PlanGuru

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.

PlanGuru Launch

Need help getting off the ground? Our team will help you implement PlanGuru based on your time horizon and cost constraints.

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

Archive Budget Feature

20+ Standard Forecasting Methods

Ability to Create Custom Methods

Payroll Utility

Forecast using Non-Financial Data

Sub-Totaling Feature to Group Accounts

Notes Payable and Line of Credit Tools

Consolidate Unlimited # of Projections

Financial Ratios

Business Valuation Tool

Engagement Tools for Professional Accountants

Standard Report Export to PDF, Word, & Excel

Custom Report Builder for Excel

Online Dashboard, Scorecard and Reporting Tools

Plus many more…