Last Updated 03 July 2017 | By:

PlanGuru Review

Is It Right For You? (Pros, Cons & More)

Planguru ReviewOverwhelmed by the thought of putting together a business plan? Interested in using software to help, but unsure which to choose? PlanGuru is a budgeting and forecasting-focused business planning software that’s worth considering.

In this PlanGuru Review, we’ll go over some pros and cons, pricing, features, customer reviews, and more. Once we’re through, you’ll know whether or not it’s right for your vision. Enjoy!

PlanGuru Pros & Cons


  1. Free trial: Their free 30-day trial is a great way to explore their services before committing. It’s all-inclusive, except you can’t print or export reports. Still a bargain since their plan typically costs $99/mo.

  2. Learning: No lack of educational support resources. They offer live demos, video tutorials, and full-on courses through PlanGuru University – but it’s up to you to seek out the support and actually learn.

  3. Generous Packages: The sheer volume of services you get for your money is pretty impressive. We’ll dig into these in a minute.

  4. Quickbooks & Excel: PlanGuru integrates with Excel and Quickbooks, making it super-easy to import your financial data.

  5. Guarantee: Their month-to-month and annual packages come with a 30-day and 60-day money back guarantee. That means trying out their services is basically risk-free.


  1. The software has to be downloaded to your computer, and it can only run on Windows PC. They do offer a cloud-based version that works with any OS, but it costs an extra $45/mo.

  2. Their prices are significantly higher than many of their competitors, starting at $99/mo compared to LivePlan’s $19.95/mo price point.

  3. Additional users cost $29.99/mo (or $299/year). Many of their competitors include collaborators in the cost of their packages.

PlanGuru Pricing & Features

Although their plans have evolved over time, PlanGuru is keeping it simple by offering only one package for businesses/nonprofits. Your rate depends on whether you choose to go month-to-month or commit to an annual plan, and how many additional users you need.

PlanGuru Pricing & Features

Take a look at some of the features below:

PlanGuru Features

PlanGuru’s higher rates are justified by their massive wall of features. Some of the ones that distinguish them from other providers are:

  • The scenario analysis feature.
  • Over 20 different forecasting methods.
  • Their analytics dashboard.

If you’re new to all this, you might not know what half of their features are – but we encourage you to do your research. Perhaps they’d be of tremendous value to your business, or maybe they’d be extraneous.

Let’s take a look inside to give you a feel for their software:

PlanGuru Inside

The above screenshot is taken from their main budgeting/forecasting tools. Looks a lot like Excel, right? They don’t do a whole lot in the way of stylish design.

Pretty much all the work you put in is going to take place in this spreadsheet format, which some people love… and others, well, dislike shall we say. When it comes to tracking results, however, you’ll head over to the Analytics dashboard:

PlanGuru Analytics

PlanGuru Analytics is much cleaner and less data-overload. We wish they’d integrate this design into the rest of their platform, but again, some people love the no-nonsense spreadsheet style. It all depends on your preference.

In the end, if you don’t like the look/feel of a software, you probably aren’t going to enjoy working with it. Whichever provider you choose, make sure their platform is organized in a way that makes sense to you.

PlanGuru Customer Reviews

Customer ReviewsThey don’t have nearly as many as some other business plan software, but PlanGuru still has a couple dozen customer reviews across the web. Currently they have an 8.3/10-star rating on TrustPilot based on 9 reviews, and a 4/5 on

Most reviews are positive, but they’re certainly not immune to complaints. Most negative reviews are about the software’s complexity. That said, their positive reviews say the software is easy to use, so the verdict really seems to depend on, a) user expectation going in, and b) the amount of effort put into learning the software.

Here’s a satisfied review that explains this well:

PlanGuru Customer Reviews

Overall, they’ve got about 80% positive feedback, which isn’t bad for such highly-used software. Plus, if you track their reviews over the past several years, you can tell they’re constantly making improvements to their system based on customer input.

How Does PlanGuru Compare?

PlanGuru ComparisonPlanGuru is a super-thorough planning software, but as we’ve discussed, it’s a bit expensive. Let’s take a look at two of their primary competitors to give you a sense of how they size up.


  • Our #1 choice for business plan software. Super-comprehensive, user-friendly, and reasonably priced.
  • Cloud-based and functional on any OS, so you can access it from any device, anywhere with internet connection.
  • Tons of ready-made business plan templates to choose from and make your own.
  • Month-to-month rates start at $19.95/mo, compared to PlanGuru’s $99/mo starting rate.
  • Huge amounts of positive customer feedback, including a 4.8/5-star rating on Shopper Approved based on over 300 reviews.


  • Offers a free version, and month-to-month rates starting at $9.95/mo. Great for small startups on a budget.
  • Also cloud-based and compatible with any OS.
  • Less sophisticated platform, but easy to use.
  • Customer reviews are scarce, but a few business-focused websites rate them as one of the top providers in the industry alongside LivePlan.

While their core functionalities are largely the same, all of these providers have unique things to offer. LivePlan is our favorite due to its ease of use and constant upgrading, but maybe you don’t mind paying more for PlanGuru’s robust planning framework. Alternatively, maybe you’re looking for the cheapest reliable service and Enloop sounds great.

Continue reading reviews, comparing prices, signing up for free trials, and enhancing your understanding of each software before committing to a paid plan!


  • Pricing

  • 400,000+ Businesses Planned So Far

  • Perfect for:
    Anyone wanting a full featured business plan software that walks you through the entire process

Visit Website
  • Pricing

  • Unknown Businesses Planned So Far

  • Perfect for:
    Anyone wanting a comprehensive planning & forecast software with generous packages & features

Visit Website

Frequently Asked Questions

How Easy is it to Learn PlanGuru?

It really depends on how much effort you put in at the beginning. Their platform is more complex than many of their competitors, but customer reviews indicate support staff is quick with troubleshooting. If you take the time to attend a live demo, watch instructional videos, etc., using the software should be a breeze.

What’s Their Return Policy?

Their month-to-month plan comes with a 30-day money back guarantee, and their annual plan with a 60-day money back guarantee. The details of these guarantees aren’t listed anywhere on their website, so call their customer service for more information.

Is There a Trial Version?

Yep! PlanGuru lets you try out their services for free for 30 days.

What about Ongoing Support?

Their help center is a good resource for specific questions, but its answers are limited. If you need to get in touch with them directly, you can submit an email request or call the customer service number at the top of their website.

Is PlanGuru For You?

We think they’re absolutely worth your consideration. To quote, PlanGuru is an “Efficient alternative to spreadsheets that provides comprehensive, reliable budgeting and forecasting in a simple, powerful, scalable solution.”

Use the links below to head to their site or continue shopping around through our business plan software comparison guide. Good luck!

Visit PlanGuru Or Visit Other Options