PlanGuru is a budgeting, forecasting and performance review software developed to fit the needs of any sized business. Whether you need to create for your client a high-level forecast for the bank or a multi-departmental operating budget, PlanGuru will enable you to create a more accurate analysis in less time.
The Perfect Tool for Providing CFO Services
PlanGuru's budgeting, forecasting and reporting tools will save you time and improve collaboration with your clients. No longer will you have to build complex Excel formulas or learn how to use other tedious, expensive solutions. PlanGuru provides you with a flexible, easy-to-use interface that integrates all 3 financial statements. With a more accurate analysis, you'll generate more profits and help your clients make better business decisions.
With PlanGuru you'll be able to:
Budget and forecast for up to 10 years
Have a built-in integrated Income Statement, Balance Sheet & Cash Flow
Import historical data from Excel or QuickBooks
Access to 20+ standard forecasting methods
Build customizable forecasting methods
Have automatic financial ratios and break-even analysis
Build consolidations and create business valuations
Deliver Budget vs. Actual Reporting and Assumptions Reports
PlanGuru also provides you with multiple ways to deliver insightful reports to your clients:
Advanced Reporting Add-in for Excel: build and run any type of custom PlanGuru reports in Excel
PlanGuru Analytics: a web based dashboard and reporting tool which quickly provides you and your clients online access to
both high level KPIs and detailed financial performance. Through a secure login, your clients can view dashboards, charts
and reports on any web enabled device.
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