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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
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PlanGuru Reviews

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Profile Name
Star Rating
23
14
0
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0
BH
Brett H.
05/23/2023
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Highly recommend for firms looking to scale their FP&A services

Our firm works with a variety of clients in different industries, so we needed a tool that was flexible enough to handle forecasting not only the financial statements but also the custom KPIs each client has. We were very price concious as we are working with 50+ clients. Planguru came in much more affordable than any other FP&A software we looked at, especially as we are looking to scale our client base. It's really pretty intuitive and we've been able to implement it on our own with minimal interaction with their support, but when we have they have been very helpful.
BB
Bruce B.
05/22/2023
Validated Reviewer
Verified Current User
Review source: Organic

Solid, flexible modeling and forecasting software

I've done budgeting and forecasting via spreadsheets for years. It's a constant battle to adjust spreadsheets as businesses evolve over time. Additionally, regular reviews and improved forecasting methods are often difficult to layer back into any spreadsheet. I appreciate the ability of Plan Guru to lay out a base model that can then be refined without breaking the whole forecast. Starting with a simple trend growth or % of revenue COGS can be easily modified to incorporate key metrics, new variables, complex formulas or links to outside spreadsheets.
Verified User in Civil Engineering
AC
Verified User in Civil Engineering
05/17/2023
Validated Reviewer
Verified Current User
Review source: Organic

We use it for way more than just financial statement budgeting

- We build our budget in plan guru but more importantly it helps us with staff planning with forecasting wages, payroll taxes and benefits. - What if scenarios are quick to do - It’s way less expensive than other forecasting software we looked at

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