PlanGuru 2026: Benefits, Features & Pricing

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Overview
Screenshots
Pricing and Plans
Features
Integrations
User Reviews
Popular Comparisons

Overview

PlanGuru

4.2

(56)

Pricing

Starting at $99.00 per month

About PlanGuru

Starting at $99/mo, PlanGuru is designed for SMB's and their Advisors. PlanGuru's sophisticated methods allow you to budget and forecast for up to 10 years without having to create formulas. Plus you get cash flow projections, financial ratios and debt modeling tools to help you evaluate and improve your business performance. QuickBooks, QuickBooks Online, Xero & Excel compatible. Free 30 Day Trial.

PlanGuru Screenshots

PlanGuru Pricing and Plans

Starting price: $99.00 per month

Free Trial

Free Version

PlanGuru App

$99.00

flat rate, per month

Plan includes:

10 Years Budget/Forecast
20+ Standard Forecasting Methods
5 Years Actual Results Import
Automatically Solved Cashflow Statement
Budget Archive
Cloud-Based App
Excel
Excel Import for Financial & Non-Financial Data
Export Reports & Dashboards to Pdf
Forecast Using Non-Financial Data

PlanGuru Desktop

$99.00

flat rate, per month

Plan includes:

10 Years Budget/Forecast
20+ Standard Forecasting Methods
5 Years Actual Results Import
Automatically Solved Cashflow Statement
Breakeven Tool
Budget Archive
Business Valuation
Consolidate Unlimited Numer of Projections
Excel
Excel Import for Financial & Non-Financial Data

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PlanGuru Features

Popular features found in Accounting
Billing & Invoicing
Budgeting/Forecasting
Expense Tracking
Fund Accounting
Income & Balance Sheet
Multi-Currency
Payroll Management
Project Accounting
Purchase Order Management
Tax Management
More features of PlanGuru
API
Cash Flow Analysis
Cash Management
Consolidation/Roll-Up
Forecasting
Multi-Company
Multi-Department/Project
Profit/Loss Statement
Strategic Planning
"What If" Scenarios

PlanGuru Integrations

Microsoft Excel

Xero

QuickBooks Online Advanced

QuickBooks Online

PlanGuru User Reviews

Overall Rating

4.2

Ratings Breakdown

39%

48%

Secondary Ratings

Ease of Use

4.0

Value for money

4.2

Customer support

4.1

Functionality

4.0

Mark D.

Verified reviewer

Management Consulting

11-50 employees

Used monthly for less than 6 months

Review source

Reviewed November 2018

Solid product, Feature-Rich, Intuitive Design, Great value for small- to medium-sized businesses.

I am attempting to build budgets for my clients using the PlanGuru software installed on the remote cloud desktop. Overall, the product has met my expectations. I have used several similar large/deluxe budgeting tools built for Fortune 500 companies that cost 10 times as much (or more), and this is a very good "abridged" budgeting software for small businesses that is still very feature-rich. The support I have received from the technical team has been very good; they have been very responsive to my requests. The cloud desktop experience was a little bit more laggy than I expected. I LOVE the Excel add-in. It is a very powerful tool. However, I thought the installation of the add-in was a little more complicated than it should be, especially based on the cost of the cloud subscription. There is room for PlanGuru to improve a few things, but I will be using for future clients, and I highly recommend this product for small- to medium-sized businesses.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very intuitive design. Most features/functions are just a right-click away. If you don't understand exactly what you are looking at, the tutorial videos are GREAT, and they have links to the relevant videos built right into the program where you need them. Excel Add-in is a very powerful tool. A real selling-point for PlanGuru. If you know how to use a pivot table, you will love this tool. Consolidations. If you have multiple departments, or groups of departments, consolidations is a must-have. Excel Links. If the myriad of PlanGuru projection methods aren't good enough, just suck in whatever data you want from Excel to the budgeting tool.

Cons:

It would be great if this product was built as a web/browser-based product, rather than a local client install. Then the users could also save on the cost of the remote cloud desktop, and installation/connectivity should be easier. There should really be a "mass-refresh" button/method in the Excel add-in that would refresh every tab at once. A "mass-consolidation" button in the PlanGuru application would be nice, too. I wish there was a "help forum" where users could assist one another and help troubleshoot issues. Support is responsive, and the videos are great. But support can't answer you as fast as a forum search would, and the videos don't cover everything. Chances are SOMEONE has had the same question in the past.

Connor T. B.

Verified reviewer

Electrical/ Electronic Manufacturing

11-50 employees

Used daily for more than 2 years

Review source

Reviewed May 2025

Simplified long-term financial forecasting with planguru.

We were able to present long term financial models to our stakeholders with confidence, thanks to PlanGuru. With so many unforeseen changes happening in the supply chain, a tool like this really helps bring clarity on potential margin impacts and cash flows forecasts. It encourages better strategic decision-making and helps alleviate priming decisions.

Ratings Breakdown

Ease of use

Functionality

Pros:

The modelling of multiple year financial scenarios with PlanGuru was a life saver. I can forecast out 10 years and just as easily adjust variables such as raw materials costs changing or changes in labor expenses.

Cons:

The interface looks a little dated, and there’s some onboarding required if you’re familiar with Excel. I needed to put some effort into our manufacturing projections up front.

James A.

Chemicals

51-200 employees

Used weekly for more than 2 years

Review source

Reviewed November 2018

Plan Guru review

Overall our experience with Plan Guru has been pretty good. The price point was extremely appealing and is what pulled us to the software. For the most part the software runs without any major issues. I think our one issue we had may have been specific to just our company. I can honestly say that working with their customer support was pretty easy as well. All communication was handled through email.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

One of the pros to this software is the price point at which features are standard. I worked with our CFO to pick out the software. We review different suites of software and found that Plan Guru offered the most for the price.

Cons:

We have had some issues where we setup multiple user accounts and they share some of the same files. I think they may have some glitches in the software as everyone had the same access but certain individuals were not able to create copies or new documents from the same exact file.

Shelly H.

Verified reviewer

Accounting

11-50 employees

Used daily for more than 2 years

Review source

Reviewed November 2018

Plan Guru for financial consultants

I've been able to help my clients create future plans and look at many what if scenarios and their affect on the balance sheet without having to worry about whether my formulas are correct in excel.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The flexibility of the application for creating multiple forecasts and budgets using a variety of assumptions and KPI's. the use of excel to integrate and add additional flexibility to the program. The subschedules allow multiple ways to forecast revenue and track other expenses. the integration of the balance sheet and ability to see affect the forecast has on the balance sheet items.

Cons:

Some lack of flexibility in reporting. Lack of ability to print reports from analytics.

Jeff S.

Verified reviewer

Used unspecified for unspecified

Review source

Reviewed October 2010

Great value in cash flow planning

Overall a great cash flow program for the price. it has many features that programs 10 times the price do not have.

Ratings Breakdown

Ease of use

Customer support

Pros:

Plan Guru is a straightforward application for generating cash flow statements. I have used the product since 2003, and have watched it evolve from a simple tool to a more sophisticated application. The company has been receptive to user requests such as increasing the size of database fields to allow larger numbers, adding supplementary schedules, and direct cash flow projections. Some of the debt amortization wizards are very handy, providing current portion of LTD in addition to amortizing loan balances and interest charges. They have also included some valuation and ratio analysis work papers that are very handy. This is a small company (at least it operates as one) where you can actually talk to a real live person. All in all, it is a very good application for the price.

Cons:

The application occasionally will show some instability, but this has been vastly improved over earlier versions. There are recovery routines so most of the data is not lost. The crashes seem mostly due to print driver compatabilities. The developers are pretty good at fixing these issues. Large, complicated formulas may run into size limits when calculating dollar outcomes. When this occurs, I have created interim formulas in a workbook to get to the final formula. It's nice that the application has supplementary schedules for the P&L. However there are no such supporting schedules for the balance sheet. Much of the work I do is in the balance sheet. It would nice to have a supporting schedule that would clean up the balance sheet presentation. The learning curve can be a little steep for the novice user. The application was developed by CPAs for CPAs, although this application is valuable for private companies.

Moira B.

Verified reviewer

Accounting

501-1000 employees

Used daily for less than 6 months

Review source

Reviewed February 2019

PlanGuru is great.

Ratings Breakdown

Ease of use

Functionality

Pros:

PlanGuru is a wonderful tool that makes it extremely easy for small businesses to budget projects as well as determine how well the projects are doing. PlanGuru is extremely easy to use and integrate with software like Quickbooks. The customization of everything on plan Guru is immense and extremely flexible. Overall, PlanGuru is easy to use and wonderful to have.

Cons:

PlanGuru lacks a couple of integrations that I would like to see implemented in the future.

Dana W.

Verified reviewer

Accounting

Self-Employed

Used other for more than 2 years

Review source

Reviewed November 2018

Good program for the price

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use. As a first time user learning curve was quick

Cons:

Frequently of upgrades. More would be nice

Jerre F.

Verified reviewer

Farming

11-50 employees

Used weekly for less than 12 months

Review source

Reviewed November 2018

Great Forecasting Software!

The cash-flow forecasting is key to our company, along with the forecasting and budgeting abilities for original forecast, revised and actual, along with the reporting capabilities.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ease of use, cash-flow forecasting and variety of reports.

Cons:

Can be a little tricky to start, but support can get you through the bumps.

Verified

Reviewer

Hospitality

51-200 employees

Used monthly for less than 6 months

Review source

Reviewed November 2018

A great budgeting tool!

An outstanding sales and support team. CSR was outstanding in answering my questions when I was working on importing data and the webinars he did, one public and one that was 1-1 with me really helped me to decide to recommend buying PlanGuru to my GM.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

PlanGuru is an outstandingly good budgeting tool for small businesses. The features provided with the license cost are worth far beyond the charge and equal to solutions charged at 10-15 times the price by competitors. It allows for multiple departments to roll up into a consolidated overall budget.

Cons:

The learning curve is pretty steep. The online tutorials aren't quite up to the detail level I was looking for. They're good, but I just needed more details on certain aspects.

Verified

Reviewer

Legal Services

2-10 employees

Used other for less than 6 months

Review source

Reviewed November 2018

Waste of time and money

Disappointing. From start to finish I am sorely regretful for making this purchase.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy of installation and accessibility.

Cons:

Does not offer greater functionality than existing programs. Does not perform as well as I was led to believe. I requested termination and refund of purchase price but was ignored then told it was my shortcomings for not appreciating the program.

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