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37 PlanGuru Reviews
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I've done budgeting and forecasting via spreadsheets for years. It's a constant battle to adjust spreadsheets as businesses evolve over time. Additionally, regular reviews and improved forecasting methods are often difficult to layer back into any spreadsheet. I appreciate the ability of Plan Guru to lay out a base model that can then be refined without breaking the whole forecast. Starting with a simple trend growth or % of revenue COGS can be easily modified to incorporate key metrics, new variables, complex formulas or links to outside spreadsheets. Review collected by and hosted on G2.com.
It is still an evolving product, so some enhancements are needed, but the company listens to feedback and regularly adds meaningful enhancements. Review collected by and hosted on G2.com.
We began using Plan Guru one year ago and couldn't be happier with our decision. We researched various budgeting/forecasting solutions, all of which seemed to be tailored to organizations much larger than ours (we are a 14-location/550-employee organization), and we were quickly priced out. Once we found Plan Guru, we quickly saw that their solution checked all the boxes at a price point we could easily justify. Beyond their offering and price point, we were beyond impressed by their desire to learn about our business and their kindness in scheduling personalized training sessions where they taught us the ins and outs of their solution.
We have found Plan Guru to be very well designed and easy to use while still having the ability to execute company wide consolidations and complex forecasting methodologies using our specific KPIs. It is clear that Plan Guru has either thought through nearly every use case or has incorporated customer feedback in their platform updates, as they seem to have thought of it all. Since we began using Plan Guru one year ago, we have progressively experienced tremendous updates with improved functionality regularly. It is great to see that Plan Guru continues to invest in product improvement, and we continue to benefit from this investment.
Before using Plan Guru, we attempted to forecast in Excel, however, it became so burdensome and manual in nature that we often took the "same as last year" approach. Recent history has been far from "same as last year," so we are thankful for the fact that Plan Guru has allowed us to forecast much more efficiently and measure our actual performance against budget with relative ease. Using Plan Guru has given us the insight we sought for many years without the massive time burden we became used to.
We are grateful for Plan Guru and gladly recommend them to all looking for a top-notch budgeting and forecasting solution. Review collected by and hosted on G2.com.
After one full year of using Plan Guru, we have no pain points or "dislikes" to speak of. Review collected by and hosted on G2.com.
I used PlanGuru to create a comparison between Agriglobe's budget and actuals. Throughout the learning process, the employees at Plan Guru were more than willing to promptly and directly respond to any questions I had that were related to the application. Their exceptional customer service was valuable and one of the best parts of working with them. Review collected by and hosted on G2.com.
One issue that arose from my PlanGuru Ussage was that consolidating data into a specific format that PlanGuru needed was time-consuming. It would have been easier if PlanGuru could pull data from an Excel sheet that did not have to be organized into a specific format. Review collected by and hosted on G2.com.
PlanGuru is a robust application for the money. It is easy to use. Makes budgeting, analysis and forecasting simpler with their many features. You can also take information from many sources. If you have any issues, their customer support is VERY GOOD. They stand behind their product. Review collected by and hosted on G2.com.
It does take some time to implement but once implemented it takes little time to put together monthly reports and analysis. Review collected by and hosted on G2.com.
Our firm works with a variety of clients in different industries, so we needed a tool that was flexible enough to handle forecasting not only the financial statements but also the custom KPIs each client has.
We were very price concious as we are working with 50+ clients. Planguru came in much more affordable than any other FP&A software we looked at, especially as we are looking to scale our client base.
It's really pretty intuitive and we've been able to implement it on our own with minimal interaction with their support, but when we have they have been very helpful. Review collected by and hosted on G2.com.
Overall we like it a lot but if I had to be really picky Importing from QuickBooks works well but right now you have to log in to manually run to imports for each chart of accounts. They have mentioned some more automated imports are coming which will save us time Review collected by and hosted on G2.com.
I love how simple it is to import all of my QuickBooks accounts & numbers into an empty financial model, allowing me to apply mostly any form of financial projection for short- and long-term scenarios. It's suitable for big budgets... or just running a quick analysis. I don't see many other products on the market doing this. Review collected by and hosted on G2.com.
I understand the online version of this product is still a little young, and more features are to follow... but their support has been great with giving me alternative ideas and keeping me updated on when new features are coming! Review collected by and hosted on G2.com.
The abiltity to consolidate my 15 locations and have to ability to view my cashflow and knowing what the trend of my expenses and revenues would look like - that is extremely valuable. Review collected by and hosted on G2.com.
Sometime the grouping of accounts is a bit slow but talking with the person who helped me setup. I hear there are speed enhancements that would help the speeds. Review collected by and hosted on G2.com.
The functionality of the product is excellent - one of the best forecasting and budgeting tools that we have used. The ability to roll up divisions and subsidiaries into multiple higher-level organizations is genuinely unique and welcome functionality for every project developer. Review collected by and hosted on G2.com.
The financial roll-up function, arguably the most potent part of the product, was only available in the traditional desktop software format. This made it difficult for multiple users to work together on the plan. I understand this functionality is now available in the latest online release. If it works as well as the desktop version, the product will become industry-leading! Review collected by and hosted on G2.com.
