Category: Project Management Tool
Industries: Marketing, Business, Fianncial
Starting at $99/mo, PlanGuru is designed for SMB’s and their Advisors. PlanGuru’s sophisticated methods allow you to budget and forecast for up to 10 years without having to create formulas. Plus you get cash flow projections, financial ratios and debt modeling tools to help you evaluate and improve your business performance. QuickBooks, QuickBooks Online, Xero & Excel compatible. Free 30 Day Trial.
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I am attempting to build budgets for my clients using the PlanGuru software installed on the remote cloud desktop. Overall, the product has met my expectations. I have used several similar large/deluxe budgeting tools built for Fortune 500 companies that cost 10 times as much (or more), and this is a very good "abridged" budgeting software for small businesses that is still very feature-rich. The support I have received from the technical team has been very good; they have been very responsive to my requests. The cloud desktop experience was a little bit more laggy than I expected. I LOVE the Excel add-in. It is a very powerful tool. However, I thought the installation of the add-in was a little more complicated than it should be, especially based on the cost of the cloud subscription. There is room for PlanGuru to improve a few things, but I will be using for future clients, and I highly recommend this product for small- to medium-sized businesses.
-Mark D.| Pricing |
|---|
| $99 |
| Per Month (USD) |
| Additional Users $29/mo. |
| $899 |
| Per Year (USD)Additional Users $299/yr |
| Pros | Cons |
|---|---|
| There is room for PlanGuru to improve a few things, but I will be using for future clients, and I highly recommend this product for small- to medium-sized businesses | The one challenge we had as a business was having to move outside of PG during a period of time when cash flow was being managed weekly |
| Excellent for 5-year projections, under different scenarios | PG is limited to monthly |
| It is easy to upload information for historical data | Does not perform as well as I was led to believe |
| The use of the overall product seems good | I requested termination and refund of purchase price but was ignored then told it was my shortcomings for not appreciating the program |
| It saves my time and it generate results fast for planning | No structure just someone droning on about the features |
| The platform is easy for the eyes, help links are awesome." | Online videos are out of date and don't match new updates |
1 S Main St, Fl 3, White Plains, New York US
I've been able to help my clients create future plans and look at many what if scenarios and their affect on the balance sheet without having to worry about whether my formulas are correct in excel.
- Shelly H. CFO
Overall a great cash flow program for the price. it has many features that programs 10 times the price do not have.
- Jeff S. Owner
It is easy to use. It is the only product in the market that I am aware of that focuses on the balance sheet and in particular cash.
- Jody G. Owner
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