PlanGuru software


18 reviews(4.0/5)
18 reviews(4.0/5)

PlanGuru is an on-premise business planning and budgeting solution for small businesses and nonprofits. The solution helps accountants to build financial forecasts, prepare budget analysis and address financial constraints of small businesses.

PlanGuru offers a budgeting software which includes tools to create and manage income statements, balance sheets and cash flow statements. With more than 20 forecasting methods, businesses can analyze and forecast their financial requirements for any period up to 10 years.

The suite solution comes with PlanGuru Analytics which is a cloud-based finance dashboard and reporting tool. PlanGuru Analytics is a fully customizable interface that helps accountants and financial advisors to monitor key financial KPIs for tracking business performance. Users can create private as well as shared dashboards, compare actual expenditure against planned budgets and use various charts and graphs for financial reporting.

PlanGuru also offers an advanced reporting Excel add-in which allows accountants to manage PlanGuru data in Excel and build reports. Users can watch tutorial videos or go through training content available on the website for detailed product info.

Supported Operating System(s):
Windows 7 , Windows Vista , Windows XP , Web browser (OS agnostic) , Windows 2000 , Windows 8 , Windows 10

18 Reviews of PlanGuru

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  • Mylene from I.T Experts Philippines

    Specialty: Software / Technology

    Number of employees: 11-50 employees

    August 2018

    Great tool in making financial decision!

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    Business need to know if the financial condition of the company is sufficient before engaging to a business or project. With PlanGuru you can forecast your financial status at a given period. This will help to make sure that the project you are planning to work will be completed.

    Cons

    PlanGuru is a subscription based in consideration with number of users. Make sure to get the plan suitable for the company to maximize your savings.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Macey from EMERSON HOME SERVICES

    Specialty: Construction / Contracting

    Number of employees: 11-50 employees

    June 2018

    Fairly Impressed- Takes time!

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    Strong budgeting and forecasting features. QuickBooks support available. (THAT is important for me.)

    Cons

    Requires some financial sophistication to use. This is tricky for some new users. After time, it is well worth the investment.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • vicky from stonz

    Specialty: Retail

    Number of employees: 2-10 employees

    November 2016

    Awesome Product Awesome Support

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    it is very easy to use, very flexible. it saves my time and it generate results fast for planning. the platform is easy for the eyes, help links are awesome. lots of videos, articles, webinars! awesome supports i.e. friendly and knowledgeable.

    Pros

    friendly flexible fast

    Cons

    they really need to have monthly for current year plus next 3 years
    many businesses are seasonal

  • Victor from Rhizoma Ventures, Inc

    Specialty: Real Estate

    Number of employees: 2-10 employees

    November 2016

    Good product but far from the ideal Forecasting software

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Plan Guru is an excellent product, specially considering that there are no products out there with this many features at this price level. If you want to have the best products you will have to pay tens of thousands every year, ie. Budget Maestro. However I think PG has some room for improvement, such as 1.- More flexibility in the automatization for the recording of Historical and actual values. Not even copy and paste is possible. 2.- Make it more friendly. PG can only be mastered by someone with a strong background in Finance 3.- Expand reporting capabilities and allow to export reports to excel with up the 36 months instead of only 12 mo. 4.- Develop a Mac version or a web version 5.- Develop Inventory module and allow for supporting schedule on the Balance sheet 6.- Flexibility in putting some values ( ie. interest expense) in the balance sheet for capitalization purposes

    Pros

    -Once you have all the numbers, projections are very fast and exact.
    -Income Statement, Balance Sheet and Cash flow integration
    -Links to excel files

    Cons

    - The link process is very long and tedious
    - No possibility of using formulas in the actual and historical data
    - Need an inventory module
    - Need Supporting schedule for the Balance sheet

  • Howie from Rex

    Specialty: Manufacturing

    Number of employees: 51-200 employees

    October 2016

    Guru

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Don't like it it faults out alot.it was very easy to use but it just doesn't wo4k sometimes.

    Pros

    Really easy to use

    Cons

    Just stops working

  • sean from Raptim Humanitarian Travel

    Specialty: Hospitality / Travel

    Number of employees: 51-200 employees

    October 2016

    PlanGuru forecast software

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    We purchased this software after reviewing many company options. Our funds to purchase budget/forecast software was minimal. We came across PlanGuru, whose price point was within our budget. I can tell you the software performs just like any other budget/forecast software. It is compatible with QuickBooks, so you can import your G/L into the software at will. Once the data is imported, you can begin forecasting by month, year, etc. You can also save unlimited number of files for historical review. The software is very user-friendly and customer service is very responsive. I would highly recommend this software for those companies with minimal money to spend on forecasting software.

  • Joshua from MRZ

    Specialty: Accounting / CPA

    September 2016

    Budgeting/Forecasting

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    Pros

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

    Cons

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

  • Susan from McIntosh Capital Advisory Services Inc.

    Specialty: Consulting

    June 2016

    Required a forecasting software to present high quality reports

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

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

    Cons

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

  • Jody from Summit cpa group

    Specialty: Accounting / CPA

    April 2015

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

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    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.

    Cons

    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.

  • Tara from Acuant

    Specialty: Software / Technology

    February 2015

    Good for small businesses

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    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.

    Cons

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

  • Lauren from McBride Enterprises, Inc.

    Specialty: Real Estate

    September 2014

    PlanGuru Review

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    It has saved a lot of time building reports.

    Cons

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

  • Robert from Floris London

    Specialty: Retail

    September 2014

    Excellent Budgeting Product

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    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.

    Cons

    Consolidating takes a while and needs to be organised.

  • Eric from Kinova Inc.

    Specialty: Engineering

    July 2014

    PlanGuru - Software for small business

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    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.

    Cons

    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.

  • Gary from Phytel, Inc.

    Specialty: Software / Technology

    May 2014

    My Review of PlanGuru

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    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.

    Cons

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

  • May 2013

    Simplify Your Accounting Practices

    Quality
    Support
    N/A

    Perhaps, the tool’s greatest benefit lies in its ability to automate and simplify complex budgeting and forecasting practices. That it does this without the help of messy and unwieldy excel sheets is fantastic. PlanGuru also provides comprehensive analysis for your line items. For example, modeling techniques enable you to accrue expenses or declare dividends in multiple formats.

    Pros

    Excellent and extensible tool to simplify complex accounting

    Cons

    Interface can be made more attractive and simple

    Review Source: GetApp
  • George from Valley of the Sun YMCA

    October 2010

    VOSYMCA

    Ease-of-use
    Quality
    Support

    Great top level planning tool

    Pros

    Easy to Use, Very Intuitive

    Cons

    seasonality not deep enough

    Review Source: Capterra
  • Jeff from Jeff Sully, CPA

    October 2010

    Great value in cash flow planning

    Ease-of-use
    Quality
    Support

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

    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.

    Review Source: Capterra
  • Mohamed from MSN Associates Inc.

    October 2010

    PG workings

    Ease-of-use
    Quality
    Support

    I have installed it in several of my clients and it has improved planning systematically.

    Pros

    It is able to model assumptions well and gives the user a range of ways that assumptions can be input. The level of detail is also good.

    The flow of the Balance Sheet and cash flow is easy to understand.

    Cons

    Unable to model asset based lending situations that has special charhacterisitics.

    Review Source: Capterra
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