Business Projections
Anonymous | TrustRadius Reviewer
Updated May 20, 2015

Business Projections

Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version


Modules Used

  • Budgets/Projections

Overall Satisfaction with PlanGuru

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.
  • 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.
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.

Using PlanGuru

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

PlanGuru Implementation

Great tool for projections and forecasting.

Using PlanGuru