PlanGuru Features

Import trial balance, monthly P&L, balance sheets, and other types of financial data This feature was mentioned in 28 PlanGuru reviews.

As reported in 28 PlanGuru reviews. Define budget structure elements and how they are linked hierarchically

Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues This feature was mentioned in 28 PlanGuru reviews.

Test the potential financial impact of business decisions on revenues and expenses 24 reviewers of PlanGuru have provided feedback on this feature.

Users can customize standard budget periods (3, 9, or 12 months) 27 reviewers of PlanGuru have provided feedback on this feature.

Consolidate multiple budgets from different departments or business entities This feature was mentioned in 22 PlanGuru reviews.

Users with administrative access rights can modify budgets This feature was mentioned in 26 PlanGuru reviews.

Forecasting is based on past transactions and historical financial or operational data This feature was mentioned in 27 PlanGuru reviews.

Ability to recreate forecasts to include new information that may impact budgets 24 reviewers of PlanGuru have provided feedback on this feature.

As reported in 25 PlanGuru reviews. Support multiple types of forecasts such as balance sheet and cash flow forecasts

Used to review and update budgeting assumptions for a predefined period (usually one year) This feature was mentioned in 23 PlanGuru reviews.

Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns This feature was mentioned in 11 PlanGuru reviews.

Based on 23 PlanGuru reviews. Project out as the year progresses to accommodate trends that affect key business drivers.

compare Income Statement, Balance Sheet, and Cash Flow for multiple periods 24 reviewers of PlanGuru have provided feedback on this feature.

Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data This feature was mentioned in 28 PlanGuru reviews.

Project out as the year progresses to accommodate trends that affect key business drivers. 13 reviewers of PlanGuru have provided feedback on this feature.

As reported in 13 PlanGuru reviews. Generate cash flow reports in order to see where money is coming in and where it's going

As reported in 14 PlanGuru reviews. Compare Income Statement, Balance Sheet, and Cash Flow for multiple periods

Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data This feature was mentioned in 15 PlanGuru reviews.

Financial information can be imported from multiple sources such as spreadsheets, text files, or databases This feature was mentioned in 15 PlanGuru reviews.

Data from multiple systems can be centralized into a single repository This feature was mentioned in 13 PlanGuru reviews.

Based on 14 PlanGuru reviews. Administrators can define and manage the reporting structure and access rights to each report

Based on 14 PlanGuru reviews. Templates that can be used to create new reports without starting from scratch

Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date 15 reviewers of PlanGuru have provided feedback on this feature.

Based on 13 PlanGuru reviews. Include most common financial KPIs such as gross and net profit margin, or working capital

Based on 14 PlanGuru reviews. Standard financial reports are provided out of the box

Ability to analyze financial statements such as income statement and balance sheet 16 reviewers of PlanGuru have provided feedback on this feature.

As reported in 13 PlanGuru reviews. Users can modify standard financial KPIs and metrics

Based on 14 PlanGuru reviews. Allow users to edit reports and to combine multiple reports

Based on 14 PlanGuru reviews. A dedicated portal for external users with limited access to the system

Monitors the financial performance of multiple entities

Cash flow forecasting is based on past transactions and historical financial or operational data 15 reviewers of PlanGuru have provided feedback on this feature.

Ability to recreate forecasts to include new information that may impact budgets 13 reviewers of PlanGuru have provided feedback on this feature.

As reported in 13 PlanGuru reviews. Support multiple types of forecasts such as balance sheet and cash flow forecasts

Based on 13 PlanGuru reviews. Used to review and update budgeting assumptions for a predefined period (usually one year)

Uses AI algorithms and models to predict future cash flow trends and outcomes, based on historical data and patterns

Based on 17 PlanGuru reviews. Restricts access to certain users within an organization, or provides access for third parties

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Works across multiple software systems or databases

Makes informed choices based on available data and objectives