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ease
features
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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

ValueEQ is a powerful AI-driven valuation platform that democratizes access to institutional-grade data and sophisticated modeling tools for boutique M&A teams, valuation advisers, private equity investors, and founders—all without the high costs of traditional terminals. Its cloud workspace consolidates over 60,000 public-company comparables, 95,000 verified M&A deals, and a decade of financial history into a single platform. Users can simply type natural-language queries like “European SaaS firms with EV/Revenue below 8×” to instantly receive curated peer groups, complete with forward multiples, analyst estimates, and outlier identification. The platform allows seamless toggling between multiple valuation methods such as DCF, WACC, trading multiples, and comparable transactions, without leaving the browser interface. NextPlan AI automatically imports historical financials from Excel and generates KPI-driven forecasts, dramatically reducing time spent on manual spreadsheet work. ValueEQ also includes specialized tools like the WACC Navigator, which suggests discount rates by sector and country, and a DLOM Calculator for calculating discounts for lack of marketability. This platform is designed to accelerate and simplify complex valuation workflows with powerful AI assistance. ValueEQ offers an affordable, scalable solution tailored to the needs of modern valuation professionals.

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

$99/month/user
Free Trial Yes 
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 Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Customer Support

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

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

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) Yes 
In Person Yes 

Vendor Details

Company Name

PlanGuru

Founded

2013

Country

United States

Website

www.planguru.com

Vendor Details

Company Name

ValueEQ

Founded

2024

Country

Netherlands

Website

www.valueeq.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

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