Single Entity clients are designed for organizations with one reporting entity, while Consolidation clients are designed for organizations that need consolidated financial reporting across multiple companies, locations, departments, or business units. A Single Entity Client is ideal for businesses and nonprofits that operate as one organization. Each client can create multiple budgeting and forecasting scenarios, along with reports, dashboards, and financial analysis. A Multi-Unit Consolidation Client [...]

The Advisor Plan includes everything you need to deliver budgeting, forecasting, reporting, and FP&A services to your clients. Every Advisor Plan includes access to: • Budgeting and financial forecasting • Three-way financial statements (Profit & Loss, Balance Sheet, and Cash Flow) • Scenario planning • KPI reporting • PlanGuru Analytics with interactive dashboards, reports, and AI-powered summaries • Multi-user collaboration • Client management from a single [...]

PlanGuru helps advisors deliver higher-value financial planning and advisory services more efficiently. With PlanGuru, advisors can create professional budgets, forecasts, cash flow projections, dashboards, and financial reports for multiple clients from one centralized platform. Built-in forecasting tools, scenario planning, and PlanGuru Analytics help advisors provide forward-looking recommendations that strengthen client relationships and support ongoing advisory engagements. By spending less time building spreadsheets and more time delivering [...]

The Advisor Plan is designed for accountants, Fractional CFOs, CPA firms, bookkeepers, consultants, and other business advisors who provide budgeting, forecasting, and financial planning services to multiple clients. With one Advisor account, you can manage as many client companies as your firm needs. Each client maintains its own budgeting and forecasting model while you manage them all from a single account. Whether your clients are small [...]