PlanGuru
Budgeting and forecasting software
Cash flow management software
Financial analysis software
Accounting & finance software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$83 per month
Free Trial
Free version unavailable
Small
Medium
Large
- Public sector and nonprofit organizations
- Construction
- Agriculture, fishing, and forestry
What is PlanGuru
PlanGuru is a budgeting, forecasting, and financial planning application used to build budgets, rolling forecasts, and multi-year projections. It is commonly used by small to mid-sized organizations and finance teams that want structured planning models without deploying a full enterprise planning platform. The product emphasizes driver-based forecasting, scenario analysis, and integrated financial statements (income statement, balance sheet, and cash flow). It is typically implemented as a standalone planning tool that can import/export data to accounting systems and spreadsheets.
Driver-based planning models
PlanGuru supports driver-based budgeting and forecasting, allowing users to model revenue and expense assumptions and propagate them through financial statements. It includes scenario and what-if analysis to compare alternative plans and sensitivities. This approach fits teams that need structured planning beyond spreadsheet-only workflows but do not require a broad enterprise performance management suite.
Integrated financial statements
The product is designed to produce linked income statement, balance sheet, and cash flow projections from a single set of assumptions. This helps finance teams reconcile operational drivers with cash impacts and working capital changes. It can be useful for planning cycles that require multi-year projections and lender/investor-style reporting outputs.
SMB-oriented planning workflow
PlanGuru is generally positioned for smaller finance teams that need budgeting and forecasting capabilities with a lighter implementation footprint than many enterprise planning platforms. It provides templates and structured workflows that can standardize planning across departments. For organizations with limited FP&A resources, this can reduce reliance on complex spreadsheet models.
Less suited for enterprise scale
Compared with larger planning platforms in this category, PlanGuru is typically less oriented toward complex enterprise requirements such as extensive multi-entity consolidation, very large user populations, and highly customized planning applications. Organizations with complex global structures or heavy governance needs may outgrow its planning and administration model. This can lead to parallel tooling for consolidation or advanced performance management.
Integration depth varies
PlanGuru commonly relies on imports/exports and connectors rather than deep, end-to-end integrations across ERP, HR, CRM, and data warehouses. Teams may need additional effort to automate data pipelines, manage master data, and maintain consistent dimensions across systems. This can increase manual work during monthly forecasting cycles if source systems change frequently.
UI and modeling flexibility limits
Users who are accustomed to highly interactive web-based modeling, rich dashboards, and extensive self-service analytics may find PlanGuru’s interface and reporting less flexible. Building specialized planning applications (for example, complex workforce planning or advanced allocation logic) may require workarounds or external analysis tools. This can limit adoption outside the core finance team.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| PlanGuru App — Single Entity | $83/mo (billed annually) or $99/mo (month-to-month) | Cloud-based single-entity plan; includes 1 user. Additional users: $25/mo (annual) or $29/mo (monthly). Includes QuickBooks Online/Xero/Excel import, up to 10-year forecasts, unlimited scenarios, 3-statement forecasting & automated cash flow. 30-day money-back guarantee; 30-day free trial available. |
| PlanGuru App — Multi-Department Consolidations | $250/mo (billed annually) or $299/mo (month-to-month) | Cloud plan for multiple departments/divisions; includes 3 users. Additional users: $25/mo (annual) or $29/mo (monthly). Same forecasting/reporting features plus consolidation support. 30-day money-back guarantee; 30-day free trial available. |
| PlanGuru Desktop — Single Entity | $83/mo (billed annually) or $99/mo (month-to-month) | Windows Desktop/Server install; includes 1 user. Additional users: $25/mo (annual) or $29/mo (monthly). Import QuickBooks (Desktop/Online), Xero, Excel; 20+ forecasting methods, cash flow & 3-statement forecasting, Excel add-ins. 30-day money-back guarantee; 30-day free trial available. |
| PlanGuru Desktop — Multi-Department Consolidations | $250/mo (billed annually) or $299/mo (month-to-month) | Desktop/server option supporting departmental consolidations; includes 3 users. Additional users: $25/mo (annual) or $29/mo (monthly). Consolidate unlimited projections; same forecasting/reporting toolset. 30-day money-back guarantee; 30-day free trial available. |
| Advisor — PlanGuru App (Simple Client Pricing) | $83/mo (billed annually) or $99/mo (month-to-month) — includes 3 clients | Cloud plan for accountants/advisors: includes 3 clients. Additional single-entity client: $25/mo (annual) or $29/mo (monthly). Additional client with consolidations: $83/mo (annual) or $99/mo (monthly). Special pricing for 10+ clients. 30-day money-back guarantee. |
| Advisor — PlanGuru Desktop (Simple Client Pricing) | $83/mo (billed annually) or $99/mo (month-to-month) — includes 3 clients | Desktop advisor licensing: includes 3 clients. Additional single-entity client: $25/mo (annual) or $29/mo (monthly). Additional client with consolidations: $75/mo (annual) or $99/mo (monthly). 30-day money-back guarantee. |
Notes: Prices and “annual” vs “monthly” amounts and additional-user/client fees are taken from PlanGuru’s official product/pricing pages (annual prices presented as a monthly equivalent when billed annually). "Try"/trial calls on the site indicate a 30-day free trial for Desktop and App. PlanGuru Analytics free 30-day trial is also noted on the vendor site.
