Reports and Analysis
PlanGuru’s unconventional report templates for Balance Sheet, Budgeting & Forecasts, Cash Flow Statement, Custom Dashboard Reports, and Profit & Loss Statement are deemed very effective in terms of precision and sophistication by industry experts. They are customizable too.
One of the benefits we consistently note in our PlanGuru reviews is that it lets users perform standard accounting tasks including: Accounts Payable (A/P), Accounts Receivable, Depreciation, General Ledger, and Time & Expense Management.
Human Resources and Payroll
PlanGuru lets users run cost estimates and projections for future staffing purposes, a feature absent in most standard accounting systems.
Inventory and Services Management
PlanGuru can be set to monitor depreciation as well as follow the disposition of fixed assets.
Integration and Productivity
PlanGuru is loaded with productivity tools that other popular accounting systems lack, including Quickbooks. With PlanGuru, users experience smooth traffic of data and powerful number crunching capabilities. The system also works well with Excel and can take advantage of Excel’s impressive number manipulation without compromising security as well as accuracy of data.
PlanGuru’s feature set includes reconciliation capabilities which will surely help clients to monitor their bank accounts, credit transactions, and transfers and keep everything accurate and updated.
Scalability and Expandability
An Expanded Edition is available, which composes of all the features found in the Basic plan and more. This edition flaunts advanced functions including: Consolidations, Business Valuation, Engagement Tools, Subtotaling and Additional Exporting Capabilities. Each additional license for both editions is valued at $249.95. All of these are one-time fees. If, however, users require more visibility to key performance indicators and financial performance, they have the option to use the cloud-hosted PlanGuru Analytics. It’s a web-based dashboard and reporting feature that is compatible with PlanGuru. It offers clients and colleagues with access to view both high level KPIs and mapped out financial performance and is valued at $35 per user per month.