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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
14
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PlanGuru Reviews

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Profile Name
Star Rating
23
14
0
0
0
EB
Elizabeth B.
08/24/2023
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

A little complicated but seems to be worth the time.

The ability to adjust amounts quickly and see the new totals immediately is helpful.
TC
Turner C.
06/29/2023
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

I have had a wonderful experience with Plan Guru and will continue using it in the future.

I used PlanGuru to create a comparison between Agriglobe's budget and actuals. Throughout the learning process, the employees at Plan Guru were more than willing to promptly and directly respond to any questions I had that were related to the application. Their exceptional customer service was valuable and one of the best parts of working with them.
SA
Shianne A.
06/06/2023
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Great tool for small businesses

Creating a budget and keeping track of financials is easy. Before I switched to plan guru, I was using Excel. I would have to download several reports from QuickBooks and the slightest change in anything could cause the whole spreadsheet to not work. Plan Guru syncs QB so I only need to log in and press the import button to get all of the actuals I need to make future decisions.

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