PlanGuru provides upfront training on how to utilize the software using case studies so a new user can learn, practice and see the results of the case studies. Negative values show up as positives when you copy in If you change a value to zero, it will not override when copied in the template. I am not a CPA nor am I trained as a bookkeeper. Bugs in software required me to upgrade – which feels like it lacks integrity. PCMag reviews products independently , but we may earn affiliate commissions from buying links on this page.

Uploader: Najin
Date Added: 9 November 2013
File Size: 29.67 Mb
Operating Systems: Windows NT/2000/XP/2003/2003/7/8/10 MacOS 10/X
Downloads: 33997
Price: Free* [*Free Regsitration Required]

Costumer support is lacking Cons A bit on the slow side when you start putting together multiple divisions or consolidated corporations.

PlanGuru Software – Reviews, Pricing & Demo

No other data collection tool planguru any pplanguru popular small to midsized business SMB accounting system is supported for import in PlanGuru.

I was able to planguru my forecasting out of excel and into a program that allows me to project out 5 years. PlanGuru also works with providers of outsourced CFO services such as an accounting firm that wants planuru use the product to manage a client’s business.

Very planguru with software.

Would like to plan on a monthly basis and report on a Qrtly. The subschedules allow multiple ways to forecast revenue and track other expenses. Full financials with balance sheet, cash flow, owners equity. Users can create private as well as shared dashboards, compare actual expenditure planguru planned budgets and use various charts and graphs for financial reporting. PlanGuru – Great Idea but leaves you lacking.


PlanGuru Forecasting Software planguruu the Plnaguru I use PlanGuru planguru build business forecasts for my clients so that I can provide great service, especially to growth oriented clients who hold themselves p,anguru to their goals.

PlanGuru Planguru potential the software can bring to planguru services. How to Block Robocalls and Spam Calls. I am attempting to build budgets for my clients using the PlanGuru software installed on the remote cloud desktop. Great experience and customer support.

PlanGuru Software

Pros – it has the ability to pull in actuals from Quickbooks online – there are some workarounds for managing revenue recognition Cons – it is not cloud based – and so requires you to download the tool, but doesn’t work unless you’re connected to the internet so even though I have it downloaded, I can’t access plangkru when I’m on a flight, and I travel frequently – planguru cumbersome to set up access with planguru Classes from quickbooks.

CFO Long time user. Subscribing to a newsletter indicates your consent to our Terms of Use and Privacy Policy. Cons Does not offer greater planguru than existing programs. Pros Strong budgeting and forecasting features. You planguru budget salaries person by person and revenues customer by customer.

PlanGuru Review & Rating |

The Advanced Excel Reporting tool is also helpful for building customized reports. Those interested in PlanGuru Analytics might also want to look at PlanGuru’s Advanced Reporting Excel Add-in, which planguru you to create more advanced reports using Excel as the data manipulation tool and PlanGuru as the planguru.

Pros One of the pros to this planguru is the price point palnguru which features are standard. However, I thought the installation of the add-in was a little more complicated than it should be, especially based on the cost of the cloud subscription.


With more than 20 forecasting methods, businesses can analyze and forecast their financial requirements for any period up to 10 years. Though it can help you create a business plan, the real forte of PlanGuru is in budgeting and forecasting cash flow. Good program for the plsnguru Pros Ease plangyru use. I can now concentrate on what our end goal is and don’t worry about the mathematical accuracy and plangru presentation.

That can be done, but probably only by using the Advance Reporting Package which adds a little more complexity and time planguru the process. I am still new to the program but so far it appears to be a great resource for our business.

Similar to how OnePlace focuses on project planguru and collaboration, PlanGuru seems more focused on finance and forecasting planguru on straight business plan creation. I worked with our Plaanguru to pick out the software. Can now provide much more robust reporting to our Board Pros Ease of use, user interface and simplicity Cons Negative values show planguru as positives when you copy in If you change a value to planguru, it will not override when copied in the template.

If planguru know how to use a pivot table, you will love this tool.