PlanGuru

Input—per 1M tokens
Output—per 1M tokens
Context—tokens
WeightsClosed

About

PlanGuru is ranked #70 of 89 in financial planning & analysis software on Inferse. It runs on Web, Windows. There is no free plan. A free trial is offered. Paid plans start at $6.92/mo.

Compared on financial planning & analysis software

Free plan
Noplanguru.com
Rolling forecasts
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Forecast vs actuals
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Scenario modeling
Yesplanguru.com
Revenue and expense models
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Multi-entity support
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Data refresh
scheduledplanguru.com

Facts

Free plan
Noplanguru.com · 20 Sept 2026
Scenario modeling
Yesplanguru.com · 20 Sept 2026
Variance analysis
Yesplanguru.com · 20 Sept 2026
Purpose
PlanGuru provides budgeting, forecasting, and financial analytics tools to help small and midsize businesses make decisions using projected financial results and KPIs.planguru.com · 29 Sept 2026
Intended users
The company describes its audience as small businesses, nonprofits, entrepreneurs, accountants, and advisers.planguru.com · 29 Sept 2026
Forecasting
Plans include budgets and forecasts for up to 10 years, unlimited scenarios per company, a prebuilt three-way forecasting structure, and more than 20 standard forecasting methods.planguru.com · 29 Sept 2026
Modeling tools
The listed tools include a formula builder, assumption- and KPI-based forecasting, workforce planning, notes payable and line of credit tools, and ratios and KPIs.planguru.com · 29 Sept 2026
Data imports
The product imports from QuickBooks Online, Xero, and Excel, including Excel financial and nonfinancial data, and supports importing up to five years of actual results.planguru.com · 29 Sept 2026
Reporting
PlanGuru offers an Advanced Reporting Excel add-in for custom report layouts, financial statement and KPI reports, multi-analysis reports, and dynamic report books and dashboards.planguru.com · 29 Sept 2026
Consolidations
The Multi-Unit Consolidations plan supports separate budgets and forecasts for multiple companies, locations, departments, divisions, or business units before consolidation.planguru.com · 29 Sept 2026
Trial
PlanGuru offers a free trial with access to the selected plan's features, and work created during the trial remains available after subscribing.planguru.com · 29 Sept 2026
Platform distinction
The PlanGuru App is browser-based, while PlanGuru Desktop is a separate product; their data is not shared or synchronized.planguru.com · 29 Sept 2026
Security
PlanGuru Analytics requires SSL, states that passwords and company-identifying information are encrypted, and says card transactions go directly to Recurly and PayPal, which it identifies as PCI-DSS Level 1 compliant.help.planguru.com · 29 Sept 2026
Support
Technical support is included with subscriptions, and the company lists support tickets, email, and phone as contact options.planguru.com · 29 Sept 2026
Downloads
The downloads page provides a PlanGuru Desktop v8 update and separate Advanced Reporting Excel add-ins for the App and Desktop.planguru.com · 29 Sept 2026

Company

Headquarters
PlanGuru lists its corporate mailing address as 1 S. Main St, 3rd Floor, Wilkes-Barre, Pennsylvania 18701.planguru.com · 29 Sept 2026

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