PlanGuru review
A capable choice for multi-entity forecasting, scenarios, and variance analysis.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
PlanGuru is financial planning and forecasting software for small businesses, nonprofits, accountants, and business advisors. It combines income statement, balance sheet, and cash flow forecasting with budget-versus-actual reporting, rolling forecasts, scenario analysis, and financial reporting. Its multi-unit capability supports consolidation across departments, divisions, or locations, making it particularly relevant for finance teams managing several operating units.
Pricing is organized around entity scope and reporting depth. The Single Entity plan costs $83 per month when billed annually or $99 monthly for one user, with budgeting, forecasting, imports, up to 10-year forecasts, and unlimited scenarios. Single Entity with Analytics costs $166 per month annually or $199 monthly and adds interactive dashboards and reports. Multi-Unit Consolidations costs $333 per month annually or $399 monthly, supports three users, and adds consolidation alongside dashboards and reports. Each listed plan includes a 30-day money-back guarantee, and PlanGuru also offers a free trial.
The product fits teams that need structured financial models connected to accounting data rather than a basic budgeting worksheet. Imports from QuickBooks Online, Xero, QuickBooks Desktop, and Excel support common finance workflows, while custom forecasting methods and non-financial data drivers allow models to incorporate operational assumptions. Rolling forecasts update with actual results, and variance analysis helps compare budgets with performance. Browser-based cloud plans and a separate Windows desktop application broaden deployment options. Organizations focused on a single entity may find the base plan sufficient; teams needing dashboards, multiple users, or consolidation should consider the higher tiers.
PlanGuru pros and cons
- Where it wins
- Integrated income statement, balance sheet, and cash flow forecasts
- Up to 10-year forecasts with unlimited scenarios per company
- Imports from QuickBooks, Xero, QuickBooks Desktop, and Excel
- Where it doesn't
- No free plan
- Annual entry pricing starts at $83 per month
- Advanced analytics and consolidation require higher-tier plans
PlanGuru fact sheet, pricing and score →
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