Can my accountant or bookkeeper access PlanGuru too?
Yes. The cloud-based PlanGuru App supports multi-user collaboration. Your advisor can work inside the same model alongside you.
Yes. The cloud-based PlanGuru App supports multi-user collaboration. Your advisor can work inside the same model alongside you.
PlanGuru supports financial projections up to 10 years (first 3 years by month), with 20+ forecasting methods — from simple percentage-of-revenue assumptions to custom driver-based models.
Yes. Scenario planning is built into PlanGuru. You can create and compare multiple versions of your financial plan to stress-test assumptions and prepare for contingencies.
PlanGuru produces integrated income statements, balance sheets, and cash flow statements, plus budget vs. actual variance reports, financial ratio analysis, and multi-year projections. Reports can be exported for presentation to lenders, investors, or advisors.
Yes. You can budget at the department, location, or cost center level and consolidate everything into a single organizational view.
Both. PlanGuru is a full planning platform — you can build an annual budget, run rolling forecasts, model multiple scenarios, and generate detailed dashboards and board or lender-ready financial reports, all in one place.