | [PlanGuru](https://www.g2.com/products/planguru/reviews) |
| --- | --- |
| 4.4/5 (45 reviews) | 4.5/5 (37 reviews) |
| Small-Business | Small-Business |
| 8.9 | 8.1 |
| 8.8 | 9.4 |
| Ease of Use | Customer Support |

### How do the pricing models of Float and PlanGuru compare?

PlanGuru is rated higher for value, with a stronger Price/Cost satisfaction score than Float.

- **Float:** Reviewers note that Float is more expensive than accounting software but justify the cost with time savings and automation.
- **PlanGuru:** Reviewers highlight PlanGuru as affordable, especially for firms scaling their client base, and appreciate its value for the features provided.

### What are the best alternatives to Float and PlanGuru?

The top three alternatives to Float and PlanGuru are Planful, Fathom, and Agicap.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [Float](https://www.g2.com/products/float/reviews) | 4.4/5 (45) | Small-Business | More expensive than accounting software, justified by time savings | Ease of Use |
| [PlanGuru](https://www.g2.com/products/planguru/reviews) | 4.5/5 (37) | Small-Business | Affordable for scaling firms, strong value for features | Customer Support |
| [Planful](https://www.g2.com/products/planful/reviews) | 4.3/5 (509) | Mid-Market | — | — |
| [Fathom](https://www.g2.com/products/fathom/reviews) | 4.7/5 (123) | Small-Business | — | — |
| [Agicap](https://www.g2.com/products/agicap/reviews) | 4.4/5 (370) | Small-Business | — | — |

### Which Cash Flow Management features should I prioritize when comparing Float and PlanGuru?

Buyers comparing Float and PlanGuru should prioritize Reporting, Integrations, Scenario Planning, Ease of Setup, and Quality of Support.

- **Reporting:** Float offers reporting features and has an all-time mention count of 1 for Product Capabilities; PlanGuru is frequently praised for reporting and Excel integration.
- **Integrations:** Float integrates with Xero (17 all-time mentions); PlanGuru is cited for easy integrations and Excel integration (1 all-time mention each).
- **Scenario Planning:** Float's scenario planning is highlighted in recent reviews; PlanGuru supports multiple forecasting methods and what-if scenarios.
- **Ease of Setup:** Float scores 8.9; PlanGuru scores 8.1.
- **Quality of Support:** Float scores 8.8; PlanGuru scores 9.4.

### What are the pros and cons of Float vs PlanGuru?

Float's headline strength is ease of use and setup, while PlanGuru excels in customer support and reporting flexibility.

- **Float strengths:** Ease of Use (all-time mentions: 1), Easy Setup (1), Efficiency Improvement (1), Intuitive (1), Planning (1), Product Capabilities (1), Setup Ease (1), User Interface (1).
- **Float trade-offs:** Missing Features (1), higher cost compared to accounting software, limited daily tracking and multi-bank budgeting.
- **PlanGuru strengths:** Capabilities (1), Customer Experience (1), Customer Support (1), Customization (1), Easy Implementation (1), Easy Integrations (1), Excel Functionality (1), Excel Integration (1), Features (1), Integrations (1), Staff Support (1).
- **PlanGuru trade-offs:** Complexity (1), Confusion (1), learning curve, manual imports for some integrations, higher cost for small companies.

### Is Float or PlanGuru better for small businesses?

Float is the stronger fit for small businesses, with a focus on ease of use and setup in the small-business segment.

- **Float:** Largest segment is Small-Business; reviewers highlight ease of setup, intuitive interface, and time savings for small teams.
- **PlanGuru:** Largest segment is Small-Business; reviewers appreciate robust support and reporting, but note a steeper learning curve and more complex setup for small business owners.

### Which Cash Flow Management platform has better integrations?

PlanGuru is favored for integrations, with reviewers citing both easy integrations and Excel integration.

- **Float:** Xero integration is mentioned in 17 all-time reviews, with recent reviewers highlighting its value for cash flow forecasting.
- **PlanGuru:** Reviewers cite easy integrations and Excel integration, each with 1 all-time mention, and praise the ability to consolidate data from multiple sources.

### How do Float and PlanGuru compare on customer support?

PlanGuru leads on Quality of Support with a 0.6-point advantage over Float (9.4 vs 8.8).

- **Float:** Reviewers describe support as excellent and responsive, with several noting active feedback collection and helpful onboarding.
- **PlanGuru:** Reviewers consistently praise PlanGuru's support team for depth of knowledge, personalized assistance, and proactive outreach, with multiple mentions of outstanding customer service.

### Which is easier to implement, Float or PlanGuru?

Float is easier to implement, with an Ease of Setup score of 8.9 compared to PlanGuru's 8.1.

- **Float:** Reviewers highlight quick setup, minimal learning curve, and rapid onboarding, especially for small teams transitioning from spreadsheets.
- **PlanGuru:** Reviewers note a steeper learning curve and more complex setup, but appreciate the support provided during implementation and the availability of training resources.

### Which product has better Reporting?

PlanGuru is favored for Reporting, with reviewers consistently highlighting its reporting flexibility and Excel integration.

- **Float:** Reporting features are present, with 1 all-time mention for Product Capabilities; reviewers note a desire for more customizable reports.
- **PlanGuru:** Reviewers frequently cite robust reporting, Excel integration, and the ability to consolidate and customize reports as key strengths, with multiple mentions of reporting flexibility and usefulness for executive and budget vs actual reports.

Alternatives

**Float Alternatives**

 ![Fathom](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_3fff920642b8169a2698317ef3df8812/fathom.png "Fathom")

[
Fathom
](/products/fathom/reviews)

 ![Agicap](https://images.g2crowd.com/uploads/product/hd_favicon/13b9c040c77342c9fd0e31a481d777d9/agicap.svg "Agicap")

[
Agicap
](/products/agicap/reviews)

 ![Planful](https://images.g2crowd.com/uploads/product/hd_favicon/16a6704a16942ceac536b5b6fd3f7514/planful.svg "Planful")

[
Planful
](/products/planful/reviews)

 ![Vena](https://images.g2crowd.com/uploads/product/hd_favicon/1dfe2ea86a9d8b17089b0a950f659036/vena.svg "Vena")

[
Vena
](/products/vena/reviews)

**PlanGuru Alternatives**

 ![Planful](https://images.g2crowd.com/uploads/product/hd_favicon/16a6704a16942ceac536b5b6fd3f7514/planful.svg "Planful")

[
Planful
](/products/planful/reviews)

 ![Datarails](https://images.g2crowd.com/uploads/product/hd_favicon/8bdd3486c6848acec3623fd0b3aee980/datarails.svg "Datarails")

[
Datarails
](/products/datarails/reviews)

 ![Agicap](https://images.g2crowd.com/uploads/product/hd_favicon/13b9c040c77342c9fd0e31a481d777d9/agicap.svg "Agicap")

[
Agicap
](/products/agicap/reviews)

 ![Vena](https://images.g2crowd.com/uploads/product/hd_favicon/1dfe2ea86a9d8b17089b0a950f659036/vena.svg "Vena")

[
Vena
](/products/vena/reviews)

## Float vs PlanGuru

When assessing the two solutions, reviewers found Float easier to use, set up, and administer. However, reviewers preferred doing business with PlanGuru overall.

- Reviewers felt that PlanGuru meets the needs of their business better than Float.
- When comparing quality of ongoing product support, reviewers felt that PlanGuru is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of PlanGuru over Float.