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The Tool for Prospective Financial Analysis

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

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

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Why PlanGuruUse it for Any Size BusinessWhat's New in PlanGuru 2011The Tool of Choice[corner image]

"PlanGuru can be a powerful tool in the hands of a CFO or an in-house CPA."

"PlanGuru's strength is that it was built for accountants. No other planning and budgeting tool in the marketplace offers this combination of structure, usability and focus."

"PlanGuru has two significant strengths that make it attractive to accountants. First, it was designed specifically to assist accountants build their business advisory practice with a strong emphasis on budgeting and forecasting. Second, it offers the look and feel of a spreadsheet without the need to build and maintain formulas or macros."

"Product differentiation is critical to success in the software industry, and PlanGuru has clearly staked out two critical segments. First, it retains the look and feel of a spreadsheet - something most software vendors have abandoned. More importantly, PlanGuru remains the only budgeting tool that is aimed specifically at accounting professionals serving small to mid-market customers."

Why PlanGuru

Why PlanGuru?

Budgeting and forecasting without spreadsheets doesn’t have to cost thousands of dollars. PlanGuru is an affordable alternative that enables you to prepare your budgets and forecasts in a fraction of the time.

  • Automatically integrated balance sheets, income statements and cash flow
  • Forecast up to 10 years, create multiple scenarios, automatic break-even, and ratio analysis
  • Forecast revenue and expenses, amortize a note, add a line of credit, compute receivables and payables in your budget/forecast in minutes
  • Excel and QuickBooks compatible
  • With the optional Enhancement Package, consolidate departments, divisions or subsidiaries or value a business
  • Get the most from your budgeting and planning process through PlanGuru’s Professional Advisor program

Learn more about PlanGuru's Key Features

Use it for any size business

Your Business Needs a Plan

Businesses of all sizes and stages can benefit from budgeting and planning. It is a fact, if you have a plan, you have a better chance of getting where you want to go.

  • The planning process itself is valuable. As you build your budget or forecast you gain new insight into the dynamics of your business.
  • Planning provides a framework for decision making based on facts. Once you’ve created a budget you have built a model of your business that enables you to better evaluate alternative courses of action.
  • A plan becomes your road map. You would not start a cross country trip without a road map to tell you where you are and if you have got off course. Why should your business be any different?
  • Be better equipped to handle situations where a budget or plan is required. If you need financing, a lender or investor will want to see your plan for the future.

Learn more about how you can use PlanGuru in your business

PlanGuru Products

What's New in PlanGuru 2011

  • Newly redesigned easy-to-use interface
  • Budget for up to 10 years
  • Import up to 5 years of historical data by month, quarter or year. This gives you significantly enhanced functionality around the “Adjust prior period” and “Trend based on historical” methods.
  • With the optional Enhancement Package, you can create an unlimited number of subtotal groupings within a Class. Plus, by clicking on “+/-” signs you will be able to expand or contract the grouping. You can even place Supporting Schedules within the subtotals.
  • Add an unlimited number of receivable and payable categories using the “Average days to collect” and “Average days to pay” methodologies and specify which revenue or expense categories are linked to the receivable or payable category.

Learn more about PlanGuru 2011 forecasting and budgeting software

Already own a previous version of PlanGuru?

Upgrade to PlanGuru 2011
The Tool of Choice

The Tool of Choice.

Since 1999, PlanGuru business budgeting and forecasting software has been chosen by small and medium sized businesses and by over 3,000 accounting firms. These professional advisors chose PlanGuru as their tool of choice for advising their clients on budgeting, forecasting and planning because it is easy to use and provides their clients with the information they need to make their business more successful.

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

Try PlanGuru FREE today!