4 reviews
WH Score

PlanGuru Reviews & Overview

What is PlanGuru?

PlanGuru is a financial analysis and forecasting application that aims to offer business leaders data-driven and actionable insights. Leveraging the performance of existing accounting solutions, PlanGuru offers a wide range of analytics tools – from regular financial statements to custom report builders. 

Integrate with a variety of leading accounting solutions such as QuickBooks and Xero, while reaping forecasting capabilities that go as far as 10 years. With scorecards and online dashboards, data is even more accessible, thereby offering all financial statistics at your fingertips.

Company:PlanGuru, LLC

PlanGuru Pricing

Single Entity
per user / per month
PlanGuru Pricing Details

PlanGuru Key Features

Third-Party Integrations
  • QuickBooks
  • Xero
Free Resources/Discounts
  • Free Demo
  • Free Trial
Drag-and-Drop Builders/Designers
  • Dashboard Builder
  • Report Builder
  • Budget Alerts
  • Multiple Company Management
  • Multiple Location Management
Identity and Access Management (IAM)
  • Role Based Access Control (RBAC)
  • Role Based Access Control (RBAC)
Reporting & Analytics
  • Budget Reports
  • KPI Tracking
  • Executive Summary
  • Variance Analysis
  • Dashboard
  • Forecasting
Report Management
  • Report Filters
Customizable Items
  • Custom Reports
  • Custom Formulas
  • Custom Forms
After-Sales Service
  • Product Guide/Manual
  • Training/Tutorial
  • Phone Support
  • Technical Support
  • Forum
Cash Flow Management
  • Credit Management
  • Budget Management
  • Sales & Purchase Orders
  • Receivables & Collections
  • Invoicing & Billing
Portal Types
  • Customer/Client Portal
Microsoft 365
  • Microsoft Excel
PlanGuru Features Details

PlanGuru Media


PlanGuru Wheelhouse Score

What is this?

The Average Wheelhouse score for the Accounting category is 7.9

  • Ease of Use
  • Meets Requirements
  • Ease of Admin

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