[ PlanGuru Reviews ](https://www.g2.com/products/planguru/reviews) [ PlanGuru Reviews ](https://www.g2.com/products/planguru/reviews) # PlanGuru Features ##### ## Budget Creation (5) Data Import Import trial balance, monthly P&L, balance sheets, and other types of financial data Budget Hierarchies Define budget structure elements and how they are linked hierarchically Formulas Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues What-If Test the potential financial impact of business decisions on revenues and expenses Budget Periods Users can customize standard budget periods (3, 9, or 12 months) Show More ##### ## Budget Management (2) Consolidation Consolidate multiple budgets from different departments or business entities Adjustments Users with administrative access rights can modify budgets Show More ##### ## Forecasting (5) Historical Data Forecasting is based on past transactions and historical financial or operational data Reforecast Ability to recreate forecasts to include new information that may impact budgets Forecast Types Support multiple types of forecasts such as balance sheet and cash flow forecasts Rolling Forecasts Used to review and update budgeting assumptions for a predefined period (usually one year) AI Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns Show More ##### ## Analytics (7) Variance Analysis Project out as the year progresses to accommodate trends that affect key business drivers. Forecasts Comparison compare Income Statement, Balance Sheet, and Cash Flow for multiple periods Forward Looking Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data Variance Analysis Project out as the year progresses to accommodate trends that affect key business drivers. Reports Generate cash flow reports in order to see where money is coming in and where it's going Forecast Comparison Compare Income Statement, Balance Sheet, and Cash Flow for multiple periods Forward Looking Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data Show More ##### ## Data Management (2) Data Import Financial information can be imported from multiple sources such as spreadsheets, text files, or databases Data Consolidation Data from multiple systems can be centralized into a single repository Show More ##### ## Reporting Structure (3) Reporting Hierarchy Administrators can define and manage the reporting structure and access rights to each report Report Templates Templates that can be used to create new reports without starting from scratch Report Types Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date Show More ##### ## Standard Analytics (3) Standard KPIs Include most common financial KPIs such as gross and net profit margin, or working capital Standard Reports Standard financial reports are provided out of the box Financial Statements Ability to analyze financial statements such as income statement and balance sheet Show More ##### ## Custom Analytics (4) Custom KPIs Users can modify standard financial KPIs and metrics Custom Reports Allow users to edit reports and to combine multiple reports Self Service A dedicated portal for external users with limited access to the system Multiple Entities Monitors the financial performance of multiple entities Show More ##### ## Cash Flow Forecasting (5) Historical Data Cash flow forecasting is based on past transactions and historical financial or operational data Reforecast Ability to recreate forecasts to include new information that may impact budgets Forecast Types Support multiple types of forecasts such as balance sheet and cash flow forecasts Rolling Forecasts Used to review and update budgeting assumptions for a predefined period (usually one year) AI Uses AI algorithms and models to predict future cash flow trends and outcomes, based on historical data and patterns Show More ##### ## Financial Data Transfer (1) Access Restricts access to certain users within an organization, or provides access for third parties Show More ##### ## Agentic AI - Cash Flow Management (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - Budgeting and Forecasting (3) Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Financial Analysis (2) Cross-system Integration Works across multiple software systems or databases Decision Making Makes informed choices based on available data and objectives Show More ## Top-Rated Alternatives [ ![Planful](https://images.g2crowd.com/uploads/product/hd_favicon/16a6704a16942ceac536b5b6fd3f7514/planful.svg "Planful") Planful 4.3/5(506) ](https://www.g2.com/products/planful/reviews) [ ![Datarails](https://images.g2crowd.com/uploads/product/hd_favicon/8bdd3486c6848acec3623fd0b3aee980/datarails.svg "Datarails") Datarails 4.6/5(369) ](https://www.g2.com/products/datarails/reviews) [ ![Agicap](https://images.g2crowd.com/uploads/product/hd_favicon/13b9c040c77342c9fd0e31a481d777d9/agicap.svg "Agicap") Agicap 4.4/5(368) ](https://www.g2.com/products/agicap/reviews) [ View All Alternatives ](https://www.g2.com/products/planguru/competitors/alternatives) PlanGuru Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_db71707ce78ed26de559b1c2a3bc65c0/float.png "Product Avatar Image") Float 4.4/5(45) [ Compare Now ](https://www.g2.com/compare/float-vs-planguru) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_bdec6e79e2761d18901284e5ec67392b/jirav.png "Product Avatar Image") Jirav 4.7/5(194) [ Compare Now ](https://www.g2.com/compare/jirav-vs-planguru) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_781418c86538a50645f01cd04a7d317f/lucanet-ag-causal.png "Product Avatar Image") Causal 4.6/5(17) [ Compare Now ](https://www.g2.com/compare/lucanet-ag-causal-vs-planguru) ##### Categories on G2 [ Budgeting and Forecasting ](https://www.g2.com/categories/budgeting-and-forecasting)[ Financial Analysis ](https://www.g2.com/categories/financial-analysis)[ Cash Flow Management ](https://www.g2.com/categories/cash-flow-management) ##### Explore More [ Best user-friendly password manager software for desktops ](https://www.g2.com/discussions/best-user-friendly-password-manager-software-for-desktops)[ What's the go-to owned media platform enterprises use for hosting articles, videos and gated content? 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