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

      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.

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      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​​.

      PlanGuru

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

      Single Entity

      $75 per month for 1 user to budget and forecast unlimited scenarios up to 10 years

      Continue on PlanGuru website

      Multi-Department Consolidations

      For $225 a month, up to 3 users and features for consolidating scenarios across multiple departments or locations

      Continue on PlanGuru website

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