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Budgeting, Forecasting, & Performance Review Made Easy

PlanGuru is business budgeting, forecasting, and performance review software designed to help companies and nonprofits make better decisions. Whether it’s a high level forecast for the bank or a detailed multi-departmental operating budget, PlanGuru enables you (or your team) to produce a more accurate analysis in less time.

PlanGuru combines a flexible framework with sophisticated yet easy-to-use forecasting tools, at a value that is unrivaled. PlanGuru users range from entrepreneurs, small businesses, and business advisors to multi-national manufacturers and major universities.


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Mid-Large Companies
Nonprofits
Accountants / Business Advisors
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Build intelligent projections

Startups often struggle to create the projections needed to secure critical financing, many times their attempts are simply inadequate. PlanGuru Startup enables users to build powerful and dynamic projections in a fraction of the time it is possible in a spreadsheet. No project is “too simple” to benefit from the value PlanGuru brings.

- Integrated framework makes projecting all 3 financial statements simple
- Over 20 different forecasting methods including multiple debt modeling tools 
- Large variety of reports: financial statements, ratios, assumptions and comments
- The perfect tool for those with or without a financial background


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See how it’s a great fit for:
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Small Businesses
Mid-Large Companies
Nonprofits
Accountants / Business Advisors
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Gain important insight into your business

PlanGuru helps small businesses do the same type of value-adding analysis as big companies, at a small company price point. It doesn’t matter if your company has struggled for years or never tried to build a budget. PlanGuru will help you implement a budgeting, forecasting and performance review process that will yield better decision making.

- Simple set-up and import, cut straight to the important conversations
- Over 20 different forecasting methods, both turn-key and customizable
- Each month, once the books are closed, a full performance review is just minutes away
- Have the numbers to make confident decisions


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See how it’s a great fit for:
Entrepreneurs
Small Businesses
Mid-Large Companies
Nonprofits
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Powerfully Simple

Many mid-large sized organizations prefer the PlanGuru approach over other more costly and difficult to implement budgeting packages. PlanGuru is designed to be fully implemented and maintained by accounting/finance employees, not software engineers; this is important because budgeting is part art, part science.

- Multi-departmental budgeting with our consolidation tool
- Over 20 turn-key forecasting methods, with the ability to customize your own
- Powerful reporting tools that can produce any possible report
- PlanGuru Launch offers very low consulting fees for set-up and training


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See how it’s a great fit for:
Entrepreneurs
Small Businesses
Mid-Large Companies
Nonprofits
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Create a plan that reflects your mission

Nonprofits typically have very rigorous, mandatory budgeting requirements. We have a decade of experience helping these organizations build custom tailored projects that exceed their difficult parameters. We work with all types of nonprofits from small churches to major universities.

- Simple set-up and import, cut straight to the important conversations
- Over 20 different forecasting methods, both turn-key and customizable
- Turn-key analytics in addition to completely customizable reports
- Multi-departmental budgeting with our consolidation tool


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See how it’s a great fit for:
Entrepreneurs
Small Businesses
Mid-Large Companies
Nonprofits
Accountants / Business Advisors
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Provide your clients with the insight they need

Our software and training will enable you to reach the enormous opportunity for Outsourced CFO services in the small business space. By dramatically lowering the cost of delivering these services it is no longer a niche business, it is a way to generate monthly reoccurring revenue from the majority of your client base.

- Easy budget set-up, 20 different forecasting methods, both turn-key and customizable
- Powerful reporting/analytics tools facilitate seamless ongoing performance review
- PlanGuru University will make you a power user and share advisors’ best practices
- Help your clients make better decisions


Learn how you can become more profitable
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See how it’s a great fit for:
Entrepreneurs
Small Businesses
Mid-Large Companies
Nonprofits
Accountants / Business Advisors

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The Budgeting and Forecasting Tool of Choice

PlanGuru business budgeting and forecasting software has been chosen by thousands of small businesses, entrepreneurs, nonprofits and accounting firms. They use PlanGuru as business planning software for budgeting and forecasting because it is easy to use and provides them with the information they need to make their businesses and practices more successful.

Regardless of size, your business should have a budget and a plan for the future. With PlanGuru you can take the pain out of the budgeting and planning process and start realizing the benefits.

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