es. Monthly subscriptions can be canceled at any time with no long-term commitment. Your account will remain active until the end of your current billing period. Annual subscriptions are prepaid for a one-year term and remain active through the end of that subscription period. You can manage your subscription through your billing portal or contact support@planguru.com, and our team will be happy to help.
No. The PlanGuru App is a browser-based solution and does not require the desktop application. The PlanGuru App and PlanGuru Desktop offer some similar budgeting and forecasting capabilities, but they are separate products built on different platforms. Data is not shared or synchronized between the two versions, so new customers are generally encouraged to use the browser-based PlanGuru App, because it has more powerful features.
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 [...]
Yes. Technical support is included with every PlanGuru subscription. Our support team is available to help with software questions, troubleshooting, and best practices. You can: * Submit a support ticket through our Help Center * Email support@planguru.com * Call (888) 822-6300
Yes. Every PlanGuru subscription includes onboarding assistance. You can get started using our Help Center, implementation guides, and training resources, or schedule a one-on-one onboarding session with a dedicated Budgeting Analyst to help you get up and running. If you'd like additional assistance building your budgeting or forecasting model, our PlanGuru Launch Service provides hands-on implementation and custom model development to help you get started faster.
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.