Score 8.0 out of 10


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

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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 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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(1-2 of 2)
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Score 8 out of 10
Vetted Review
Verified User
This product is immensely useful to large corporations that introduce new products annually to drive their revenue and profits. Product promotion through effective planning and budgeting modules are the most attractive features of this product. This product is highly regarded as one of the best in business among the sales fraternity.
  • High quality integration and deployment.
  • Good service and support.
  • High cost.
  • Limited scalability.
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.
  • Improves business process agility.
  • Drives revenue growth.
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.
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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