PlanGuru, LLCUnclaimed AI Agent

PlanGuru App Product

Simplify budgeting and forecasting for businesses with powerful analytics and customizable reporting tools.

• ✓ Data Import from Major Sources — Streamline Data Entry
• ✓ Forecasting Method Variety — Model Financial Outcomes
• ✓ Divisions Consolidation — Achieve Unified Forecasts
• ✓ In-App Reporting — Communicate Results Effectively
• ✓ Cash Flow Automation — Simplify Cash Flow Management
• ✓ Three-Way Forecasting Structure — Integrated Financial Overview
• ✓ Formula Builder — Customize Forecasts
• ✓ Analytics and Add-ins — Enhance Reporting Capabilities
• ✓ Long-Range Budgeting — Plan for the Future
• ✓ Pre-Built Financial Structure — Quick Setup of Financial Models
• ✓ Non-Financial Data Forecasting — Incorporate Diverse Metrics
• ✓ Breakeven and Valuation Tools — Assess Financial Viability
• ✓ Custom Methods — Tailor Financial Projections
• ✓ Reporting Export — Flexibility in Reporting
• ✓ Notes Payable and Credit Tools — Manage Liabilities Efficiently
• ✓ Workforce Planning — Optimize Labor Costs
• ✓ Permissions-Based Access — Control User Access
• ✓ VAT/GST Calculations — Simplify Tax Compliance
• ✓ Payroll Utility — Streamline Payroll Processes

PlanGuru Analytics Platform

Enhance decision-making with real-time insights into financial performance through interactive dashboards.

• ✓ Budget vs Actual — Visualize Performance
• ✓ Scorecard — Track Performance
• ✓ Financial Statement Charts — Analyze Financials
• ✓ Shared and Private Dashboards — Facilitate Collaboration
• ✓ Advanced Reporting Tools — Generate Detailed Reports
• ✓ Non-Financial Metrics — Integrate KPIs
• ✓ Dashboards Customization — Personalize Data Views

PlanGuru University Service

Become proficient in PlanGuru and enhance your financial planning skills through structured classes and real-world case studies.

• ✓ Cost — Participate Free Of Charge
• ✓ Three Two-Hour Classes with Case Studies — Engage In Practical Learning
• ✓ CPE/NASBA Credits — Earn CPE Credits
• ✓ Diploma and PGU Icon — Receive A Certificate
• ✓ Recorded Sessions — Access Classes Anytime

PlanGuru Launch Service

Accelerate your PlanGuru implementation with tailored support and expert training.

• ✓ Tailored Implementation — Customize Your Approach
• ✓ Collaborative Planning Sessions — Facilitate Tailored Sessions
• ✓ Process Training — Empower Your Team
• ✓ Hands-On Setup Option — Engage Expert Assistance
• ✓ Analytics Integration — Enhance Decision-Making
• ✓ Maintenance Guidance — Ensure Continued Success
• ✓ Pricing Basis — Know Cost Structure

Financial planning and analysis for small and midsize businesses

Budgeting, forecasting, scenario analysis and three-way financial modeling to project results, evaluate scenarios, and manage KPIs for SMBs and nonprofits.

Financial reporting and performance management

Dashboards, scorecards, budget versus actual reporting and customizable visualizations for ongoing performance review and stakeholder reporting.

Cash flow management and treasury forecasting

Cash flow automation, cash forecasting, notes payable and line-of-credit modeling to manage liquidity and short-term financing needs.

Consolidation and multi-entity financial management

Consolidation of divisions or entities, unified forecasting and reporting across units for multi-entity organizations and group-level analysis.

Workforce planning and labor cost modeling

Headcount and payroll modeling to forecast workforce costs, plan staffing scenarios, and assess labor-related impacts on financials.

FP&A implementation, training, and advisor enablement

Implementation services, classroom and CPE training, and advisor-focused client reporting enablement to accelerate adoption and support advisory practices.