Planful vs PlanGuru

Side-by-side comparison of features, reviews, pricing and more

Planful

Category: Project Management Tool
Industries: Marketing, Business, Fianncial

Pricing

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PlanGuru

Category: Project Management Tool
Industries: Marketing, Business, Fianncial

Pricing

$99

Per Month (USD)

Additional Users $29/mo.

$899

Per Year (USD)Additional Users $299/yr

20M+ Downloads
5/5

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Planful reviews

I love the people that I work with mostly, and the system is pretty amazing. I can easily geek out about it. Dynamic Reports are excellent, user friendly and add great value! The ease of setting up permissions and security is wonderful, and Planful does it's best to continue to make changes to their system to

- Angel W. IT Controller

Implemented this software solution at my office. It was less expensive than some of the other providers, and we expected the product to perform as such. There are some drawbacks to the product, but I think these are in-line with the price.

- Bradley G. Manager

Host Analytics Dynamic Planning has been the most flexible, dynamic and user-friendly analytical tool I have ever used in my 30+ year's career. Their customer support is second to none, and has always been there to solve any issues we encounter. The platform is ever-changing, based on challenges faced by and recommendations made by their customers. Each time operations requests a new or different way to analyze our market conditions, financial results, or forecasted projections, our department can produce their requests quickly and in real-time.

- Janet G. Vice President, Planning and Analysis

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

Pros & cons

Planful

Pros
OVerall is a great tool for the ease of standardizing and managing our reports
Great experience for me
We have a dedicated business systems resource on our team who helps a lot
Can include links to images of transaction source documents, providing great transparency in reporting
Spotlight for Excel add in to develop custom, refreshable reports is a great help
I honestly think it's great, particular for users whose current ERP systems are lacking in the core FP&A functionalities Planful provides."

Cons
A data pull is not immediate and can cause some frustration if data is not pulled 100% accurately the first time
The interface is pretty dated
I also mainly use chrome as my browser and there seems to be a lag time when scrolling in a template which is a bit of a pain
We have also transformed to a rolling forecast using modeling, so that the annual budgets required by lenders comes from the forecasts, and is no longer a time-consuming annual task
The new row sets are difficult to get to the exact detail and adjusting cold width can't be done in a cluster in chrome."

PlanGuru

Pros
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
Excellent for 5-year projections, under different scenarios
It is easy to upload information for historical data
The use of the overall product seems good
It saves my time and it generate results fast for planning
The platform is easy for the eyes, help links are awesome."

Cons
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
PG is limited to monthly
Does not perform as well as I was led to believe
I requested termination and refund of purchase price but was ignored then told it was my shortcomings for not appreciating the program
No structure just someone droning on about the features
Online videos are out of date and don't match new updates
Has no flexibility for FX management
I have a number of expenses in CAD, and revenues in USD, and I don't have the flexibility to see the impact of FX."

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4.6/5

20M+ downloads

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