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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Every enterprise requires a strategic plan to thrive, and we streamline this process for maximum effectiveness! Budgeting doesn't have to be a daunting task; our innovative platform and approach are designed to support your business. Establishing a clear objective, crafting an optimal plan, and adhering to it—regardless of its scale—are essential steps we assist you with. We make the planning process easy for entrepreneurs. The tasks of planning, monitoring, and relying on data for informed decision-making can be time-consuming and exhausting, but we alleviate this burden by crafting your Business Budget for you, allowing for predictable outcomes in your operations. Together, we produce and examine Management Reports (such as DRE and DFC), ensuring that your decisions are based on solid data rather than mere speculation. Furthermore, we organize your financial oversight with a comprehensive structure (including the chart of accounts and cost centers). Our seasoned controllers will keep track of your company's alignment with the planned goals, offering you an investment that is up to eight times more cost-effective than hiring an internal controller. We also simplify the planning process for Finance and Controlling teams by eliminating the need for cumbersome spreadsheets, allowing department managers to engage seamlessly with our user-friendly software. Ultimately, our mission is to empower your organization with the tools and insights needed for sustained financial success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Xero Yes 

Integrations

Microsoft Excel No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Xero 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

No price information available.
Free Trial No 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

PlanGuru

Founded

2013

Country

United States

Website

www.planguru.com

Vendor Details

Company Name

Treasy

Country

Brazil

Website

www.treasy.com.br/

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

Budgeting

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

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