Make better decisions, increase profit, & accomplish your goals

PlanGuru helps thousands of businesses, nonprofits and their advisors drive better decision making through these time-tested processes.


Budgeting & Financial Analytics

Set financial goals and assign accountability for results. Analyze financial performance in a timely and practical way that drives better decisions.

Rolling Forecast

Understand the full implications of your decisions on profitability and cash, before you make them. Adapt quickly and confidently to a changing world.

Strategic Planning

Define a long-term vision for your company, get everyone working in the same direction. Run what-if scenarios to evaluate risks and opportunities.


PlanGuru Software

Create more intelligent scenarios in less time using our integrated 3-Way Forecasting software and free educational resources.
Business/Nonprofit Plans  |  Advisor Plans


PlanGuru Launch

Need help getting off the ground? Our team will help you implement PlanGuru based on your time horizon and cost constraints.
Learn more about Launch

  • Forecast all 3 Financial Statements

    With an integrated income statement, balance sheet, and cash flow statement, PlanGuru provides over 20 powerful forecasting methods which allow you to project for up to 10 years. These include intelligent, turn-key methods, plus the ability to build custom business drivers, including non-financial data.

  • Create an Analysis in Minutes

    With our general ledger import utilities, you’ll be able to import historical results in only a few minutes. On a monthly basis, with just a few clicks, you’ll be able to view budget vs actual reports and build rolling forecasts.

  • Unlimited Budgeting Flexibility

    PlanGuru provides a flexible structure that will allow you to create simple high-level small business budget or a detailed multi-department operating budget with consolidations.

  • Make Better Decisions with Scenario Analysis

    Our robust planning framework provides a forecasting tool that can interpret the likely financial impact of specific events with greater precision. By building scenario analysis in PlanGuru, you can make the important investments and strategic decisions with confidence that you’ve done your due diligence.

  • Gain Insight Previously Unattainable

    With PlanGuru’s Reporting Tools, you can view the specific aspects of your business that are working and ones that are not. With that insight, you’ll be able to make the adjustments that will help your business succeed.


Features Include

  • Build an Unlimited # of Analyses per Company
  • QuickBooks, QuickBooks Online, Xero & Excel Import
  • Import up to 5 years of Actual Results
  • Budget / Forecast for up to 10 years
  • Pre-built Integrated Financial Statement Structure
  • Automatically solved Cash Flow Statement
  • Archive Budget Feature
  • 20+ Standard Forecasting Methods
  • Ability to Create Custom Methods
  • Payroll Utility
  • Forecast using Non-Financial Data
  • Sub-Totaling Feature to Group Accounts
  • Notes Payable and Line of Credit Tools
  • Consolidate Unlimited # of Projections
  • Financial Ratios
  • Business Valuation Tool
  • Engagement Tools for Professional Accountants
  • Standard Report Export to PDF, Word, & Excel
  • Custom Report Builder for Excel
  • Online Dashboard, Scorecard and Reporting Tools
  • Plus many more…