--- description: Get information about PlanGuru price, usability & features from verified user experiences. Read reviews from Indian business users & discover similar tools. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: PlanGuru Price, Features, Reviews & Ratings - Capterra India --- Breadcrumb: [Home](/) > [Budgeting Software](/directory/10003/budgeting/software) > [PlanGuru](/software/90928/planguru) # PlanGuru Canonical: https://www.capterra.in/software/90928/planguru Page: 1 / 4\ Next: [Next page](https://www.capterra.in/software/90928/planguru?page=2) > Affordable, flexible and scalable budgeting \& forecasting software. QuickBooks, Xero \& Excel compatible. Free 30 Day Trial. > > Verdict: Rated **4.2/5** by 56 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses PlanGuru? PlanGuru allows small/mid-size businesses, non-profits, and business advisors to easily budget, forecast, and plan for the future. Plus, it's Excel \& QuickBooks compatible. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.2/5** | 56 Reviews | | Ease of Use | 4.0/5 | Based on overall reviews | | Customer Support Software | 4.1/5 | Based on overall reviews | | Value for Money | 4.2/5 | Based on overall reviews | | Features | 4.0/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: PlanGuru - **Location**: White Plains, US - **Founded**: 2013 ## Commercial Context - **Starting Price**: $99.00 - **Pricing model**: Flat Rate (Free Trial) - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Linux (On-Premise) - **Supported Languages**: English - **Available Countries**: Australia, Canada, Germany, New Zealand, United Kingdom, United States ## Features - Budgeting/Forecasting - Cash Management - Income & Balance Sheet - Multi-Department/Project - Profit/Loss Statement - Strategic Planning Software ## Integrations (4 total) - Microsoft Excel - QuickBooks Online - QuickBooks Online Advanced - Xero ## Support Options - FAQs/Forum - Knowledge Base Software - Phone Support - Chat ## Category - [Budgeting Software](https://www.capterra.in/directory/10003/budgeting/software) ## Related Categories - [Budgeting Software](https://www.capterra.in/directory/10003/budgeting/software) - [Accounting Software](https://www.capterra.in/directory/1/accounting/software) ## Alternatives 1. [QuickBooks Online](https://www.capterra.in/software/141374/quickbooks-online) — 4.3/5 (8393 reviews) 2. [QuickBooks Enterprise](https://www.capterra.in/software/46497/quickbooks-enterprise) — 4.5/5 (20614 reviews) 3. [Xero](https://www.capterra.in/software/169561/xero) — 4.4/5 (3273 reviews) 4. [NetSuite](https://www.capterra.in/software/135757/netsuite) — 4.2/5 (2003 reviews) 5. [QuickBooks Online Advanced](https://www.capterra.in/software/189398/quickbooks-online) — 4.4/5 (1037 reviews) ## Reviews ### "Simplified long-term financial forecasting with planguru." — 4.0/5 > **Connor T.** | *19 May 2025* | Electrical/Electronic Manufacturing | Recommendation rating: 9.0/10 > > **Pros**: The modelling of multiple year financial scenarios with PlanGuru was a life saver. I can forecast out 10 years and just as easily adjust variables such as raw materials costs changing or changes in labor expenses. > > **Cons**: The interface looks a little dated, and there’s some onboarding required if you’re familiar with Excel. I needed to put some effort into our manufacturing projections up front. > > We were able to present long term financial models to our stakeholders with confidence, thanks to PlanGuru. With so many unforeseen changes happening in the supply chain, a tool like this really helps bring clarity on potential margin impacts and cash flows forecasts. It encourages better strategic decision-making and helps alleviate priming decisions. ----- ### "Our favorite forecasting software solution." — 4.0/5 > **Verified Reviewer** | *17 June 2019* | Marketing & Advertising | Recommendation rating: 7.0/10 > > **Pros**: Excellent customer support. Training for new users helps to avoid common mistakes. Intuitive design. Simple to consolidate multiple departments/projects. > > **Cons**: Annual fees. Local install, cannot access remotely. > > PlanGuru allows me to build plans and change scenarios to see how different outside factors impact the bottom line, that alone is worth the annual cost. ----- ### "PlanGuru Forecasting Software is the Best" — 5.0/5 > **Dave** | *27 November 2018* | Financial Services Software | Recommendation rating: 10.0/10 > > **Pros**: PlanGuru provides upfront training on how to utilize the software using case studies so a new user can learn, practice and see the results of the case studies. This is critical to the user because it allows a new user the opportunity to learn from mistakes in a case study, as well as the opportunity to try different modeling techniques. I learned the importance of thinking through assumptions, KPIs and all drivers that impact forecasting of details on the P\&L, Balance Sheet and Cash Flow statements in case studies. I continued to learn every time I used PlanGuru. I also used the output many times in serving my clients. Each and every time I need support of any kind, PlanGuru always got back to me in 24 hours or less and stayed glued to me until my question or issue was completed resolved to my satisfaction. I always had service with a smile via email or on a one on one phone call. > > **Cons**: I was annoyed when I learned that my software was shut down remotely when PlanGuru adopted an annual license fee after several years of no fees, unless you opted in for an upgrade to a new version. I got over it as I realize that the software and the customer service and support are superb. > > I use PlanGuru to build business forecasts for my clients so that I can provide great service, especially to growth oriented clients who hold themselves accountable to their goals. I have used PlanGuru results (P\&L, Balance Sheet, Cash Flow, Valuations) to support my clients with their banking relationships and for providing investors with forecasts that support business models for startups and going concerns too. ----- ### "Good product but far from the ideal Forecasting software" — 3.0/5 > **Victor** | *5 November 2016* | Real Estate | Recommendation rating: 7.0/10 > > **Pros**: -Once you have all the numbers, projections are very fast and exact. -Income Statement, Balance Sheet and Cash flow integration -Links to excel files > > **Cons**: - The link process is very long and tedious - No possibility of using formulas in the actual and historical data - Need an inventory module - Need Supporting schedule for the Balance sheet > > Plan Guru is an excellent product, specially considering that there are no products out there with this many features at this price level. If you want to have the best products you will have to pay tens of thousands every year, ie. Budget Maestro. However I think PG has some room for improvement, such as 1.- More flexibility in the automatization for the recording of Historical and actual values. Not even copy and paste is possible. 2.- Make it more friendly. PG can only be mastered by someone with a strong background in Finance 3.- Expand reporting capabilities and allow to export reports to excel with up the 36 months instead of only 12 mo. 4.- Develop a Mac version or a web version 5.- Develop Inventory module and allow for supporting schedule on the Balance sheet 6.- Flexibility in putting some values ( ie. interest expense) in the balance sheet for capitalization purposes ----- ### "Budgeting Software Every Business Owner Should Own" — 5.0/5 > **Patricia** | *20 November 2018* | Textiles | Recommendation rating: 10.0/10 > > **Pros**: 1) Functionality. 2) Easy to use. 3) Great help screens. 4) Terrific tutorials. 5) Fantastic customer support. > > **Cons**: I'd like to track 5 years historical data to project a budget analysis. > > I own a manufacturing business and produce an annual budget and a multi-year projection. I am not a CPA nor am I trained as a bookkeeper. When I needed to replace my old budgeting software I was particularly concerned whether it was appropriate for someone who isn't a pro. I wasn't disappointed: once purchased I was up and running within the hour. Anytime I've had a question that I couldn't answer through the help screens or online tutorials I've been able to discuss my problem with tech support\! This is huge for me. I've also taken some of the online courses called PlanGuru University, which were invaluable. I wish my CPA used this software. ----- Page: 1 / 4\ Next: [Next page](https://www.capterra.in/software/90928/planguru?page=2) ## Links - [View on Capterra](https://www.capterra.in/software/90928/planguru) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data