Wer nutzt diese Software?

PlanGuru ermöglicht kleinen und mittleren Unternehmen, Non-Profit-Organisationen und Unternehmensberatern eine einfache Budgetierung, Prognostizierung und Planung. Zudem ist es mit Excel und QuickBooks kompatibel.

Durchschnittliche Bewertung

54 Bewertungen
  • Gesamt 4 / 5
  • Benutzerfreundlichkeit 4 / 5
  • Kundenservice 4 / 5
  • Funktionen 4 / 5
  • Preis-Leistungs-Verhältnis 4 / 5

Produktdetails

  • Startpreis 99,00 $/Monat
    Preisinformationen
  • Kostenlose Version Nein
  • Kostenlose Testversion Ja, Kostenlose Testversion
  • Einsatz Cloud, SaaS, Web
    Installiert - Windows
  • Training Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • PlanGuru
  • http://www.planguru.com
  • Gegründet 2013

Über PlanGuru

PlanGuru wurde für kleine und mittelständische Unternehmen entwickelt. Mit den ausgereiften Methoden von PlanGuru kannst du bis zu 10 Jahre budgetieren und Prognosen vornehmen, ohne Formeln erstellen zu müssen. Darüber hinaus erhältst du Cashflow-Analysen, Finanzkennzahlen und andere Analysewerkzeuge, die dich bei der Bewertung und Verbesserung deiner Geschäftsleistung unterstützen. PlanGuru ist erschwinglich und ab 99 US-Dollar erhältlich. Kompatibel mit QuickBooks, QuickBooks Online, Xero und Excel. 30 Tage kostenlos testen.

PlanGuru Funktionen

  • Anlagenplanung
  • Bilanz
  • Cash Management
  • Gewinn-und Verlustrechnung
  • Hauptbuch
  • Konsolidierung / Roll-Up (Reporting)
  • Mehrere Abteilungen / Projekte
  • Mischkonzern
  • Prognose
  • Versionskontrolle
  • „Was wäre wenn“-Szenarien

Die hilfreichsten Reviews für PlanGuru

Great value in cash flow planning

Bewertet am 14.10.2010
Jeff S.
Owner
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
Preis-Leistungs-Verhältnis

Kommentare: Overall a great cash flow program for the price. it has many features that programs 10 times the price do not have.

Vorteile: Plan Guru is a straightforward application for generating cash flow statements. I have used the product since 2003, and have watched it evolve from a simple tool to a more sophisticated application. The company has been receptive to user requests such as increasing the size of database fields to allow larger numbers, adding supplementary schedules, and direct cash flow projections. Some of the debt amortization wizards are very handy, providing current portion of LTD in addition to amortizing loan balances and interest charges. They have also included some valuation and ratio analysis work papers that are very handy. This is a small company (at least it operates as one) where you can actually talk to a real live person. All in all, it is a very good application for the price.

Nachteile: The application occasionally will show some instability, but this has been vastly improved over earlier versions. There are recovery routines so most of the data is not lost. The crashes seem mostly due to print driver compatabilities. The developers are pretty good at fixing these issues. Large, complicated formulas may run into size limits when calculating dollar outcomes. When this occurs, I have created interim formulas in a workbook to get to the final formula. It's nice that the application has supplementary schedules for the P&L. However there are no such supporting schedules for the balance sheet. Much of the work I do is in the balance sheet. It would nice to have a supporting schedule that would clean up the balance sheet presentation. The learning curve can be a little steep for the novice user. The application was developed by CPAs for CPAs, although this application is valuable for private companies.

PlanGuru Forecasting Software is the Best

Bewertet am 27.11.2018
Dave B.
Founder and Chief Consultant
Finanzdienstleistungen, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: I use PlanGuru to build business forecasts for my clients so that I can provide great service, especially to growth oriented clients who hold themselves accountable to their goals. I have used PlanGuru results (P&L, Balance Sheet, Cash Flow, Valuations) to support my clients with their banking relationships and for providing investors with forecasts that support business models for startups and going concerns too.

Vorteile: PlanGuru provides upfront training on how to utilize the software using case studies so a new user can learn, practice and see the results of the case studies. This is critical to the user because it allows a new user the opportunity to learn from mistakes in a case study, as well as the opportunity to try different modeling techniques. I learned the importance of thinking through assumptions, KPIs and all drivers that impact forecasting of details on the P&L, Balance Sheet and Cash Flow statements in case studies. I continued to learn every time I used PlanGuru. I also used the output many times in serving my clients. Each and every time I need support of any kind, PlanGuru always got back to me in 24 hours or less and stayed glued to me until my question or issue was completed resolved to my satisfaction. I always had service with a smile via email or on a one on one phone call.

Nachteile: I was annoyed when I learned that my software was shut down remotely when PlanGuru adopted an annual license fee after several years of no fees, unless you opted in for an upgrade to a new version. I got over it as I realize that the software and the customer service and support are superb.

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