PlanGuru

4.5/5 stars

A budgeting, forecasting, and planning software designed primarily for small and medium-sized businesses and nonprofits.

Pros

Detailed forecasting capabilities for up to 10 years.
Integration with popular accounting software like Excel and QuickBooks.
Customizable financial statements and reports.

Cons

Forecasting period may be limited compared to more extensive systems
Steep learning curve from traditional spreadsheet format

The Bottom Line

PlanGuru is great for small businesses and nonprofits looking for a budget-friendly way to handle their financial planning and analysis.

This page may contain affiliate links. Our assessments are grounded solely in the product’s merits and performance.

Plans & Pricing

Single Entity

$75/per month

1 user
Budget/forecast for up to 10 years
Unlimited # of scenarios per company
Pre-built 3-way forecasting structure
Formula builder to create custom methods

Visit Site

Multi-Department Consolidations

$225/per month

3 users
Everything in Single Entity, plus:
Consolidate scenarios with multiple departments, divisions, or locations

Visit Site

Pricing information is retrieved from publicly accessible pricing materials. The actual cost may vary based on specific plans chosen. Always check directly with the seller for the final quote.

Pricing information last updated March 7, 2024.

Ask Haystack AI

Find out if PlanGuru is right for your business.

Product Review

PlanGuru’s unique offering lies in its combination of simplicity, affordability, and powerful forecasting capabilities tailored for SMBs and nonprofits. Unlike some more complex and costly systems, PlanGuru provides a balance of ease-of-use and depth of analysis, making it an attractive option for businesses looking to advance beyond spreadsheets without investing in large-scale enterprise solutions.

Here are some of its key features:

General ledger import utilities for easy historical data integration.
Unlimited budgeting flexibility to accommodate various planning needs.
Scenario analysis for informed decision-making.
Comprehensive reporting tools, including standard and custom reports.

Best for: Small Businesses and Nonprofits

Businesses that would benefit most from PlanGuru include SMBs and nonprofits looking for a more structured and efficient way to handle their financial planning and analysis without the complexity and high costs associated with larger, more complex systems. PlanGuru’s user-friendly interface, combined with powerful forecasting and budgeting tools, makes it ideal for organizations seeking to enhance their financial planning processes with more accuracy and less manual effort.

While PlanGuru offers a wide range of financial modeling features, it may not provide the depth of functionality required by very large enterprises or those with highly specialized financial modeling needs, such as advanced risk management or investment portfolio analysis.

Why We Love It:

The software’s flexibility in creating multiple forecasts and budgets using various assumptions and KPIs.
The ability to use Excel to add further flexibility to financial models.
Subschedules that allow for detailed revenue forecasting and expense tracking.
The integration of balance sheet forecasting to understand the impact of financial decisions.