Special Offer for SMBs & Nonprofits

  • PlanGuru App
  • 1hr of Launch Implementation (normally $250)
  • Full Access to Video Tutorial Library
  • Premium Technical Support

This comprehensive Launch Package is designed to help Businesses create an optimal financial management process by creating intelligent Budgets, Rolling Forecasts and Strategic Plans with PlanGuru. Your PlanGuru Budgeting Analyst will work with you to design an on-boarding process that fits your experience level and timeframes.

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PlanGuru App

PlanGuru App


Launch Package can include:

Setup & Import

We work with you to setup PlanGuru by importing or manually adding your Chart of Accounts and other KPI’s.

QuickBooks OnlineXeroExcel

Forecasting Methods

We dive into your Financial Statements and other KPI’s to begin building out the best way to forecast each account.

Reporting

We’ll show you the many pre-built reports, and show you how to customize them for your business.