PlanGuru

PlanGuru is ranked #44 of 89 in financial planning & analysis software on The Geeks Club. It runs on Web, Windows. There is no free plan. A free trial is offered. Paid plans start at $6.92/mo.

PlanGuru plans and pricing

All plans

Single Entity $83/mo Paid annually 1 user · 5 years of actual results · 10 years of budgeting/forecasting planguru.com · 20 Sept 2026

Single Entity with Analytics $166/mo Paid annually 1 user · 5 years of actual results · 10 years of budgeting/forecasting planguru.com · 20 Sept 2026

Multi-Unit Consolidations $333/mo Paid annually 3 users · 5 years of actual results · 10 years of budgeting/forecasting planguru.com · 20 Sept 2026

Single Entity (annual) $83/yr Paid annually; displayed as $83/mo. 1 user included · Additional users $25/mo. · 30-day money-back guarantee planguru.com · 29 Sept 2026

Single Entity (monthly) $99/mo Monthly 1 user included · Additional users $29/mo. · 30-day money-back guarantee planguru.com · 29 Sept 2026

Advisor Plan (annual) $133/yr Paid annually; displayed as $133/mo. 3 clients included · Additional Single Entity Client: $42/mo. · Additional Client w/ Consolidations: $99/mo. planguru.com · 29 Sept 2026

Compared on financial planning & analysis software

Free plan: No
Rolling forecasts: Yes
Forecast vs actuals: Yes
Scenario modeling: Yes
Revenue and expense models: Yes
Multi-entity support: Yes
Data refresh: scheduled

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PlanGuru

Variance analysis: Yes
Purpose: PlanGuru provides budgeting, forecasting, and financial analytics tools to help small and midsize businesses make decisions using projected financial results and KPIs.
Intended users: The company describes its audience as small businesses, nonprofits, entrepreneurs, accountants, and advisers.
Forecasting: Plans include budgets and forecasts for up to 10 years, unlimited scenarios per company, a prebuilt three-way forecasting structure, and more than 20 standard forecasting methods.
Modeling tools: The listed tools include a formula builder, assumption- and KPI-based forecasting, workforce planning, notes payable and line of credit tools, and ratios and KPIs.
Data imports: The product imports from QuickBooks Online, Xero, and Excel, including Excel financial and nonfinancial data, and supports importing up to five years of actual results.
Reporting: PlanGuru offers an Advanced Reporting Excel add-in for custom report layouts, financial statement and KPI reports, multi-analysis reports, and dynamic report books and dashboards.
Consolidations: The Multi-Unit Consolidations plan supports separate budgets and forecasts for multiple companies, locations, departments, divisions, or business units before consolidation.
Trial: PlanGuru offers a free trial with access to the selected plan's features, and work created during the trial remains available after subscribing.
Platform distinction: The PlanGuru App is browser-based, while PlanGuru Desktop is a separate product; their data is not shared or synchronized.
Security: PlanGuru Analytics requires SSL, states that passwords and company-identifying information are encrypted, and says card transactions go directly to Recurly and PayPal, which it identifies as PCI-DSS Level 1 compliant.
Support: Technical support is included with subscriptions, and the company lists support tickets, email, and phone as contact options.
Downloads: The downloads page provides a PlanGuru Desktop v8 update and separate Advanced Reporting Excel add-ins for the App and Desktop.
Headquarters: PlanGuru lists its corporate mailing address as 1 S. Main St, 3rd Floor, Wilkes-Barre, Pennsylvania 18701.
Price from: $6.92/mo

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Where it ranks on The Geeks Club

Best Financial Planning & Analysis Software in 2026#44 of 89
Best Scenario Planning Software in 2026#35 of 85
Best Financial Forecasting Software in 2026#5 of 67
Best Financial Modeling Software in 2026#7 of 30

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Sources

planguru.com/products/;· checked 20 Sept 2026
planguru.com/about-us/· checked 29 Sept 2026
planguru.com/products/· checked 29 Sept 2026
help.planguru.com/knowledge/planguru-analytics-security· checked 29 Sept 2026
planguru.com/support/downloads/· checked 29 Sept 2026
planguru.com/products/advisor-plans/· checked 29 Sept 2026