PlanGuru

PlanGuru

12 reviews

WH Score

7.8

Top PlanGuru Features

What are the Best PlanGuru Features?

Accounting Features

Invoicing & Billing
Estimates & Quotations
Receivables & Collections
Sales & Purchase Orders
Reconciliations

Cash Flow Management

Budget Management
Credit Management

Payment Options

Direct Deposit
Direct Payment

Portal Types

Customer/Client Portal

Document Management

File Sharing
File Transfers
Digital Forms

Customizable Items

Custom Reports
Custom Formulas
Custom Forms

Appointments/Scheduling

Employee Scheduling

Reminders/Alerts

Budget Alerts

Drag-and-Drop Builders/Designers

Formula Builder
Dashboard Builder
Report Builder
Form Builder

Reporting & Analytics

Financial Reports
Forecasting
Dashboard
Variance Analysis
Executive Summary
KPI Tracking
Budget Reports
Payments Reports
Billing Reports

Report Management

Report Filters
Report Publishing

Data Migration

Data Import
Data Export

Systems/Administrative

Multiple Location Management
Multiple Company Management

Third-Party Integrations

QuickBooks
Xero

Microsoft 365

Microsoft Excel

Identity and Access Management (IAM)

Role Based Access Control (RBAC)

After-Sales Service

Phone Support
Technical Support
Forum
Training/Tutorial
Product Guide/Manual

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Popular PlanGuru Comparisons

Patriot Accounting

QuickBooks Accounting

More popular comparisons

Research & Articles

Best WH Scored PlanGuru Alternatives

9.1

Patriot Accounting

8.9

8.8

QuickBooks Accounting

8.7

More Alternatives

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