PlanGuru

United States HQFounded 2013

Deployment

Web-basedWindows

Best for

SmallMediumLarge

Overview

About PlanGuru

PlanGuru helps thousands of businesses, nonprofits, and their advisors drive better decision making through these time-tested processes. It set financial goals and assign accountability for results. Analyze financial performance in a timely and practical way that drives better decisions. Understand the full implications of your decisions on profitability and cash, before you make them. Adapt quickly and confidently to a changing world. Define a long-term vision for your company, get everyone working in the same direction.

Run what-if scenarios to evaluate risks and opportunities.

At a glance

Software information

Industries served, licensing and the support PlanGuru provides.

Industries

  • Nonprofit-organization-management
  • Retail

Licensing

  • Proprietary
  • Monthly Payment
  • Annual Subscription
  • Quote Based
  • Free trial

Support

  • Phone
  • 24x7 Support

Training

  • Help Guides
  • Video Guides
  • Case Studies
  • On-Site Training

Knowledge Base

  • Help Guides
  • Video
  • Case Studies
  • On-Site Training
Languages (1)
English

Review analytics

What customers report

5.0
Based on 1 verified review
Ease of use5.0
Features & functionality4.0
Customer support5.0

What users say

Review Analytics of PlanGuru

Every review is verified through Goodfirms before it's published.

5.01 Verified Review
Ease of use5.0
Features & functionality4.0
Customer support5.0
Detailed Reviews of PlanGuru
Sort ByWrite a Review
Jason Smit, CEO at ContentellectVerified Review
Posted on Apr 17, 2023

“The user interface is intuitive and easy to navigate”

Overall rating5.0
Ease of use5.0
Features & functionality4.0
Customer support5.0

We Contentellect use PlanGuru. Our company, an SME digital marketing agency with lots of contract workers uses the budgeting software PlanGuru. The user interface is intuitive and easy to navigate even for those who are new to financial planning or unfamiliar with the technical aspects of budgeting. They provide you with an array of features such as customizable reports and graphs which allow you to visualize your finances in meaningful ways while also providing accurate projections on future spending trends. Customer support is top-notch should any issues arise during use or implementation; they have been very responsive whenever we have reached out for assistance in the past few years since we started using their product. On the flip side primarily, its cost structure can be prohibitively expensive depending upon how much usage you need from it.

Capabilities

PlanGuru features

The full feature set, grouped by module.

Budgeting Software

  • Asset Planning
  • Balance Sheet
  • Consolidation/Roll-Up
  • Financial Planning
  • Reporting & Analytics
  • Scenario Planning

Business Plan Software

  • Business Plan Templates
  • Dashboard
  • Financial Projections
  • Financial Templates
  • Fundraising Management

Plans

PlanGuru pricing

Price Type
Month
Free Version
No
Payment Frequency
Monthly Payment, Annual Subscription, Quote Based
Preferred Currency
USD ($)
Free Trial
30 Days
Standard$99 / month

Media

Screenshots & video

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