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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

Review Filters
Profile Name
Star Rating
23
14
0
0
0
Stephen F.
SF
Stephen F.
08/22/2024
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Excellent System and Very Well Developed

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.
CS
Christopher S.
03/21/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Plan Guru Implementation

Fairly easy to use after initial set up and some time spent with the implementation team.
JS
Jill S.
03/13/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

RTA Group Review of Plan Guru

Working with PlanGuru feels very intuative. One of the best features is how quickly the software reacts to updates and changes and imports the data from our accoutning software.. I have yet to run into situation while building our model that a work around could not be found for something specific I needed. The support schedules are a great feature to build in detailed items such as personnel schedules etc. Overall I am very happy with PlanGuru....wish I had found it a little bit earlier. Also, the support staff is amazing, so willign to jump in and help and made theimplemenation piece go smoothly.

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