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Business/Nonprofit Plans

Products & Pricingpgadmin2025-01-01T13:52:33-05:00
  • Annual

  • Monthly

  • Annual

Single Entity

PlanGuru App

This cloud-based version is perfect for the SMB or Nonprofit that needs to budget/forecast for a single entity.

$83/mo.

Paid Annually: Save 16% compared to Monthly Plan

Includes 1 User
Additional Users $25/mo.

Order in App

30 Day Money Back Guarantee

Single Entity
Import Integrations

QuickBooks OnlineXeroExcel
  • QuickBooks Online, Xero & Excel Import
  • Excel Import for Financial & Non-Financial Data
  • Import up to 5 Years of Actual Results
Budgeting/ Forecasting

  • Budget/Forecast for up to 10 Years
  • Unlimited # of Scenarios per Company
  • Pre-built 3-Way Forecasting Structure
  • 20+ Standard Forecasting Methods
  • Formula Builder to Create Custom Methods
  • Forecast using Assumptions & KPIs
  • Workforce Planning
  • Notes Payable and Line of Credit Tools
  • Ratios & KPIs
  •  
     
Reporting & Analysis

  • In-App Reporting Tools
  • Export Reports & Dashboards to PDF, Word, Excel
  • Advanced Reporting Excel Add-in
  • Permission-based User Access Levels
Onboarding & Support Resources

  • In-App Help Guides, Video Tutorials & Knowledge Base
  • PlanGuru University
  • U.S.-based Technical Support
TRY PLANGURU APP FREE

Multi-Department Consolidations

For a company that has multiple departments, divisions or locations that it needs to consolidate when budgeting.

$250/mo.

Paid Annually: Save 16% compared to Monthly Plan

Includes 3 Users
Additional Users $25/mo.

Order in App

30 Day Money Back Guarantee

Multi-Department Consolidations
Import Integrations

QuickBooks OnlineXeroExcel
  • QuickBooks Online, Xero & Excel Import
  • Excel Import for Financial & Non-Financial Data
  • Import up to 5 Years of Actual Results
Budgeting/ Forecasting

  • Budget/Forecast for up to 10 Years
  • Unlimited # of Scenarios per Company
  • Pre-built 3-Way Forecasting Structure
  • 20+ Standard Forecasting Methods
  • Formula Builder to Create Custom Methods
  • Forecast using Assumptions & KPIs
  • Workforce Planning
  • Notes Payable and Line of Credit Tools
  • Ratios & KPIs
  • Consolidate Scenarios with Multiple Departments, Divisions, or Locations
Reporting & Analysis

  • In-App Reporting Tools
  • Export Reports & Dashboards to PDF, Word, Excel
  • Advanced Reporting Excel Add-in
  • Permission-based Access Levels
Onboarding & Support Resources

  • In-App Help Guides, Video Tutorials & Knowledge Base
  • PlanGuru University
  • U.S.-based Technical Support
TRY PLANGURU APP FREE

Looking for PlanGuru Desktop? See Desktop Features and Pricing

PlanGuru Launch

Need additional help getting off the ground with your project?
Our team will help you implement PlanGuru based on your time and cost constraints.

Learn more about Launch 

 

icon-aravideo-thumb-large-noplay

Advanced Reporting Excel Add-in

The PlanGuru Advanced Reporting Add-In allows you to build and run custom PlanGuru reports using Excel as your canvas. Users of this financial reporting tool will have a level of flexibility previously unimaginable. When combined with PlanGuru, this add-on module will allow you to create exactly the financial analysis you’re looking for.

Product Features include:

Custom Report Layouts through a Simple Interface
The PlanGuru Advanced Reporting Add-in allows you to create reports exactly the way you want to see them through a simple interface. Including Full Financial Statement Insert, Cash Flow Statement Reports, Non-Financial KPI Reports, and the ability to insert your financial statements and classes into the worksheet formatted according to your chart of accounts structure.

Multi Analysis Reports
The Advanced Reporting Add-in allows you to build and run reports off an unlimited number of analyses simultaneously. Build consolidating schedules, compare multiple scenarios and compile results from all your PlanGuru analyses, all within a single report.

Advanced Reporting Needs
Build advanced reports in Excel using your PlanGuru analyses as building blocks. Integrate ratios, calculations, charts and other metrics into your reports, all of which can be updated with a click of the mouse. Your creativity is the only limit.

Build Dynamic Report Books and Dashboards
Create truly dynamic reporting books and dashboards using the simple interface and familiar Excel functions. This is perfect for managers or professionals that need to run dynamic monthly report books.

  • Monthly

Single Entity

PlanGuru App

This cloud-based version is perfect for the SMB or Nonprofit that needs to budget/forecast for a single entity.

$99/mo.

Includes 1 User
Additional Users $29/mo.

Order in App

30 Day Money Back Guarantee

Single Entity
Import Integrations

QuickBooks OnlineXeroExcel
  • QuickBooks Online, Xero & Excel Import
  • Excel Import for Financial & Non-Financial Data
  • Import up to 5 Years of Actual Results
Budgeting/ Forecasting

  • Budget/Forecast for up to 10 Years
  • Unlimited # of Scenarios per Company
  • Pre-built 3-Way Forecasting Structure
  • 20+ Standard Forecasting Methods
  • Formula Builder to Create Custom Methods
  • Forecast using Assumptions & KPIs
  • Workforce Planning
  • Notes Payable and Line of Credit Tools
  • Ratios & KPIs
  •  
     
Reporting & Analysis

  • In-App Reporting Tools
  • Export Reports & Dashboards to PDF, Word, Excel
  • Advanced Reporting Excel Add-in
  • Permission-based User Access Levels
Onboarding & Support Resources

  • In-App Help Guides, Video Tutorials & Knowledge Base
  • PlanGuru University
  • U.S.-based Technical Support
TRY PLANGURU APP FREE

Multi-Department Consolidations

For a company that has multiple departments, divisions or locations that it needs to consolidate when budgeting.

$299/mo.

Includes 3 Users
Additional Users $29/mo.

Order in App

30 Day Money Back Guarantee

Multi-Department Consolidations
Import Integrations

QuickBooks OnlineXeroExcel
  • QuickBooks Online, Xero & Excel Import
  • Excel Import for Financial & Non-Financial Data
  • Import up to 5 Years of Actual Results
Budgeting/ Forecasting

  • Budget/Forecast for up to 10 Years
  • Unlimited # of Scenarios per Company
  • Pre-built 3-Way Forecasting Structure
  • 20+ Standard Forecasting Methods
  • Formula Builder to Create Custom Methods
  • Forecast using Assumptions & KPIs
  • Workforce Planning
  • Notes Payable and Line of Credit Tools
  • Ratios & KPIs
  • Consolidate Scenarios with Multiple Departments, Divisions, or Locations
Reporting & Analysis

  • In-App Reporting Tools
  • Export Reports & Dashboards to PDF, Word, Excel
  • Advanced Reporting Excel Add-in
  • Permission-based User Access Levels
Onboarding & Support Resources

  • In-App Help Guides, Video Tutorials & Knowledge Base
  • PlanGuru University
  • U.S.-based Technical Support
TRY PLANGURU APP FREE

Looking for PlanGuru Desktop? See Desktop Features and Pricing

PlanGuru Launch

Need additional help getting off the ground with your project?
Our team will help you implement PlanGuru based on your time and cost constraints.

Learn more about Launch 

 

icon-aravideo-thumb-large-noplay

Advanced Reporting Excel Add-in

The PlanGuru Advanced Reporting Add-In allows you to build and run custom PlanGuru reports using Excel as your canvas. Users of this financial reporting tool will have a level of flexibility previously unimaginable. When combined with PlanGuru, this add-on module will allow you to create exactly the financial analysis you’re looking for.

Product Features include:

Custom Report Layouts through a Simple Interface
The PlanGuru Advanced Reporting Add-in allows you to create reports exactly the way you want to see them through a simple interface. Including Full Financial Statement Insert, Cash Flow Statement Reports, Non-Financial KPI Reports, and the ability to insert your financial statements and classes into the worksheet formatted according to your chart of accounts structure.

Multi Analysis Reports
The Advanced Reporting Add-in allows you to build and run reports off an unlimited number of analyses simultaneously. Build consolidating schedules, compare multiple scenarios and compile results from all your PlanGuru analyses, all within a single report.

Advanced Reporting Needs
Build advanced reports in Excel using your PlanGuru analyses as building blocks. Integrate ratios, calculations, charts and other metrics into your reports, all of which can be updated with a click of the mouse. Your creativity is the only limit.

Build Dynamic Report Books and Dashboards
Create truly dynamic reporting books and dashboards using the simple interface and familiar Excel functions. This is perfect for managers or professionals that need to run dynamic monthly report books.

PlanGuru

We provide thousands of small businesses, entrepreneurs, nonprofits, and accountants the skills and tools needed to project and interpret their financial results & KPIs.

We are committed to building the best business budgeting, forecasting, and financial analytics software to help make business planning easier.
Learn more About Us

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