Yes, PlanGuru University offers free, NASBA-registered CPE-accredited live training sessions covering budgeting, forecasting, and platform usage. It's a strong foundation for advisors new to the platform and a useful credential for those building out their FP&A service offering.
Yes. PlanGuru supports multi-department budgeting, multi-location consolidation, and multi-entity reporting; making it suitable for franchise operators, multi-site businesses, and holding companies, not just single-entity SMBs.
Most advisors are building a client's first budget model within a few minutes of onboarding, with our detailed Video Tutorials and in-app onboarding. Beyond that, PlanGuru University offers free, CPE-accredited training to help you get up to speed quickly — and PlanGuru Launch provides hands-on implementation support for more complex engagements.
PlanGuru integrates directly with QuickBooks, QuickBooks Online, and Xero. You can import a client's historical financial data in minutes and set up budget vs. actual reporting from day one, without manual data entry or reconciling two systems.
PlanGuru offers advisor-specific plans designed to allow the Advisor to manage multiple client environments from a single login. This includes PlanGuru Analytics dashboards, reports and AI-driven insights custom tailored to each client.
Yes. You can budget at the program, department, or location level and roll everything up into a consolidated organizational view.