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PlanGuru

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

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Star Rating

23
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PlanGuru Reviews

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Profile Name
Star Rating
23
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Jeremy L.
JL
Jeremy L.
Vice President @ Fellowship Travel International | Travel Management
01/26/2024
Validated Reviewer
Verified Current User
Review source: Organic

Business Budgeting and Forecasting that works

PlanGuru has enabled me to avoid budgeting in Excel, most importantly. Excel can work, but in my experience, it is too easy to make mistakes once you get into modeling multiple scenarios and utilize a lot of formulas. Also, PlanGuru adds a ton of reporting and the ability to budget at the beginning of the year and then have a separate forecast that I can adjust throughout the year based on recent performance. Additionally, using PlanGuru, I can dig into my budget and easily forecast on a per GL account, which I found difficult to maintain in Excel. Lastly, I can tell the tool was built with flexibility in mind, with lots of configuration available and even the ability to report directly in Excel, allowing me to continue to utilize Excel for those times when the canned reports are not enough to meet the need. The support offered by the PanGuru team has been outstanding. I rarely receive emails from a software company volunteering to provide support. They genuinely want their users to get the most out of their product.
NB
Noel B.
01/23/2024
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Functional and Seemless

The product is intuitive and easy to navigate. I like that if gives you the ability upload the COA from multiple accounting softwares. Video training is also exceptional.
Verified User in Computer Software
UC
Verified User in Computer Software
01/23/2024
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Plan Guru meeting with Daniel

It's helpful for forecast and budgeting. I'm having a great customer experience

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