PlanGuru Review

Let our Budgeting & Forecasting Software Experts help you find the right Software for your Business!

Last updated: Jan 07, 2019

PlanGuru Review

ITQlick rating
(4/5)

Starting from $99 Per month

PlanGuru is a software designed to help companies in the budgeting, planning and forecasting process so that they can make better decisions regarding the future. PlanGuru speeds up and enhances any required an

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What is PlanGuru? Updated: Jan 07, 2019

PlanGuru is a software designed to help companies in the budgeting, planning and forecasting process so that they can make better decisions regarding the future. PlanGuru speeds up and enhances any required analysis, be it a high level forecast for the bank or a detailed multi-departmental operating budget.

PlanGuru was developed in 1999 by a company called PlanGuru LLC. The software was originally designed by a CPA (Certified Public Account) for CPAs. Today it has been improved so that is can also benefit CFOs and other financial advisors.

PlanGuru Average Rating -

The rating of PlanGuru is 4 stars. The rating is based on ITQlick experts review

PlanGuru Typical Customers

PlanGuru was first developed with financial professionals in mind and was oriented towards CPAs, CFOs and other types of financial advisors. Eventually it was adopted by non-profits such as Valley of the Sun YMCA, entrepreneurs trying to raise capital, and mid-size companies such as Sellstate Regency Realty.

PlanGuru Features

PlanGuru can offer you a sophisticated method of budgeting and forecasting up to 10 years ahead even if you don't really know much about formulas. It gives you the power to better analyze cash flow, financial ratio and other tools to help you improve the performance of your business.

With PlanGuru, you should be able to prepare your projections within an easy to use interface and save more time in the process.

PlanGuru 5 Pros

  • PlanGuru supports more than 20 forecasting methods
  • Fully compatibility with Quickbooks Intuit, Google Apps and Citrix
  • PlanGuru offers a comparison analysis for budget and actual reporting
  • All reports can be exported to either Excel or PDF
  • Fully integrated balance sheet, cashflow and income statement

PlanGuru 2 Cons

  • Only English is supported
  • No app available for Android or iOS devices

PlanGuru Alternatives

The main competitors for Planguru are Adaptive Planning and Budget Maestro.

Adaptive Planning offers a cloud based solution that handles planning, budgeting and forecasting for an organization. This can be done for revenue management, personnel as well as capital assets with a focus on allocations & cash flows. The product also supports rolling forecasts which focus on continuous optimization of the planning process to improve performance. Additionally the product is workflow based so that process definition is easier to manage as part of the budgeting & planning exercises.

Planguru on the other hand also focuses on budgeting & forecasting and provides nearly twenty different forecasting modules. Additionally users can customize the forecasting method to meet their specific business requirements. There are also features for consolidation, business valuation, as well as financial ratios to improve the forecasting process. Budgeting can also be done on multiple periods which can range from a few months and up to ten years if needed.

Then there is Budget Maestro which focuses on unifying budgeting & forecasting requirements across multiple lines of business. It can handle revenue & expenses, personnel & capital assets as well as loans & lines of credit which are all linked to budgeting benchmarks to compare forecasts and actual financial performance. Additionally the product supports access to a variety of third party accounting & ERP solutions for financial data analysis.

Planguru however also has its own analytics platform with dashboards & KPIs. Additionally these can be shared via the cloud to allow collaborative analysis of financial trends to improve forecasting models for better business decision making.

PlanGuru Pricing Information

The starting licensing price is $399.95. There is also a cost-effective cloud hosting option for $35 a month.

PlanGuru demo

25 questions to ask the vendor on PlanGuru demo


PlanGuru Categories

Small Business Accounting
Financial consolidation
Budgeting & Forecasting
Project Budgeting
Project Forecasting

Specifications

Company:
Address: 150 Grand Street, Brooklyn, NY
Website:http://www.planguru.com/
Customers: Small business
Business Area: Cross Business Areas
Platforms: Desktop
Operating Systems: Mac OS, Windows, Linux


PlanGuru Features

Accounts Payable
Accounts Receivable
Balance Sheet
Budgeting & Forecasting
Cash Flow
Depreciation
Fixed-Assets
General-Ledger
P&L Statement
Time & Expense


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PlanGuru Vs. Alternatives

ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick score ITQlick Score is a 1 to 100 score, based on pricing, and functionality Vs. alternative solutions
Pricing score pricing Score is a 1 to 10 score, based on the TCO (cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
License pricing license pricing (if provided by the software vendor)
Hosting
Functionality score
Fit small business
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5/10
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3
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