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PlanGuru Review

PlanGuru OUR SCORE 83%
starting price $99
our score 83%
free trial
  1. What is PlanGuru
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is PlanGuru?

PlanGuru is a low-cost web-based (Windows) aggressive software for enterprises and non-profitable organizations all over the world. With its powerful construction, budgeting/forecasting/financial planning becomes a tad easier for various types of users ranging from entrepreneurs building a high level planning and scheming for investors or larger corporations demanding a comprehensive multi-departmental operating allocation. With PlanGuru, more precise analysis can be created with less time. PlanGuru’s accounting platform provides users with projection performance that other standard accounting systems can’t deliver. projections and analysis that standard accounting software can’t perform. Powerful yet simple to use, PlanGuru can easily simplify complex computations, budgeting, and forecasting responsibilities whereas other systems rely heavily on the expensive full-scale ERP solution. In our PlanGuru reviews you’ll learn more about the software’s benefits, pricing, technical specs and more.

Product Quality Score

Ease of use
Customer support
Value for money

PlanGuru features

Main features of PlanGuru are:

  • Sub-Totaling feature to group and collapse/expand accounts
  • Forecast up to 10 years, on monthly, quarterly or annual basis
  • QuickBooks & Excel import utilities
  • Unlimited number of projection workbooks
  • Sub-schedules for added support
  • Consolidate unlimited number of projections
  • Integrated Financial Statement Structure
  • Make line items a percentage of other lines
  • Cash Flow Forecasting
  • General Forecast methods
  • Compute financial trends based on historical data
  • Adjust prior period amounts by a percentage
  • Compute amounts based on non-financial items
  • Automatically amortize notes payable
  • Enter amounts you compute
  • Link line items to an Excel spreadsheet
  • Specialized Forecast Methods
  • Compute accounts payable based on average days to pay
  • Line of credit automatically advances and pays off line
  • Compute accounts receivable based on average days to collect
  • Automatically expense prepaid expenses
  • Custom Forecasting using Non-Financial Data
  • Handles withheld and accrued taxes
  • Create 2 user defined taxes based on income
  • Auto computes Break Even Analysis
  • Add Comments to explain forecasting decisions
  • Auto and Custom Financial Ratios
  • Business Valuation Tool
  • Ratio reports
  • Run Reports to PDF or Excel
  • Balance Sheet Income Statement, Statement of Cash Flow
  • Budget vs Actual reports
  • Assumptions and comments reports
  • Engagement Tool for professional accountants
  • Non-financial items report
  • Break even analysis report

PlanGuru Benefits

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.

Standard Accounting

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.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Support Types

  • Phone
  • Online

PlanGuru Integrations

The following PlanGuru integrations are currently offered by the vendor:

  • QuickBooks
  • Microsoft Excel
  • PlanGuru Cloud
  • PlanGuru Launch (product and training package)
  • PlanGuru Analytics
  • Advanced Reporting


Customer Support


Pricing Plans

PlanGuru pricing is available in the following plans:

Free trial
PlanGuru Basic
PlanGuru Enhanced