Business budgeting, forecasting, and
planning software

PlanGuru Consultant

PlanGuru Consultant is the right business software solution if you want to take your budgeting, forecasting and planning to the next level. Some of the additional features of PlanGuru Consultant include consolidation of departments, business valuation tools, and enhanced financial performance measurement.

PlanGuru Consultant gives you all the features of PlanGuru Professional PLUS:

• Improve the financial planning process with goal setting features
• Consolidate up to 20 departments, divisions or subsidiaries
• Set up a financial performance measurement system
• Value a business with PlanGuru Business Valuation tools
• Import account data directly from QuickBooks
• Tools to help Professional accountants complying with AICPA reporting guidelines
• See trends in a company's financial information and how the company compares to their industry peer group with PlanGuru Business Analyzer (optional)

$499.95 $424.95 until November 30th

Already a PlanGuru Consultant user?
What's New in Version 11

Learn more about PlanGuru's Key Features

FeaturesGetting StartedSupportSystem Requirements

Available in:

Professional

Consultant

	Flexibility in setting up budgets, forecasts and projections
PlanGuru gives you the flexibility to set up your business budgeting and business forecasting the way you want it. Prepare budgets and forecasts for up to 5 years Budget and forecast years 1, 2 and 3 on monthly, quarterly or annual basis Start a financial projection at an interim date Add an unlimited number of companies Add an unlimited number of budgets and forecasts for any company Add an unlimited number of non-financial items such as units sold Create an unlimited number of supporting schedules

	Powerful business budgeting and forecasting methods
PlanGuru's powerful budgeting and forecasting methods let you easily do things that would take hours to duplicate in your spreadsheet software all without having to create a single formula. Basic methods: Compute financial trends based on historical data Adjust prior period amounts by a percentage Make line items a percentage of other lines Compute amounts based on non-financial items Enter amounts you compute Link line items to an Excel spreadsheet Specialized methods for specific items: Automatically amortize notes payable Line of credit automatically advances and pays off line Compute accounts receivable based on average days to collect Compute accounts payable based on average days to pay Automatically expense prepaid expenses Handles withheld and accrued taxes Create 2 user defined taxes based on income

	Customizable financial statement and reports
PlanGuru gives you the ability to customize your reports with a wide selection of formatting features. Reports include: Balance sheet and income statement Download sample report Statement of cash flows Download sample report Budget vs Actual reports on both fixed and variable budget methods Download sample report Ratio reports Download sample report Assumptions and comments reports to document your work Download sample report Non-financial items report Download sample report Breakeven analysis report Download sample report

	Import utilities save you time
Whether you are setting up a new budget/forecast or evaluating budget versus actual performance, PlanGuru's import utilities can save you time. You can import account information, historical balances and actual results from: Excel spreadsheets QuickBooks

	Export reports and data for added flexibility
PlanGuru gives you the ability to export reports and data. Whether you need to email a report or want to edit information outside of PlanGuru, PlanGuru's export utilities provide the solution. Export reports to "pdf" and "doc" files Export information to an Excel spreadsheet

	Automatically compute financial ratios and breakeven analyses
Financial ratios and breakeven analyses can be valuable management tools but time consuming to prepare. With PlanGuru they're automatic. Automatically computes 21 financial ratios Set up user defined ratios Automatically computes breakeven analysis

	Create what-if scenarios to help set goals
PlanGuru's goal setting features provides a quick and easy way to evaluate how the changes to financial drivers in your business impact performance. In just a few minutes you can see the impact an increase in sales volume will have on net income and cash flow. Or the impact reducing receivables collection time will have on cash flow. Automatically computes basic financial drivers from summary historical data   Creates up to 5 side-by-side what-if scenarios complete with income statement, balance sheet and cash flow   Automatically computes sensitivity report that shows how changes in financial statement drivers impact income and cash flow

	Consolidate departments, divisions and subsidiaries
Consolidate up to 20 budgets, projections or forecasts. Whether you need to combine analyses for different locations, departments or subsidiaries, PlanGuru consolidation feature is fast. And it's easy to use because our PlanGuru software automatically matches up the line items from the different analyses.

	Create business valuations
PlanGuru can also be your business valuation software. It creates business valuation using the following 4 income based valuation approaches. Plus, PlanGuru helps you with one of the most difficult issues in preparing a business valuation; determining the proper discount rate. Business valuation methods include: Discounted cash flow direct to equity method   Discounted cash flow invested capital method   Capitalized cash flow   Excess earnings methods

	Set up a Performance measurement system
Performance measurement means more than measuring financial performance. It means taking into account such activities as quality control, customer service and product innovation. The Performance Measurement Tools are simple and easy-to-use tools you can use to help implement a performance measurement system. With PlanGuru's flexible budgeting, forecasting and planning software, your performance measurement can be as simple or complex as you want.

	Specialized reporting tools for the professional accountant
If you're an accounting professional looking for help complying with AICPA reporting guidelines for prospective financial statements, the Engagement Tools are for you. Even if you're preparing budgets and forecasts for internal use only, there are things you need to know. Based on the AICPA Guide for Prospective Financial Statements, Engagement Tools is a valuable reference tool for each type of engagement that can be performed on prospective financial statements. The Engagement Tools can automatically draft the: Accountant's report   Engagement letter   Representation letter   Procedure checklist

	See company financial trends and compare to industry peer group	Optional	Optional
With PlanGuru's Business Analyzer optional module, you'll get information you'd never find in traditional financial statement. You see the trends in a company's financial data for up to 5 years and how its' performance compares to its' industry peer group. The Business Analyzer uses data from RMA Statement Studies database. Used by banks and other financial institutions, it's the most respected source of industry data available. Since data is available by company size, the data is relevant for companies of all sizes. Business Analyzer reports include: An easy to read summary report focusing on key performance indicators Download sample report     A 30 page comprehensive financial analysis for companies that want to dig into the nuts and bolts Download sample report

PlanGuru provides several tools that make getting started easy:

• A new set-up wizard that lets you choose accounts from a standard chart,
  assign budgeting/projection methods and enter historical data in one step
• A Getting Started Tour
• A How-to Help Guide

Product support is offerd to all current licensees via our PlanGuru Help Desk.
In addition, the Help Desk incorporates a Knowledge Base with answers to some of the most-asked questions.

PlanGuru System Requirements:

• Windows 2000, XP, NT, or Vista
• 32MB RAM
• 80MB hard disk space