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Finance teams of small, medium enterprises (50-2000 employees).
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.
I've had an awesome experience with Datarails and I'm very happy with the selection of this tool.
Some features don't work as expected, and it can be hard to tell if it because of a bug or user error.
DataRails has substantially improved the accuracy of our budgeting and forecasting. I love the ease of it, how accessible it makes our numbers, and how simple it is to follow real-time statuses.
The inability to know what type of user you are and what access you have.
Uploading of source documents with superb ease. Multicurrency subsidiaries taken care of with FX translation tables.
Just the small quirks and inconsistencies with some of the UI, additionally the inability to manually edit it.
We also really liked the idea of having a dedicated customer rep , this has been extremely helpful thru the implementation, but also in creation of all our reports.
Building a report from scratch is difficult as the data mapper is too technical & hard to comprehend.
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.
Datarails
Top FeaturesPlanGuru
Datarails
PlanGuru
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