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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.

Description

Premium Strategic Business Planning Software for professionals and individuals. Planium Pro's powerful analysis tools allow you to create custom plans for your clients as a business advisor, accountant, or consultant. This is done without the need to allocate additional resources or staff. You can work from anywhere, and create a business plan for optimal growth. With the help of engaging charts, diagrams, and a comprehensive report, you can quickly create a winning business plan that is investor-ready.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Xero Yes 
MYOB No 
MYOB AccountRight No 
Microsoft Excel Yes 
QuickBooks Online Advanced Yes 

Integrations

QuickBooks Online Yes 
Xero Yes 
MYOB Yes 
MYOB AccountRight Yes 
Microsoft Excel No 
QuickBooks Online Advanced 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 

Pricing Details

$ 10 per user per month
Monthly: $ 35 per month
Annually: $ 20 per month

60-day risk free money-back guarantee

https://ancillary-proxy.atarimworker.io?url=https%3A%2F%2Fwww.planiumpro.com%2Fpricing-professional%2F
Free Trial Yes 
Free Version Yes 

Deployment

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

Deployment

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

Customer Support

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

Types of Training

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

Vendor Details

Company Name

PlanGuru

Founded

2013

Country

United States

Website

www.planguru.com

Vendor Details

Company Name

Levant Software Technology

Founded

2017

Country

Australia

Website

www.planiumpro.com

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 

Product Features

Business Management

Billing & Invoicing No 
CRM No 
Employee Management No 
Financial Management No 
Inventory Management No 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management Yes 
Purchasing No 
Scheduling No 
Time & Expense Tracking No 
Training Management No 
Vendor Management No 

Business Plan

Business Plan Templates Yes 
Collaboration Yes 
Dashboard Yes 
Financial Projections Yes 
Financial Templates Yes 
Fundraising Management No 
Investor Management No 
Pitch Presentation Yes 
Social Sharing No 
Step-by-Step Wizard Yes 

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management No 
Collaboration Yes 
Process Change Tracking No 
Process Mapping No 
Process Modeling & Design Yes 
Visual Workflow Management No 

Dashboard

Annotations No 
Data Source Integrations No 
Functions / Calculations Yes 
Interactive No 
KPIs No 
OLAP No 
Private Dashboards Yes 
Public Dashboards No 
Scorecards No 
Themes No 
Visual Analytics No 
Widgets No 

Reporting

Customizable Dashboard Yes 
Data Source Connectors No 
Drag & Drop No 
Drill Down No 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports Yes 
OLAP No 
Report Export No 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

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