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features
design
support

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Write a Review

Description

Capitaliz does more that confirm your business's value. Intelligent recommendations guide you to increase that value through business development approaches like process improvement, reducing risk, and creating sustainable growth. Powered by Succession Plus, which is based on millions upon millions of exit planning data points. Capitaliz gives SMEs a purpose-built tool that allows them to benchmark and compare their performance with other industry competitors. This helps to identify over- or underperformance. Business owners have access to real-time benchmarked data about the business's value.

Description

PlanGuro allows you to create intelligent, dynamic financial forecasts. PlanGuru is a tool for accountants to prepare budget analysis, create financial forecasts, and address financial limitations in their businesses. This on-premise budgeting and business planning solution provides financial ratios, cashflow analysis, and other analytical tools that help evaluate and improve business performance. The core features include payroll utility, budget/forecast up to 10 years, archive buget, custom report builder in Excel, business valuation tool, as well as other key features.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Xero Yes 
MYOB AccountRight Yes 
Microsoft Excel No 
NetSuite SuiteCommerce Yes 
QuickBooks Accountants Yes 
QuickBooks Online No 
QuickBooks Online Advanced No 

Integrations

Xero Yes 
MYOB AccountRight No 
Microsoft Excel Yes 
NetSuite SuiteCommerce No 
QuickBooks Accountants No 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 

Pricing Details

$350 per month per business
Free Trial Yes 
Free Version No 

Pricing Details

$99.00/month
Pricing:
For a Single Business/ Nonprofit
- $99 for the Monthly Plan
- $899 for the Annual Plan
For Multiple Companies
- $99 for the Monthly Advisor Plan
- $899 for the Annual Advisor Plan
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Capitaliz

Country

United States

Website

www.capitaliz.com

Vendor Details

Company Name

PlanGuru

Founded

2013

Country

United States

Website

www.planguru.com

Product Features

Equity Management

Cap Table Management No 
Deal Management No 
Document Storage Yes 
ESOP Management No 
Financial Modeling Yes 
Options Management No 
Participant Portal No 
Portfolio Management No 
Private Equity Yes 
Public Equity No 
VSOP Management No 
Valuation Management Yes 
Vesting Management No 

Product Features

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning No 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger No 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking No 
Version Control No 

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