PlanGuru
4.1
76
PlanGuru is a budgeting, forecasting, and performance review tool for small and mid-sized companies with a simple interface and integration with Quickbooks and Excel.
Strengths
-
Flexible Budgeting
Allows for easy creation and modification of budgets
-
Scenario Planning
Enables users to create and compare multiple scenarios
-
Forecasting
Provides accurate financial forecasting capabilities
Weaknesses
-
Limited Integrations
Does not integrate with many popular accounting software
-
Steep Learning Curve
May take time for new users to fully understand and utilize all features
-
No Mobile App
Currently does not offer a mobile app for on-the-go access
Opportunities
- Could increase market share by integrating with more accounting software
- Could attract more users by offering a mobile app for convenience
- Could differentiate from competitors by offering more customization options
Threats
- Facing competition from other budgeting and forecasting software providers
- Could see decreased demand during economic downturns
- Changes in financial regulations could impact demand for the product
Ask anything of PlanGuru with Workflos AI Assistant
http://www.planguru.com
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PlanGuru Plan
PlanGuru offers three pricing plans: Basic for $99/year, Plus for $399/year, and Pro for $899/year, each with increasing features.
Single Entity
99
Per Month
This cloud-based version is perfect for the SMB or Nonprofit that needs to budget/forecast for a single entity or for Advisors who work on behalf of their clients.
Unlimited # of Scenarios per Company
Import directly from QuickBooks, Xero, and Excel
Excel Import for Financial & Non-Financial Data
Budget/Forecast for up to 10 Years
Pre-built 3-Way Forecasting Structure
20+ Standard Forecasting Methods
Formula Builder to Create Custom Methods
Ratios & KPI's
Notes Payable and Line of Credit Tools
In-App Dashboard & Reporting Tools
Export Reports & Dashboards to PDF, Word, Excel
Multi-Division Consolidations
299
Per Month
For a company that has multiple departments, divisions or locations that it needs to consolidate when budgeting.
Includes everything in Single Entity PLUS:
Consolidate Scenarios with Multiple Departments, Divisions, or Locations
Includes 3 Users
Advanced Reporting
Premium Onboarding
SSO Free Forever
Manage Basecamp, Smartsheet, ClickUp, Asana, Navan (Formerly TripActions), SAP Concur, Expensify, Airtable, Wrike, Microsoft Dynamics 365 with SSO
