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PlanGuru Reviews and Ratings

Rating: 9 out of 10
Score
9 out of 10

Community insights

TrustRadius Insights for PlanGuru are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Flexible and Easy to Use: Users found PlanGuru to be immensely flexible and easy to use, making it a wonderful tool for both small businesses and large enterprises. Some users felt that it was not overly complicated but still had sophisticated options that could accommodate their needs. They appreciated the ease of budgeting projects, integrating with software like QuickBooks, and customizing their forecasts.

Excellent Customer Support: Users highly regarded PlanGuru's customer support, noting that the support team was responsive and knowledgeable. They received assistance within 24 hours or less through email or one-on-one phone calls. Some users mentioned that the initial support they received during setup improved their experience with Plan Guru. The prompt and helpful service provided by the support team was greatly appreciated.

Powerful Forecasting Capabilities: Users praised PlanGuru for its ability to build complex financial models and projections without worrying about the integrity of a complicated Excel file. This feature was seen as a major advantage, allowing them to easily import data from QuickBooks Online into an empty financial model for various scenarios. The ability to run what-if scenarios provided a clear picture of market risks and opportunities according to some users.

Reviews

1 Review

Business Projections

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

Our firm does occasional projections for clients and fine tunes the scenarios for financial and tax purposes. Typically, it is used by the Financial/Compilation Department.

Pros

  • Allows for several different scenarios for the same company
  • Modification in specifications alterable
  • Allows for changes at any level with several criteria.

Cons

  • Can be a bit complicated for new users.

Likelihood to Recommend

I suggest becoming fully familiar with the program before first time use as it can become costly and a charge off to a client would not be practical.

Vetted Review
PlanGuru
3 years of experience