# PlanGuru Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about PlanGuru Software - reviews, pricing plans, popular comparisons to other Accounting products and more.

Source: https://www.capterra.com/p/90928/Adobe-Photoshop

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# 

 PlanGuru Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[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

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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.planguru.com&name=PlanGuru)

## 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 (684)](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 (7,685)

Value For Money

4.2 (38)

Value For Money

4.0 (6,595)

Customer Service

4.1 (48)

Customer Service

4.0 (6,300)

## PlanGuru alternatives

[3.9 (433)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/)

Starting price

$124.42

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

72%

of reviewers

rated it above 4 stars

[4.4 (222)](https://www.capterra.com/p/188698/Yooz/reviews/)

Starting price

$199.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)

[4.3 (8,451)](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

[QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)

[4.5 (20,642)](https://www.capterra.com/p/174984/QuickBooks-Enterprise/reviews/)

Starting price

$2210.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)

[View all alternatives](https://www.capterra.com/p/90928/PlanGuru/alternatives/)

## FAQs about PlanGuru

Overview

### Which roles and teams benefit most from PlanGuru?

PlanGuru is most used by finance leaders, accounting teams, and business owners who need structured budgeting, forecasting, and cash flow planning. CFOs, controllers, and finance managers rely on it for scenario modeling and reporting, while CEOs, COOs, and consultants use it to guide strategic decisions and improve financial visibility.

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 to budget, forecast, and plan for the future. It fits organizations that want planning software compatible with Excel and QuickBooks, especially teams handling financial planning in those sectors.

Features and Usability

### What are the key features of PlanGuru?

PlanGuru includes core financial planning features like budgeting, forecasting, cash flow analysis, and strategic planning. Reviewers most often highlight integrated income statement, balance sheet, and cash flow projections, plus what-if scenarios, budget-to-actual reporting, Excel import/export and reporting, multi-department modeling, and consolidation for multi-company planning.

Answer based on 24 reviews

Pricing

### How much does it cost and what fees or limitations are included?

PlanGuru starts at $99/month flat rate for either the App or Desktop, or $899/year billed annually, with a free trial and 30-day money-back guarantee. Additional users cost 29/month each. Reviewers often call it affordable for small businesses, though some note annual fees, added user costs, and a learning curve.

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 integrations support importing financial data, building budgets, and connecting planning workflows with commonly used bookkeeping tools.

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 sessions, webinars, documentation, and videos for team training. Finance-savvy users and self-directed learners often get productive quickly, while novice or non-accounting users usually face a steeper learning curve. Reviewers mention helpful case-based training and support, but some report outdated videos, uneven training quality, and slower help after setup.

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 support as responsive, helpful, and easy to reach, with useful tutorials and training. Some reviewers, however, report limited basic help, outdated videos, unresolved issues, or needing paid consulting for deeper setup assistance.

Answer based on 30 reviews

Budget forecast

### How well does PlanGuru handle budgeting and forecasting?

PlanGuru handles budgeting and forecasting well for finance teams, small businesses, and managers who need flexible planning. It supports multi-year projections, budget-versus-actual reporting, cash flow forecasting, KPI tracking, and Excel-based analysis, though some users find setup, scenario analysis, and QuickBooks syncing slower than expected.

Answer based on 20 reviews

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

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

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.

AU

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/)

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Popular comparisons

[QuickBooks Online vs PlanGuru](https://www.capterra.com/compare/90928-190778/PlanGuru-vs-QuickBooks-Online)

[Xero vs PlanGuru](https://www.capterra.com/compare/90928-120109/PlanGuru-vs-Xero) 

Independent research methodology

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](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software 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](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

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 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](https://www.capterra.com/resources/how-we-ensure-transparency/)