Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. Learn more.
Capterra carefully verified over 2 million reviews to bring you authentic software and services experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. Learn more.
Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software and service providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. Learn more.
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.
Over 2,500 active customers around the globe of all sizes and in every industry rely on Prophix to transform the way they work.
Support was really helpful at the beginning, and it made my experience with PlanGuru better. It's good software for the price.
I was annoyed when I learned that my software was shut down remotely when PlanGuru adopted an annual license fee after several years of no fees, unless you opted in for an upgrade to a new version.
Perhaps, the tool’s greatest benefit lies in its ability to automate and simplify complex budgeting and forecasting practices.
It was glitchy at times by not importing excel sheets or causing errors.
That it does this without the help of messy and unwieldy excel sheets is fantastic.
Limited forecasting years. Difficult to make 3 year forecast.
Overall our experience with Plan Guru has been pretty good. The price point was extremely appealing and is what pulled us to the software.
Has no flexibility for FX management. I have a number of expenses in CAD, and revenues in USD, and I don't have the flexibility to see the impact of FX.
Great price and the Helpdesk has been prompt and wonderful every time I have needed them. Dynamic information and ability to drill to specified levels of information.
Many of our managers do not use our system regularly since the Product can be a little confusing for end users that are not in the IT or accounting world.
Prophix has help us with better business partner during our budgeting process through there workflow and template process, which are great and easy to use.
Reporting is difficult to me, but I don't think this is the feature of the software.
The consultants and our current CSM are friendly and genuinely seem to care about our success, whether the product works properly or not. They try to find workarounds and are good communicators.
Some formulas are not flexible as Excel. For instance, it is hard to apply seasonality for sales forecast.
I also find their roadmap impressive, in that they are already thinking and planning some great developments for the future.
Almost anything is possible with the right approach though. They are based in Canada with a limited presence and customer base in Europe, and sometimes can feel very North-America specific.
PlanGuru
Prophix
Top FeaturesPlanGuru
--
Talk with a software expert for free. Get a list of software that’s great for you in less than 15 minutes.
Products similar to those you're currently comparing: