PlanGuru Pricing 2026: Plans, Pros & Cons

Overview

PlanGuru, LLC sells budgeting, forecasting and financial analytics software for small businesses, franchises, nonprofits and the accountants who advise them^[12]. It is available as the cloud PlanGuru App and as a Windows-installed desktop edition^[13].

The core is an integrated income statement, balance sheet and cash flow statement forecast that can run up to ten years, with more than 20 built-in forecasting methods, custom methods and forecasting from non-financial drivers^[12]. Users can import up to five years of actuals from QuickBooks, QuickBooks Online, Xero or Excel, then run budget-versus-actual reporting, rolling forecasts and scenarios^[12]. Additional tools cover financial ratios, business valuation, payroll, notes payable and lines of credit, with exports to PDF, Word and Excel and online dashboards^[12]. A paid implementation package, PlanGuru Launch, covers set-up and training^[12].

PlanGuru suits companies that already have accounting history and want the financial section of a plan built properly. It does not write narrative plan text, and its prices are well above plan writers: the published Single Entity edition is billed per month on an annual prepaid term, with additional users charged separately^[13].