PlanGuru Description
PlanGuro allows you to create intelligent, dynamic financial forecasts. PlanGuru is a tool for accountants to prepare budget analysis, create financial forecasts, and address financial limitations in their businesses. This on-premise budgeting and business planning solution provides financial ratios, cashflow analysis, and other analytical tools that help evaluate and improve business performance. The core features include payroll utility, budget/forecast up to 10 years, archive buget, custom report builder in Excel, business valuation tool, as well as other key features.
PlanGuru Alternatives
NaviPlan
NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
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Martus
Martus Solutions delivers a powerful budgeting, reporting, and forecasting platform tailored for nonprofits and small to mid-sized businesses (SMBs). Eliminate the hassle of spreadsheets and simplify your financial processes with Martus. Our intuitive tools offer collaborative budgeting and comprehensive personnel planning, enabling your organization to make data-driven decisions with confidence.
Martus empowers teams to work smarter, with real-time data access, customizable reporting, and automated workflows designed to streamline your budgeting and forecasting efforts. Gain critical insights into your organization’s financial health, allowing for strategic growth and mission alignment.
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LivePlan
The #1 rated business planning and management software created to support the success of small businesses and entrepreneurs.
Creating a dynamic business plan is easy in LivePlan. Step-by-step guidance, examples, and expert support help you create a professional plan with all the details a lender or investor expects to see.
No need for complex spreadsheets or formulas. LivePlan's automated financials and built in equations mean you spend less time number crunching and checking for accuracy, and more time focused on the things that matter. Sync with Quickbooks or Xero to quickly create budgets, forecasts, and financial statements using your real data.
Access industry benchmarks to see how your business is performing and where you can improve compared to similar businesses of your size and focus.
With the ability to create multiple financial scenarios and projections, you'll be able to see how decisions you make in your business today - affect the future.
Confidently answer questions such as:
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- Should I open another location?
Be a more confident business owner and strategically manage your business from day one - onward.
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Planium Pro
Premium Strategic Business Planning Software for professionals and individuals.
Planium Pro's powerful analysis tools allow you to create custom plans for your clients as a business advisor, accountant, or consultant. This is done without the need to allocate additional resources or staff.
You can work from anywhere, and create a business plan for optimal growth. With the help of engaging charts, diagrams, and a comprehensive report, you can quickly create a winning business plan that is investor-ready.
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Pricing
Pricing Starts At:
$99.00/month
Pricing Information:
Pricing:
For a Single Business/ Nonprofit
- $99 for the Monthly Plan
- $899 for the Annual Plan
For Multiple Companies
- $99 for the Monthly Advisor Plan
- $899 for the Annual Advisor Plan
For a Single Business/ Nonprofit
- $99 for the Monthly Plan
- $899 for the Annual Plan
For Multiple Companies
- $99 for the Monthly Advisor Plan
- $899 for the Annual Advisor Plan
Free Trial:
Yes
Integrations
Company Details
Company:
PlanGuru
Year Founded:
2013
Headquarters:
United States
Website:
www.planguru.com
Media
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Product Details
Platforms
Web-Based
Windows
On-Premises
Types of Training
Training Docs
Live Training (Online)
Webinars
Customer Support
Business Hours
Online Support
PlanGuru Features and Options
Budgeting Software
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control
PlanGuru Lists
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