Howdy, and welcome to our PlanGuru Review where we’ll break down their platform and core features to help figure out whether they’re the software for you. Because professional planning and forecasting is such a pivotal and influential process, taking the time to really investigate your options is a brilliant move! Bravo, now, let’s jump right in.
The software is primarily focused on budgeting, forecasting and performance tracking which helps if you aren’t interested in other sets of data.
Like LivePlan, PlanGuru offers a free trial with 60-Day money back guarantee so you can test, tinker, and explore before really committing.
Their forecasting tools are flexible and easy to set up and they do a fabulous job simplifying financial planning and budgeting through a step-by-step flow.
You get more than 20 different forecasting methods to customize and show off with.
Super-easy imports from titans of financials like Excel and QuickBooks.
Unique additional services like PlanGuru Analytics, Advanced Reporting and PlanGuru Cloud. We’re also fans of their support resources. It’s nice to know that if/when you need them, there’s regular interactive webinars, a steady stream of blogs, a learning center, and responsive help desk.
First-time entrepreneurs may find PlanGuru software complex to use and need time to really get in there and learn. Not really a plug-and-go option, although the very initial setup stages are cake.
The only language supported is English, which isn’t a huge deal given their primary customer base, just an FYI.
PlanGuru is great for solopreneurs/small startups, but if you’re looking for something to suit a bigger company platform it’s not going to be the friendliest of options.
Well, on the one hand you have plenty of entrepreneurs and startups who enjoy their approach and appreciate the amount of features you get at PlanGuru’s prices, but then there are others who have issues with the levels of complexity. Make no mistake, you need close to a degree in finance to really master everything PlanGuru offers.
Their interface is simple and regardless of your industry you’ll find plenty of functionality, easy integration, and great modeling though. Or, as put on SoftwareAdvice.com, “…more efficient alternative to spreadsheets that provides comprehensive, reliable budgeting and forecasting in a simple, powerful, scalable solution.”
It depends on you. Tons of reviews claim it’s as easy as sliced bread, while others feel it leaves plenty to be desired in terms of flexibility, expanded reporting, more responsive versions for Mac/Web, inventory modules, and so forth.
Truth be told, core functionalities are like other planning software choices, but it could take you a bit to get in and explore and really start getting the hang of PlanGuru. The good news is that once your core data is in there getting forecasts, financials, and projections are only a click away. And finally, they have great responsive customer service which almost no one complains about if you run into any issues.
Not too shabby, right? Obviously PlanGuru is a professional operation with tons to on the table. Now let’s take a gander inside so you can get a feel for their software, what the dashboard looks like and their style of data presentation.
Clean. Not jumbled together. Not too much data overload. An open white background with soft colors. What’s not to like? You also have the option of printing out your analytics in PDF format which look like this:
Vast legions of startups prefer this collegiate or corporate style, while others lean towards the sleeker more modern style of LivePlan. It’s preferential really. All things being equal in the aesthetics department, let’s move on to how they’ve structured their services.
Just ease into their wall of features and remember you can give any or all of their plans a try without having to invest. Their basic plan is probably the most popular, but we could be wrong. It just seems to be the perfect suite. For busy startups their Enhanced plan is better. See for yourself:
PlanGuru Basic allows you to budget and forecast for 10 years and use all 20 forecasting methods under a 3 financial statement structure which is nice. While Enhanced on the other hand offers powerful additional services like business consolidations, engagement tools, valuation, network server installation…
If you’re new to all this, then yeah, their service structure can be a bit intimidating. You might not know what half of this stuff is! That’s fine. What’s important are the costs and whether you like the feel of their software when you look at the first screenshot above.
Over time their number of positive reviews and testimonials has grown and earned them an overall 4 out of 5 stars we’d say. By all means, read through 10 or 20 or so to get an idea. Here’s one of our favorites that hits on a bunch of important points,
“PlanGuru is a straightforward application for generating cash flow statements. I have used the product since 2003, and have watched it evolve from a simple tool to a more sophisticated application. The company has been receptive to user requests such as increasing the size of database fields to allow larger numbers, adding supplementary schedules, and direct cash flow projections.”
Hopefully our PlanGuru review has given you a solid impression. If not, if you're still not convinced and want to look around then definitely give LivePlan some consideration. They're two very different approaches to planning though, because while PlanGuru focuses on financials LivePlan is more about creating presentation-ready business plans. Cheers!Visit LivePlan Or Visit PlanGuru