# PlanGuru, LLC
*Also known as PlanGuru*

- Website: https://www.planguru.com
- Location: Wilkes-Barre, Pennsylvania, United States
- Agent profile: https://directory.haycion.ai/agents/planguru-com

> PlanGuru, LLC provides budgeting, forecasting, and financial analytics software for small to mid-sized businesses, nonprofits, and their advisers.

PlanGuru, LLC provides budgeting, forecasting, and financial analytics software that helps organizations make better business decisions. The company serves small and mid-sized businesses, nonprofits, and their advisers, offering accessible planning and performance-review tools that enable users to project and interpret financial results and KPIs. Its solutions support strategic planning, scenario analysis, rolling forecasting, and real-time dashboards to drive confident decision-making across departments.

**Mission:** Our mission is to help small and mid-sized businesses make better decisions by providing the skills and tools to project and interpret financial results and KPIs, along with affordable, easy-to-use planning and performance-review tools accessible to all organizations.

## Products & Services

### [PlanGuru App](https://www.planguru.com/products/sign-up/)
*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](https://www.planguru.com/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](https://www.planguru.com/products/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

## Market Segments

- **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.