PlanGuru Software


 

With an unrivaled price point and robust reporting and budgeting features, PlanGuru is a powerful tool for prospective financial analysis, whether that involves a high level bank budget or a detailed operating budget for 100 or more departments. PlanGuru's simple, intuitive interface and solid integration with Quickbooks and Excel make implementation and utilization simple for businesses of all sizes and shapes. PlanGuru is flexible enough for any industry, including retail, hospitality, insurance, engineering and banking.

Set up is made easy with integration with a company's existing accounting program. Any historical data or a chart of accounts that you have can in Excel or Quickbooks can be pulled into PlanGuru in minutes. PlanGuru uses Excel as a conduit between its functions and almost any accounting program. Data from Quickbooks can be imported even more quickly for multi-department or locational budgeting.

We really like the extensive, flexible modeling capabilities. PlanGuru provides more than twenty different types of forecasting methods, available throughout the income statement and balance sheet and sorted by Subclass. There's also a debt modeling tool that allows you to easily model the implications of a line of credit or loan simply by entering the terms.

Once you've reconciled all the numbers, reporting is made simple with flexible financial statements that can show statement of cash flow and retained earnings, balance sheet and income statement and a variety of Budget vs. Actual reporting formats, all of which can be exported to Excel or PDF.

PlanGuru is an affordable, more efficient alternative to spreadsheets that provides comprehensive, reliable budgeting and forecasting in a simple, powerful, scalable solution.

 

 

 

Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Web browser (OS agnostic), Windows 2000

8 Reviews of PlanGuru

Showing 1-8 of 8

 

from MRZ
Specialty: Accounting / CPA
Number of employees: 51 to 100 employees Employees number: 51 to 100 employees

Budgeting/Forecasting

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Value for Money

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N/A

Likes Best

Able to send portions of the budget to other people in the firm to fill out and return to me.

Likes Least

Took a little time to get the hang of, but a good product.

Recommendations

It is cheaper than other software (prophix), and seems to do the same thing.

 
 

from McIntosh Capital Advisory Services Inc.
Specialty: Consulting
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Required a forecasting software to present high quality reports

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Functionality

Product Quality

Customer Support

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Likes Best

Anytime I have had a problem they were able to resolve it quicky

Likes Least

Software has a bit of a learning curve to become proficient rapidly. However support provided compensates.

Recommendations

Take the courses offered so you can get up to speed quickly.

 
 

from Summit cpa group
Specialty: Accounting / CPA
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Great product. A must have for all forward thinking companies.

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Likes Best

It is easy to use. It is the only product in the market that I am aware of that focuses on the balance sheet and in particular cash.

Likes Least

Reporting features could be enhanced. Would like to be able to hide accounts that are no longer in use. When reporting condense some categories while expanding others.

Recommendations

It is nice that you can make small changes to the assumptions that don't take hours to see the results.

 
 

from Acuant
Specialty: Software / Technology
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Good for small businesses

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Functionality

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Customer Support

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Likes Best

The reporting exports are nice and clean. It is easy to upload information for historical data. The use of the overall product seems good. Although, the RE and NI seems to be calculating opposite of what I would expect to see. The program can be self taught and that is always good.

Likes Least

You can't seem to see Prior year over Current year, only Actual to Budget.

Recommendations

Beware that it does have limitations. However, it is a good product for small businesses.

 
 

from McBride Enterprises, Inc.
Specialty: Real Estate
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

PlanGuru Review

Ease-of-use

Functionality

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Ease-of-use
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Likes Best

It has saved a lot of time building reports.

Likes Least

It was a little difficult getting in contact with someone for help after the initial setup and training.

Recommendations

You don't need to spend thousands of dollars to get a good program. Don't disregard a product because it seems too cheap.

 
 

from Floris London
Specialty: Retail
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Excellent Budgeting Product

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Likes Best

I like its simplicity. The support is quick. The product has all of the functionality to produce a consolidate the P&L and balance sheet.

Likes Least

Consolidating takes a while and needs to be organised.

Recommendations

Try the free download. You will see how easy it is to use.

 
 

from Kinova Inc.
Specialty: Engineering
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

PlanGuru - Software for small business

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Likes Best

PlanGuru is good software. One of its key advantages is you can import all your data from any accounting system, and it is really user-friendly software. Support was really helpful at the beginning, and it made my experience with PlanGuru better. It's good software for the price. It was one of the cheapest when I bought it.

Likes Least

My version of PlanGuru still has some bugs. When I import my data, the software notes the import date in the right account. It seems it doesn't recognize the information. Between each import, the description of some accounts are changed, so I have always to re-link the account or manually enter some accounts. I think using only a description as common information for the import is inefficient. People should use the account number.

Recommendations

Solve the problem with the data import. Cash-flow isn't user-friendly.

 
 

from Phytel, Inc.
Specialty: Software / Technology
Number of employees: 101 to 500 employees Employees number: 101 to 500 employees

My Review of PlanGuru

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Likes Best

I like the product's flexibility. Most companies can handle the forecasting of a P&L fairly well using Excel. PlanGuru excels in that not only does it forecast the P&L well, but it also has the flexibility of computing the balance sheet and cash flow, using our calculation method. This enables us to perform "What if" analyses with various revenue numbers that will simultaneously create a P&L, Balance Sheet, and Cash Flow that all work together.

Likes Least

Nothing. I think this is a great product for the dollar.

Recommendations

Be prepared. Have a clear idea of the supporting data and calculations in building your P&L and Balance Sheet. This will enable you to be most efficient in your implementation.

 
 
 
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