--- title: "PlanGuru Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about PlanGuru Software - reviews, pricing plans, popular comparisons to other Accounting products and more." source_url: "https://www.capterra.com/p/90928/PlanGuru/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # PlanGuru Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) PlanGuru ## What is PlanGuru? Starting at $99/mo, PlanGuru is designed for SMB's and their Advisors. PlanGuru's sophisticated methods allow you to budget and forecast for up to 10 years without having to create formulas. Plus you get cash flow projections, financial ratios and debt modeling tools to help you evaluate and improve your business performance. QuickBooks, QuickBooks Online, Xero & Excel compatible. Free 30 Day Trial. ## What is PlanGuru used for? [Budgeting](https://www.capterra.com/budgeting-software/)[Accounting](https://www.capterra.com/accounting-software/) Top alternative Featured Overall rating Based on 56 user reviews Reviews sentiment Positive 88% Neutral 9% Negative 4% Starting price $99 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for PlanGuru?[Manage this product listing](https://www.g2.com/products/planguru/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### PlanGuru 4.2 (56) VS. [4.3 (718)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price $99 Flat Rate, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (55) Ease Of Use 4.2 (7,785) Value For Money 4.2 (38) Value For Money 4.0 (6,693) Customer Service 4.1 (48) Customer Service 4.0 (6,397) ## PlanGuru alternatives [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) [4.3 (8,551)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) Starting price $38.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/190778/QuickBooks-Online/) Highest Rated [Datarails](https://www.capterra.com/p/177451/DataRails/) [4.7 (249)](https://www.capterra.com/p/177451/DataRails/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/177451/DataRails/) [Xero](https://www.capterra.com/p/120109/Xero/) [4.4 (3,335)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/120109/Xero/) [QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/) [4.4 (1,053)](https://www.capterra.com/p/189398/QuickBooks-Online/reviews/) Starting price $235.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/189398/QuickBooks-Online/) [View all alternatives](https://www.capterra.com/p/90928/PlanGuru/alternatives/) ## FAQs about PlanGuru Overview ### What problems does PlanGuru solve? PlanGuru solves manual, spreadsheet-heavy budgeting and forecasting by supporting departmental, project, and multi-year plans with adjustable assumptions. Finance teams, business owners, and managers use it to compare budgets with actuals, forecast cash flow, track KPIs, model revenue and expenses, and identify financial variances before they affect projects or operations. Answer based on 20 reviews Overview ### Which roles and teams benefit most from PlanGuru? PlanGuru is most used by CFOs, controllers, accountants, and corporate finance teams that need to build budgets, forecasts, and cash-flow plans. CEOs, owners, presidents, and partners use financial projections to guide business decisions, while accounting and financial operations managers track performance against plan and prepare reporting for leadership. Answer based on 50 reviews Overview ### What company size and specific industries is PlanGuru built for? PlanGuru is designed for small and mid-size businesses, non-profits, and business advisors that need budgeting, forecasting, and planning tools. It fits organizations that want to manage financial planning alongside Excel and QuickBooks compatibility, making it suitable for general business and nonprofit use rather than large enterprise operations. Features and Usability ### What are the key features of PlanGuru? PlanGuru includes core cash flow analysis and strategic planning, with budgeting and forecasting tools for long-term financial models. Reviewers frequently discuss integrated profit and loss, balance sheet, and cash flow projections, What If scenarios, budget-to-actual reporting, Excel import and export, and multi-company or department consolidation. Answer based on 24 reviews Pricing ### How much does it cost and what fees or limitations are included? PlanGuru offers plans starting at $99 per month flat rate for both App and Desktop, or 899 annually. A free trial is available, and each plan includes a 30-day money-back guarantee; additional users cost 29 monthly. Reviewers often consider the feature set affordable, though some cite a steep learning curve and want more included users. Answer based on 15 reviews Integrations ### Which third-party tools and platforms does PlanGuru integrate with? PlanGuru integrates with Microsoft Excel, QuickBooks Online, QuickBooks Online Advanced, and Xero. These accounting and spreadsheet connections support importing, exporting, and financial planning workflows across core business data sources. Answer based on 7 reviews Getting Started and Support ### How easy is it to onboard and train a team on PlanGuru? PlanGuru offers live online training, webinars, documentation, and videos to support onboarding. Reviewers report that first-time users and non-accountants can get started quickly with tutorials and case studies, while finance-heavy or novice users may face a steeper learning curve. Structured training and responsive support can help teams avoid common setup mistakes. Answer based on 19 reviews Getting Started and Support ### What customer support options does PlanGuru offer, and how do users rate the experience? PlanGuru offers FAQ/forum resources, a knowledge base, phone support, and chat. Users often describe the support team as responsive, knowledgeable, and effective at resolving questions quickly. However, some reviewers report limited setup or in-depth assistance without paid consulting, and note that learning materials do not always cover every issue. Answer based on 30 reviews Budget forecast ### How well does PlanGuru handle budgeting and forecasting? PlanGuru supports detailed budgeting and financial forecasting with multiple scenarios, departmental planning, budget-versus-actual comparisons, cash-flow tracking, and KPI reporting. Small businesses and finance teams value its Excel integration and flexible assumptions, although some users find scenario setup, multi-currency planning, and certain QuickBooks comparisons cumbersome. Answer based on 20 reviews ## Features AI summary Based on 11,413 Accounting reviews Capterra data shows that buyers of accounting software rank the following features as their top priorities: - **Reporting/Analytics** (**58%** of reviewers rated this feature as critical) - **Income & Balance Sheet** (**58%**) - **Inventory Control** (**55%**) PlanGuru includes **Income & Balance Sheet**, which gives finance teams a clear view of financial position and business performance through core statements. However, it does not include **Reporting/Analytics** or **Inventory Control**. Its coverage of **Income & Balance Sheet** helps businesses track profitability, monitor assets and liabilities, and make more informed financial decisions. Income & Balance Sheet 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Budgeting/Forecasting 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Create budgets based on historical data and future projections API 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases Cash Management 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Consolidation/Roll-Up 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting Forecasting 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Form predictions based on past and present data/trends PlanGuru 12 features Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Application programming interface that allows for integration with other systems/databases Create budgets based on historical data and future projections Calculates a company's working capital which is the amount of money a company has available to run its business Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting Form predictions based on past and present data/trends A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Manage the accounting and financial aspects of multiple locations or companies in a single location Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Get Advice We can help you find the software with the features you need. Features 4.0 (52) 4.0 Based on 52 reviews ## Pricing Value for money 4.2 (38) Free Trial [View pricing plan details](https://www.capterra.com/p/90928/PlanGuru/pricing/) PlanGuru App $99.00 Flat Rate,Per Month It includes: - 10 Years Budget/Forecast - 20+ Standard Forecasting Methods - 5 Years Actual Results Import - Automatically Solved Cashflow Statement - Budget Archive - Cloud-Based App - Excel - Excel Import for Financial & Non-Financial Data - Export Reports & Dashboards to Pdf - Forecast Using Non-Financial Data - Formula Builder to Create Custom Methods - Group Accounts With Sub-Totaling - In-App Dashboard & Reporting Tools - Notes Payable and Line of Credit Tools - Quickbooks Online - Quickbooks Onlinexeroexcel - Ratio and Kpis - Unlimited Scenarios - Word - Xero & Excel Import PlanGuru Desktop $99.00 Flat Rate,Per Month It includes: - 10 Years Budget/Forecast - 20+ Standard Forecasting Methods - 5 Years Actual Results Import - Automatically Solved Cashflow Statement - Breakeven Tool - Budget Archive - Business Valuation - Consolidate Unlimited Numer of Projections - Excel - Excel Import for Financial & Non-Financial Data - Export Reports & Dashboards to Pdf - Forecast Using Non-Financial Data - Formula Builder to Create Custom Methods - Group Accounts With Sub-Totaling - In-App Dashboard & Reporting Tools - Notes Payable and Line of Credit Tools - Payroll Utility - Planguru Analytics & Excel Add-in Reporting Tool - Pre-Built 3-Way Forecasting Structure - Quickbooks Online - Quickbooks Onlinexeroexcel - Ratio and Kpis - Unlimited Scenarios - Windows Desktop Application - Word - Xero & Excel Import Value for money 4.2 (38) 4.2 Based on 38 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.1 (48) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.1 (48) 4.1 Based on 48 reviews ## User reviews Overall rating 4.2 Based on 56 reviews Filter by rating 5(17) 4(30) 3(7) 2(1) 1(1) Mentioned topic Sorted by most recent CT Connor T. B. Financial Operations Manager Electrical/Electronic Manufacturing ### "Simplified long-term financial forecasting with planguru." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 May 19, 2025 We were able to present long term financial models to our stakeholders with confidence, thanks to PlanGuru. With so many unforeseen changes happening in the supply chain, a tool like this really helps bring clarity on potential margin impacts and cash flows forecasts. It encourages better strategic decision-making and helps alleviate priming decisions. Pros The modelling of multiple year financial scenarios with PlanGuru was a life saver. I can forecast out 10 years and just as easily adjust variables such as raw materials costs changing or changes in labor expenses. Cons The interface looks a little dated, and there’s some onboarding required if you’re familiar with Excel. I needed to put some effort into our manufacturing projections up front. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SS Santiago S. ingenieria sistemas Computer Hardware ### "Make Planguru part of your plan " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 September 16, 2023 Es un muy buen software,es muy recomendable para cualquier entorno empresarial. Pros Tiene una interfaz muy intuitiva los tutoriales que aporta son claros y concisos y el hecho de que pueda funcionar con excel es excelente para cualquier persona que tenga algo de conocimiento mínimo en esta ofimatica. Cons Unas veces puede presentar fallas de funcionalidad pero no es algo grave o que realmente arruine la experiencia Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Copywriter, Freelance Writer, Blogger Marketing and Advertising ### "Our favorite forecasting software solution." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 June 17, 2019 PlanGuru allows me to build plans and change scenarios to see how different outside factors impact the bottom line, that alone is worth the annual cost. Pros Excellent customer support. Training for new users helps to avoid common mistakes. Intuitive design. Simple to consolidate multiple departments/projects. Cons Annual fees. Local install, cannot access remotely. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Moira B. Business Management Accounting ### "PlanGuru is great." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 February 18, 2019 Pros PlanGuru is a wonderful tool that makes it extremely easy for small businesses to budget projects as well as determine how well the projects are doing. PlanGuru is extremely easy to use and integrate with software like Quickbooks. The customization of everything on plan Guru is immense and extremely flexible. Overall, PlanGuru is easy to use and wonderful to have. Cons PlanGuru lacks a couple of integrations that I would like to see implemented in the future. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KM Kerry M. CFO Oil & Energy ### "PlanGuru" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 February 12, 2019 Excellent for 5-year projections, under different scenarios Pros Options available for modeling projections Built in Tutorials Importing and exporting capabilities Cons Some rules are complex Would like manual overrides for individual line items by month without breaking a rule Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. HD Howard D. CPA Accounting ### "PlanGuru" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 30, 2018 The potential the software can bring to our services. Pros Once you learn how the software works, you realize how powerful and flexible it is Cons I wish I had more time to learn all that the software can do. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TF Ted F. CFO/Tax Director Oil & Energy ### "Easy Starting" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 30, 2018 Pros A very good starting package. Not overly complicated yet quite sophisticated with options that can accommodate large enterprises. Cons A bit on the slow side when you start putting together multiple divisions or consolidated corporations. Would like to plan on a monthly basis and report on a Qrtly. That can be done, but probably only by using the Advance Reporting Package which adds a little more complexity and time to the process. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Dana W. Owner Accounting ### "Good program for the price " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 4/10 November 30, 2018 Pros Ease of use. As a first time user learning curve was quick Cons Frequently of upgrades. More would be nice Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TG Tiffany G. Chief Financial Officer Consumer Services ### "PlanGuru is Great for its Value" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 27, 2018 I was able to move my forecasting out of excel and into a program that allows me to project out 5 years. I am still new to the program but so far it appears to be a great resource for our business. Pros It is very cost effective and has been a resource to suit our needs for forecasting/budgeting. It has been very easy to import data via Excel. Cons I wish the software had the ability to directly connect to NetSuite so I didn't have to import and export via excel. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. GH Garett H. Partner Accounting ### "PlanGuru Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 November 27, 2018 This tool helps to get speed in building a set of projections. It is excellent to have the integration of balance sheet, profit & loss and cash flow. Pros Ability to build complex financial models/projections without having to worry about the integrity of a complicated Excel file. Cons Have had some software crashes with certain version releases. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/90928/PlanGuru/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [QuickBooks Online vs PlanGuru](https://www.capterra.com/compare/90928-190778/PlanGuru-vs-QuickBooks-Online) [Datarails vs PlanGuru](https://www.capterra.com/compare/90928-177451/PlanGuru-vs-DataRails)