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 Multi-Unit Consolidation Plan is the right solution.

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 multiple companies, locations, departments, divisions, or business units before consolidating them into one set of financial statements. You can also report on both individual unit performance and consolidated results.

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.

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.

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 while maintaining appropriate access controls.

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.

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.