Float vs PlanGuru | TrustRadius

Likelihood to Recommend

Float is great for a startup/small (< 20 employee companies) that have limited resources for keeping an eye on cash flow. Yes, you could hire a contractor CFO, but it would simply be less expensive to use Float and educate yourself a bit about cash flow. For larger companies I feel like you would have a dedicated financial controller or CFO that may already have tools they are familiar with, but this service might also still be useful.

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C-Level Executive in Corporate

Financial Services Company, 11-50 employees

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The ease with which one can design and project promotional incentives to drive sales for new products is impressive. Another useful features of this program is that companies can optimize revenue using predictive analytics.

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Verified User

Professional in Other

Writing & Editing Company, 51-200 employees

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Feature Rating Comparison

Float

PlanGuru

Standard reports

Dashboards

Custom reports

Float

PlanGuru

Accounts payable

Accounts receivable

Cash management

Bank reconciliation

Expense management

Time tracking

Fixed asset management

Multi-division support

Regulations compliance

Electronic tax filing

Self-service portal

Global Financial Support

Primary and Secondary Ledgers

Intercompany Accounting

Localizations

Journals and Reconciliations

Enterprise Accounting

Configurable Accounting

Centralized Rules Framework

Standardized Processes

Float

PlanGuru

Pay calculation

Benefit plan administration

Direct deposit files

Salary revision and increment management

Reimbursement management

Float

PlanGuru

API for custom integration

Plug-ins

Float

PlanGuru

Single sign-on capability

Role-based user permissions

Float

PlanGuru

Inventory tracking

Automatic reordering

Location management

Manufacturing module

Float

PlanGuru

Pricing

Order entry

Credit card processing

Cost of goods sold

Order Orchestration

End-to-end order visibility

Order exception Resolution

Pros

Cash flow management.
Forecasting out how much you can spend.
Quickbooks integration.

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Verified User

C-Level Executive in Corporate

Financial Services Company, 11-50 employees

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Allows for several different scenarios for the same company
Modification in specifications alterable
Allows for changes at any level with several criteria.

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Verified User

Professional in Finance and Accounting

Accounting Company, 11-50 employees

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Cons

Quickbooks integration could be improved to automatically include recurring transactions.
Pricing is a little steep for smaller businesses.

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Verified User

C-Level Executive in Corporate

Financial Services Company, 11-50 employees

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High cost.
Limited scalability.

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Verified User

Professional in Other

Writing & Editing Company, 51-200 employees

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Likelihood to Renew

No score

No answers yet

No answers on this topic

PlanGuru 7.0

Based on 1 answer

It hasn't really been a viable program for our office.

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Verified User

Professional in Finance and Accounting

Accounting Company, 11-50 employees

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Implementation Rating

No score

No answers yet

No answers on this topic

PlanGuru 9.0

Based on 1 answer

Great tool for projections and forecasting.

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Verified User

Professional in Finance and Accounting

Accounting Company, 11-50 employees

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Alternatives Considered

No answers on this topic

A must-have for all large corporations with intensive new product development programs to boost sales and revenue. It is better than others in terms of ease of operation and adaptability. The customer support lent to the buyers is excellent. All issues pertaining to the service or product are timely resolved.

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Verified User

Professional in Other

Writing & Editing Company, 51-200 employees

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Return on Investment

We've had a positive ROI since we're able to take bigger risks now that we understand how much cash will be in our account on what day.
We are able to make adjustments to our contractors and services to grow our business faster.

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Verified User

C-Level Executive in Corporate

Financial Services Company, 11-50 employees

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Improves business process agility.
Drives revenue growth.

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Verified User

Professional in Other

Writing & Editing Company, 51-200 employees

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Pricing Details

General

Free Trial

Yes

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

Float Editions & Modules

Edition

Small	$29
Medium	$59
Large	$119

Additional Pricing Details

Annual billing available at a discount

General

Free Trial

Yes

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

PlanGuru Editions & Modules

—

Additional Pricing Details

—

Rating Summary

Float

PlanGuru

Float

PlanGuru

Float

PlanGuru

Float

PlanGuru