# PlanGuru Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is PlanGuru the right Accounting solution for you? Explore 56 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/90928/PlanGuru/reviews --- PlanGuru 4.2 (56) [View alternatives](https://www.capterra.com/p/90928/PlanGuru/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of PlanGuru Ease of use 4.0 Customer Service 4.1 ## Pros and Cons in Reviews CB Connor T. B Financial Operations ManagerElectrical/Electronic Manufacturing, 11 - 50 employeesUsed the software for: More than 2 years. “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.“ May 19, 2025 CB Connor T. B Financial Operations ManagerElectrical/Electronic Manufacturing, 11 - 50 employeesUsed the software for: More than 2 years. “It encourages better strategic decision-making and helps alleviate priming decisions.“ May 19, 2025 ## Showing most helpful reviews Showing 1-25 of 56 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Copywriter, Freelance Writer, Blogger Marketing and Advertising Used the software for: Less than 6 months ### "Our favorite forecasting software solution." June 17, 2019 4.0 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 DB Dave B. Founder and Chief Consultant Financial Services Used the software for: 2+ years ### "PlanGuru Forecasting Software is the Best" November 27, 2018 5.0 I use PlanGuru to build business forecasts for my clients so that I can provide great service, especially to growth oriented clients who hold themselves accountable to their goals. I have used PlanGuru results (P&L, Balance Sheet, Cash Flow, Valuations) to support my clients with their banking relationships and for providing investors with forecasts that support business models for startups and going concerns too. Pros PlanGuru provides upfront training on how to utilize the software using case studies so a new user can learn, practice and see the results of the case studies. This is critical to the user because it allows a new user the opportunity to learn from mistakes in a case study, as well as the opportunity to try different modeling techniques. I learned the importance of thinking through assumptions, KPIs and all drivers that impact forecasting of details on the P&L, Balance Sheet and Cash Flow statements in case studies. I continued to learn every time I used PlanGuru. I also used the output many times in serving my clients. Each and every time I need support of any kind, PlanGuru always got back to me in 24 hours or less and stayed glued to me until my question or issue was completed resolved to my satisfaction. I always had service with a smile via email or on a one on one phone call. Cons 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. I got over it as I realize that the software and the customer service and support are superb. Review Source VM Victor M. President Real Estate Used the software for: Less than 6 months ### "Good product but far from the ideal Forecasting software" November 5, 2016 3.0 Plan Guru is an excellent product, specially considering that there are no products out there with this many features at this price level. If you want to have the best products you will have to pay tens of thousands every year, ie. Budget Maestro. However I think PG has some room for improvement, such as 1.- More flexibility in the automatization for the recording of Historical and actual values. Not even copy and paste is possible. 2.- Make it more friendly. PG can only be mastered by someone with a strong background in Finance 3.- Expand reporting capabilities and allow to export reports to excel with up the 36 months instead of only 12 mo. 4.- Develop a Mac version or a web version 5.- Develop Inventory module and allow for supporting schedule on the Balance sheet 6.- Flexibility in putting some values ( ie. interest expense) in the balance sheet for capitalization purposes Pros \-Once you have all the numbers, projections are very fast and exact. -Income Statement, Balance Sheet and Cash flow integration -Links to excel files Cons \- The link process is very long and tedious - No possibility of using formulas in the actual and historical data - Need an inventory module - Need Supporting schedule for the Balance sheet Review Source PK Patricia K. Owner Textiles Used the software for: 2+ years ### "Budgeting Software Every Business Owner Should Own" November 20, 2018 5.0 I own a manufacturing business and produce an annual budget and a multi-year projection. I am not a CPA nor am I trained as a bookkeeper. When I needed to replace my old budgeting software I was particularly concerned whether it was appropriate for someone who isn't a pro. I wasn't disappointed: once purchased I was up and running within the hour. Anytime I've had a question that I couldn't answer through the help screens or online tutorials I've been able to discuss my problem with tech support! This is huge for me. I've also taken some of the online courses called PlanGuru University, which were invaluable. I wish my CPA used this software. Pros 1) Functionality. 2) Easy to use. 3) Great help screens. 4) Terrific tutorials. 5) Fantastic customer support. Cons I'd like to track 5 years historical data to project a budget analysis. Review Source MF Michael F. COO Public Safety Used the software for: 1-2 years ### "PlanGuru" November 16, 2018 5.0 Overall great experience and is highly recommended based on our needs, which is a company under $10M in revenue with less than 50 employees. Pros PlanGuru makes it easy to build a complete budget and forecast, compare budget to actuals, keep an eye on cash and track KPI's. When getting started and familiar with the software, PG has a very responsive and knowledgable support team. Lastly, for those in management that just want to look at the KPI's they can log into Analytics. Cons The one challenge we had as a business was having to move outside of PG during a period of time when cash flow was being managed weekly. PG is limited to monthly. Review Source NA Nadim A. CFO Events Services Used the software for: 1-2 years ### "A Basic Forecasting and Planning Tool" November 27, 2018 3.0 \- It's certainly not a system that motivates me to get off excel. I don't use it very much and will probably cancel my subscription. Pros \- it has the ability to pull in actuals from Quickbooks online - there are some workarounds for managing revenue recognition Cons \- it is not cloud based - and so requires you to download the tool, but doesn't work unless you're connected to the internet (so even though I have it downloaded, I can't access it when I'm on a flight, and I travel frequently) - very cumbersome to set up access with different Classes (from quickbooks). The Quickbooks budgeting tool is easier to use for this purpose - very cumbersome to set up any sort of scenario analysis - much easier to just create an excel workbook - 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. Nor do I have the ability to work with multiple currencies. - they provide little to no support to get set up - unless one pays for their consulting service, which was a little bit helpful. - the videos on the website are very basic Review Source SR Scott R. CFO Computer Software Used the software for: 2+ years ### "Value Offering" November 20, 2018 3.0 Challenging to get up to speed on using the software. Customer support is lacking. Bugs in software required me to upgrade - which feels like it lacks integrity. Pros Low cost. Full financials with balance sheet, cash flow, owners equity. Extra supporting schedules. Cons Limited forecasting years. Difficult to make 3 year forecast. Minimal customer support. I would like to customize reporting templates from PlanGuru, so I don't have to reformat each time. Review Source TF Ted F. CFO/Tax Director Oil & Energy Used the software for: 2+ years ### "Easy Starting" November 30, 2018 5.0 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 EL Eric L. Mechanical or Industrial Engineering Used the software for: ### "PlanGuru - Software for small business" July 3, 2014 3.5 Pros PlanGuru is good software. One of its key advantages is you can import all your data from any accounting system, and it is really user-friendly software. Support was really helpful at the beginning, and it made my experience with PlanGuru better. It's good software for the price. It was one of the cheapest when I bought it. Cons My version of PlanGuru still has some bugs. When I import my data, the software notes the import date in the right account. It seems it doesn't recognize the information. Between each import, the description of some accounts are changed, so I have always to re-link the account or manually enter some accounts. I think using only a description as common information for the import is inefficient. People should use the account number. Review Source JG Jody G. Owner Accounting Used the software for: 2+ years ### "Great product. A must have for all forward thinking companies." April 23, 2015 4.5 Pros It is easy to use. It is the only product in the market that I am aware of that focuses on the balance sheet and in particular cash. Cons Reporting features could be enhanced. Would like to be able to hide accounts that are no longer in use. When reporting condense some categories while expanding others. Review Source SS Santiago S. ingenieria sistemas Computer Hardware Used the software for: Less than 6 months ### "Make Planguru part of your plan " September 16, 2023 4.0 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 RP Rachael P. Accountant Construction Used the software for: 2+ years ### "PG to the rescue" November 16, 2018 5.0 This tool has really taken our ability to forecast and budget to the next level! It helps us be able to pinpoint problem areas easier so that we can make changes quicker. Pros It fully integrated with QuickBooks and Excel and provides quality reports I know I can depend on. Cons Some functions are a bit time consuming. Review Source KM Kerry M. CFO Oil & Energy Used the software for: 2+ years ### "PlanGuru" February 12, 2019 4.0 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 NJ Nikki J. Senior Accountant Construction Used the software for: 1-2 years ### "Plan Guru Review" November 16, 2018 4.0 It helps see our budget vs actual and trends year over year. Pros I like the different ways you can project out balances from prior years Cons I wish there was a better way to have separate company budgets/actual and then roll up to a consolidated budget/actual. I wish the price included as more users and it was online rather than on a machine so others can access as well. Review Source TG Tiffany G. Chief Financial Officer Consumer Services Used the software for: Less than 6 months ### "PlanGuru is Great for its Value" November 27, 2018 4.0 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 TJ Tara J. Computer Software Used the software for: Less than 6 months ### "Good for small businesses" February 26, 2015 3.5 Pros The reporting exports are nice and clean. It is easy to upload information for historical data. The use of the overall product seems good. Although, the RE and NI seems to be calculating opposite of what I would expect to see. The program can be self taught and that is always good. Cons You can't seem to see Prior year over Current year, only Actual to Budget. Review Source GD George D. CFO Used the software for: ### "VOSYMCA" October 18, 2010 4.0 Great top level planning tool Pros Easy to Use, Very Intuitive Cons seasonality not deep enough Review Source sP sean P. Controller Hospitality Used the software for: Less than 6 months ### "PlanGuru forecast software" October 3, 2016 4.0 We purchased this software after reviewing many company options. Our funds to purchase budget/forecast software was minimal. We came across PlanGuru, whose price point was within our budget. I can tell you the software performs just like any other budget/forecast software. It is compatible with QuickBooks, so you can import your G/L into the software at will. Once the data is imported, you can begin forecasting by month, year, etc. You can also save unlimited number of files for historical review. The software is very user-friendly and customer service is very responsive. I would highly recommend this software for those companies with minimal money to spend on forecasting software. Review Source SM Susan M. CEO Management Consulting Used the software for: Less than 6 months ### "Required a forecasting software to present high quality reports" June 17, 2016 4.5 Pros Anytime I have had a problem they were able to resolve it quicky Cons Software has a bit of a learning curve to become proficient rapidly. However support provided compensates. Review Source CTB Connor T. B. Financial Operations Manager Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Simplified long-term financial forecasting with planguru." May 19, 2025 4.0 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 Mark D. Finance Manager Management Consulting Used the software for: Less than 6 months ### "Solid product, Feature-Rich, Intuitive Design, Great value for small- to medium-sized businesses." November 23, 2018 4.0 I am attempting to build budgets for my clients using the PlanGuru software installed on the remote cloud desktop. Overall, the product has met my expectations. I have used several similar large/deluxe budgeting tools built for Fortune 500 companies that cost 10 times as much (or more), and this is a very good "abridged" budgeting software for small businesses that is still very feature-rich. The support I have received from the technical team has been very good; they have been very responsive to my requests. The cloud desktop experience was a little bit more laggy than I expected. I LOVE the Excel add-in. It is a very powerful tool. However, I thought the installation of the add-in was a little more complicated than it should be, especially based on the cost of the cloud subscription. There is room for PlanGuru to improve a few things, but I will be using for future clients, and I highly recommend this product for small- to medium-sized businesses. Pros Very intuitive design. Most features/functions are just a right-click away. If you don't understand exactly what you are looking at, the tutorial videos are GREAT, and they have links to the relevant videos built right into the program where you need them. Excel Add-in is a very powerful tool. A real selling-point for PlanGuru. If you know how to use a pivot table, you will love this tool. Consolidations. If you have multiple departments, or groups of departments, consolidations is a must-have. Excel Links. If the myriad of PlanGuru projection methods aren't good enough, just suck in whatever data you want from Excel to the budgeting tool. Cons It would be great if this product was built as a web/browser-based product, rather than a local client install. Then the users could also save on the cost of the remote cloud desktop, and installation/connectivity should be easier. There should really be a "mass-refresh" button/method in the Excel add-in that would refresh every tab at once. A "mass-consolidation" button in the PlanGuru application would be nice, too. I wish there was a "help forum" where users could assist one another and help troubleshoot issues. Support is responsive, and the videos are great. But support can't answer you as fast as a forum search would, and the videos don't cover everything. Chances are SOMEONE has had the same question in the past. Review Source Shelly H. CFO Accounting Used the software for: 2+ years ### "Plan Guru for financial consultants" November 27, 2018 5.0 I've been able to help my clients create future plans and look at many what if scenarios and their affect on the balance sheet without having to worry about whether my formulas are correct in excel. Pros The flexibility of the application for creating multiple forecasts and budgets using a variety of assumptions and KPI's. the use of excel to integrate and add additional flexibility to the program. The subschedules allow multiple ways to forecast revenue and track other expenses. the integration of the balance sheet and ability to see affect the forecast has on the balance sheet items. Cons Some lack of flexibility in reporting. Lack of ability to print reports from analytics. Review Source JS Jeff S. Owner Used the software for: ### "Great value in cash flow planning" October 14, 2010 4.0 Overall a great cash flow program for the price. it has many features that programs 10 times the price do not have. Pros Plan Guru is a straightforward application for generating cash flow statements. I have used the product since 2003, and have watched it evolve from a simple tool to a more sophisticated application. The company has been receptive to user requests such as increasing the size of database fields to allow larger numbers, adding supplementary schedules, and direct cash flow projections. Some of the debt amortization wizards are very handy, providing current portion of LTD in addition to amortizing loan balances and interest charges. They have also included some valuation and ratio analysis work papers that are very handy. This is a small company (at least it operates as one) where you can actually talk to a real live person. All in all, it is a very good application for the price. Cons The application occasionally will show some instability, but this has been vastly improved over earlier versions. There are recovery routines so most of the data is not lost. The crashes seem mostly due to print driver compatabilities. The developers are pretty good at fixing these issues. Large, complicated formulas may run into size limits when calculating dollar outcomes. When this occurs, I have created interim formulas in a workbook to get to the final formula. It's nice that the application has supplementary schedules for the P&L. However there are no such supporting schedules for the balance sheet. Much of the work I do is in the balance sheet. It would nice to have a supporting schedule that would clean up the balance sheet presentation. The learning curve can be a little steep for the novice user. The application was developed by CPAs for CPAs, although this application is valuable for private companies. Review Source JA James A. Information Technology Analyst Chemicals Used the software for: 2+ years ### "Plan Guru review" November 20, 2018 3.0 Overall our experience with Plan Guru has been pretty good. The price point was extremely appealing and is what pulled us to the software. For the most part the software runs without any major issues. I think our one issue we had may have been specific to just our company. I can honestly say that working with their customer support was pretty easy as well. All communication was handled through email. Pros One of the pros to this software is the price point at which features are standard. I worked with our CFO to pick out the software. We review different suites of software and found that Plan Guru offered the most for the price. Cons We have had some issues where we setup multiple user accounts and they share some of the same files. I think they may have some glitches in the software as everyone had the same access but certain individuals were not able to create copies or new documents from the same exact file. Review Source Moira B. Business Management Accounting Used the software for: Less than 6 months ### "PlanGuru is great." February 18, 2019 4.0 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 Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.