PlanGuru vs XLReporting

Starting Price

$99.00/month

Not provided by vendor

Best For

PlanGuru allows small/mid-size businesses, non-profits, and business advisors to easily budget, forecast, and plan for the future. Plus, it's Excel & QuickBooks compatible.

We serve corporate customers ranging from small independent SME's to business units within large corporations.

Ideal number of Users

1 - 499

10 - 499

Rating


4.2 / 5
(54)
Read All Reviews

4.7 / 5
(6)
Read All Reviews

Ease of Use


3.9 / 5


  • "Software was very user friendly. Was able to hit ground running with budgets and forecasting models in first week."

  • "Ability to build complex financial models/projections without having to worry about the integrity of a complicated Excel file."


4.5 / 5


Customer Support


4.1 / 5



4.8 / 5


Features & Functionality


4 / 5


  • "Full financials with balance sheet, cash flow, owners equity. Extra supporting schedules."

  • "Once you build custom reports, you can easily make adjustments and resync information in seconds."


4.8 / 5


Value for Money


4.2 / 5


  • "It helps see our budget vs actual and trends year over year."

  • "PlanGuru has an Excel analytics tool that allows you to pull budget, forecast, and actual information into excel."


4.8 / 5


Product Features

  • "What If" Scenarios
  • Asset Planning
  • Balance Sheet
  • Cash Management
  • Consolidation/Roll-Up
  • Forecasting
  • General Ledger
  • Multi-Company
  • Multi-Department/Project
  • Profit/Loss Statement
  • Version Control
  • "What If" Scenarios
  • Asset Planning
  • Balance Sheet
  • Cash Management
  • Consolidation/Roll-Up
  • Forecasting
  • General Ledger
  • Multi-Company
  • Multi-Department/Project
  • Profit/Loss Statement
  • Version Control

Screenshots

View 5 screenshots 84313 thumb
View 5 screenshots 190264 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation

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PlanGuru vs XLReporting

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