PlanGuru | Business Budgeting Software, Business Planning Software (original) (raw)
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Make better decisions, increase profit, & accomplish your goals
PlanGuru helps thousands of businesses, nonprofits and their advisors drive better decision making through these time-tested processes.
Budgeting & Financial Analytics
Set financial goals and assign accountability for results. Analyze financial performance in a timely and practical way that drives better decisions.
Rolling Forecast
Understand the full implications of your decisions on profitability and cash, before you make them. Adapt quickly and confidently to a changing world.
Strategic Planning
Define a long-term vision for your company, get everyone working in the same direction. Run what-if scenarios to evaluate risks and opportunities.
PlanGuru Software
Create more intelligent scenarios in less time using our integrated 3-Way Forecasting software and free educational resources.
Business/Nonprofit Plans | Advisor Plans
PlanGuru Launch
Need help getting off the ground? Our team will help you implement PlanGuru based on your time horizon and cost constraints.
Forecast all 3 Financial Statements
With an integrated income statement, balance sheet, and cash flow statement, PlanGuru provides over 20 powerful forecasting methods which allow you to project for up to 10 years. These include intelligent, turn-key methods, plus the ability to build custom business drivers, including non-financial data.
Create an Analysis in Minutes
With our general ledger import utilities, you’ll be able to import historical results in only a few minutes. On a monthly basis, with just a few clicks, you’ll be able to view budget vs actual reports and build rolling forecasts.
Unlimited Budgeting Flexibility
PlanGuru provides a flexible structure that will allow you to create simple high-level small business budget or a detailed multi-department operating budget with consolidations.
Make Better Decisions with Scenario Analysis
Our robust planning framework provides a forecasting tool that can interpret the likely financial impact of specific events with greater precision. By building scenario analysis in PlanGuru, you can make the important investments and strategic decisions with confidence that you’ve done your due diligence.
Gain Insight Previously Unattainable
With PlanGuru’s Reporting Tools, you can view the specific aspects of your business that are working and ones that are not. With that insight, you’ll be able to make the adjustments that will help your business succeed.
Features Include
Build an Unlimited # of Analyses per Company
QuickBooks, QuickBooks Online, Xero & Excel Import
Import up to 5 years of Actual Results
Budget / Forecast for up to 10 years
Pre-built Integrated Financial Statement Structure
Automatically solved Cash Flow Statement
20+ Standard Forecasting Methods
Ability to Create Custom Methods
Forecast using Non-Financial Data
Sub-Totaling Feature to Group Accounts
Notes Payable and Line of Credit Tools
Consolidate Unlimited # of Projections
Engagement Tools for Professional Accountants
Standard Report Export to PDF, Word, & Excel
Custom Report Builder for Excel
Online Dashboard, Scorecard and Reporting Tools
PlanGuru Launch
PlanGuru Launch is designed to get you up and running in PlanGuru as quickly as possible. This customized package is created to fit your business’s needs, whether that is simply helping you with extra 1-on-1 product setup and training or designing and building a budgeting, forecasting, and reporting process for you.