PlanGuru
Advanced financial forecasting and budgeting software for businesses and nonprofits
About PlanGuru
PlanGuru is a powerful financial planning tool designed to help businesses and nonprofits make smarter decisions, increase profitability, and achieve their goals. With features like rolling forecasts, scenario analysis, and integrated financial statements, PlanGuru provides the insights needed to adapt to changing markets and drive long-term success.
Pricing
Full pricing pageSimple Client Pricing (Annual)
Designed for Advisors serving SMB and Nonprofit clients, this cloud-based platform simplifies budgeting and forecasting for single entities or multi-department organizations, while delivering dashboards and reports that turn data into confident decision making.
- Includes 3 Clients
- Each Additional Single Entity Client: $42/mo.
- Each Additional Client w/ Consolidations: $99/mo.
- Order in App
- 30 Day Money Back Guarantee
- Cloud-based Budgeting & Reporting
- Import Integrations QuickBooks Online, Xero & Excel
- Import Excel Import for Financial & Non-Financial Data
- Import up to 5 Years of Actual Results
- Budgeting/ Forecasting Budget/Forecast for up to 10 Years
- Unlimited # of Scenarios per Company
- Pre-built 3-Way Forecasting Structure
- 20+ Standard Forecasting Methods
- Formula Builder to Create Custom Methods
- Forecast using Assumptions & KPIs
- Workforce Planning
- Notes Payable and Line of Credit Tools
- Ratios & KPIs
- Consolidate Scenarios with Multiple Departments, Divisions, or Locations
- Reporting & Analysis provides customizable Dashboards & Reports for your Clients
- Advanced Reporting Excel Add-in
- Permission-based User Access Levels
- Onboarding & Support Resources In-App Help Guides, Video Tutorials & Knowledge Base
- PlanGuru University
- U.S.-based Technical Support
Simple Client Pricing (Monthly)
Designed for Advisors serving SMB and Nonprofit clients, this cloud-based platform simplifies budgeting and forecasting for single entities or multi-department organizations, while delivering dashboards and reports that turn data into confident decision making.
- Includes 3 Clients
- Each Additional Single Entity Client: $49/mo.
- Each Additional Client w/ Consolidations: $119/mo.
- Order in App
- 30 Day Money Back Guarantee
- Cloud-based Budgeting & Reporting
- Import Integrations QuickBooks Online, Xero & Excel
- Import Excel Import for Financial & Non-Financial Data
- Import up to 5 Years of Actual Results
- Budgeting/ Forecasting Budget/Forecast for up to 10 Years
- Unlimited # of Scenarios per Company
- Pre-built 3-Way Forecasting Structure
- 20+ Standard Forecasting Methods
- Formula Builder to Create Custom Methods
- Forecast using Assumptions & KPIs
- Workforce Planning
- Notes Payable and Line of Credit Tools
- Ratios & KPIs
- Consolidate Scenarios with Multiple Departments, Divisions, or Locations
- Reporting & Analysis provides customizable Dashboards & Reports for your Clients
- Advanced Reporting Excel Add-in
- Permission-based User Access Levels
- Onboarding & Support Resources In-App Help Guides, Video Tutorials & Knowledge Base
- PlanGuru University
- U.S.-based Technical Support
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