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PlanGuru

planguru.com

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Spec score 7.8 #37 of 93 in Scenario Planning Software

What it is

PlanGuru provides budgeting, forecasting and financial analytics for small and midsize businesses, nonprofits, entrepreneurs, accountants and advisers. It supports rolling forecasts, variance analysis, revenue and expense models, and projections extending up to 10 years. Plans include unlimited scenarios per company, a prebuilt three-way forecasting structure and more than 20 standard forecasting methods. Modeling tools include a formula builder, assumption- and KPI-based forecasting, workforce planning, notes payable, line of credit tools, ratios and KPIs. PlanGuru imports from QuickBooks Online, Xero and Excel, including financial and nonfinancial Excel data, and supports up to five years of actual results. An Advanced Reporting Excel add-in provides custom layouts, financial statement and KPI reports, multi-analysis reports, and dynamic report books and dashboards. Multi-Unit Consolidations supports separate forecasts for multiple entities or business units before consolidation. Plans start at $83/mo (annual); a monthly Single Entity plan is $99 a month. The browser-based App and separate Desktop product do not share or synchronize data.

Spec sheet

Purpose
PlanGuru provides budgeting, forecasting, and financial analytics tools to help small and midsize businesses make decisions using projected financial results and KPIs.Read 29 Sep 2026 · planguru.com
Intended users
The company describes its audience as small businesses, nonprofits, entrepreneurs, accountants, and advisers.Read 29 Sep 2026 · planguru.com
Free plan
NoRead 20 Sep 2026 · planguru.com
Trial
PlanGuru offers a free trial with access to the selected plan's features, and work created during the trial remains available after subscribing.Read 29 Sep 2026 · planguru.com
Security
PlanGuru Analytics requires SSL, states that passwords and company-identifying information are encrypted, and says card transactions go directly to Recurly and PayPal, which it identifies as PCI-DSS Level 1 compliant.Read 29 Sep 2026 · help.planguru.com
Support
Technical support is included with subscriptions, and the company lists support tickets, email, and phone as contact options.Read 29 Sep 2026 · planguru.com
Headquarters
PlanGuru lists its corporate mailing address as 1 S. Main St, 3rd Floor, Wilkes-Barre, Pennsylvania 18701.Read 29 Sep 2026 · planguru.com
Consolidations
The Multi-Unit Consolidations plan supports separate budgets and forecasts for multiple companies, locations, departments, divisions, or business units before consolidation.Read 29 Sep 2026 · planguru.com
Data imports
The product imports from QuickBooks Online, Xero, and Excel, including Excel financial and nonfinancial data, and supports importing up to five years of actual results.Read 29 Sep 2026 · planguru.com
Downloads
The downloads page provides a PlanGuru Desktop v8 update and separate Advanced Reporting Excel add-ins for the App and Desktop.Read 29 Sep 2026 · planguru.com
Forecasting
Plans include budgets and forecasts for up to 10 years, unlimited scenarios per company, a prebuilt three-way forecasting structure, and more than 20 standard forecasting methods.Read 29 Sep 2026 · planguru.com
Modeling tools
The listed tools include a formula builder, assumption- and KPI-based forecasting, workforce planning, notes payable and line of credit tools, and ratios and KPIs.Read 29 Sep 2026 · planguru.com
Platform distinction
The PlanGuru App is browser-based, while PlanGuru Desktop is a separate product; their data is not shared or synchronized.Read 29 Sep 2026 · planguru.com
Reporting
PlanGuru offers an Advanced Reporting Excel add-in for custom report layouts, financial statement and KPI reports, multi-analysis reports, and dynamic report books and dashboards.Read 29 Sep 2026 · planguru.com
Scenario modeling
YesRead 20 Sep 2026 · planguru.com
Variance analysis
YesRead 20 Sep 2026 · planguru.com

Plans and prices

Single Entity $83 a month Paid annually 1 user · 5 years of actual results · 10 years of budgeting/forecasting Read 20 Sep 2026 · planguru.com
Single Entity with Analytics $166 a month Paid annually 1 user · 5 years of actual results · 10 years of budgeting/forecasting Read 20 Sep 2026 · planguru.com
Multi-Unit Consolidations $333 a month Paid annually 3 users · 5 years of actual results · 10 years of budgeting/forecasting Read 20 Sep 2026 · planguru.com
Single Entity (annual) $83 a year Paid annually; displayed as $83/mo. 1 user included · Additional users $25/mo. · 30-day money-back guarantee Read 29 Sep 2026 · planguru.com
Single Entity (monthly) $99 a month Monthly 1 user included · Additional users $29/mo. · 30-day money-back guarantee Read 29 Sep 2026 · planguru.com
Advisor Plan (annual) $133 a year Paid annually; displayed as $133/mo. 3 clients included · Additional Single Entity Client: $42/mo. · Additional Client w/ Consolidations: $99/mo. Read 29 Sep 2026 · planguru.com
Advisor Plan (monthly) $159 a month Monthly 3 clients included · Additional Single Entity Client: $49/mo. · Additional Client w/ Consolidations: $119/mo. Read 29 Sep 2026 · planguru.com
Single Entity with Analytics (annual) $166 a year Paid annually; displayed as $166/mo. 1 user included · Additional users $25/mo. · 30-day money-back guarantee Read 29 Sep 2026 · planguru.com
Single Entity with Analytics (monthly) $199 a month Monthly 1 user included · Additional users $29/mo. · 30-day money-back guarantee Read 29 Sep 2026 · planguru.com
Multi-Unit Consolidations (annual) $333 a year Paid annually; displayed as $333/mo. 3 users included · Additional users $25/mo. · 30-day money-back guarantee Read 29 Sep 2026 · planguru.com
Multi-Unit Consolidations (monthly) $399 a month Monthly 3 users included · Additional users $29/mo. · 30-day money-back guarantee Read 29 Sep 2026 · planguru.com

Every PlanGuru plan and price →

Strong points and limits

Strong points

  • Forecasts can extend up to 10 years.
  • Unlimited scenarios per company are included.
  • Imports from QuickBooks Online, Xero and Excel.
  • Supports variance analysis and rolling forecasts.
  • Multi-unit consolidation is available.

Limits

  • The App and Desktop do not share or synchronize data.
  • Single Entity starts at $83/mo (annual).
  • Monthly Single Entity costs $99 a month.
  • No free plan.

Who it suits

PlanGuru suits small and midsize organizations, nonprofits, entrepreneurs, accountants and advisers that build budgets and forecasts from financial results and KPIs. Its consolidation tools are relevant to teams forecasting multiple entities or business units.

Verdict

PlanGuru offers extensive forecasting, reporting and consolidation options for organizations that plan from projected financial results. Note the separation between its browser-based App and Desktop, and compare plan billing terms before subscribing.

Where Specifiction places it

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