Budget with confidence.
Report with clarity. Serve your mission.

PlanGuru gives nonprofit finance leaders the tools to satisfy funders, support board decisions,
and keep resources aligned with what matters most.

Financial Planning Software built for Nonprofits, Large & Small

Nonprofits face a financial planning challenge unlike any other: restricted funds, grant compliance deadlines, board reporting requirements, and mission-driven decisions that don’t fit neatly into a spreadsheet.

PlanGuru is built for that reality. From community foundations and faith-based organizations to universities and social service agencies, we’ve helped nonprofits build rigorous, funder-ready financial plans, without the complexity of enterprise software or the limitations of Excel.

Community foundations and charities

Churches and faith-based ministries

Educational institutions

Healthcare nonprofits

Social service agencies

Healthcare nonprofits

Associations and membership orgs

Create budgets, forecast funding, monitor cash flow, and deliver board-ready reporting without relying on fragile spreadsheets.

Everything you need to plan, report, and adapt — in one connected model.

Multi-Program and Department Budgeting

Allocate across programs, departments, and cost centers with full visibility into downstream impact.

Grant and Fund Forecasting

Model contributions, grants, and restricted funds alongside operating expenses.

 

Budget vs. Actual Reporting

Pull in actuals, spot variances early, and take action before they become problems.

 

Board and Leadership Reporting

Generate presentation-ready financial reports for your board and leadership team.

Rolling Forecasts and Scenario Planning

Update your forecast with real results and model best and worst case scenarios.

Cloud-based Collaboration

Work alongside your team, advisors, or fractional CFO in a shared environment.
 

Give Funders and Board Members the Transparency They Expect

Funders want to see responsible stewardship, not just good intentions. PlanGuru makes it easy to build forward-looking financial plans that clearly show how donations, grants, and program revenue will be allocated and managed.

Whether you’re preparing for a board meeting, a grant renewal, or your annual audit, PlanGuru gives you the documentation and the confidence to walk in prepared.

One Connected Model — Not a Maze of Spreadsheets

Stop patching together budget models across multiple files. In PlanGuru, you forecast contributions, grants, program revenue, and operating expenses in one place — and instantly see the impact on your balance sheet and cash flow statement.

Project personnel costs by employee, build fund allocations by program, and keep your entire financial picture connected and current.

Stay Ahead of the Year — Not Behind It

Grant timelines shift. Donation levels fluctuate. Program costs evolve. PlanGuru’s rolling forecast capability lets you incorporate actual results as they come in and re-forecast the months ahead — so you always have a clear, current view of where you stand without losing sight of your original budget.

Model the “What Ifs” Before You Commit

What if that major grant doesn’t come through? What if you launch a new program next fiscal year? PlanGuru’s scenario analysis lets you build multiple versions of your financial plan side by side, so leadership can weigh strategic options, evaluate risk, and make funding decisions with clarity instead of guesswork.

Frequently Asked Questions

Nonprofit FAQs

PlanGuru is built for both, but the planning framework maps naturally to nonprofit needs — multi-fund budgeting, grant forecasting, program-level reporting, and 3-way financial statement modeling. Nonprofits across healthcare, education, faith-based organizations, and community foundations use PlanGuru to meet board and funder reporting requirements.

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.

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 provides hands-on implementation and custom model development to help you get started faster.

Nonprofit Plans start at a flat monthly rate with no long-term contracts required. See our Nonprofit pricing page for current plan details, or contact us to ask about nonprofit pricing.

No. PlanGuru is designed for finance leaders at all experience levels.

Yes. You can model grants, restricted contributions, and unrestricted revenue separately and track how each flows through your budget and financial statements and KPIs.

Yes. The cloud-based PlanGuru App supports multi-user collaboration, so your finance team, executive director, and outside advisors can all work from the same model.

PlanGuru generates forecasted income statements, balance sheets, cash flow statements and KPI data — plus budget vs. actual variance reports ready for board presentation.

Yes. Scenario analysis is built into PlanGuru. You can create and compare multiple versions of your financial plan to support strategic decisions and contingency planning.

Yes. You can budget at the program, department, or location level and roll everything up into a consolidated organizational view.

Ready to bring more clarity to your nonprofit’s finances?

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