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PlanGuru

Brand: PlanGuru

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Starting Price
$99

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  • Description

  • Pricing

  • Features

  • Specification

  • Review

Starting at $99

PlanGuru Software Overview

PlanGuru Company Details

Founded Year:  2013

Planguru provides businesses and business advisors with SaaS-based budgeting, forecasting, and business analytics tools.

Director/Founders Christian Wielage, Edward Wielage, Sally Sprankle
Company Size 1-100 Employees

PlanGuru Pricing & Plans

Single Entity
Starting at $99
    • Users

      Users
      Users
    • Monthly

      Monthly
      Monthly

Key Features

  • Budget/Forecast for up to 10 Years

  • Pre-built 3-Way Forecasting Structure

  • 20+ Standard Forecasting Methods

  • Advanced Reporting Excel Add-in

  • Permission-based User Access Levels

Single Entity with Analytics
Starting at $199
    • Licenses

      Licenses
      Licenses
    • Monthly

      Monthly
      Monthly

Key Features

  • Budget/Forecast for up to 10 Years

  • Pre-built 3-Way Forecasting Structure

  • 20+ Standard Forecasting Methods

  • Advanced Reporting Excel Add-in

  • Permission-based User Access Levels

Multi-Unit Consolidations
Starting at $399
    • Users

      Users
      Users
    • Monthly

      Monthly
      Monthly

Key Features

  • Budget/Forecast for up to 10 Years

  • Pre-built 3-Way Forecasting Structure

  • 20+ Standard Forecasting Methods

  • Advanced Reporting Excel Add-in

  • Permission-based User Access Levels

PlanGuru Features

  • icon_check Scenario Analysis
    Compare multiple financial scenarios to understand potential outcomes and support informed business planning decisions.
  • icon_check Cash Flow Forecasting
    Forecast future cash inflows and outflows to identify liquidity requirements and improve cash flow management.
  • icon_check Financial Reporting
    Generate financial reports covering budgets, forecasts, performance, and key financial metrics for business analysis.
  • icon_check Variance Analysis
    Analyze differences between actual and projected results to identify financial trends, issues, and performance gaps.
  • icon_check Financial Statements
    Create projected income statements, balance sheets, and cash flow statements for comprehensive financial planning.
  • icon_check KPI Tracking
    Track important financial and operational KPIs to measure progress, identify trends, and support business decisions.
  • icon_check Dashboards
    View financial performance, forecasts, budgets, and key metrics through centralized dashboards for easier analysis.
  • icon_check Data Import
    Import financial data from supported accounting systems and other sources to simplify budgeting and forecasting workflows.
  • icon_check Custom Reporting
    Build customized financial reports using selected accounts, periods, metrics, and data to meet specific business needs.
  • icon_check Strategic Planning
    Connect financial forecasts, budgets, and business assumptions to support structured strategic planning and decision-making.
  • icon_check Data Visualizations
    Present financial trends and performance metrics visually through charts, graphs, dashboards, and reporting tools.
  • icon_check Budget Management
    Create, manage, and monitor detailed budgets to control spending and align financial resources with business goals.
  • icon_check Financial Forecasting
    Build long-term financial forecasts using historical data, assumptions, and projected business performance for planning.

PlanGuru Specifications

Supported Platforms
Windows Windows
Devices
Desktop Desktop
Deployment
Cloud-Based Cloud-Based Perpetual Perpetual
Suitable For
Finance Offices Accounting Firms Corporations Non-Profit
Business Specific
Businessman CA Firms Finance Services
Business Size
Individual Small Business Startups Medium Business Enterprises SMBs SMEs MSMBs MSMEs Freelancers
Customer Support
Phone Email
Language
English
Integration
API Integration
Training Resources
Live Online Webinars Documentation Videos
AI Features
AI Integrated
Technology
Next Generation

PlanGuru Review

Techjockey Trusted Reviews from Verified Users

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.