PlanGuru

Founded 2013

Build multi-year financial budgets, rolling forecasts, and integrated three-statement financial projections

You can use PlanGuru to build financial budgets, dynamic rolling forecasts, and multi-year financial statements for companies or nonprofits. It generates integrated income statements, balance sheets, and cash flow projections using over twenty forecasting methods. You can import historical financial data directly from QuickBooks, Xero, or Excel to evaluate budget versus actual performance. The application also supports what-if scenario planning, multi-department consolidations, custom business drivers, and financial ratios, making it easier to assess cash flow impacts and present financial reports to stakeholders.

What PlanGuru does

Import historical financial results from accounting softwareSet up custom operational drivers for revenue and expense forecastingGenerate automated cash flow statements from projected balance sheetsCompare monthly actual figures against budgeted targetsConsolidate multiple subsidiary or departmental forecastsExport formatted financial statements to Excel, PDF, or WordModel loan amortization and interest expenses across future periodsThree-way integrated forecasting for income statements, balance sheets, and cash flowOver 20 standard financial forecasting methods with custom driver supportDirect import from QuickBooks, QuickBooks Online, Xero, and ExcelRolling forecasts and automated budget versus actual reportingMulti-department budget consolidation and high-level summariesWhat-if scenario planning to project financial outcomesBuilt-in payroll utility and non-financial data trackingBusiness valuation calculations and financial ratio analysis

Frequently asked

QuickBooks Xero

Xero

Microsoft Excel

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