Single Entity

PlanGuru App

Created for SMBs and nonprofits, this cloud-based software delivers streamlined budgeting & forecasting for single-entity organizations.


$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

  • Basic In-App Reporting Tools
  • Permission-based User Access Levels
  • Advanced Reporting Excel Add-in

    •  
Onboarding & Support Resources

Single Entity with Analytics

PlanGuru App

For SMBs and nonprofits seeking real-time insight, this cloud-based platform combines budgeting & forecasting with interactive dashboards & reports that highlight key trends and support confident decision-making.

$166/mo.

Paid Annually (Save 16% compared to Monthly Plan)

Includes 1 User
Additional Users $25/mo.

30 Day Money Back Guarantee

Single Entity with Analytics
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


  • provides customizable Dashboards & Reports for your Users
  • Permission-based User Access Levels
  • Advanced Reporting Excel Add-in
Onboarding & Support Resources

Multi-Unit Consolidations

Built for companies consolidating multiple departments or locations, this cloud-based platform pairs powerful budgeting & forecasting with interactive dashboards & reports that deliver real-time insight and smarter decisions.

$333/mo.

Paid Annually (Save 16% compared to Monthly Plan)

Includes 3 Users
Additional Users $25/mo.

30 Day Money Back Guarantee

Multi-Unit 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


  • provides customizable Dashboards & Reports for your Users
  • Permission-based User Access Levels
  • Advanced Reporting Excel Add-in
Onboarding & Support Resources

Single Entity

PlanGuru App

Created for SMBs and nonprofits, this cloud-based software delivers streamlined budgeting & forecasting for single-entity organizations.


$99/mo.

Includes 1 User
Additional Users $29/mo.

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

  • Basic In-App Reporting Tools
  • Permission-based User Access Levels
  • Advanced Reporting Excel Add-in

    •  
Onboarding & Support Resources

Single Entity with Analytics

PlanGuru App

For SMBs and nonprofits seeking real-time insight, this cloud-based platform combines budgeting & forecasting with interactive dashboards & reports that highlight key trends and support confident decision-making.

$199/mo.

Includes 1 User
Additional Users $29/mo.

30 Day Money Back Guarantee

Single Entity with Analytics
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


  • provides customizable Dashboards & Reports for your Users
  • Permission-based User Access Levels
  • Advanced Reporting Excel Add-in
Onboarding & Support Resources

Multi-Unit Consolidations

Built for companies consolidating multiple departments or locations, this cloud-based platform pairs powerful budgeting & forecasting with interactive dashboards & reports that deliver real-time insight and smarter decisions.

$399/mo.

Includes 3 Users
Additional Users $29/mo.

30 Day Money Back Guarantee

Multi-Unit 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


  • provides customizable Dashboards & Reports for your Users
  • Permission-based User Access Levels
  • Advanced Reporting Excel Add-in
Onboarding & Support Resources
Frequently Asked Questions

Business/Nonprofit Plan FAQs

If you’re planning for a single business, nonprofit, or standalone organization, the Single Entity Plan is the best choice. If you’d like to add interactive dashboards, custom reports, and AI-powered narrative summaries, choose the Single Entity with Analytics Plan.

If you need to create budgets and forecasts for multiple departments, divisions, locations, companies, or business units and consolidate them into one set of financial statements, the Multi-Unit Consolidation Plan is the right solution.

The Single Entity Plan is designed for one organization, while the Multi-Unit Consolidation Plan is designed for organizations that need consolidated financial reporting across multiple units.

The Single Entity Plan is ideal for businesses and nonprofits managing one company or organization. It provides budgeting, forecasting, reporting, dashboards, and financial analysis for a single entity.

The Multi-Unit Consolidation Plan allows you to budget and forecast separately for multiple companies, locations, departments, divisions, or business units before consolidating them into one set of financial statements. You can also report on both individual unit performance and consolidated results.

Yes. PlanGuru offers a free trial so you can explore the software before purchasing.

During your trial, you’ll have access to the features included in your selected plan so you can import your data to build budgets, forecasts using your own financial data. Anything built within the Free Trial will be available to use once you subscribe to a Plan.

👉 Start your Free Trial here

Yes. You can upgrade your PlanGuru subscription at any time.

As your organization grows, you can easily add PlanGuru Analytics for dashboards, reporting, and AI-powered summaries, or upgrade to the Multi-Unit Consolidation Plan if you need consolidated budgeting and forecasting across multiple entities or departments.

No. You can choose the subscription that works best for your organization.

PlanGuru offers both monthly and annual plans. Monthly subscriptions provide maximum flexibility, while annual plans offer a full year of access.

Every new subscription also includes a 30-day money-back guarantee, so you can get started with confidence knowing you can determine whether PlanGuru is the right solution for your business.

Yes. Every PlanGuru subscription includes onboarding assistance.

You can get started using our Help Center, implementation guides, and training resources, or schedule a one-on-one onboarding session with a dedicated Budgeting Analyst to help you get up and running.

If you’d like additional assistance building your budgeting or forecasting model, our PlanGuru Launch Service provides hands-on implementation and custom model development to help you get started faster.

Yes. Technical support is included with every PlanGuru subscription.

Our support team is available to help with software questions, troubleshooting, and best practices. You can:
* Submit a support ticket through our Help Center
* Email support@planguru.com
* Call (888) 822-6300

Yes. You can add additional users to your PlanGuru account and assign permissions based on their responsibilities.

PlanGuru supports multiple user permission levels, including Full Access, Read/Write, and View Only. Permissions can also be customized for individual scenarios and financial statements, including the Profit & Loss, Balance Sheet, Cash Flow Statement, and KPI data.

This allows finance teams, business owners, department managers, and advisors to collaborate while maintaining appropriate access controls.

No. The PlanGuru App is a browser-based solution and does not require the desktop application.

The PlanGuru App and PlanGuru Desktop offer some similar budgeting and forecasting capabilities, but they are separate products built on different platforms. Data is not shared or synchronized between the two versions, so new customers are generally encouraged to use the browser-based PlanGuru App, because it has more powerful features.

Yes. Monthly subscriptions can be canceled at any time with no long-term commitment. Your account will remain active until the end of your current billing period.

Annual subscriptions are prepaid for a one-year term and remain active through the end of that subscription period.

You can manage your subscription through your billing portal or contact support@planguru.com, and our team will be happy to help.