PlanGuru
PlanGuru provides budgeting, forecasting, and financial analytics for businesses and other organizations making decisions from projected results and KPIs.
What PlanGuru is
PlanGuru provides budgeting, forecasting, and financial analytics for businesses and other organizations making decisions from projected results and KPIs. It supports variance analysis, rolling forecasts, and revenue and expense models, with budgets and forecasts extending up to 10 years. Plans include unlimited scenarios per company, a three-way forecasting structure, and more than 20 standard forecasting methods. Modeling tools include a formula builder, workforce planning, notes payable and credit line tools, and ratios and KPIs. Users can import from QuickBooks Online, Xero, and Excel, including up to five years of actual results. An Advanced Reporting Excel add-in supports custom layouts, financial and KPI reports, multi-analysis reports, and dashboards. Multi-Unit Consolidations supports forecasts for separate entities or units before consolidation. The browser-based App and separate Desktop product do not share or synchronize data. The free trial includes selected-plan features, and work remains available after subscribing. Annual Single Entity pricing is $83 a year (displayed as $83/mo.); monthly is $99 a month. Other plans and billing options are also listed.
Good
- Forecasts can extend up to 10 years
- Unlimited scenarios per company
- Imports from QuickBooks Online, Xero, and Excel
- Free trial work remains after subscribing
Watch out
- No free plan
- App and Desktop data do not synchronize
- Monthly Single Entity plan is $99 a month
Who it suits
PlanGuru suits small businesses, nonprofits, entrepreneurs, accountants, and advisers working with budgets, forecasts, or financial analysis. Organizations with multiple units may consider its consolidation plan.
Verdict
PlanGuru offers forecasting, modeling, imports, and reporting tools, with options for single entities and multiple units. Note that its browser App and Desktop product keep separate data.
Plans and prices
From PlanGuru's own pricing page, checked 20 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Single Entity | $83 a month | 1 user · 5 years of actual results · 10 years of budgeting/forecasting · Paid annually |
| Single Entity with Analytics | $166 a month | 1 user · 5 years of actual results · 10 years of budgeting/forecasting · Paid annually |
| Multi-Unit Consolidations | $333 a month | 3 users · 5 years of actual results · 10 years of budgeting/forecasting · Paid annually |
| Single Entity (annual) | $83 a month | 1 user included · Additional users $25/mo. · 30-day money-back guarantee · Paid annually; displayed as $83/mo. |
| Single Entity (monthly) | $99 a month | 1 user included · Additional users $29/mo. · 30-day money-back guarantee · Monthly |
| Advisor Plan (annual) | $133 a month | 3 clients included · Additional Single Entity Client: $42/mo. · Additional Client w/ Consolidations: $99/mo. · Paid annually; displayed as $133/mo. |
| Advisor Plan (monthly) | $159 a month | 3 clients included · Additional Single Entity Client: $49/mo. · Additional Client w/ Consolidations: $119/mo. · Monthly |
| Single Entity with Analytics (annual) | $166 a month | 1 user included · Additional users $25/mo. · 30-day money-back guarantee · Paid annually; displayed as $166/mo. |
| Single Entity with Analytics (monthly) | $199 a month | 1 user included · Additional users $29/mo. · 30-day money-back guarantee · Monthly |
| Multi-Unit Consolidations (annual) | $333 a month | 3 users included · Additional users $25/mo. · 30-day money-back guarantee · Paid annually; displayed as $333/mo. |
| Multi-Unit Consolidations (monthly) | $399 a month | 3 users included · Additional users $29/mo. · 30-day money-back guarantee · Monthly |
The facts
Each one read from PlanGuru's own pages, with the date it was checked.
What it does
- Consolidations
- The Multi-Unit Consolidations plan supports separate budgets and forecasts for multiple companies, locations, departments, divisions, or business units before consolidation.checked 29 Sep 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.checked 29 Sep 2026
- Downloads
- The downloads page provides a PlanGuru Desktop v8 update and separate Advanced Reporting Excel add-ins for the App and Desktop.checked 29 Sep 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.checked 29 Sep 2026
- Intended users
- The company describes its audience as small businesses, nonprofits, entrepreneurs, accountants, and advisers.checked 29 Sep 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.checked 29 Sep 2026
- Purpose
- PlanGuru provides budgeting, forecasting, and financial analytics tools to help small and midsize businesses make decisions using projected financial results and KPIs.checked 29 Sep 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.checked 29 Sep 2026
- Scenario modeling
- Yeschecked 20 Sep 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.checked 29 Sep 2026
- Support
- Technical support is included with subscriptions, and the company lists support tickets, email, and phone as contact options.checked 29 Sep 2026
- Variance analysis
- Yeschecked 20 Sep 2026
Money
- Free plan
- Nochecked 20 Sep 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.checked 29 Sep 2026
The company
- Headquarters
- PlanGuru lists its corporate mailing address as 1 S. Main St, 3rd Floor, Wilkes-Barre, Pennsylvania 18701.checked 29 Sep 2026
Where it runs
- Platform distinction
- The PlanGuru App is browser-based, while PlanGuru Desktop is a separate product; their data is not shared or synchronized.checked 29 Sep 2026
Alternatives to PlanGuru
- 1
IBM Planning Analytics
iOSWebAPIExtension7.9 - 2
LivePlan
AndroidiOSWebmacOS7.6From $15 a month - 3
ProjectionHub
Free planWebmacOSWindows7.6$150 one-time - 4
OnePlan
AndroidiOSWeb7.5From $120 a year - 5
Workday Adaptive Planning
AndroidiOSWebAPI7.5 - 6
Intuit Enterprise Suite for Nonprofits
AndroidiOSWebAPI7.3From $7,800 a year