Monthly Advisor Plan

$99

Per Month (USD)
For Use on 3 Clients
Each Additional Client: $29 Per Month
Contact Us for special pricing for 10+ Clients

Order Now

30 Day Money Back Guarantee
 

Annual Advisor Plan (Save 25%)

$899

Per Year (USD)
For Use on 3 Clients
Each Additional Client: $299 Per Year
Contact Us for special pricing for 10+ Clients

Order Now

60 Day Money Back Guarantee
 

Optional Complete Solutions

PlanGuru Launch

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

Learn more about Launch 

 

Each Plan Includes:

Budgeting/ Forecasting Software

The core budget/forecast building application which includes an integrated income statement, balance sheet, and cash flow statement. PlanGuru provides over 20 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.
View PlanGuru’s Features | Technical Requirements for Installation

PlanGuru Analytics

PlanGuru Analytics is a web-based dashboard and reporting tool that works in tandem with PlanGuru. Quickly provide clients and colleagues online access to view both high-level KPIs and detailed financial performance.
Learn more about PlanGuru Analytics

icon-araAdvanced Reporting Excel Add-in

This Excel based Add-in will allow you to 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.
Learn more about the Advanced Reporting Excel Add-in

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Training & Support Resources

PlanGuru University
Video Learning Center
Help Center Access
Help Desk Ticketing System
Live U.S.-Based Technical Support