PlanGuru

PlanGuru is a budgeting and forecasting software tool designed for businesses, nonprofits, and their advisors. Its core function is to support decision-making through financial planning processes. The software enables users to forecast all three financial statements—income statement, balance sheet, and cash flow statement—using over 20 forecasting methods, with the ability to project up to 10 years. Users can build custom business drivers, including non-financial data, and run what-if scenarios to evaluate risks and opportunities. PlanGuru offers general ledger import utilities to import historical results quickly, allowing users to view budget versus actual reports and build rolling forecasts on a monthly basis. The platform provides a flexible structure for creating budgets at various levels of complexity, from simple high-level plans to detailed multi-year projections. It also supports strategic planning by helping define long-term visions and aligning teams. PlanGuru includes three plan types: Business/Nonprofit Plans, Advisor Plans, and a PlanGuru Launch service, which assists with implementation based on time and cost constraints. The software is accompanied by free educational resources.