PlanGuru Review

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

Last updated: Oct 28, 2019

PlanGuru Review

ITQlick rating
(4.2/5)

Starting from $99 per month

PlanGuru software is a cloud-based budgeting and business planning solution designed for small/medium organizations and nonprofits that can also be offered through an on-premise solution.

  • Categories (4/7):

    • Budgeting & Forecasting
    • BI & Analytics
    • Budgeting & Forecasting
    • Financial consolidation

Shlomi Lavi / updated: Oct 28, 2019

What is PlanGuru?

PlanGuru software is a cloud-based budgeting and business planning solution designed for small/medium organizations and nonprofits that can also be offered through an on-premise solution. The software enables accountants to create financial forecasts, address financial constraints and prepare budget analysis for small businesses.

PlanGuru software is designed and sold by PlanGuru Company that was established in 2013 in the USA. The budgeting functionality offers tools that help build and manage balance sheets, income statements, and cash flow statements.

It provides its users with a wide array of forecasting methods which they can use to forecast and analyze their financial needs for any period below 10 years. PlanGuru features PlanGuru Analytics module which offers a cloud-based finance dashboard, as well as a reporting tool. The PlanGuru Analytics helps financial advisors and accountants to monitor the core financial KPIs for monitoring business performance.

Average Rating -

The rating of PlanGuru is 4.2 stars out of 5. The rating is based on ITQlick expert review.

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.

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 8 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 provides a detailed review of monthly budget against performance.
  • The budgeting and forecasting services of the software extend up to 10 years.
  • Custom financial reports of PlanGuru can be exported in the form of PDF and Excel files.

PlanGuru 2 Cons

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

Competitors & Alternatives

The two main competitors of PlanGuru software include Paylocity and BudgetPak. Paylocity software is a web-based human resources software solution modeled to service businesses of any size while PlanGuru software is an on-premise or cloud-based budgeting software solution designed for small organizations and nonprofits.

PlanGuru software supports Windows operating system whereas Paylocity runs on Windows, Mac, and Web-based platforms. Paylocity offers Documentation, Webinars, Live Online, and In-Person but in comparison, PlanGuru offers Documentation, Webinars, and Live Online training.

Both Paylocity and PlanGuru software solutions provide users with Online, and Business Hours support. BudgetPak software is a cloud-based Budgeting, forecasting & reporting solution for small and mid-market organizations whereas PlanGuru software is a cloud-based budgeting and business planning solution designed for small & medium organizations, and nonprofits.

While BudgetPak is offered via a cloud-based solution, PlanGuru is offered through the cloud and on-premise solutions. BudgetPak software is designed by XLerant Company while PlanGuru is a designed by PlanGuru Company.

PlanGuru Pricing Information

The cost of license starting from $99 per month. The experts at ITQlick has reviewed PlanGuru pricing and gave the software a total cost of ownership (TCO) rating of 2.8 out of 10. Custom price cost for your business is available upon request.

Questions to ask the vendor during a demo

Schedule a demo and access 25 must ask questions for the vendor while watching PlanGuru in action

Is it the right software for you?

PlanGuru software offers budgeting and business planning solution that targets small & medium business entities and nonprofits. This platform is ideal for companies operating in markets such as Asia, Canada, Australia, Middle-East & Africa, and Europe among others. It is also used by business owners, managers and advisors to plan, budget and forecast.

PlanGuru Categories

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

Specifications

Company:
Address: 150 Grand Street, Brooklyn, NY
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
Automatic Scheduled Reporting
Customizable Features
Forecasting & Budgeting
Issue Indicators
Profit Analysis

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
Fit medium business
Fit large business
Software review
Compare
PlanGuru
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
81/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
2.8/10
License pricing license pricing (if provided by the software vendor)
$99 per month
Hosting
On premise
Functionality score
22
Fit small business
Fit medium business
Fit large business
Software review
Neubrain
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
92/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
4/10
License pricing license pricing (if provided by the software vendor)
Pricing not available
Hosting
On premise and Cloud
Functionality score
17
Fit small business
Fit medium business
Fit large business
Software review
Budget
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
89/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
6.4/10
License pricing license pricing (if provided by the software vendor)
$10,000 per year
Hosting
On premise and Cloud
Functionality score
29
Fit small business
Fit medium business
Fit large business
Software review
Expensify
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
85/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
4.6/10
License pricing license pricing (if provided by the software vendor)
$5 per user/month
Hosting
NA
Functionality score
6
Fit small business
Fit medium business
Fit large business
Software review
360
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
85/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
2.6/10
License pricing license pricing (if provided by the software vendor)
$15 per month
Hosting
On premise and Cloud
Functionality score
3
Fit small business
Fit medium business
Fit large business
Software review