--- title: PlanGuru Reviews meta_title: 'PlanGuru Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 37 reviews by the users' company size, role or industry to find out how PlanGuru works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 37 scale: '5' date_modified: '2026-09-28' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance ---

PlanGuru Pros and Cons: Top Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users appreciate the robust capabilities of PlanGuru, enabling seamless financial data integration and insightful KPI reporting. (1 mentions)
Users appreciate the exceptional support from PlanGuru's knowledgeable team, enhancing their overall experience with the software. (1 mentions)
Users appreciate the exceptional customer support from PlanGuru, benefiting from knowledgeable assistance during integration. (1 mentions)
Users appreciate the customization options in PlanGuru, enhancing their experience with tailored financial insights and reports. (1 mentions)
Users find the easy implementation of PlanGuru allows seamless integration of financial data and enhances reporting efficiency. (1 mentions)
Users experience confusion from numerous features in PlanGuru, but appreciate the responsive support team for guidance. (1 mentions)
Users often face confusion due to the numerous features, despite receiving helpful support from the PlanGuru team. (1 mentions)

Top Pros or Advantages of PlanGuru

Top Cons or Disadvantages of PlanGuru

PlanGuru Reviews (37)

Reviews

PlanGuru Reviews (37)

4.5
37 reviews
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Verified User in Primary/Secondary Education
UP
Verified User in Primary/Secondary Education
Small-Business (50 or fewer emp.)
"Great software for building our Annual Budget"
5/5
What do you like best about PlanGuru?

Previously we had built our Annual Budget in Excel, which was only in the hands of our financial consultant. Now with Planguru we were able to build it with our internal team, and now we understand what is actually driving what. Also with it's user permissions, we can give Department heads access to their department budgets without them seeing the other statements and accounts we don't want them to see. But honestly, the best thing has been whenever we've run into a question or issue their support has been excellent! Review collected by and hosted on G2.com.

What do you dislike about PlanGuru?

The visualizations in reporting are not as sophisticated as some other reporting tools, but the more important standard table reports are perfect Review collected by and hosted on G2.com.

Verified User in Civil Engineering
AC
Verified User in Civil Engineering
Mid-Market (51-1000 emp.)
"We use it for way more than just financial statement budgeting"
5/5
What do you like best about PlanGuru?

- We build our budget in plan guru but more importantly it helps us with staff planning with forecasting wages, payroll taxes and benefits.

- What if scenarios are quick to do

- It’s way less expensive than other forecasting software we looked at Review collected by and hosted on G2.com.

What do you dislike about PlanGuru?

Wish it could automatically connect to our payroll system, we currently import the data from Excel. We probably don’t use it to its capabilities. Every time budget season comes around we are in such a time crunch we just use what we know. Review collected by and hosted on G2.com.

Stephen F.
SF
Stephen F.
Small-Business (50 or fewer emp.)
"Excellent System and Very Well Developed"
5/5
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. Review collected by and hosted on G2.com.

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 actually a plus. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
UM
Verified User in Marketing and Advertising
Mid-Market (51-1000 emp.)
"We said goodbye to our Excel forecasting spreadsheet"
5/5
What do you like best about PlanGuru?

With PlanGuru I can create a forecast for each department and consolidate. Different forecasting methods are available and they're easy to use. The payroll utility allows you to enter each employee's pay and you can add a supporting schedule to expense accounts. Their website has a lot of tutorials available. My contact there has been very responsive when I need help. Review collected by and hosted on G2.com.

What do you dislike about PlanGuru?

The payroll utility is only available on the desktop version right now and not the cloud version. The formatting on reports can be better. Review collected by and hosted on G2.com.

Verified User in Mental Health Care
UM
Verified User in Mental Health Care
Mid-Market (51-1000 emp.)
"Software is user friendly and meets our needs!"
4/5
What do you like best about PlanGuru?

Different forecasting tools and reporting functions in excel. Review collected by and hosted on G2.com.

What do you dislike about PlanGuru?

More manual with forecasting than I have originally thought. Review collected by and hosted on G2.com.

Ravina M.
RM
Ravina M.
D
Small-Business (50 or fewer emp.)
"PlanGuru is a great business budgeting and planning software"
4.5/5
What do you like best about PlanGuru?

PlanGuru is an excellent software for business budgeting and planning. It provides great features like Budgeting and Financial Analytics, Rolling Forecast and Strategic planning. Review collected by and hosted on G2.com.

What do you dislike about PlanGuru?

PlanGuru is excellent software, but it is costly for small companies. It charges $99 per month for each user. That is relatively high for the small size of businesses. They should provide some free service also. Review collected by and hosted on G2.com.

Verified User in Accounting
CA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Very comprehensive & easy to use"
5/5
What do you like best about PlanGuru?

Multiple forecasting methods. What if scenarios. Review collected by and hosted on G2.com.

What do you dislike about PlanGuru?

None. I don't dislike anything. There are areas for small improvement Review collected by and hosted on G2.com.

EB
Elizabeth B.
Small-Business (50 or fewer emp.)
"A little complicated but seems to be worth the time."
4/5
What do you like best about PlanGuru?

The ability to adjust amounts quickly and see the new totals immediately is helpful. Review collected by and hosted on G2.com.

What do you dislike about PlanGuru?

I dislike having to continuously transfer over monthly numbers each time I want to update the program. Review collected by and hosted on G2.com.

SS
Steve S.
Outsourced CFO
Small-Business (50 or fewer emp.)
"I use PlanGuru for my outsourced CFO business - everything I need. I love it."
5/5
What do you like best about PlanGuru?

Budgeting, forecasting and reporting. The ability to customize my reports in excel. Great customer service. Review collected by and hosted on G2.com.

What do you dislike about PlanGuru?

Occasionally glitchy, needing a tech support fix - but customer service always takes care of it. Review collected by and hosted on G2.com.

Gaurav K.
GK
Gaurav K.
Manager (Data Products) - Information Services
Small-Business (50 or fewer emp.)
"Great tool for business management and budgeting"
4/5
What do you like best about PlanGuru?

All financial budgeting and planning at one place for the business which is easy to manage and understand Review collected by and hosted on G2.com.

What do you dislike about PlanGuru?

Its sometimes lags a bit and xan be a little more customizable Review collected by and hosted on G2.com.