How much does PlanGuru cost?

Business and Nonprofit pricing at $99/month, with per-client pricing for Advisors starting at $159/month, which includes your first 3 clients. Every plan includes a free trial and 30-day money-back guarantee.

2026-09-21T17:20:10-04:00By ||Comments Off on How much does PlanGuru cost?

What is FP&A software, and do I need it?

PlanGuru FP&A software helps you budget, forecast, and report in one connected model instead of piecing it together across spreadsheets. If you’re making decisions on the back of a napkin or by gut instinct, it’s probably time.

2026-09-21T17:16:14-04:00By ||Comments Off on What is FP&A software, and do I need it?

Does PlanGuru connect with QuickBooks, Xero or other accounting software?

Yes. PlanGuru integrates with QuickBooks, Xero and other accounting systems via Excel to pull in your accounts and historical data so you can start building your model in minutes. The moving forward you'll be able to track budget vs. actuals in your reporting.

2026-09-21T17:23:46-04:00By |, , , |Comments Off on Does PlanGuru connect with QuickBooks, Xero or other accounting software?
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