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.
Yes. PlanGuru offers a free trial so you can explore the software before purchasing. During your trial, you'll have access to the features included in your selected plan so you can import your data to build budgets, forecasts using your own financial data. Anything built within the Free Trial will be available to use once you subscribe to a Plan. 👉 Start your Free Trial here
The Single Entity Plan is designed for one organization, while the Multi-Unit Consolidation Plan is designed for organizations that need consolidated financial reporting across multiple units. The Single Entity Plan is ideal for businesses and nonprofits managing one company or organization. It provides budgeting, forecasting, reporting, dashboards, and financial analysis for a single entity. The Multi-Unit Consolidation Plan allows you to budget and forecast separately for [...]
If you're planning for a single business, nonprofit, or standalone organization, the Single Entity Plan is the best choice. If you'd like to add interactive dashboards, custom reports, and AI-powered narrative summaries, choose the Single Entity with Analytics Plan. If you need to create budgets and forecasts for multiple departments, divisions, locations, companies, or business units and consolidate them into one set of financial statements, the [...]