{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/planguru-com","markdownUrl":"https://nowen.ai/agents/planguru-com.md","jsonUrl":"https://nowen.ai/agents/planguru-com.json","name":"PlanGuru, LLC","nickname":"PlanGuru","website":"https://www.planguru.com","location":"Wilkes-Barre, Pennsylvania, United States","address":{"city":"Wilkes-Barre","state":"Pennsylvania","country":"United States"},"industry":"Fintech","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-09-06T23:49:30.516Z","summary":"PlanGuru, LLC provides budgeting, forecasting, and financial analytics software for small to mid-sized businesses, nonprofits, and their advisers.","description":"PlanGuru, LLC provides budgeting, forecasting, and financial analytics software that helps organizations make better business decisions. The company serves small and mid-sized businesses, nonprofits, and their advisers, offering accessible planning and performance-review tools that enable users to project and interpret financial results and KPIs. Its solutions support strategic planning, scenario analysis, rolling forecasting, and real-time dashboards to drive confident decision-making across departments.","mission":"Our mission is to help small and mid-sized businesses make better decisions by providing the skills and tools to project and interpret financial results and KPIs, along with affordable, easy-to-use planning and performance-review tools accessible to all organizations.","directory":{"industryName":"Fintech","agentCount":133,"indexable":true,"hubUrl":"https://nowen.ai/industry/fintech"},"aiReaderFamilies":["OpenAI","Amazon"],"products":[{"name":"PlanGuru App","type":"Product","url":"https://www.planguru.com/products/sign-up/","summary":"Simplify budgeting and forecasting for businesses with powerful analytics and customizable reporting tools.","description":"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.","pricing":{},"features":[{"name":"Data Import from Major Sources","value":"Streamline Data Entry","valueDescription":"Easily import historical data to quickly create forecasts, reducing manual entry errors."},{"name":"Forecasting Method Variety","value":"Model Financial Outcomes","valueDescription":"Use a variety of methods to accurately predict future financial results based on trained data."},{"name":"Divisions Consolidation","value":"Achieve Unified Forecasts","valueDescription":"Combine forecasts from different departments to get a holistic view of financial performance."},{"name":"In-App Reporting","value":"Communicate Results Effectively","valueDescription":"Generate reports directly within the app to share financial insights quickly and clearly."},{"name":"Cash Flow Automation","value":"Simplify Cash Flow Management","valueDescription":"Automate the generation of cash flow statements for enhanced financial oversight."},{"name":"Three-Way Forecasting Structure","value":"Integrated Financial Overview","valueDescription":"Easily create comprehensive 3-way forecasts for better financial planning."},{"name":"Formula Builder","value":"Customize Forecasts","valueDescription":"Build tailored forecasting models that fit specific business needs beyond standard methods."},{"name":"Analytics and Add-ins","value":"Enhance Reporting Capabilities","valueDescription":"Utilize advanced reporting tools to gain insights and customize reports in Excel."},{"name":"Long-Range Budgeting","value":"Plan for the Future","valueDescription":"Enable long-term financial planning to support business growth."},{"name":"Pre-Built Financial Structure","value":"Quick Setup of Financial Models","valueDescription":"Access a prepared financial statement structure to expedite analysis."},{"name":"Non-Financial Data Forecasting","value":"Incorporate Diverse Metrics","valueDescription":"Integrate non-financial data such as customer metrics to enhance forecasting accuracy."},{"name":"Breakeven and Valuation Tools","value":"Assess Financial Viability","valueDescription":"Evaluate critical financial metrics to make informed business decisions."},{"name":"Custom Methods","value":"Tailor Financial Projections","valueDescription":"Develop forecasting methods tailored to specific business needs."},{"name":"Reporting Export","value":"Flexibility in Reporting","valueDescription":"Export financial reports in various formats to meet diverse needs."},{"name":"Notes Payable and Credit Tools","value":"Manage Liabilities Efficiently","valueDescription":"Track liabilities effectively to assist in financial decision-making and cash flow management."},{"name":"Workforce Planning","value":"Optimize Labor Costs","valueDescription":"Forecast staffing needs and labor costs to align with projected business growth."},{"name":"Permissions-Based Access","value":"Control User Access","valueDescription":"Set user permissions to manage who can view or edit financial data, enhancing security."},{"name":"VAT/GST Calculations","value":"Simplify Tax Compliance","valueDescription":"Automatically calculate VAT/GST to ensure compliance with tax regulations."},{"name":"Payroll Utility","value":"Streamline Payroll Processes","valueDescription":"Manage payroll calculations as part of your financial planning."}]},{"name":"PlanGuru Analytics","type":"Platform","url":"","summary":"Enhance decision-making with real-time insights into financial performance through interactive dashboards.","description":"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.","pricing":{},"features":[{"name":"Budget vs Actual","value":"Visualize Performance","valueDescription":"Easily compare budgeted figures against actual results to drive informed decision-making."},{"name":"Scorecard","value":"Track Performance","valueDescription":"Utilize a structured approach to monitor key performance indicators relevant to your business objectives."},{"name":"Financial Statement Charts","value":"Analyze Financials","valueDescription":"Access comprehensive visualizations of financial statements to aid in performance analysis."},{"name":"Shared and Private Dashboards","value":"Facilitate Collaboration","valueDescription":"Enable seamless collaboration by sharing customized dashboard views securely among stakeholders."},{"name":"Advanced Reporting Tools","value":"Generate Detailed Reports","valueDescription":"Generate comprehensive reports to facilitate strategic planning and operational transparency."},{"name":"Non-Financial Metrics","value":"Integrate KPIs","valueDescription":"Monitor critical non-financial data that impacts overall performance alongside financial metrics."},{"name":"Dashboards Customization","value":"Personalize Data Views","valueDescription":"Adjust visual components to align the dashboard with specific business needs or preferences."}]},{"name":"PlanGuru University","type":"Service","url":"https://www.planguru.com/planguru-university/","summary":"Become proficient in PlanGuru and enhance your financial planning skills through structured classes and real-world case studies.","description":"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.","pricing":{},"features":[{"name":"Cost","value":"Participate Free Of Charge","valueDescription":"This educational program is accessible to anyone without financial burden, encouraging participation."},{"name":"Three Two-Hour Classes with Case Studies","value":"Engage In Practical Learning","valueDescription":"The structured learning format incorporates real-world examples, facilitating the application of knowledge in practical settings."},{"name":"CPE/NASBA Credits","value":"Earn CPE Credits","valueDescription":"Graduates receive valuable continuing education hours to enhance their professional qualifications."},{"name":"Diploma and PGU Icon","value":"Receive A Certificate","valueDescription":"Participants can display their diploma and PGU icon as a mark of achievement on professional platforms."},{"name":"Recorded Sessions","value":"Access Classes Anytime","valueDescription":"Participants can revisit lecture materials and case studies at their convenience, ensuring a comprehensive learning experience."}]},{"name":"PlanGuru Launch","type":"Service","url":"https://www.planguru.com/products/launch/","summary":"Accelerate your PlanGuru implementation with tailored support and expert training.","description":"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.","pricing":{},"features":[{"name":"Tailored Implementation","value":"Customize Your Approach","valueDescription":"This ensures that the launch process aligns perfectly with your operational demands."},{"name":"Collaborative Planning Sessions","value":"Facilitate Tailored Sessions","valueDescription":"These sessions are designed to address specific needs, ensuring your unique requirements are met."},{"name":"Process Training","value":"Empower Your Team","valueDescription":"Empower your team with essential skills for effective financial analysis and reporting."},{"name":"Hands-On Setup Option","value":"Engage Expert Assistance","valueDescription":"Our team can take on the implementation process, letting you focus on core business operations."},{"name":"Analytics Integration","value":"Enhance Decision-Making","valueDescription":"Use data-driven insights to inform budgeting and strategic direction."},{"name":"Maintenance Guidance","value":"Ensure Continued Success","valueDescription":"Clear guidance helps maintain system integrity and performance post-implementation."},{"name":"Pricing Basis","value":"Know Cost Structure","valueDescription":"Transparent pricing facilitates budgeting for your implementation process."}]}],"audiences":[],"segments":[{"name":"Financial planning and analysis for small and midsize businesses","description":"Budgeting, forecasting, scenario analysis and three-way financial modeling to project results, evaluate scenarios, and manage KPIs for SMBs and nonprofits.","color":1,"productNames":["PlanGuru App","PlanGuru Analytics"]},{"name":"Financial reporting and performance management","description":"Dashboards, scorecards, budget versus actual reporting and customizable visualizations for ongoing performance review and stakeholder reporting.","color":2,"productNames":["PlanGuru Analytics","PlanGuru App"]},{"name":"Cash flow management and treasury forecasting","description":"Cash flow automation, cash forecasting, notes payable and line-of-credit modeling to manage liquidity and short-term financing needs.","color":3,"productNames":["PlanGuru App"]},{"name":"Consolidation and multi-entity financial management","description":"Consolidation of divisions or entities, unified forecasting and reporting across units for multi-entity organizations and group-level analysis.","color":4,"productNames":["PlanGuru App","PlanGuru Launch"]},{"name":"Workforce planning and labor cost modeling","description":"Headcount and payroll modeling to forecast workforce costs, plan staffing scenarios, and assess labor-related impacts on financials.","color":5,"productNames":["PlanGuru App"]},{"name":"FP&A implementation, training, and advisor enablement","description":"Implementation services, classroom and CPE training, and advisor-focused client reporting enablement to accelerate adoption and support advisory practices.","color":6,"productNames":["PlanGuru Launch","PlanGuru University","PlanGuru Analytics"]}],"faq":[],"comparisons":[],"sources":[{"url":"https://www.planguru.com","text":"PlanGuru, LLC"},{"url":"https://www.planguru.com/products/sign-up/","text":"PlanGuru App"},{"url":"https://www.planguru.com/planguru-university/","text":"PlanGuru University"},{"url":"https://www.planguru.com/products/launch/","text":"PlanGuru Launch"}]}