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  • PRODUCTS & PRICING
    • Business/Nonprofit Plans
    • Advisor Plans
  • CUSTOMERS
    • Small Businesses
    • Franchises
    • Nonprofits
    • Accountants / Advisors
  • LEARNING
    • View a Demo
    • PlanGuru University
    • PlanGuru App – Video Tutorials
    • PlanGuru Desktop – Video Tutorials
    • Help Center
  • SUPPORT
    • Help Center/ Submit a Ticket
    • Downloads / Updates
  • Try it Free

Desktop Business/Nonprofit Plans

Desktop Planspgadmin2025-01-01T13:55:38-05:00
  • Annual

  • Monthly

  • Annual


Single Entity

PlanGuru Desktop

This based (Desktop or Server) software is perfect for SMBs or Nonprofits that need to budget/forecast for a single entity.

$83/mo.

Paid Annually: Save 16% compared to Monthly Plan

Includes 1 User
Additional Users $25/mo.

Order PlanGuru Desktop

30 Day Money Back Guarantee

Windows Desktop or Server Application
Unlimited # of Scenarios per Company
Import up to 5 Years of Actual Results
QuickBooks OnlineXeroExcel

QuickBooks Online, QuickBooks Desktop, Xero & Excel Import

Excel Import for Financial & Non-Financial Data
Budget/Forecast for up to 10 Years
Pre-built 3-Way Forecasting Structure
Automatically solved Cash Flow Statement
20+ Standard Forecasting Methods
Formula Builder to Create Custom Methods
Budget Archive Feature
Forecast using Non-Financial Data
Ratios & KPI’s
Payroll Utility
Group Accounts with Sub-totaling
Notes Payable and Line of Credit Tools
Consolidate Unlimited # of Projections
Breakeven Tool
Business Valuation
PlanGuru Analytics & Excel Add-in Reporting Tool
Export Reports & Dashboards to PDF, Word, Excel
TRY PlanGuru Desktop FREE

Multi-Department Consolidations

PlanGuru Desktop

For a company that has multiple departments, divisions or locations that it needs to consolidate when budgeting.

$250/mo.

Paid Annually: Save 16% compared to Monthly Plan

Includes 3 Users
Additional Users $25/mo.

Order PlanGuru Desktop

30 Day Money Back Guarantee

Windows Desktop or Server Application
Unlimited # of Scenarios per Company
Import up to 5 Years of Actual Results
QuickBooks OnlineXeroExcel

QuickBooks Online, QuickBooks Desktop, Xero & Excel Import

Excel Import for Financial & Non-Financial Data
Budget/Forecast for up to 10 Years
Pre-built 3-Way Forecasting Structure
Automatically solved Cash Flow Statement
20+ Standard Forecasting Methods
Formula Builder to Create Custom Methods
Budget Archive Feature
Forecast using Non-Financial Data
Ratios & KPI’s
Payroll Utility
Group Accounts with Sub-totaling
Notes Payable and Line of Credit Tools
Consolidate Unlimited # of Projections
Breakeven Tool
Business Valuation
PlanGuru Analytics & Excel Add-in Reporting Tool
Export Reports & Dashboards to PDF, Word, Excel
TRY PlanGuru Desktop FREE

Included Training & Support Resources

In-App Help Guides
PlanGuru University
Video Tutorials
Knowledge Base
Live U.S.-Based Support

PlanGuru Launch

Need additional help getting off the ground with your project?
Our team will help you implement PlanGuru based on your time and cost constraints.

Learn more about Launch 

 


  • Monthly


Single Entity

PlanGuru Desktop

This Windows (Desktop or Server) software is perfect for SMBs or Nonprofits that need to budget/forecast for a single entity.

$99/mo.

Includes 1 User
Additional Users $29/mo.

Order PlanGuru Desktop

30 Day Money Back Guarantee

Windows Desktop or Server Application
Create Multiple Scenarios per Company
Import up to 5 Years of Actual Results
QuickBooks OnlineXeroExcel

QuickBooks Online, QuickBooks Desktop, Xero & Excel Import

Excel Import for Financial & Non-Financial Data
Budget/Forecast for up to 10 Years
Pre-built 3-Way Forecasting Structure
Automatically solved Cash Flow Statement
20+ Standard Forecasting Methods
Formula Builder to Create Custom Methods
Budget Archive Feature
Forecast using Non-Financial Data
Ratios & KPI’s
Payroll Utility
Group Accounts with Sub-totaling
Notes Payable and Line of Credit Tools
Consolidate Unlimited # of Projections
Breakeven Tool
Business Valuation
PlanGuru Analytics & Excel Add-in Reporting Tool
Export Reports & Dashboards to PDF, Word, Excel
TRY PlanGuru Desktop FREE

Multi-Department Consolidations

PlanGuru Desktop

For a company that has multiple departments, divisions or locations that it needs to consolidate when budgeting.

$299/mo.

Includes 3 Users
Additional Users $29/mo.

Order PlanGuru Desktop

30 Day Money Back Guarantee

Windows Desktop or Server Application
Consolidate an Unlimited # of Scenarios per Company
Import up to 5 Years of Actual Results
QuickBooks OnlineXeroExcel

QuickBooks Online, QuickBooks Desktop, Xero & Excel Import

Excel Import for Financial & Non-Financial Data
Budget/Forecast for up to 10 Years
Pre-built 3-Way Forecasting Structure
Automatically solved Cash Flow Statement
20+ Standard Forecasting Methods
Formula Builder to Create Custom Methods
Budget Archive Feature
Forecast using Non-Financial Data
Ratios & KPI’s
Payroll Utility
Group Accounts with Sub-totaling
Notes Payable and Line of Credit Tools
Consolidate Unlimited # of Projections
Breakeven Tool
Business Valuation
PlanGuru Analytics & Excel Add-in Reporting Tool
Export Reports & Dashboards to PDF, Word, Excel
TRY PlanGuru Desktop FREE

Included Training & Support Resources

In-App Help Guides
PlanGuru University
Video Tutorials
Knowledge Base
Live U.S.-Based Support

PlanGuru Launch

Need additional help getting off the ground with your project?
Our team will help you implement PlanGuru based on your time and cost constraints.

Learn more about Launch 

 


PlanGuru

We provide thousands of small businesses, entrepreneurs, nonprofits, and accountants the skills and tools needed to project and interpret their financial results & KPIs.

We are committed to building the best business budgeting, forecasting, and financial analytics software to help make business planning easier.
Learn more About Us

Products

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Customers

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  • Accountants / Business Advisors
  • Nonprofits

Learning

  • View a Demo
  • PlanGuru University
  • PlanGuru Desktop – Video Tutorials
  • PlanGuru App – Video Tutorials
  • Help Center
  • Blog

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Technical Requirements for Installation

Minimum requirements for PlanGuru
Windows 10, Windows 8, Windows 7
512MB RAM
200MB of disk space for installation
Microsoft .Net Framework 4.0

Network License Server

Windows 8, Windows 7, Windows Vista, Windows XP SP3 for peer-to-peer networks
Windows Server 2012, Windows Server 2008, Windows Server 2003 for client/server networks

Terminal Services
Windows Server 2012, Windows Server 2008 or Windows Server 2003 Server using Remote Desktop Connection or Remote Desktop Web Connection Client. Additional RAM is recommended when more than one user is running PlanGuru using terminal services.


analytics-reporting-3a-small

PlanGuru Analytics

PlanGuru Analytics is a web based dashboard and reporting tool that works in tandem with PlanGuru. Advisors and Managers can now effectively collaborate without the headaches of printing and disseminating report packages. PlanGuru Analytics’ web based dashboards and reporting tools quickly provide access to both high level KPIs and detailed financial performance.

Simply upload your data from PlanGuru then customize your Analytics dashboard. With built-in user management, you can easily share information securely and control access to as many additional users as you need.

✓ Shared and Private Dashboards
✓ Scorecard
✓ Budget vs Actual
✓ Detailed Financial Statement Charts/Reports
✓ Detailed Non-Financal Metrics
✓ Plus, Much More…


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Advanced Reporting Excel Add-in

The PlanGuru Advanced Reporting Add-In allows you to build and run custom PlanGuru reports using Excel as your canvas. Users of this financial reporting tool will have a level of flexibility previously unimaginable. When combined with PlanGuru, this add-on module will allow you to create exactly the financial analysis you’re looking for.

Product Features include:

Custom Report Layouts through a Simple Interface
The PlanGuru Advanced Reporting Add-in allows you to create reports exactly the way you want to see them through a simple interface. Including Full Financial Statement Insert, Cash Flow Statement Reports, Non-Financial KPI Reports, and the ability to insert your financial statements and classes into the worksheet formatted according to your chart of accounts structure.

Multi Analysis Reports
The Advanced Reporting Add-in allows you to build and run reports off an unlimited number of analyses simultaneously. Build consolidating schedules, compare multiple scenarios and compile results from all your PlanGuru analyses, all within a single report.

Advanced Reporting Needs
Build advanced reports in Excel using your PlanGuru analyses as building blocks. Integrate ratios, calculations, charts and other metrics into your reports, all of which can be updated with a click of the mouse. Your creativity is the only limit.

Build Dynamic Report Books and Dashboards
Create truly dynamic reporting books and dashboards using the simple interface and familiar Excel functions. This is perfect for managers or professionals that need to run dynamic monthly report books.

Features include:

  • Build an Unlimited # of Analyses per Company
  • QuickBooks, QuickBooks Online, Xero & Excel Import
  • Import up to 5 years of Actual Results
  • Budget / Forecast for up to 10 years
  • Pre-built Integrated Financial Statement Structure
  • Automatically solved Cash Flow Statement
  • 20+ Standard Forecasting Methods
  • Archive Budget Feature
  • Ability to Create Custom Methods
  • Forecast using Non-Financial Data
  • Payroll Utility
  • Sub-Totaling Feature to Group Accounts
  • Notes Payable and Line of Credit Tools
  • Consolidate Unlimited # of Projections
  • Financial Ratios
  • Business Valuation Tool
  • Engagement Tools for Professional Accountants
  • Standard Report Export to PDF, Word, & Excel

Features include:

  • Build an Unlimited # of Analyses per Company
  • QuickBooks, QuickBooks Online, Xero & Excel Import
  • Import up to 5 years of Actual Results
  • Budget / Forecast for up to 10 years
  • Pre-built Integrated Financial Statement Structure
  • Automatically solved Cash Flow Statement
  • 20+ Standard Forecasting Methods
  • Archive Budget Feature
  • Ability to Create Custom Methods
  • Forecast using Non-Financial Data
  • Payroll Utility
  • Sub-Totaling Feature to Group Accounts
  • Notes Payable and Line of Credit Tools
  • Consolidate Unlimited # of Projections
  • Financial Ratios
  • Business Valuation Tool
  • Engagement Tools for Professional Accountants
  • Standard Report Export to PDF, Word, & Excel