PlanGuru Software


 

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.

 

PlanGuru - General ledger
 
  • PlanGuru - General ledger
    General ledger
  • PlanGuru - Manage purchases
    Manage purchases
  • PlanGuru - Budget management
    Budget management
  • PlanGuru - Budget forecasting
    Budget forecasting
  • PlanGuru - Dashboard
    Dashboard
  • PlanGuru - Data reporting
    Data reporting
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

52 Reviews of PlanGuru

 

Start your review of PlanGuru

Click to start
https://www.softwareadvice.com/accounting/planguru-review/
Software Advice Reviews (14)
More Reviews (38)

Showing 1-14 of 14

Mylene from I.T Experts Philippines
Specialty: Software / Technology
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

Great tool in making financial decision!

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Macey from EMERSON HOME SERVICES
Specialty: Construction / Contracting
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2018

June 2018

Fairly Impressed- Takes time!

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

vicky from stonz
Specialty: Retail
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Awesome Product Awesome Support

Ease-of-use

Functionality

Product Quality

Customer 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

Advice to Others

try it!!

 
 

Victor from Rhizoma Ventures, Inc
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Good product but far from the ideal Forecasting software

Ease-of-use

Functionality

Product Quality

Customer 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

Advice to Others

If you work mostly by yourself and need a good integration when dealing with financial forecasts, this is the product.
If you need a company product with colaboration, tPG is not very friendly

 
 

Howie from Rex
Specialty: Manufacturing
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2016

October 2016

Guru

Ease-of-use

Functionality

Product Quality

Customer 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

Advice to Others

Consider a different program

 
 

sean from Raptim Humanitarian Travel
Specialty: Hospitality / Travel
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2016

October 2016

PlanGuru forecast software

Ease-of-use

Functionality

Product Quality

Customer 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

September 2016

Budgeting/Forecasting

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

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.

 
 

Susan from McIntosh Capital Advisory Services Inc.
Specialty: Consulting

June 2016

June 2016

Required a forecasting software to present high quality reports

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 

Jody from Summit cpa group
Specialty: Accounting / CPA

April 2015

April 2015

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

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 

Tara from Acuant
Specialty: Software / Technology

February 2015

February 2015

Good for small businesses

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 

Lauren from McBride Enterprises, Inc.
Specialty: Real Estate

September 2014

September 2014

PlanGuru Review

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 

Robert from Floris London
Specialty: Retail

September 2014

September 2014

Excellent Budgeting Product

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 

Eric from Kinova Inc.
Specialty: Engineering

July 2014

July 2014

PlanGuru - Software for small business

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 

Gary from Phytel, Inc.
Specialty: Software / Technology

May 2014

May 2014

My Review of PlanGuru

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 
 
Showing 1-20 of 38

Howard from Dudley & Associates
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

PlanGuru

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The potential the software can bring to our services.

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 Source: Capterra
 

Ted from Feher PC
Number of employees: 201-500 employees Employees number: 201-500 employees

November 2018

November 2018

Easy Starting

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

A very good starting package. Not overly complicated yet quite sophisticated with options that can accommodate large enterprises.

Cons

A bit on the slow side when you start putting together multiple divisions or consolidated corporations. Would like to plan on a monthly basis and report on a Qrtly. That can be done, but probably only by using the Advance Reporting Package which adds a little more complexity and time to the process.

Review Source: Capterra
 

Dana from Dana J. Weber CPA
Number of employees: 1 employee Employees number: 1 employee

November 2018

November 2018

Good program for the price

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

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

Cons

Frequently of upgrades. More would be nice

Review Source: Capterra
 

Tiffany from Babcock Laboratories Inc
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2018

November 2018

PlanGuru is Great for its Value

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I was able to move my forecasting out of excel and into a program that allows me to project out 5 years. I am still new to the program but so far it appears to be a great resource for our business.

Pros

It is very cost effective and has been a resource to suit our needs for forecasting/budgeting. It has been very easy to import data via Excel.

Cons

I wish the software had the ability to directly connect to NetSuite so I didn't have to import and export via excel.

Review Source: Capterra
 

Garett from Garett Hazelwood Chartered Professional Accountant
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

PlanGuru Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

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.

Review Source: Capterra
 

Lauren from The Penny Hoarder
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2018

November 2018

PlanGuru Review

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
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

Review Source: Capterra
 

Dave from DB C-Suite Group
Number of employees: 1 employee Employees number: 1 employee

November 2018

November 2018

PlanGuru Forecasting Software is the Best

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

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.

Review Source: Capterra
 

Nadim from Generis
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

A Basic Forecasting and Planning Tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

- 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.

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

Review Source: Capterra
 

Shelly from Risdall Marketing Group
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

Plan Guru for financial consultants

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

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.

Review Source: Capterra
 

Mark from Brook Ledge, Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

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.

Review Source: Capterra
 

Darin from D2 Accounting Solutions PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

PlanGuru - Great Idea but leaves you lacking

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Overall, I like the concept PlanGuru is trying to bring with this software; however, they don't provide great customer support (unless you want to pay for it).

Any efficiencies I gained with the budgeting process were lost immediately during the first budget to actual comparison I ran.

Will not be continuing my subscription.

Pros

Great program for budgeting and setting up a budget

Cons

Integration with QBs desktop is chunky and slow. It takes me longer to run a budget to actual comparison with PlanGuru than it did when I ran a similar comparison outside of PlanGuru.

Costumer support is lacking...basic level help is available but in-depth help comes at a cost, which seems ridiculous for the price you pay for the software.

Training was a waist of time. No structure just someone droning on about the features.

Online videos are out of date and don't match new updates.

Review Source: Capterra
 

Patricia from The Colorado Yurt Company, LLC
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

Budgeting Software Every Business Owner Should Own

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

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.

Review Source: Capterra
 


November 2018

November 2018

Waste of time and money

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

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.

Review Source: Capterra
 

Erin from Foundation Source
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2018

November 2018

Foundation source review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Very good. Can now provide much more robust reporting to our Board

Pros

Ease of use, user interface and simplicity

Cons

Negative values show up as positives when you copy in
If you change a value to zero, it will not override when copied in the template

Review Source: Capterra
 

Scott from PayTrace, Inc.
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2018

November 2018

Value Offering

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Challenging to get up to speed on using the software. Customer support is lacking. Bugs in software required me to upgrade - which feels like it lacks integrity.

Pros

Low cost. Full financials with balance sheet, cash flow, owners equity. Extra supporting schedules.

Cons

Limited forecasting years. Difficult to make 3 year forecast. Minimal customer support. I would like to customize reporting templates from PlanGuru, so I don't have to reformat each time.

Review Source: Capterra
 

James from Palmer Holland Inc
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2018

November 2018

Plan Guru review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

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.

Review Source: Capterra
 

David from Coastal Equities
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

PLan Guru is quality budgeting software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Very pleased with software. It has allowed us to have accurate, flexible budgets for multiple companies.

Pros

Ability to handle wide range of scenarios. Flexibility and multiple calculation options.

Cons

Lack of 'back' button. Some screens are a bit cumbersome.

Review Source: Capterra
 

Douglas from 512 Finance
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

PlanGuru for Growing Companies

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Great experience and customer support. Highly recommend PlanGuru University.

Pros

Software was very user friendly. Was able to hit ground running with budgets and forecasting models in first week.

Cons

Wish there was shareable dashboard for clients.

Review Source: Capterra
 

Darvi from Darvi J Rosenberg CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

I can still remember what I used to do!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Professional and great customer support. When I have had a question they respond quickly. The software itself is very stable. I have never lost a clients data

Pros

I was using it within 15 minutes of installation. Used to have all of these excel templates and would worry about deleting or inadvertently altering a calculation. I can now concentrate on what our end goal is and don't worry about the mathematical accuracy and the presentation.

Cons

I rarely say this NONE! Apparently being completely pleased is not enough of a word count so I had to add this sentence.

Review Source: Capterra
 

Brian from CARING INC
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

November 2018

November 2018

CFO

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Long time user. Overall excellent experience.

Pros

Ease of use was the most attractive feature.

Cons

We had to migrate away form quick books and not the system we use does not interface with GP.

Review Source: Capterra