--- title: "PlanGuru Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of PlanGuru. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if PlanGuru is a good fit for you!" source_url: "https://www.softwareadvice.com/accounting/planguru-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Accounting Software](https://www.softwareadvice.com/accounting/) / [PlanGuru](https://www.softwareadvice.com/accounting/planguru-profile/) / PlanGuru Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/accounting/planguru-profile/) Reviews [Alternatives](https://www.softwareadvice.com/accounting/planguru-profile/alternatives/) # PlanGuru User Reviews ## Reviews summary - Overall rating: 4.2/5 - Total reviews: 56 ### Secondary ratings - Ease of use: 4.0/5 - Customer support: 4.1/5 - Value for money: 4.2/5 - Functionality: 4.0/5 ### Rating distribution - 5 stars: 22 reviews (39%) - 4 stars: 27 reviews (48%) - 3 stars: 5 reviews (9%) - 2 stars: 1 reviews (2%) - 1 star: 1 reviews (2%) ### Most mentioned pros - We were able to present long term financial models to our stakeholders with confidence, thanks to PlanGuru. - The modelling of multiple year financial scenarios with PlanGuru was a life saver. ## PlanGuru customer reviews Showing reviews 1-25 of 56 (page 1). ### Solid product, Feature-Rich, Intuitive Design, Great value for small- to medium-sized businesses. - Overall rating: 4/5 - Reviewer: Mark D. - Verified reviewer: Yes - Industry: Management Consulting - Company size: 11-50 employees - Product usage: Used monthly for less than 6 months - Reviewed: November 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Simplified long-term financial forecasting with planguru. - Overall rating: 4/5 - Reviewer: Connor T. B. - Verified reviewer: Yes - Industry: Electrical/ Electronic Manufacturing - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2025 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Functionality: 4/5 #### 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. --- ### Plan Guru review - Overall rating: 3/5 - Reviewer: James A. - Industry: Chemicals - Company size: 51-200 employees - Product usage: Used weekly for more than 2 years - Reviewed: November 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 3/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 3/5 #### 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. --- ### Plan Guru for financial consultants - Overall rating: 5/5 - Reviewer: Shelly H. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Great value in cash flow planning - Overall rating: 4/5 - Reviewer: Jeff S. - Verified reviewer: Yes - Product usage: Used unspecified for unspecified - Reviewed: October 2010 - Review source details: This review was submitted organically. No incentive was offered 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: 4/5 - Customer support: 4/5 #### 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. --- ### PlanGuru is great. - Overall rating: 4/5 - Reviewer: Moira B. - Verified reviewer: Yes - Industry: Accounting - Company size: 501-1000 employees - Product usage: Used daily for less than 6 months - Reviewed: February 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 3/5 #### 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. --- ### Good program for the price - Overall rating: 4/5 - Reviewer: Dana W. - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - Product usage: Used other for more than 2 years - Reviewed: November 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Ease of use. As a first time user learning curve was quick #### Cons Frequently of upgrades. More would be nice --- ### Great Forecasting Software! - Overall rating: 5/5 - Reviewer: Jerre F. - Verified reviewer: Yes - Industry: Farming - Company size: 11-50 employees - Product usage: Used weekly for less than 12 months - Reviewed: November 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### A great budgeting tool! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Hospitality - Company size: 51-200 employees - Product usage: Used monthly for less than 6 months - Reviewed: November 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Waste of time and money - Overall rating: 3/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Legal Services - Company size: 2-10 employees - Product usage: Used other for less than 6 months - Reviewed: November 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Disappointing. From start to finish I am sorely regretful for making this purchase. #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 2/5 - Functionality: 1/5 #### 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. --- ### PlanGuru Review - Overall rating: 4/5 - Reviewer: Garett H. - Industry: Accounting - Company size: 2-10 employees - Product usage: Used monthly for more than 2 years - Reviewed: November 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. This tool helps to get speed in building a set of projections. It is excellent to have the integration of balance sheet, profit & loss and cash flow. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Ability to build complex financial models/projections without having to worry about the integrity of a complicated Excel file. #### Cons Have had some software crashes with certain version releases. --- ### Good add-on with QBO - Overall rating: 4/5 - Reviewer: Michael W. - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used monthly for less than 12 months - Reviewed: November 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We needed a budget and forecast tool more robust than QBO offered. PlanGuru has solved this need and has saved me time. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros PlanGuru has an Excel analytics tool that allows you to pull budget, forecast, and actual information into excel. Once you build custom reports, you can easily make adjustments and resync information in seconds. #### Cons There are times I am navigating data in PlanGuru when the functionality I expect to be there is not. I am used to Excel so much that I need to slow down and learn the software. Again, this is why I love the ability to link the data to Excel for custom reporting. --- ### PG workings - Overall rating: 4/5 - Reviewer: Mohamed N. - Product usage: Used unspecified for unspecified - Reviewed: October 2010 - Review source details: This review was submitted organically. No incentive was offered I have installed it in several of my clients and it has improved planning systematically. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 4/5 #### 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. --- ### Guru - Overall rating: 1/5 - Reviewer: Howie T. - Industry: Electrical/ Electronic Manufacturing - Company size: 51-200 employees - Product usage: Used daily for less than 6 months - Reviewed: October 2016 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Don't like it it faults out alot.it was very easy to use but it just doesn't wo4k sometimes. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros Really easy to use #### Cons Just stops working --- ### Excellent Budgeting Product - Overall rating: 4.5/5 - Reviewer: Robert B. - Industry: Retail - Product usage: Used unspecified for unspecified - Reviewed: September 2014 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4.5/5 - Customer support: 4.5/5 - Functionality: 4/5 #### 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. --- ### A great product with minor issues - Overall rating: 5/5 - Reviewer: Armando A. - Industry: Wholesale - Company size: 11-50 employees - Product usage: Used monthly for less than 2 years - Reviewed: November 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Great forecasting tools. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Love the ease of use, flexibility, and support. #### Cons Love to be able to print or download information a lot easier. --- ### PlanGuru Review - Overall rating: 5/5 - Reviewer: Lauren C. - Industry: Publishing - Company size: 51-200 employees - Product usage: Used weekly for less than 6 months - Reviewed: November 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros That I can budget AND forecast on a department and sub-department level with version control and budget to actual reporting for a VERY affordable price! #### Cons That I can't lock down the payroll component easier --- ### PlanGuru - Overall rating: 5/5 - Reviewer: Howard D. - Industry: Accounting - Company size: 2-10 employees - Product usage: Used other for less than 6 months - Reviewed: November 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. The potential the software can bring to our services. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Once you learn how the software works, you realize how powerful and flexible it is #### Cons I wish I had more time to learn all that the software can do. --- ### Review of Plan Guru - Overall rating: 4/5 - Reviewer: Daryl H. - Industry: Farming - Company size: 2-10 employees - Product usage: Used monthly for less than 6 months - Reviewed: November 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I had a difficult time learning the program when I first signed up. I now understand it better, and it is working well for the reports I am creating. #### Ratings breakdown - Ease of use: 1/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros The organization and formatting of the report are a positive. #### Cons It is hard to use, expensive, and the comment sections do not print out completely in the margins as Crystal Reports, they only print within the margins if you export to excel. I have told tech support about these issues, but to my knowledge they have not been addressed. --- ### PlanGuru Forecasting Software is the Best - Overall rating: 5/5 - Reviewer: Dave B. - Industry: Financial Services - Company size: Self-Employed - Product usage: Used monthly for more than 2 years - Reviewed: November 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I use PlanGuru to build business forecasts for my clients so that I can provide great service, especially to growth oriented clients who hold themselves accountable to their goals. I have used PlanGuru results (P&L, Balance Sheet, Cash Flow, Valuations) to support my clients with their banking relationships and for providing investors with forecasts that support business models for startups and going concerns too. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros PlanGuru provides upfront training on how to utilize the software using case studies so a new user can learn, practice and see the results of the case studies. This is critical to the user because it allows a new user the opportunity to learn from mistakes in a case study, as well as the opportunity to try different modeling techniques. I learned the importance of thinking through assumptions, KPIs and all drivers that impact forecasting of details on the P&L, Balance Sheet and Cash Flow statements in case studies. I continued to learn every time I used PlanGuru. I also used the output many times in serving my clients. Each and every time I need support of any kind, PlanGuru always got back to me in 24 hours or less and stayed glued to me until my question or issue was completed resolved to my satisfaction. I always had service with a smile via email or on a one on one phone call. #### Cons I was annoyed when I learned that my software was shut down remotely when PlanGuru adopted an annual license fee after several years of no fees, unless you opted in for an upgrade to a new version. I got over it as I realize that the software and the customer service and support are superb. --- ### Good product but far from the ideal Forecasting software - Overall rating: 3/5 - Reviewer: Victor M. - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: November 2016 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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 #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### 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 --- ### Budgeting Software Every Business Owner Should Own - Overall rating: 5/5 - Reviewer: Patricia K. - Industry: Textiles - Company size: 11-50 employees - Product usage: Used other for more than 2 years - Reviewed: November 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I own a manufacturing business and produce an annual budget and a multi-year projection. I am not a CPA nor am I trained as a bookkeeper. When I needed to replace my old budgeting software I was particularly concerned whether it was appropriate for someone who isn't a pro. I wasn't disappointed: once purchased I was up and running within the hour. Anytime I've had a question that I couldn't answer through the help screens or online tutorials I've been able to discuss my problem with tech support! This is huge for me. I've also taken some of the online courses called PlanGuru University, which were invaluable. I wish my CPA used this software. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros 1) Functionality. 2) Easy to use. 3) Great help screens. 4) Terrific tutorials. 5) Fantastic customer support. #### Cons I'd like to track 5 years historical data to project a budget analysis. --- ### PlanGuru - Overall rating: 5/5 - Reviewer: Michael F. - Verified reviewer: Yes - Industry: Public Safety - Company size: 11-50 employees - Product usage: Used weekly for less than 2 years - Reviewed: November 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall great experience and is highly recommended based on our needs, which is a company under $10M in revenue with less than 50 employees. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros PlanGuru makes it easy to build a complete budget and forecast, compare budget to actuals, keep an eye on cash and track KPI's. When getting started and familiar with the software, PG has a very responsive and knowledgable support team. Lastly, for those in management that just want to look at the KPI's they can log into Analytics. #### Cons The one challenge we had as a business was having to move outside of PG during a period of time when cash flow was being managed weekly. PG is limited to monthly. --- ### Make Planguru part of your plan - Overall rating: 4/5 - Reviewer: Santiago S. - Verified reviewer: Yes - Industry: Computer Hardware - Company size: 2-10 employees - Product usage: Used weekly for less than 6 months - Reviewed: September 2023 - Review source details: This review was submitted organically. No incentive was offered Es un muy buen software,es muy recomendable para cualquier entorno empresarial. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros Tiene una interfaz muy intuitiva los tutoriales que aporta son claros y concisos y el hecho de que pueda funcionar con excel es excelente para cualquier persona que tenga algo de conocimiento mínimo en esta ofimatica. #### Cons Unas veces puede presentar fallas de funcionalidad pero no es algo grave o que realmente arruine la experiencia --- ### A Basic Forecasting and Planning Tool - Overall rating: 3/5 - Reviewer: Nadim A. - Industry: Events Services - Company size: 11-50 employees - Product usage: Used monthly for less than 2 years - Reviewed: November 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. - It's certainly not a system that motivates me to get off excel. I don't use it very much and will probably cancel my subscription. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 3/5 #### Pros - it has the ability to pull in actuals from Quickbooks online - there are some workarounds for managing revenue recognition #### Cons - it is not cloud based - and so requires you to download the tool, but doesn't work unless you're connected to the internet (so even though I have it downloaded, I can't access it when I'm on a flight, and I travel frequently) - very cumbersome to set up access with different Classes (from quickbooks). The Quickbooks budgeting tool is easier to use for this purpose - very cumbersome to set up any sort of scenario analysis - much easier to just create an excel workbook - has no flexibility for FX management. I have a number of expenses in CAD, and revenues in USD, and I don't have the flexibility to see the impact of FX. Nor do I have the ability to work with multiple currencies. - they provide little to no support to get set up - unless one pays for their consulting service, which was a little bit helpful. - the videos on the website are very basic ## More reviews [Next reviews](https://www.softwareadvice.com/accounting/planguru-profile/reviews/?page=2) --- PlanGuru Reviews, Pros and Cons - 2026 Software Advice