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PlanGuru
What PlanGuru is
PlanGuru provides budgeting, forecasting, and financial analytics for small and midsize businesses and other organizations. It supports projected financial results and KPI-based decisions with variance analysis, rolling forecasts, and revenue and expense models. Plans include up to 10 years of budgets and forecasts, unlimited scenarios per company, a prebuilt three-way forecasting structure, and more than 20 standard forecasting methods. Modeling tools cover formulas, assumption- and KPI-based forecasts, workforce planning, notes payable, lines of credit, ratios, and KPIs. PlanGuru imports from QuickBooks Online, Xero, and Excel, including financial and nonfinancial Excel data, and supports up to five years of actual results. An Advanced Reporting Excel add-in supports custom report layouts, financial statement and KPI reports, multi-analysis reports, and dynamic report books and dashboards. Multi-Unit Consolidations supports separate budgets and forecasts for multiple companies, locations, departments, divisions, or business units before consolidation. The browser-based App and separate Desktop product do not share or synchronize data. Single Entity is $83 a month when paid annually; the monthly option is $99 a month. A free trial includes the selected plan’s features, and trial work remains available after subscribing.
Who it suits
PlanGuru suits small businesses, nonprofits, entrepreneurs, accountants, and advisers planning from financial projections and KPIs. Organizations managing multiple units may consider its consolidation plan.
What it does well
- Budgets and forecasts can span up to 10 years
- Unlimited scenarios per company
- Imports from QuickBooks Online, Xero, and Excel
- Consolidates forecasts across multiple business units
- Free trial work remains available after subscribing
What to know first
- No free plan
- App and Desktop data do not synchronize
- Single Entity monthly plan costs $99 a month
Limits
There is no free plan. The Single Entity annual plan is $83 a year, displayed as $83/mo., and includes one user and five years of actual results; budgets and forecasts cover up to 10 years. The free trial provides selected-plan features.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Single Entity | Paid annually · 1 user · 5 years of actual results · 10 years of budgeting/forecasting | $83 a month |
| Single Entity with Analytics | Paid annually · 1 user · 5 years of actual results · 10 years of budgeting/forecasting | $166 a month |
| Multi-Unit Consolidations | Paid annually · 3 users · 5 years of actual results · 10 years of budgeting/forecasting | $333 a month |
| Advisor Plan (annual) | Paid annually; displayed as $133/mo. · 3 clients included · Additional Single Entity Client: $42/mo. · Additional Client w/ Consolidations: $99/mo. | $133 a month |
| Advisor Plan (monthly) | Monthly · 3 clients included · Additional Single Entity Client: $49/mo. · Additional Client w/ Consolidations: $119/mo. | $159 a month |
| Single Entity with Analytics (annual) | Paid annually; displayed as $166/mo. · 1 user included · Additional users $25/mo. · 30-day money-back guarantee | $166 a month |
| Single Entity with Analytics (monthly) | Monthly · 1 user included · Additional users $29/mo. · 30-day money-back guarantee | $199 a month |
| Multi-Unit Consolidations (annual) | Paid annually; displayed as $333/mo. · 3 users included · Additional users $25/mo. · 30-day money-back guarantee | $333 a month |
The first 8 of 11 plans, as planguru.com lists them, read 20 Sept 2026. The maker's own page has the final word. Every plan
Getting started
- Visit https://planguru.com/.
- Start a free trial with access to the selected plan's features.
- Choose the browser-based PlanGuru App or the separate PlanGuru Desktop product.
- Import actual results from QuickBooks Online, Xero or Excel.
- Build budgets, forecasts and scenarios, then use the reporting tools available with your plan.
Verdict
PlanGuru combines long-range forecasting, scenario modeling, data imports, and reporting options for organizations that need structured financial planning. Note that the browser App and Desktop product keep separate data, and the monthly Single Entity option costs $99 a month.
Questions
Does PlanGuru offer a free plan or trial?
There is no free plan, but a free trial gives access to the selected plan's features. Work created during the trial remains available after subscribing.
What does PlanGuru cost?
The Single Entity annual plan is $83 a year, displayed as $83/mo.; its monthly plan is $99 a month. Other listed plans include Analytics, Advisor and Multi-Unit Consolidations.
Which platforms does PlanGuru support?
The listed platforms are web and Windows. The browser-based PlanGuru App and separate Desktop product do not share or synchronize data.
What data can PlanGuru import?
It imports from QuickBooks Online, Xero and Excel, including financial and nonfinancial Excel data. It supports importing up to five years of actual results.
Can PlanGuru model multiple entities?
The Multi-Unit Consolidations plan supports separate budgets and forecasts for multiple companies, locations, departments, divisions or business units before consolidation.
Who is PlanGuru intended for?
The company describes its audience as small businesses, nonprofits, entrepreneurs, accountants and advisers.
Facts from PlanGuru's own pages
- 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
- 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
- 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
- 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
- Free plan
- No · planguru.com, 20 Sept 2026
- Headquarters
- PlanGuru lists its corporate mailing address as 1 S. Main St, 3rd Floor, Wilkes-Barre, Pennsylvania 18701. · 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
- 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
- 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
- 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
- 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
- Scenario modeling
- Yes · planguru.com, 20 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
- 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
- Variance analysis
- Yes · planguru.com, 20 Sept 2026
Where PlanGuru stands on Freedom251
- Financial Planning & Analysis Software#26 of 91
- Scenario Planning Software#28 of 93
- Financial Forecasting Software#25 of 75
- Financial Modeling Software#16 of 33