PlanGuru

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.

20M+ Downloads
5/5

#1 in Magazines & Newspapers

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Highlights

Pricing
$99
Per Month (USD)
Additional Users $29/mo.
$899
Per Year (USD)Additional Users $299/yr
ProsCons
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 businessesThe 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 scenariosPG is limited to monthly
It is easy to upload information for historical dataDoes not perform as well as I was led to believe
The use of the overall product seems goodI 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 planningNo 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The platform is easy for the eyes, help links are awesome."Online videos are out of date and don't match new updates

Address

1 S Main St, Fl 3, White Plains, New York US

Contact

N/A

(888) 822-6300

https://www.planguru.com/

PlanGuru reviews

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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Speechify is the #1 audio reader in the world

Get through books, docs, articles, PDFs, email – anything you read – faster.

4.6/5

20M+ downloads

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