Yes. Many advisors use PlanGuru to build preliminary financial models, scenario analyses, or pro formas as part of a new engagement proposal, demonstrating the value of structured FP&A work before a client commits to a retainer.

PlanGuru Analytics gives clients access to live financial dashboards and real-time performance reporting between your planning sessions, providing ongoing visibility without fielding ad hoc questions between monthly check-ins.

Yes. The cloud-based PlanGuru App supports multi-user collaboration. You can give clients visibility into their own company's dashboards/reports without granting access to your full advisor account or other client environments.

PlanGuru produces integrated income statements, balance sheets, cash flow statements, and KPI/business metrics, plus budget vs. actual variance reports, financial ratio analysis, scenario comparisons, and multi-year projections — all exportable for board or lender presentations.