A multi-module management system designed by New Horizon Software Technologies for professional services companies.

Income Statement
Cash Flow
Balance Sheet
Non-Financials

About PlanGuru

PlanGuru is budgeting, forecasting and planning software designed to help small and medium sized businesses prepare their budgets and forecasts in a fraction of the time they would spend in their spreadsheet software. PlanGuru combines a flexible framework with sophisticated yet easy-to-use tools, at a value that is unrivaled.

Video Overview

Versions Available

PlanGuru is available in 3 editions:

Professional Edition

The Professional Edition offers multi-year budgeting/forecasting. Features include:

  • Automatically integrated balance sheet, income statement and cash flow
  • Customizable financial statements and reports
  • Automatic financial ratios, including automatic breakeven analysis
  • Ability to import from and export to Excel

Consultant Edition

The Consultant Edition gives you all the features of PlanGuru Professional PLUS:

  • Improve the financial planning process with goal setting features
  • Consolidate up to 20 departments, divisions or subsidiaries
  • Set up a financial performance measurement system
  • Value a business with PlanGuru Business Valuation tools
  • Import account data directly from QuickBooks
  • Tools to help Professional accountants complying with AICPA reporting guidelines

Special Edition for QuickBooks

This is a single year budgeting tool designed especially for QuickBooks users. Although all Editions of PlanGuru can import data directly from QuickBooks, this edition is designed especially for QuickBooks users.

Features

Some of the most used features and functionalities within PlanGuru are:

Business Analyzer

The PlanGuru Business Analyzer is an add-on module to the Professional and Consultant Editions of PlanGuru. This module produces a report that analyzes trends in a company’s financial data for up to 5 years and when coupled with the RMA Statement Studies database, how its’ performance compares to its’ industry peer group.

PlanGuru Budgets, Forecasts and Projections

PlanGuru provides you with robust budgeting software for your needs. PlanGuru includes the following features:

  • Prepare budgets & forecasts for up to 10 years
  • Budget and forecast for up to 10 years on monthly, quarterly or annual basis
  • Start a financial projection at an interim date
  • Unlimited number of companies, budgets, forecasts, non-financial items such as units sold, supporting schedules
  • Customization of financial statements and reports
  • Import data from Excel or QuickBooks
  • Export data to Excel or pdf documents
  • Automatically compute financial ratios and break even analyses
  • Drill down with sub totals and sub schedules
  • Consolidate departments, divisions and subsidiaries
  • Create business valuations
  • Specialized reporting tools for the professional accountant

Pricing

  • Monthly Plan: $99/month, each additional user $29/month
  • Annual Plan: $899/year, each additional user $299/year

Product Overview

Market Focus

Ratio of reviewers by organization size.

Industry Focus

Ratio of reviewers by sector.

16%
16%
Non-Profit
10%
10%
Finance & Insurance
10%
10%
Professional Services
9%
9%
Consulting
9%
9%
Manufacturing
Other Industries:
  • Health Care (6%)
  • Marketing (6%)
  • Construction (5%)
  • Distribution (5%)

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User Reviews of PlanGuru

Submitted on August 4th, 2013 by Jeff Farr

Whether you are just now forecasting for a new business or a seasoned professional, this software by PlanGuru is the best in the market. With the amount of time saved and the increased accuracy of my financials, money saved is money earned.

I’ve operated a number of businesses over the years and have only used Excel. The time and effort trying to forecast and verify that your formulas match is a nightmare.

PlanGuru lets me forecast and plan all projects and departments in a few keystrokes. I can enter in my expenses and revenues and enter new estimates within minutes. It used to take hours.

No matter the industry, I thin this is the simplest and easiest way to budget. I chose the launch program and they built all my models for me to get me going. It’s well worth the fee.

Submitted on August 20th, 2011 by James Jones from Ramsden Industries Limited

We’re a manufacturer of alluminum castings for various industries. We looked at PlanGuru back in 2010 and we were looking for a product that could help with extended forecasts, that would include balance sheet and cash flows.

We’ve explored Excel as we’ve created many budgets within it in the past, but we never went to the extent of creating balance sheets and cash flows.

We went through some ownership changes and wanted to facilitate what cash we would need. We found PlanGuru to be very helpful with this. The support is good and it’s a very intuitive product. The data was accurate.

Now, we use it to update our budgets and handle rolling forecasts. The actuals can be incorpoarted into the budgeting forecast. The cash flows will reflect our actuals for the first part of the forecast, which helps us fine tune where the cash is coming from.

We can also make assumptions based on what we think our cash will do in accounts payable or accounts receivable. It lets you know what’s happening on a daily basis. I recommend PlanGuru for any company who needs forecasting or budgeting in their business.