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.