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.
Understand the full implications of your decisions on profitability and cash, before you make them. Adapt quickly and confidently to a changing world.
Define a long-term vision for your company, get everyone working in the same direction. Run what-if scenarios to evaluate risks and opportunities.
Build intelligent, dynamic financial forecasts
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.