PlanGuru budgeting, forecasting and planning software.
Key capabilities
- 10-year forecasts.
- 20+ forecasting methods.
- What-if scenarios.
- Budget vs. actual.
- QuickBooks and Xero.
Who it's for
PlanGuru is a forecasting-depth business plan generator.
Business Plan Generators · Paid
PlanGuru
PlanGuru is budgeting and forecasting software with integrated three-statement forecasts up to 10 years, 20+ forecasting methods, what-if scenarios and QuickBooks, Xero and Excel imports.
- business plan generator
- planguru
- budgeting
- financial forecasting
- three statement
- quickbooks
- xero
- nonprofits
- advisors
- business valuation
Updated Oct 23, 2026
Pricing Paid
Rating No reviews yet
Standout Features
What makes PlanGuru stand out
- 20+ forecasting methods
- Desktop and cloud
Key Features
What’s in the toolkit?
- 01
Integrated income statement, balance sheet and cash flow
- 02
20+ forecasting methods
- 03
Forecasts up to 10 years
- 04
Rolling forecasts and scenarios
- 05
Budget vs. actual
- 06
QuickBooks, Xero and Excel import
- 07
Ratios and business valuation
- 08
Dashboards and Excel report builder
What is PlanGuru?
Budgeting, forecasting and planning software
- Category
- Business Plan Generators
- Pricing
- Paid
- Company
- PlanGuru, LLC
- Platform Access
- 1 feature
Use Cases
Where teams put it to work
- 01
Business plan financials
- 02
Annual budgeting
Workflow
How to use PlanGuru?
- 01
Start a free trial.
- 02
Import actuals from QuickBooks or Xero.
- 03
Build forecasts and scenarios.
- 04
Export reports for your plan.
Pros & Cons
Is PlanGuru right for you?
Pros
2- Deep forecasting
- Advisor plans
Cons
2- Pricey for startups
- Learning curve
Pricing
Pricing for PlanGuru
Paid
- PlanGuru App – $99/month.
- PlanGuru Desktop – $99/month.
- Advisor plans and Launch onboarding: see planguru.com.
Prices from Capterra (2026); free trial available.
Who is it for
Who is PlanGuru for?
Small and midsize businesses.Nonprofits.Accountants and advisors.
Reviews
PlanGuru Reviews
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