PlanGuru
C
C tier on Financial Planning & Analysis SoftwareScore 6.1 · #65 of 89
- Android app
- Not listed
- Free plan
- Trial only
- Paid plans from
- $6.92/mo
- Runs on
- Web, Windows
Summary
PlanGuru is ranked #65 of 89 in financial planning & analysis software on Everything Xiaomi. It runs on Web, Windows. There is no free plan. A free trial is offered. Paid plans start at $6.92/mo.
PlanGuru plans and pricing
All plansSingle Entity $83/mo Paid annually 1 user · 5 years of actual results · 10 years of budgeting/forecasting planguru.com · 20 Sept 2026
Single Entity with Analytics $166/mo Paid annually 1 user · 5 years of actual results · 10 years of budgeting/forecasting planguru.com · 20 Sept 2026
Multi-Unit Consolidations $333/mo Paid annually 3 users · 5 years of actual results · 10 years of budgeting/forecasting planguru.com · 20 Sept 2026
Single Entity (annual) $83/yr Paid annually; displayed as $83/mo. 1 user included · Additional users $25/mo. · 30-day money-back guarantee planguru.com · 29 Sept 2026
Single Entity (monthly) $99/mo Monthly 1 user included · Additional users $29/mo. · 30-day money-back guarantee planguru.com · 29 Sept 2026
Advisor Plan (annual) $133/yr Paid annually; displayed as $133/mo. 3 clients included · Additional Single Entity Client: $42/mo. · Additional Client w/ Consolidations: $99/mo. planguru.com · 29 Sept 2026
Compared on financial planning & analysis software
- Free plan
- Noplanguru.com
- Rolling forecasts
- Yesplanguru.com
- Forecast vs actuals
- Yesplanguru.com
- Scenario modeling
- Yesplanguru.com
- Revenue and expense models
- Yesplanguru.com
- Multi-entity support
- Yesplanguru.com
- Data refresh
- scheduledplanguru.com
Facts
- 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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Sources
- planguru.com/products/;· checked 20 Sept 2026
- planguru.com/about-us/· checked 29 Sept 2026
- planguru.com/products/· checked 29 Sept 2026
- help.planguru.com/knowledge/planguru-analytics-security· checked 29 Sept 2026
- planguru.com/support/downloads/· checked 29 Sept 2026
- planguru.com/products/advisor-plans/· checked 29 Sept 2026