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PlanGuru vs ReliaBills

PlanGuru vs ReliaBills

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Overall Rating
4.2 (55)
4.9 (21)
Ease-of-Use
3.9 / 5
4.8 / 5
Value for Money
4.2 / 5
4.9 / 5
Customer Support
4.1 / 5
5 / 5
Functionality
4 / 5
4.6 / 5
Last Review Written
September 16, 2023
April 28, 2022
Pros/Cons
  • Pros

  • 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.
  • Lots of videos, articles, webinars. Awesome supports i.e. friendly and knowledgeable.
  • Cons

  • From start to finish I am sorely regretful for making this purchase.
  • 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.
  • It was glitchy at times by not importing excel sheets or causing errors.
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  • Pros

  • Extremely effective and good approach to collections and accounts receivable. Supports snail mailing along with emailing, critical in the collections processes.
  • The ease of use of the online platform. It is super easy to navigate through the menus and accept payment.
  • Their crew is awesome to work for. They take care of any issue that arises in most cases same day.
  • Cons

  • The fact that when issues are refunded they are not reflected in the invoice. This can be confusing for clients and make reconciling and year end statements challenging.
  • The invoice format that contains the statement info seems to be a little confusing to customers. We have seen some over payments or duplicate payments.
  • We have a small company and had struggled with an old version of Quick Books that was totally inflexible for our company's unique requirements and business model.
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Pricing Range
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Product Demo & Screenshots
Product Demo
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Advisor Recommendations & User Awards
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Additional Info
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployments
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Support and Training
Support
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos

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