Your Clients Need a CFO. You Need a Better Platform.
There’s never been more demand for fractional CFO and advisory services. Small and mid-sized businesses need forward-looking financial guidance (budgets, forecasts, cash flow models, scenario analysis), but most don’t have the budget for a full-time CFO.
PlanGuru is built for advisors who want to deliver enterprise-level FP&A services to SMB clients without spending hours in Excel. One platform. Multiple clients. Integrated with QuickBooks and Xero. Built to make your advisory work faster, more consistent, and more profitable.
Fractional CFOs & outsourced CFO practices
CPAs expanding into advisory services
Bookkeepers building higher-value engagements
Business and management consultants
Financial advisors serving SMB clients
Brett H.
Highly recommend for firms looking to scale their FP&A services
Our firm works with a variety of clients in different industries, so we needed a tool that was flexible enough to handle forecasting not only the financial statements but also the custom KPIs each client has.We were very price conscious as we are wor...
Highly recommend for firms looking to scale their FP&A services
Our firm works with a variety of clients in different industries, so we needed a tool that was flexible enough to handle forecasting not only the financial statements but also the custom KPIs each client has.We were very price conscious as we are working with 50+ clients. Planguru came in much more affordable than any other FP&A software we looked at, especially as we are looking to scale our client base.
It’s really pretty intuitive and we’ve been able to implement it on our own with minimal interaction with their support, but when we have they have been very helpful.
Brett H.
Steve S.
I use PlanGuru for my outsourced CFO business – everything I need. I love it.
“Budgeting, forecasting and reporting. The ability to customize my reports in excel. Great customer service. I can run a professional outsourced CFO business with Plan Guru. Professional budgeting models and customized reporting benefit me and my clie...
I use PlanGuru for my outsourced CFO business – everything I need. I love it.
“Budgeting, forecasting and reporting. The ability to customize my reports in excel. Great customer service. I can run a professional outsourced CFO business with Plan Guru. Professional budgeting models and customized reporting benefit me and my clients.”
Steve S.
Bruce B.
Solid, flexible modeling & forecasting software
“I’ve done budgeting and forecasting via spreadsheets for years. It’s a constant battle to adjust spreadsheets as businesses evolve over time. Additionally, regular reviews and improved forecasting methods are often difficult to layer back into any spre...
Solid, flexible modeling & forecasting software
“I’ve done budgeting and forecasting via spreadsheets for years. It’s a constant battle to adjust spreadsheets as businesses evolve over time. Additionally, regular reviews and improved forecasting methods are often difficult to layer back into any spreadsheet. I appreciate the ability of Plan Guru to lay out a base model that can then be refined without breaking the whole forecast. Starting with a simple trend growth or % of revenue COGS can be easily modified to incorporate key metrics, new variables, complex formulas or links to outside spreadsheets.”
Bruce B.
Everything you need to deliver budgeting, forecasting, and performance review services — across your entire client roster.
One platform. Multiple clients. Consistent, professional-grade FP&A work at scale.
Stop rebuilding the same spreadsheet for every client
Most advisors start with a solid Excel model, then spend hours customizing it for each new client, different chart of accounts, different fiscal year, different complexity. Then maintaining it. Then rebuilding it when something breaks. PlanGuru gives you a consistent, professional-grade planning environment for every client. Build once, adapt quickly, and spend your time on the analysis and conversations that actually help your client make better business decisions.
Serve more clients without adding hours
Scaling a fractional CFO practice on Excel has a hard ceiling. Every new client means more time, more models, more risk of error. PlanGuru is built for multi-client advisory work. Client environments are organized, separated, and accessible from a single login. Actuals flow in from QuickBooks or Xero automatically. Reporting is consistent across your book of business. The result: you can serve more clients at a higher quality level without proportionally increasing your hours.
Deliver the reporting your clients actually need
Your clients don’t just need a budget, they need to understand what the numbers mean, what’s changed, and what they should do about it. PlanGuru’s budget vs. actual reporting, scenario modeling, and rolling forecast tools give you the analytical depth to have those conversations with confidence every month. And with PlanGuru Analytics, clients have live dashboards between sessions so they stay informed without calling you every time a question comes up.
Win more engagements with lender-ready deliverables
When a client needs financing, a new location pro forma, or a strategic plan for their board, they need deliverables that hold up to scrutiny. PlanGuru produces integrated 3-way financial models, multi-year projections, and scenario comparisons built for those conversations — not just internal planning. Bring something to the table that a spreadsheet can’t match.
Beyond the Software
Programs to help you grow your practice
In addition to the platform, PlanGuru offers programs designed to help advisors sharpen their FP&A skills, connect with clients, fill service gaps, and get complex engagements off the ground faster.
PlanGuru University
Free, NASBA-registered CPE-accredited training to help you build a profitable FP&A practice from the ground up. In this live, online course we cover budgeting, forecasting, and powerful reporting that make FP&A services profitable at any client size.
Earn 7 FREE CPE credits and walk away with marketing materials you can use immediately.
Give your clients a stronger financial engine
Is messy data slowing your clients down before the planning even starts?
The PlanGuru Hot Rod Shop is a free accounting process diagnostic that evaluates QuickBooks setup, chart of accounts structure, close workflows, and manual bottlenecks — and delivers a clear roadmap to fix them.
Free, no obligation
Connect with advisors who complement your practice
Bookkeeping expert but not doing FP&A? Experienced fractional CFO who prefers not to handle day-to-day accounting? PlanGuru connects advisors with complementary professionals in the network to fill service gaps and expand what your practice can offer clients.
Free, no cost to participate
Get complex client engagements off the ground faster
Need hands-on help onboarding a client with a multi-entity structure, a custom chart of accounts, or a tight timeline?
PlanGuru Launch puts an implementation expert in your corner from day one, so you can deliver a polished first engagement without the ramp-up risk.