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PlanGuru

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37 reviews
  • 1 profiles
  • 3 categories
Average star rating
4.5
Serving customers since
2013

Profile Name

Star Rating

23
14
0
0
0

PlanGuru Reviews

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Profile Name
Star Rating
23
14
0
0
0
Verified User in Environmental Services
AE
Verified User in Environmental Services
05/15/2025
Validated Reviewer
Verified Current User
Review source: Organic

Plan Guru is great!

The best part about Plan Guru is the support that you get from their team. Unlike other softwares that have you speak with chat bots, Plan Guru has real people with a depth of knowledge that makes the integration of our financial data into the software a breeze. I have only skimmed the surface of the many features that the program offers and am excited to learn more. Being able to create one excel document with a plethora of easily discernable KPI's and data sets has been such a game changer for executive reports.
Verified User in Transportation/Trucking/Railroad
AT
Verified User in Transportation/Trucking/Railroad
09/10/2024
Validated Reviewer
Review source: Organic

Overall - Great Experience

Keeps all my financials/budgets in one place
Verified User in Construction
UC
Verified User in Construction
09/05/2024
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

PlanGuru is a helpful and relatively inexpensive tool for forecasting and budgeting

PlanGuru's capacity to consolidate multiple operating entities into a high-level view has been my favorite feature. Rather than having a spreadsheet pulling from numerous external data sources, I can consolidate the information in one place without having to worry about busted formulas and data links.

About

Contact

HQ Location:
Wilkes Barre, PA

Social

@planguru

What is PlanGuru?

PlanGuru is a comprehensive budgeting and forecasting software designed to assist small to medium-sized businesses and nonprofits in making better financial decisions. By facilitating detailed financial planning and analysis, PlanGuru helps organizations to budget more effectively, forecast financial outcomes, and improve their financial strategy. The platform offers robust tools that enable users to conduct multi-year forecasting, create consolidate projections for multiple entities, analyze financial ratios, and develop customizable financial reports.PlanGuru’s features include advanced analytics, integration capabilities with accounting software like QuickBooks and Xero, as well as an array of budgeting and forecasting tools that streamline the financial planning process. The software can be particularly valuable for business advisors, accountants, and CFOs seeking a reliable tool to enhance their financial assessments and reporting tasks.

Details

Year Founded
2013