PlanGuru Reviews

The assistance and support during set up was invaluable for a user such as myself: small business owner without a lot of financial planning and budgeting experience.

Hard to come up with anything - seriously. Having worked at setting up and developing a similar system previously which had a more "pedestrian" interface, comparing the two systems as a "layman" in financial planning Plan Guru's lack of "visual fluff" is actually a plus.

I am now, after acquiring a small business three years ago, able to confidently budget and project the income statements and more importantly I can now confidently track and project cash flow. In a short amount of time spent with the supported set up (which was excellent and well worth the cost as a layman) I am now operating at a whole new level of analysis and planning for my business. All the "instinct" and knowledge and experience of the business and my industry is only valuable if I can back it up with numbers and properly make strategic choices based upon the various scenarios and Plan Guru is making that possible for me to do properly now.

We began using Plan Guru one year ago and couldn't be happier with our decision. We researched various budgeting/forecasting solutions, all of which seemed to be tailored to organizations much larger than ours (we are a 14-location/550-employee organization), and we were quickly priced out. Once we found Plan Guru, we quickly saw that their solution checked all the boxes at a price point we could easily justify. Beyond their offering and price point, we were beyond impressed by their desire to learn about our business and their kindness in scheduling personalized training sessions where they taught us the ins and outs of their solution.

We have found Plan Guru to be very well designed and easy to use while still having the ability to execute company wide consolidations and complex forecasting methodologies using our specific KPIs. It is clear that Plan Guru has either thought through nearly every use case or has incorporated customer feedback in their platform updates, as they seem to have thought of it all. Since we began using Plan Guru one year ago, we have progressively experienced tremendous updates with improved functionality regularly. It is great to see that Plan Guru continues to invest in product improvement, and we continue to benefit from this investment.

Before using Plan Guru, we attempted to forecast in Excel, however, it became so burdensome and manual in nature that we often took the "same as last year" approach. Recent history has been far from "same as last year," so we are thankful for the fact that Plan Guru has allowed us to forecast much more efficiently and measure our actual performance against budget with relative ease. Using Plan Guru has given us the insight we sought for many years without the massive time burden we became used to.

We are grateful for Plan Guru and gladly recommend them to all looking for a top-notch budgeting and forecasting solution.

After one full year of using Plan Guru, we have no pain points or "dislikes" to speak of.

Our budgeting/forecasting/financial analysis process was inefficient prior to Plan Guru and, thus, ineffective. Plan Guru has given us the ability to spend far less time entering data, which has been channeled into thinking critically, creating attainable forecasts, and holding our teams accountable based on those forecasts subsequent to their input and agreement thereto. This has allowed us to focus on our areas of improvement with much more efficiency and has given us the ability to make meaningful progress in areas where our actual performance has not measured up to our projected results.

PlanGuru is a robust application for the money. It is easy to use. Makes budgeting, analysis and forecasting simpler with their many features. You can also take information from many sources. If you have any issues, their customer support is VERY GOOD. They stand behind their product.

It does take some time to implement but once implemented it takes little time to put together monthly reports and analysis.

First, Our financial information is setup in a complicated way. PlanGuru simplifies our complications. 2) PlanGuru saves me lots ofmonthly reports and analyis. 3) What Quickbooks should provide, PlanGuru provides.

PlanGuru is intuitive and effective. It is a tool that is not only tracking budgeting and forecasting but is designed to help you think about these issues. I particularly use the various methods for budgeting. The Excel-Add in moves this tool into one we will use for ongoing analysis. And last - but not least - the support is excellent!

Bringing over actual data - and historical data - could use less key strokes. But the accuracy of the process is superb.

Being able to lock in a budget - and then do forecasting as we move through the year - within one view is fantastic.

The cash flow analysis will give us a cash management tool for the first time.

Game changers!

Features, Customer Support, Training, Integrations

Few dislikes; learning curve if inexperienced with budgeting

Allows me to provide more value-added budgeting and cash flow management services for my clients and distinguish myself from other financial service providers. Provides more revenue generating opportunities for my firm.

PlanGuru has moved me away from interconnected spreadsheets that were vulnerable to errors. Also, the speed at which we can produce scenrios has made my job enjoyable to the task of forcasting. PlanGuru is evolving to meet the needs of their users. I receive calls to switch to other products but no one is able to meet their value. They could charge so much more.

I don't have any dislikes of PlanGuru. The product keeps evolving, the value is incredible and their service has never let me down.

The benefits of PlanGuru are to do things quickly and with ease. Great tool for incorporating the impact of an acquistion into your current situation. I'm so happy I found PlanGuru as a tool to do my job.

Creating a budget and keeping track of financials is easy. Before I switched to plan guru, I was using Excel. I would have to download several reports from QuickBooks and the slightest change in anything could cause the whole spreadsheet to not work. Plan Guru syncs QB so I only need to log in and press the import button to get all of the actuals I need to make future decisions.

Nothing at the moment! I had an issue with it running extremely slow, but it was an issue on my side. I'm still setting up my budgets so I haven't ran into anything I dislike yet, but I'm sure with time I will be able to provide useful feedback to the team.

Plan guru is helping me by providing a simple user interface to budget, forecast, and analyze actual data. I was using Excel before, and Plan Guru has allowed me to get more information for less time and less hassle.

Our firm works with a variety of clients in different industries, so we needed a tool that was flexible enough to handle forecasting not only the financial statements but also the custom KPIs each client has.

We were very price concious as we are working with 50+ clients. Planguru came in much more affordable than any other FP&A software we looked at, especially as we are looking to scale our client base.

It's really pretty intuitive and we've been able to implement it on our own with minimal interaction with their support, but when we have they have been very helpful.

Overall we like it a lot but if I had to be really picky Importing from QuickBooks works well but right now you have to log in to manually run to imports for each chart of accounts. They have mentioned some more automated imports are coming which will save us time

Custom calcs in Excel became too tedious for us to maintain. As we wanted to offer FP&A services to more clients, we needed software that we could trust its calculations. Plus when we make adjustments in our projections, we immediately see the effect on cash flow, which is what every client really wants to see.

I've done budgeting and forecasting via spreadsheets for years. It's a constant battle to adjust spreadsheets as businesses evolve over time. Additionally, regular reviews and improved forecasting methods are often difficult to layer back into any spreadsheet. I appreciate the ability of Plan Guru to lay out a base model that can then be refined without breaking the whole forecast. Starting with a simple trend growth or % of revenue COGS can be easily modified to incorporate key metrics, new variables, complex formulas or links to outside spreadsheets.

It is still an evolving product, so some enhancements are needed, but the company listens to feedback and regularly adds meaningful enhancements.

This has been a great tool when seeking new financing by demonstrating the need for LOC financing and an organization's ability to repay a short-term need. Also, I've used this to outline complex debt-restructuring options. This has also been an excellent tool for outlining the impact of acquisitions. In all these cases, the actual results can be compared to the initial forecasts so operating adjustments can be effectively managed to drive the desired outcomes.

Multiple forecasting methods. What if scenarios.

None. I don't dislike anything. There are areas fro small improvement

Plan Guru solves the need for FP&A for clients that need it.