PlanGuru

PlanGuru

PlanGuru is a financial planning software that provides advanced budgeting, forecasting, and reporting tools for small businesses and nonprofits.

Location: United States
Software Type: Web App

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Description

PlanGuru is a comprehensive financial planning software designed for small to medium-sized businesses (SMBs) and nonprofits. It streamlines the budgeting and forecasting processes with features that allow users to create robust financial forecasts, perform scenario analysis, and generate detailed reports. Users can benefit from integrated forecasting for financial statements and can easily import historical data from platforms like QuickBooks Online and Xero. Not only does PlanGuru allow for budgeting and forecasting for up to 10 years, but it also provides unlimited scenarios along with various forecasting methods to meet diverse business needs.
PlanGuru also offers specialized services such as 'PlanGuru Launch,' which includes personalized consulting for effective planning strategies through collaborative meetings. In addition, PlanGuru University provides educational resources through a comprehensive curriculum that helps users master the software, enhancing their financial analysis and planning capabilities. With extensive onboarding, video tutorials, and a robust help center, users can navigate through the features efficiently, ensuring they gain the most from their financial planning efforts.
For pricing, PlanGuru offers flexible plans that cater to different organizational sizes and needs, ensuring that SMBs and nonprofits can find a suitable option. By focusing on personalized support and extensive learning resources, PlanGuru empowers its users to achieve their financial goals effectively.

Features

Integrated Forecasting

Create dynamic financial forecasts incorporating historical data and advanced reporting tools.

Unlimited Scenarios

Analyze multiple financial scenarios to understand potential outcomes and impact.

Budgeting for Up to 10 Years

Develop detailed budgets that extend up to a decade, tailored to your specific needs.

Seamless Data Integration

Easily import financial data from QuickBooks Online, Xero, and Excel to streamline your process.

PlanGuru Launch

Receive personalized consulting to develop effective financial strategies through collaborative sessions.

PlanGuru University

Access a comprehensive curriculum to master the use of PlanGuru for effective financial planning.

Robust Reporting Tools

Generate detailed and customizable reports for better insights into your financial performance.

Extensive Support Resources

Benefit from video tutorials, a dedicated help center, and customer support to enhance your experience.

Tags

financial planningbudgetingforecastingfinancial softwarenonprofit financesmall business toolsfinancial analyticsPlanGuru

Documentation & Support

  • Installation
  • Documentation
  • Support
  • Updates
  • Customizable