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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
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0
Verified User in Non-Profit Organization Management
CN
Verified User in Non-Profit Organization Management
04/26/2023
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Small business financial projections... made EASY

I love how simple it is to import all of my QuickBooks accounts & numbers into an empty financial model, allowing me to apply mostly any form of financial projection for short- and long-term scenarios. It's suitable for big budgets... or just running a quick analysis. I don't see many other products on the market doing this.
Verified User in Marketing and Advertising
UM
Verified User in Marketing and Advertising
04/20/2023
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

We said goodbye to our Excel forecasting spreadsheet

With PlanGuru I can create a forecast for each department and consolidate. Different forecasting methods are available and they're easy to use. The payroll utility allows you to enter each employee's pay and you can add a supporting schedule to expense accounts. Their website has a lot of tutorials available. My contact there has been very responsive when I need help.
WP
Wesley P.
03/02/2023
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Great desktop tool but sharing is hard

The functionality of the product is excellent - one of the best forecasting and budgeting tools that we have used. The ability to roll up divisions and subsidiaries into multiple higher-level organizations is genuinely unique and welcome functionality for every project developer.

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