PlanGuru Review: Is It The Right Cash Flow Management Software For Your Team?
Best for Businesses of all sizes
Free Trial Available
Starts from $83 / month when yearly
Overview
Pricing
Buyer feedback
Alternatives
Media
Security & Compliance
Support
FAQ
Blogs
What is PlanGuru?
PlanGuru is cash flow management software designed to identify how much money user actually have, how much they need, and when it's going to happen. The innovative cash flow chart and account management tools save hours of work that more expensive software packages require. Businesses of all sizes use PlanGuru including project-based businesses, contractors, freelancers and the people who support them.
Pricing
Starts from $83 / month when yearly
Free Trial available
Best For
Businesses of all sizes
Security & Compliance
Data residency:🇺🇸
Platform
Desktop only — no mobile app
PlanGuru Software Demo
PlanGuru was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider PlanGuru
- Use cases
- Project-based businesses, Contractors, Freelancers
- Team types
- Financial planners, Accountants
- Company size
- 1-50 employees, 51-500 employees
- Workflow style
- Flexible and configurable
- Setup complexity
- Medium
Why teams choose PlanGuru
Streamlines budgeting, analysis, and forecasting processes efficiently
Excellent customer support and assistance during setup
Integration capabilities with QuickBooks and other data sources
Is PlanGuru right for you?
Best for detailed cash flow forecasting and budgeting in small to mid-sized businesses.
Choose PlanGuru if
- You are a project-based business, contractor, or freelancer needing precise cash flow insights.
- You want flexible forecasting methods with what-if scenario planning capabilities.
- You require integration with QuickBooks and value strong customer support during setup.
Consider alternatives if
- You need rapid implementation and minimal setup time due to time constraints.
- You rely heavily on automated data import and extensive third-party integrations.
What buyers should know before shortlisting PlanGuru
PlanGuru has been highly praised by users for its comprehensive financial planning and budgeting features. Customers appreciate the user-friendly interface that simplifies budgeting, analysis, and forecasting, while offering multiple methods for customization.
The software’s ability to sync with QuickBooks and efficiently import data has been a significant advantage for many users, saving them time and streamlining their financial processes. Moreover, PlanGuru's commitment to continuous improvement through regular updates and customer feedback integration has been well received.
The personalized training sessions and excellent customer support have also been highlighted as key strengths, helping users maximize the software's capabilities and enhance their financial planning activities. While some users mentioned a slight learning curve for beginners in budgeting and forecasting, the overall consensus leans heavily towards PlanGuru being a game-changer in the financial planning software space.
With strong support, robust features, and valuable insights provided, PlanGuru stands out as a reliable and effective tool for businesses seeking to enhance their budgeting and forecasting processes.
PlanGuru pros and cons
- PlanGuru pros
Streamlines budgeting, analysis, and forecasting processes efficiently
Excellent customer support and assistance during setup
Integration capabilities with QuickBooks and other data sources
- PlanGuru cons
Implementation can be time-consuming
Limited automation requiring manual data import
Ready to try it?
Get started with PlanGuru
Start your free trial — no credit card required.
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Compare PlanGuru side-by-side with top Cash Flow Management Software alternatives.
What is the pricing of PlanGuru?
PlanGuru Pricing Plans
Single Entity
$99
/month
Includes 1 User
Additional Users $29/mo.
QuickBooks Online; Xero & Excel Import
Excel Import for Financial & Non-Financial Data
Import up to 5 Years of Actual Results
Show more +
Multi-Department Consolidations
$299
/month
Includes 3 Users
Additional Users $29/mo.
QuickBooks Online; Xero & Excel Import
Excel Import for Financial & Non-Financial Data
Import up to 5 Years of Actual Results
Show more +
PlanGuru reviews and ratings
Buyer sentiment
Users generally appreciate PlanGuru for its comprehensive financial planning features and strong customer support, though some note a learning curve and setup time.
What buyers like
- Ease of use
- Customer support
- Integration with QuickBooks
Common complaints
- Setup complexity
- Limited automation
What users are saying
SF
Stephen F
02/22/24
"Excellent System and Very Well Developed"
What do you like best about PlanGuru? The assistance and support during set up was invaluable for a user such as myself: small business owner without ...
Read more
JG
Jeffrey G
11/29/23
"Plan Guru is a Game Changer!"
What do you like best about PlanGuru? We began using Plan Guru one year ago and couldn't be happier with our decision. We researched various ...
Read more
JC
John C
11/16/23
"Very good application to solve financial planning, analysis and budgeting needs"
What do you like best about PlanGuru? PlanGuru is a robust application for the money. It is easy to use. Makes budgeting, analysis and forecasting ...
Read more
LP
Lynn P
11/14/23
"Game Changer"
What do you like best about PlanGuru? PlanGuru is intuitive and effective. It is a tool that is not only tracking budgeting and forecasting but is ...
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CM
Cathy M
11/07/23
"Great product, great service"
What do you like best about PlanGuru? Features, Customer Support, Training, Integrations What do you dislike about PlanGuru? Few dislikes; learning ...
Read more
DS
Dave S
11/03/23
"Long time customer and value"
What do you like best about PlanGuru? PlanGuru has moved me away from interconnected spreadsheets that were vulnerable to errors. Also, the speed at ...
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PlanGuru security and data handling
Key compliance certifications and security features for IT and security teams evaluating PlanGuru.
Certifications
Developer & data
Alternatives to PlanGuru
PlanGuru Support Options
Frequently Asked Questions About PlanGuru
Common questions buyers ask before choosing PlanGuru.
PlanGuru is a strong fit if: You are a project-based business, contractor, or freelancer needing precise cash flow insights.; You want flexible forecasting methods with what-if scenario planning capabilities.. Consider alternatives if: You need rapid implementation and minimal setup time due to time constraints.; You rely heavily on automated data import and extensive third-party integrations..
Buyers commonly note the following limitations of PlanGuru: Implementation can be time-consuming; Limited automation requiring manual data import; Restricted selection of apps and connectors in the Marketplace.
Some top alternatives to PlanGuru includes Float, Cash Flow Frog, Finmap, My Cash Flow Plan and Ploi.io.
PlanGuru offers Free Trial, Subscription, Quotation Based pricing models
The starting price of PlanGuru is $83/month when yearly
Ready to try it?
Get started with PlanGuru
Start your free trial — no credit card required.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].