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.
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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.
With rapid implementation, seamless ERP integration, and an approachable user interface, Martus delivers both efficiency and value. Hundreds of organizations have already discovered how Martus transforms financial management—bringing transparency, accountability, and accuracy to your financial operations, all at an affordable cost.
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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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Vena
Vena Solutions provides an all-encompassing platform for financial planning and analysis (FP&A) that works harmoniously with Microsoft Excel. This innovative platform empowers companies to enhance their budgeting, forecasting, reporting, and financial closing activities through the use of AI-driven automation. By facilitating real-time collaboration, offering customizable workflows, and featuring user-friendly dashboards, Vena enables organizations to make well-informed decisions, boost operational efficiency, and ensure regulatory compliance. Additionally, Vena's compatibility with Microsoft 365 applications along with its robust data transparency capabilities delivers a unified source of truth for financial operations, making it an excellent choice for businesses, regardless of their size. With its focus on enhancing financial processes, Vena Solutions stands out as a valuable tool for organizations looking to streamline their financial management practices.
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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:
- How will I use this funding to grow my business?
- When should I hire more employees?
- Should I open another location?
Be a more confident business owner and strategically manage your business from day one - onward.
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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
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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
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