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What is PlanGuru?

PlanGuru is budgeting, forecasting and financial analytics software for SMB's, Nonprofits and the Accountants/ Advisors that work with them.

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Recent Reviews

TrustRadius Insights

Plan Guru is a versatile budgeting, forecasting, and financial analysis tool that has simplified the process for many users. With its …
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Business Projections

9 out of 10
May 20, 2015
Our firm does occasional projections for clients and fine tunes the scenarios for financial and tax purposes. Typically, it is used by the …
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PlanGuru App


per month

PlanGuru Desktop


On Premise
per month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visit


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $99 per month
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Product Demos

Notes payable in PlanGuru demo


Importing from Excel into PlanGuru demo


PlanGuru Budgeting wizard demo


PlanGuru Software Demo Review

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Product Details

What is PlanGuru?

PlanGuru is budgeting, forecasting and financial analytics software for SMB's, Nonprofits and the Accountants/ Advisors that work with them.

PlanGuru Features

  • Supported: Budget / Forecast for up to 10 years
  • Supported: Intelligent 3-Way Forecasting Structure
  • Supported: 20+ Standard Forecasting Methods w/ Custom Formula Builder
  • Supported: Notes Payable and Line of Credit Tools
  • Supported: Financial Ratios
  • Supported: Online Dashboard, Scorecard and Reporting Tools

PlanGuru Screenshots

Screenshot of Income StatementScreenshot of Balance SheetScreenshot of Cash FlowScreenshot of Payroll ForecastingScreenshot of KPI's Example

PlanGuru Competitors

PlanGuru Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac
Mobile ApplicationNo

PlanGuru Customer Size Distribution

Small Businesses (1-50 employees)90%
Mid-Size Companies (51-500 employees)10%
Enterprises (more than 500 employees)0%
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Reviews and Ratings


Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Plan Guru is a versatile budgeting, forecasting, and financial analysis tool that has simplified the process for many users. With its user-friendly interface, users can easily manage their budgets and projections, saving time and reducing the hassle compared to using Excel. Many users trust Plan Guru's calculations and rely on them for making adjustments in projections and immediately seeing the effect on cash flow. This is especially beneficial for those who offer Financial Planning & Analysis services to clients.

Plan Guru is sought after by users who are seeking new financing, as the tool helps them demonstrate the need for Line of Credit financing, showcase their organization's ability to repay short-term needs, and analyze the impact of acquisitions or debt-restructuring options. Prior to using Plan Guru, many users found their budgeting, forecasting, and financial analysis processes inefficient and ineffective. Plan Guru has allowed them to spend less time entering data and focus more on critical thinking, creating attainable forecasts, and holding teams accountable based on those forecasts.

The software is also helpful for staff planning, as it enables users to forecast wages, payroll taxes, and benefits. This allows them to make informed decisions on hiring priorities and understand their impact on cash flow. It effectively solves key questions related to cash flow projection, return on investment, loan repayment, and interest calculations for its users.

One of the notable advantages of using Plan Guru over large Excel sheets is its simplicity in managing budgeting and forecasting needs. Users appreciate how it avoids complexity and potential issues associated with managing large Excel sheets that others may not fully understand. Its flexibility also stands out as users can run multiple scenarios for large-scale projects, optimizing Return on Investment by swapping out versions of each subsidiary and analyzing consolidated financials.

Users value the speed and ease of building projections using Plan Guru's integrated balance sheet, profit & loss statement, and cash flow features. These features have been instrumental in helping users confidently budget, project income statements, track cash flow, and make strategic choices based on various scenarios, thereby elevating their analysis and planning capabilities. The software's reports, analytics, and data are highly regarded for flow management and planning purposes.

Plan Guru is a versatile tool that allows users to run a professional outsourced CFO business. It provides professional budgeting models and customized reporting for themselves and their clients. Users appreciate that even team members without extensive financial expertise can manage budgets fluently with the user-friendly nature of the software.

The forecasting and budgeting capabilities of Plan Guru, along with its reporting features, have been key for users in effectively managing their businesses. Plan Guru has been recommended by users based on their positive experiences, particularly for small businesses with revenue under $10 million and fewer than 50 employees. While there are areas for improvement and some limitations mentioned by users, it continues to be recommended and valued by those who rely on it for their financial planning needs.

Users have highlighted the need for more flexibility in automating the recording of historical and actual values, as well as improvements in user-friendliness and reporting capabilities. However, they appreciate the stability of the software and the fact that they have never lost any data. Users also find the price point of Plan Guru appealing, as it offers rich features at a fraction of the cost compared to similar tools for larger companies.

The customer support provided by Plan Guru has been professional and responsive, with quick responses to user questions and issues. Some users have found the additional fee required for customer support to be worth it due to the level of assistance received. Overall, Plan Guru has been suitable for users who are not CPAs or trained bookkeepers but need to create budgets and projections for their businesses. The software has helped them identify areas of their business that need improvement and focus.

In conclusion, Plan Guru is highly regarded as a valuable tool for financial planning and budgeting. Its user-friendly interface, accurate calculations, and time-saving features have made it a preferred choice for many users. Whether used for staff planning, demonstrating financing needs, or making strategic decisions based on multiple scenarios, Plan Guru consistently delivers results that help drive business success. Despite some limitations, its affordability and reliability make it a strong contender in the market, particularly for small businesses seeking robust financial planning capabilities without breaking the bank.

Flexible and Easy to Use: Users found PlanGuru to be immensely flexible and easy to use, making it a wonderful tool for both small businesses and large enterprises. Some users felt that it was not overly complicated but still had sophisticated options that could accommodate their needs. They appreciated the ease of budgeting projects, integrating with software like QuickBooks, and customizing their forecasts.

Excellent Customer Support: Users highly regarded PlanGuru's customer support, noting that the support team was responsive and knowledgeable. They received assistance within 24 hours or less through email or one-on-one phone calls. Some users mentioned that the initial support they received during setup improved their experience with Plan Guru. The prompt and helpful service provided by the support team was greatly appreciated.

Powerful Forecasting Capabilities: Users praised PlanGuru for its ability to build complex financial models and projections without worrying about the integrity of a complicated Excel file. This feature was seen as a major advantage, allowing them to easily import data from QuickBooks Online into an empty financial model for various scenarios. The ability to run what-if scenarios provided a clear picture of market risks and opportunities according to some users.


  • Limited Reporting Functionality: Some users have mentioned that the reporting options in PlanGuru are not as advanced as those offered by other tools. While they appreciate the standard table reports, they would like to see more flexibility and advanced features in the reporting capabilities.
  • Occasional Technical Glitches: Several users have reported experiencing occasional glitches with the software, which have had a negative impact on their overall user experience. These issues required them to seek technical support for resolution.
  • Insufficient Customer Support: Users have expressed dissatisfaction with the level of customer support provided by PlanGuru. While basic assistance is available, they feel that additional help should be included without an extra cost, considering the price of the software.

Attribute Ratings


(1-1 of 1)
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Score 9 out of 10
Vetted Review
Verified User
Our firm does occasional projections for clients and fine tunes the scenarios for financial and tax purposes. Typically, it is used by the Financial/Compilation Department.
  • Allows for several different scenarios for the same company
  • Modification in specifications alterable
  • Allows for changes at any level with several criteria.
  • Can be a bit complicated for new users.
I suggest becoming fully familiar with the program before first time use as it can become costly and a charge off to a client would not be practical.
  • There hasn't really been much use of this product for some time.
We contacted PlanGuru for a low-cost module initially for use on a particular client. It has been used several times since by my department for projections. It's fairly adaptable with our QuickBooks business clients.
It hasn't really been a viable program for our office.
Great tool for projections and forecasting.
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