Yes. You can add additional users to your PlanGuru account and assign permissions based on their responsibilities. PlanGuru supports multiple user permission levels, including Full Access, Read/Write, and View Only. Permissions can also be customized for individual scenarios and financial statements, including the Profit & Loss, Balance Sheet, Cash Flow Statement, and KPI data. This allows finance teams, business owners, department managers, and advisors to collaborate [...]

No. You can choose the subscription that works best for your organization. PlanGuru offers both monthly and annual plans. Monthly subscriptions provide maximum flexibility, while annual plans offer a full year of access. Every new subscription also includes a 30-day money-back guarantee, so you can get started with confidence knowing you can determine whether PlanGuru is the right solution for your business.

Yes. You can upgrade your PlanGuru subscription at any time. As your organization grows, you can easily add PlanGuru Analytics for dashboards, reporting, and AI-powered summaries, or upgrade to the Multi-Unit Consolidation Plan if you need consolidated budgeting and forecasting across multiple entities or departments.