PlanGuru

Financial Planning & Budgeting Tools

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PlanGuru offers thorough business budgeting and planning software designed to improve decision-making and financial performance for businesses and nonprofits. Features like integrated forecasting, scenario analysis, and customizable reporting tools, users can efficiently create dynamic financial forecasts and gain valuable insights to drive growth and success.

PlanGuru can be found in Financial Planning & Budgeting Tools categories.

The most similar products to PlanGuru are:

Plaky Promoted → Centage → Planium Pro → Clear Plan → Farseer →

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Details

PlanGuru Main Features

• Payroll Utility
  Manage payroll easily within the software.
• PlanGuru Launch
  Get help to start using PlanGuru based on your needs and budget.
• Financial Ratios
  Use financial ratios to analyze your business performance.
• Rolling Forecast
  See how your choices affect money and profits before you decide, so you can adapt quickly.
• PlanGuru Software
  Use our software to create smart financial forecasts quickly with helpful resources.
• Strategic Planning
  Create a long-term vision for your business and run different scenarios to see risks and opportunities.
• Archive Budget Feature
  Keep past budgets safe for future reference.
• Business Valuation Tool
  Estimate the value of your business easily.
• Create an Analysis in Minutes
  Import past results quickly and easily view budget reports and forecasts.
• Budgeting & Financial Analytics
  Set financial goals and check how well you are doing to make better decisions.
• Custom Report Builder for Excel
  Create custom reports that work with Excel.
• Unlimited Budgeting Flexibility
  Make simple or detailed budgets that fit your business structure.
• 20+ Standard Forecasting Methods
  Choose from over 20 methods to forecast your finances.
• Ability to Create Custom Methods
  Make your own forecasting methods to fit your business needs.
• Forecast using Non-Financial Data
  Include non-financial information in your forecasts.
• Forecast all 3 Financial Statements
  Project income, balance, and cash flow statements for up to 10 years using various methods.
• Budget / Forecast for up to 10 years
  Plan your budget and forecasts for a decade ahead.
• Gain Insight Previously Unattainable
  Use reporting tools to find out what is working in your business and what needs improvement.
• Consolidate Unlimited # of Projections
  Combine as many projections as you need.
• Import up to 5 years of Actual Results
  Bring in historical data for up to five years to help with your planning.
• Notes Payable and Line of Credit Tools
  Manage your debts and credit lines effectively.
• Sub-Totaling Feature to Group Accounts
  Group accounts together for easier analysis.
• Automatically solved Cash Flow Statement
  Get cash flow statements that are calculated for you automatically.
• Build an Unlimited # of Analyses per Company
  Create as many analyses as you need for your business.
• Make Better Decisions with Scenario Analysis
  Use our tools to see how specific events will impact your finances and make better decisions.
• Standard Report Export to PDF, Word, & Excel
  Export your reports in common formats like PDF, Word, and Excel.
• Engagement Tools for Professional Accountants
  Get tools designed for accountants to help their clients.
• Online Dashboard, Scorecard and Reporting Tools
  Access your data and reports online with easy-to-use tools.
• Pre-built Integrated Financial Statement Structure
  Use ready-made financial statements to save time.
• QuickBooks, QuickBooks Online, Xero & Excel Import
  Easily import data from popular accounting software.

PlanGuru Benefits

• Goal Achievement
  PlanGuru helps you define your long-term vision and keeps everyone focused on the same goals.
• Increased Profit
  By setting financial goals and tracking results, you can boost your profits.
• Quick Adaptation
  With rolling forecasts, you can quickly adjust to changes in your business environment.
• Scenario Analysis
  You can explore different scenarios to see how decisions will impact your finances, helping you invest wisely.
• Flexible Budgeting
  PlanGuru allows you to create budgets that fit your business needs, whether simple or detailed.
• Insightful Reporting
  PlanGuru's reporting tools give you a clear view of what is working and what needs improvement in your business.
• Time-Saving Analysis
  You can create financial analyses in minutes, saving you time for other important tasks.
• Long-Term Forecasting
  You can project your financial statements for up to 10 years, helping you plan for the future.
• Better Decision Making
  PlanGuru helps you make smarter choices by analyzing your financial performance.
• Custom Forecasting Methods
  PlanGuru lets you create custom methods to fit your unique business situation.

Who should use PlanGuru?

• Franchises
  Franchises benefit from PlanGuru by managing their budgets and analyzing financial performance across multiple locations.
• Nonprofits
  Nonprofits can use PlanGuru to set financial goals and track their performance, ensuring they use their funds wisely.
• Small Businesses
  Small businesses can use PlanGuru to create budgets and forecasts, helping them make better financial decisions.
• Accountants / Advisors
  Accountants and advisors can help their clients with detailed financial analysis and reporting using PlanGuru's tools.

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Technologies Used

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