I love Plan Guru! I am recommending it to all my clients. The only reason that I gave 4 stars instead of 5 is that I think it would be great if when a Company purchases PG that someone reach out and have an introductory call to discuss how the Company is going to use PG and make initial suggestions. I did know about PG University until after I had set up a client with 144 retail locations in a very manual and time consuming fashion. If I had went to PG Univ first I would have saved many hours of time and frustration.

Easy and efficient.

PlanGuru was exactly what I needed - the ability to forecast easily based on budgets and historical actuals. Hours of manual Excel work a month has been cut down significantly, and the setup was straightforward and without an excessive amount of time or effort.

Good software for sales forecasting

There are many great built-in tools to help you quickly forecast revenue and cash flow, but we also like how you can forecast out other metrics that we like to track for our Sales Team's performance.

Good software for sales forecasting

There are many great built-in tools to help you quickly forecast revenue and cash flow, but we also like how you can forecast out other metrics that we like to track for our Sales Team's performance.

Awesome for Operations Performance Reporting

The PlanGuru software has been a huge contributor to our Operations Reporting Team. We have the PlanGuru Analytics available to our clients faster and more consistent.

PlanGuru gives us the flexibility to work outside of our corporate chart of accounts when developing specific Operations reports needed at the field locations all across the US.

Your PlanGuru Service team is amazing! They are very knowledgeable about the software and provide you answers that really work! When we are supporting over 100 clients that is the kind of customer service you want to have.

Thank you Plan Guru for providing such an awesome forecasting and reporting tool!

Planguru experience March 2016

I have used Planguru in the past while in a Controller position with a manufacturing company. I had retired from that position in 2014 but wanted to explore part time work preparing forecasts and budgets and decided to use this product again. The sales team have been very supportive and accommodating during my trial evaluation and I have decided to purchase it.

Great tool for budgeting - easy to use

We're a small business and have been building our budgets in Excel for years. As we've grown, we needed a more sophisticated tool so we can project out some other metrics that help us better evaluate the performance of our Sales/Marketing and Operations.

We randomly found PlanGuru online and it seemed like a great fit for us as we continue to grow. It was a no brainer when we found out it integrates directly with QuickBooks Online. We can now build our budget in more detail than before and quickly see the ramifications in cash flow when we make adjustments.

Excellent forecasting and cash flow software for small companies

Overall, while a bit time-consuming to learn how to use it on the front end, I would recommend this software and purchase it again.

I like this software because it:
1.provides lots of functionality and flexibility for budgeting and forecasting
2.downloads from Quickbooks and Excel
3.links to Excel spreadsheets
4.archives the final budget and rolls forward by month
5.provides forecasted and actual financials including cash flow statement
6.provides budget to actual reports
7.utilizes online videos to provide support
8.provides all of this at an affordable price
9.helpful employees with quick response time

The only problems I have had are:
1.a file will occasionally get corrupted for some reason (I just make a backup copy periodically so I won't have to re-create anything)
2.I would like it to be more user-friendly on the front end or have pop-up dialogue boxes with explanations rather than having to watch an entire video to decide which box to check.

Excellent support!

Anytime when I have questions or need help, I always get tremendous support from Plan Guru. The people work there care about their clients. That is important to us. I want to give special thanks to Thomas Murray, Tripp Graham, and Christian Wielage.

Good and Useful Product

PlanGuru is well done and very useful for me and some of my clients. It is reasonably priced and does a great job of doing what it says it will do. Support is responsive and good. I find PlanGuru very useful.

Great reporting and budgeting tool

I've used Plan Guru for about 15 years + and love it for management reporting, budgeting, and planning.