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PlanGuru vs Mosaic: Which is a better fit?

Updated on February 18th, 2025
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Summary
Key features rated by users
Features selected based on 1,446 reviews from Budgeting users.
% Fit
Missing features
Not enough reviews
Feature ratings
Accounting
NA
Reporting/Analytics
NA
Income & Balance Sheet
5.0
Profit/Loss Statement
4.0
General Ledger
NA
% Fit
Missing features
Not enough reviews
Feature ratings
Accounting
NA
Reporting/Analytics
4.5
Income & Balance Sheet
--
Profit/Loss Statement
4.8
General Ledger
--
User satisfaction
4.2
User reviews55
Ease of use
3.9
Functionality
4.0
Value for money
4.2
Customer support
4.1
4.8
User reviews50
Ease of use
4.6
Functionality
4.5
Value for money
4.6
Customer support
4.9
Price starts from
Monthly subscription
Free version
Free trial
--
Not provided by vendor
Free version
Free trial
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.

Designed for small to midsize businesses, it is a financial planning tool that helps businesses streamline collaborative budgeting, cashflow forecasting, revenue planning and more.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
No video reviews yet
No video reviews yet
User interface
No videos provided by vendor
No videos provided by vendor
90928
5 screenshots
219079
5 screenshots

PlanGuru

9/40
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Ad hoc Reporting
  • Alerts/Notifications
  • Asset Lifecycle Management
  • Billing & Invoicing
  • Chart of Accounts
  • Collaboration Tools
  • Customizable Reports
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Drag & Drop
  • Expense Management
  • Financial Analysis
  • Financial Management
  • General Ledger
  • Multi-Currency
  • Purchase Order Management
  • Real-Time Data
  • Real-Time Reporting
  • Receipt Management
  • Reporting/Analytics
  • Scenario Planning
  • Self-Service Reporting
  • Strategic Planning
  • Third-Party Integrations
  • Version Control
  • Visual Analytics
  • Workflow Management
  • API
  • Cash Management
  • Consolidation/Roll-Up
  • Forecasting
  • Income & Balance Sheet
  • Multi-Company
  • Multi-Department/Project
  • Profit/Loss Statement
  • "What If" Scenarios
See All features
Hide Budgeting Software Features -

Mosaic

Top Features
33/40
Show Budgeting Software Features +

PlanGuru

--

Mosaic

--

PlanGuru
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Mosaic
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
PlanGuru
  • By PlanGuru
  • Located in United States
  • Founded in 2013
Mosaic
  • By Mosaic
  • Located in United States
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