PlanGuru
2 Reviews 5/5 ★ ★ ★ ★ ★A SMB budgeting and financial reporting system designed by New Horizon Software Technologies for professional services companies.
Product Overview
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.Pros
- Detailed forecasting capabilities
- Compatible with Excel and QuickBooks
- Suitable for small to medium-sized businesses and nonprofits
Cons
- Limited forecasting years
Target Market
SMBs seeking advanced financial planning and forecasting tools, as well as personalized support.About PlanGuru
Video Overview
Features
- 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
- 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: $83/month, each additional user $25/month
A free trial is available with a 30-day, money-back guarantee.
Product Overview
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User Reviews of PlanGuru
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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.
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.
