Planguru Professional Review

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

Last updated: Sep 23, 2018

Planguru Professional Review

10 reviews
(4.9/5)

Starting from $400 Per license

PlanGuru Professional is an accounting and budgeting software solution for financial needs of businesses. It also offers assistance for tax calculation and management along with forecasting services. The softwa

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What is Planguru Professional? Updated: Sep 23, 2018

PlanGuru Professional is an accounting and budgeting software solution for financial needs of businesses. It also offers assistance for tax calculation and management along with forecasting services. The software was designed and launched by PlanGuru headquartered in New York, United States.

Planguru Professional Average Rating -

The average rating of Planguru Professional is 4.9 stars. The rating is based on 10 aggregated online reviews.

Planguru Professional Typical Customers

The software is extensive enough to fulfill the needs of all businesses sizes. Its modular architecture makes it equally useful for small businesses and startups. On industrial level, it has mostly been used in such industries as financial services, banking, retail and sale, manufacturing, and non-profit etc. Some noteworthy customers of the software include Summit CPA Group, MSN Associates, and Graf Repetti & Co. etc.

Planguru Professional Features

Core accounting features available on the software include accounts payable and receivable, depreciation management, general ledger, and time & expense management. The software offers only one inventory feature of fixed asset tracking.

Reporting module contains balance sheet, budgeting & forecasting, cash flow statement, custom dashboard reports, and profile & loss statements. Bank reconciliation is the only workflow feature on the software.

Planguru Professional 3 Pros

  • 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 Professional 2 Cons

  • PlanGuru does not offer depreciation management in its fixed assets module.
  • The software does not offer a separate module for billing and invoicing services.

Planguru Professional Alternatives

Two main alternatives of PlanGuru Professional are QuickBooks Online and Moneytrackin’. QuickBooks Online offers all the features of PlanGuru in addition to a separate module of billing and invoicing. This module offers the features of automated billing, credit card processing, invoices, purchase orders, and check printing.

Moneytrackin’ does not offer the accounting features of general ledger, accounts payable and receivable, and depreciation management. On the other hand, it offers an extra inventory management feature of depreciation tracking. Customer support service of Moneytrakin’ is also limited compared to PlamGuru.

Planguru Professional Pricing Information

Basic edition of the software is available for $399.95. Enhanced edition, on the other hand, can be purchased for $799.95.

25 MUST Ask Questions Before Buying Budgeting & Forecasting Software

The prime purpose behind investing in the software solution is to boost efficiency and growth. Ask the software vendor (New Horizon Software Technologies) how their business app would improve efficiency of your enterprise.
Planguru Professional has tremendous exposure to different companies. They offer the same type of software to different industries, so they are better aware of who is doing what with their technological product. This also helps them understand and foresee what’s really working. Allow them to share their observations so that you get an ideas about their experience, expertise, and intelligence. This will also be an opportunity to identify the service providers who come up with the most insightful suggestions.
Perhaps your business is growing, will expand in the future and your Budgeting & Forecasting requirements with it. So you would be interested to know if Planguru Professional is scalable and can grow with you. It’s no use investing in a solution that can be scaled.
Each business has different needs. Yours is no different. When it comes to selecting a software solution, you are looking for a tool that can be easily customized and configured to cater to your specific business needs. So you want to understand if Planguru Professional you want to buy is easy to customize.
Such a community forum is the best way to engage users. Getting access to Planguru Professional forums can help new or proposed users connect with product experts through peer-to-peer discussions.
Planguru Professional should answer how their business software will improve your bottom line and ROI.Most service providers make tall claims, so you want to make sure you get your hands on the best solution.
Before choosing a business app, you want to understand that the implementation would be smooth. So you should be interested to find out about the person responsible for handling the implementation process. Do not hesitate to ask Planguru Professional about their qualifications.
A good software vendor should be able to show you a positive track record with their implementation strategy.Try to find out if Planguru Professional method is structured. Your purpose should be to look for one that is structured and flexible to adapt to unexpected situations.
The software vendor should give you a structured data conversion methodology that will enable smooth migration of your information to the new system.
A growing business is always in need for expansion and integration with thrid-party apps is a part of the growth model. When it comes to choosing software, make sure the business app provides an application programming interface for easy integration.
Ask the software product vendor if the tool will allow you to export data to an external file or import data from external sources.
Ask the software vendor (New Horizon Software Technologies) if the software package includes consulting hours. Do not hesitate to ask if there are any hidden charges involved.
You do not want to be caught unawares when a software vendor sends a technician to resolve an issue that may crop up due to varied reasons. You want to make sure the charges are reasonable. Better still, you should be aware of what needs to be paid to the technician sent by the vendor to fix a problem.
You do not want to fall in love with the front end unless you are 100% sure that the software is compatible with your existing system. Ask the software vendor is you need any specific hardware to install the software. Will the business application run on your existing workstations. How much space will the software take on the disk drive? Is there a need for RAM upgrade to successfully run the software for optimum performance?
You should enquire about the cost of having more than one terminal in your store. While some software vendors charge on the basis of the number of store locations, others charge per terminal.
When you are looking for a software solution, make sure you know if the vendor charges any fee to get you started. You should also be interested to know if there are any software maintenance charges for you to pay.
Your business is accountable to customers, regulators, employees, and partners. So you should look for one software vendor who has adopted a comprehensive, technically sound security and compliance program. Does the vendor map your needs for security controls?
Data loss can prove extremely risky for any business. So you should always ask the vendor about their backup policy. How often is data backed up and what is the cost for the same?
What is the software vendor's policy on disaster recovery? Are any charges involved for disaster recovery support if a catastrophic hardware failure affects your system?
How easy is the software to work on? Is it user friendly for your end users? Does it involve any complexities that are difficult to understand for the team? Even a feature-rich solution is of no use if end users find it difficult to use.
New Horizon Software Technologies should clearly mention whether the solution is complex or simple to use. If it is not an easy-to-use software solution, then do they provide training? What is the level of training your team requires to make the most of the solution?
You will be interested to know about the software updates. When is it updated? Does the service provider notify customers when the upgrades are scheduled? Does the software work when the upgrades are under way? How long does the process take?
You should be interested to enquire about how an issue is handled at the side of the software vendor. Do not hesitate to question about who will respond to your emergency calls. What is their experience in software industry?
If the software vendor is widely popular, chances are that they have a good product. So always check their client base to measure their product's competence in the market.
Testing is crucial to ensuring that the software runs as promised. So you should try to find out if the vendor offers any free trial runs or try before you buy the product. By testing the concept first, it gets easier to understand the software product's functionality and allay fears before signing a contract.


Planguru Professional Categories


Specifications

Company:
Address: White Plains, NY
Customers: Medium business, Large business
Business Area: Cross Business Areas
Platforms: Desktop, Cloud
Operating Systems:


Planguru Professional Features


Planguru Professional News (2016)





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