PlanGuru, LLC

Simplify budgeting and forecasting for businesses with powerful analytics and customizable reporting tools.

Enhance decision-making with real-time insights into financial performance through interactive dashboards.

Become proficient in PlanGuru and enhance your financial planning skills through structured classes and real-world case studies.

Accelerate your PlanGuru implementation with tailored support and expert training.

Budgeting, forecasting, scenario analysis and three-way financial modeling to project results, evaluate scenarios, and manage KPIs for SMBs and nonprofits.

Products: PlanGuru App, PlanGuru Analytics

Dashboards, scorecards, budget versus actual reporting and customizable visualizations for ongoing performance review and stakeholder reporting.

Products: PlanGuru Analytics, PlanGuru App

Cash flow automation, cash forecasting, notes payable and line-of-credit modeling to manage liquidity and short-term financing needs.

Products: PlanGuru App

Consolidation of divisions or entities, unified forecasting and reporting across units for multi-entity organizations and group-level analysis.

Products: PlanGuru App, PlanGuru Launch

Headcount and payroll modeling to forecast workforce costs, plan staffing scenarios, and assess labor-related impacts on financials.

Products: PlanGuru App

Implementation services, classroom and CPE training, and advisor-focused client reporting enablement to accelerate adoption and support advisory practices.

Products: PlanGuru Launch, PlanGuru University, PlanGuru Analytics

PlanGuru App

PlanGuru App is the cloud-based budgeting and forecasting software designed for small- to mid-sized businesses and nonprofits. It supports budgeting for a single entity or multiple divisions with data imports from QuickBooks Online, QuickBooks Desktop, Xero, and Excel; enables consolidations across divisions; offers more than 20 forecasting methods; supports forecasting with non-financial data and KPIs; includes notes payable and line-of-credit tools; a formula builder for custom forecasts; workforce planning; VAT/GST calculations; role-based access; and in-app reporting.

• Streamline Data Entry
  Easily import historical data to quickly create forecasts, reducing manual entry errors.
• Model Financial Outcomes
  Use a variety of methods to accurately predict future financial results based on trained data.
• Achieve Unified Forecasts
  Combine forecasts from different departments to get a holistic view of financial performance.
• Communicate Results Effectively
  Generate reports directly within the app to share financial insights quickly and clearly.
• Simplify Cash Flow Management
  Automate the generation of cash flow statements for enhanced financial oversight.
• Integrated Financial Overview
  Easily create comprehensive 3-way forecasts for better financial planning.
• Customize Forecasts
  Build tailored forecasting models that fit specific business needs beyond standard methods.
• Enhance Reporting Capabilities
  Utilize advanced reporting tools to gain insights and customize reports in Excel.
• Plan for the Future
  Enable long-term financial planning to support business growth.
• Quick Setup of Financial Models
  Access a prepared financial statement structure to expedite analysis.
• Incorporate Diverse Metrics
  Integrate non-financial data such as customer metrics to enhance forecasting accuracy.
• Assess Financial Viability
  Evaluate critical financial metrics to make informed business decisions.
• Tailor Financial Projections
  Develop forecasting methods tailored to specific business needs.
• Flexibility in Reporting
  Export financial reports in various formats to meet diverse needs.
• Manage Liabilities Efficiently
  Track liabilities effectively to assist in financial decision-making and cash flow management.
• Optimize Labor Costs
  Forecast staffing needs and labor costs to align with projected business growth.
• Control User Access
  Set user permissions to manage who can view or edit financial data, enhancing security.
• Simplify Tax Compliance
  Automatically calculate VAT/GST to ensure compliance with tax regulations.
• Streamline Payroll Processes
  Manage payroll calculations as part of your financial planning.

PlanGuru Analytics

PlanGuru Analytics is a web-based dashboard and reporting tool that complements PlanGuru. It enables collaboration and quick access to key performance indicators and detailed financial performance through dashboards and reports, featuring shared and private dashboards, a scorecard, budget vs actual views, and detailed financial and non-financial metrics.

• Visualize Performance
  Easily compare budgeted figures against actual results to drive informed decision-making.
• Track Performance
  Utilize a structured approach to monitor key performance indicators relevant to your business objectives.
• Analyze Financials
  Access comprehensive visualizations of financial statements to aid in performance analysis.
• Facilitate Collaboration
  Enable seamless collaboration by sharing customized dashboard views securely among stakeholders.
• Generate Detailed Reports
  Generate comprehensive reports to facilitate strategic planning and operational transparency.
• Integrate KPIs
  Monitor critical non-financial data that impacts overall performance alongside financial metrics.
• Personalize Data Views
  Adjust visual components to align the dashboard with specific business needs or preferences.

PlanGuru University

PlanGuru University is a curriculum designed to make you a power user of PlanGuru, delivered as three 2-hour classes with case studies. It covers budgeting, forecasting, and planning concepts for businesses and accountants, and includes online access to sessions and case studies.

• Participate Free Of Charge
  This educational program is accessible to anyone without financial burden, encouraging participation.
• Engage In Practical Learning
  The structured learning format incorporates real-world examples, facilitating the application of knowledge in practical settings.
• Earn CPE Credits
  Graduates receive valuable continuing education hours to enhance their professional qualifications.
• Receive A Certificate
  Participants can display their diploma and PGU icon as a mark of achievement on professional platforms.
• Access Classes Anytime
  Participants can revisit lecture materials and case studies at their convenience, ensuring a comprehensive learning experience.

PlanGuru Launch

PlanGuru Launch is designed to get you up and running in PlanGuru quickly. This customized package fits your time horizon and cost constraints, involving 2–3 collaborative Zoom meetings or full hands-on implementation by PlanGuru, along with training and build-out of budgeting, forecasting, and reporting processes.

• Customize Your Approach
  This ensures that the launch process aligns perfectly with your operational demands.
• Facilitate Tailored Sessions
  These sessions are designed to address specific needs, ensuring your unique requirements are met.
• Empower Your Team
  Empower your team with essential skills for effective financial analysis and reporting.
• Engage Expert Assistance
  Our team can take on the implementation process, letting you focus on core business operations.
• Enhance Decision-Making
  Use data-driven insights to inform budgeting and strategic direction.
• Ensure Continued Success
  Clear guidance helps maintain system integrity and performance post-implementation.
• Know Cost Structure
  Transparent pricing facilitates budgeting for your implementation process.