Do we need an accountant or financial expert to use PlanGuru?
No. PlanGuru is designed for finance leaders at all experience levels.
How much does PlanGuru cost?
Business Plans start at a flat monthly rate of $99/mo. with no long-term contracts required. See our Business Plan pricing for current plan details.
How long does it take to get up and running?
Most organizations are building their first budget model within a few hours. Every PlanGuru subscription includes onboarding assistance. You can get started using our Help Center, implementation guides with PlanGuru, and video tutorials, 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 [...]
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 actuals, so you can compare budget vs. actual performance without manual data entry.
Does PlanGuru work for small businesses without a dedicated finance team?
Yes — that’s exactly who it’s built for. PlanGuru gives business owners and their advisors enterprise-level planning tools without needing a full finance department. PlanGuru University also offers free training to help you get up to speed quickly.