What PlanGuru does

PlanGuru is a privately held SaaS company that provides budgeting, forecasting, and financial analytics software to small and midsize businesses, nonprofits, franchises, and the accountants and business advisors serving those segments. Founded in 2013 and headquartered at 1 S. Main St, 3rd Floor, Wilkes-Barre, Pennsylvania, the company is organized as PlanGuru, LLC (Delaware) and is led by CEO Christian Wielage (joined 2010, formerly Worldwide Plan Analyst at IBM) and COO Tripp Graham. PlanGuru serves thousands of customers primarily through a product-led growth motion augmented by inside sales and channel partners.

The company's core technology is a browser-based financial modeling engine that supports integrated 3-way forecasting (income statement, balance sheet, cash flow statement) using 20+ forecasting methods, with the ability to project up to 10 years, import up to 5 years of historical data, and run scenario analysis. PlanGuru distributes software in two primary delivery formats — PlanGuru App (cloud) and PlanGuru Desktop (Windows installation) — supplemented by PlanGuru Analytics, launched April 2026 and powered by Reach Reporting, which adds AI-driven dashboards and visual reports. The platform integrates natively with QuickBooks (Online and Desktop), Xero, and Excel, plus a separate Advisor Plans tier aimed at accountants and business advisors servicing multiple clients.

PlanGuru monetizes primarily through monthly or annual subscription software fees with specific tier pricing not publicly disclosed. A secondary revenue stream is PlanGuru Launch, a premium implementation and training service billed at $250/hr USD for businesses and advisors. Go-to-market combines self-serve 30-day free trials, an inbound demo/sales line, an extensive free educational content library (PlanGuru University, video tutorials, webinars, blog), and a recently established VAR partnership with AdvisureIQ targeting SMBs and multi-entity organizations. The company is PCI Standards compliant for payment processing.

Name

PlanGuru

Legal name

PlanGuru, LLC

Website

https://planguru.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

PlanGuru provides SaaS-based budgeting, forecasting, and financial analytics software to small and midsize businesses, nonprofits, franchises, and the accountants and business advisors serving them. Its core platform offers integrated 3-way financial statement forecasting with 20+ projection methods.

Ownership category

akta.pro rank

Product category

Financial Planning and Analysis (FP&A) Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Scenario Planning, Forecasting Platforms & Planning Intelligence (HDAAAHAL)

akta.pro secondary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Budgeting software
• Financial forecasting
• FP&A software
• Scenario analysis
• Business analytics

Headquarters

HQ city

Wilkes Barre

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Software Subscription: Monthly or annual subscription-based access to PlanGuru App (cloud) and PlanGuru Desktop (installed Windows software), with subscription fees payable via credit card in USD
2. PlanGuru Launch Services: Premium implementation and training services at $250/hr USD rate, including 1-on-1 product setup, designing and building budgeting/forecasting/reporting processes, and case-based training for business advisors

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

PlanGuru provides SaaS-based budgeting, forecasting, and financial analytics software that delivers integrated 3-way financial statement modeling (income statement, balance sheet, cash flow statement) with 20+ forecasting methods, scenario analysis, and reporting capabilities. The platform targets small and midsize businesses, nonprofits, franchises, and accountants/business advisors through a cloud app, a Windows-installed desktop product, and an AI-powered analytics add-on, supported by paid implementation and training services.

Product overview

PlanGuru offers a suite of budgeting, forecasting, and financial analytics software products targeting small and midsize businesses, nonprofits, franchises, and accountants/business advisors. The core offering consists of two main delivery formats: PlanGuru App (cloud-based) and PlanGuru Desktop (Windows-installed), both providing 3-way financial statement forecasting, 20+ forecasting methods, and scenario analysis capabilities. PlanGuru Analytics, powered by Reach Reporting, extends the platform with AI-powered dashboards and visual reports. PlanGuru Launch provides premium implementation and training services. The product integrates with QuickBooks, QuickBooks Online, Xero, and Microsoft Excel for data import.

Differentiator

Problem solved

Functional benefit

Brands

• PlanGuru Analytics: Analytics solution powered by Reach Reporting that combines PlanGuru's financial modeling engine with dashboards and AI-powered analytics for integrated FP&A experience.
• PlanGuru Launch
• PlanGuru Desktop

Products and services

• PlanGuru App

Quantifiable outcome

• Budget vs actual reports viewable with few clicks monthly
• +3 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability4 records

Feature7 records

Partnerships

Two partnerships are on record, tiered core.

• AdvisureIQcoreChannel Partner/ Reseller/ Distributor · 1 January 2026Strategic Value Added Reseller (VAR) partnership effective Q1 2026. AdvisureIQ acts as authorized reseller and implementation partner, combining its data integration and analytics consulting services with PlanGuru's budgeting and forecasting platform. The partnership aims to expand market reach and accelerate platform adoption among small and midsize businesses, multi-entity organizations, and professional services firms. Both companies position this collaboration as delivering institutional-grade financial intelligence to the SMB segment.
• Reach ReportingcoreTechnology or IntegrationReach Reporting powers PlanGuru Analytics, a new analytics solution that combines PlanGuru's browser-based financial modeling engine with Reach Reporting's dashboards and AI-powered analytics. The integrated FP&A experience transforms financial models into dynamic dashboards and visual reports, reducing manual effort in financial analysis and reporting processes.

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Spotlight Reporting: Spotlight Reporting provides dashboards, forecasting, and KPI reporting tailored to accountants and SMBs using Xero and QuickBooks. Directly comparable target persona and product surface to PlanGuru's accountant plans.
• Cube Software: Cube provides FP&A software that integrates with Excel, Google Sheets, QuickBooks, Xero, and NetSuite to deliver budgeting, forecasting, and reporting for SMB and mid-market customers. Comparable in target segment and integration story to PlanGuru.
• Datarails: Datarails is an FP&A platform purpose-built for SMBs and the accountant channel, with native Excel/QBO/Xero integrations. It directly competes with PlanGuru on 3-way forecasting, scenario analysis, and the advisor-driven distribution model.
• Fathom: Fathom delivers financial analysis, reporting, and forecasting tools for accountants, bookkeepers, and SMBs, with deep Xero/QBO integrations. Closely comparable in persona and use case, though with a reporting rather than modeling emphasis.
• Vena Solutions: Vena offers cloud FP&A built natively on Excel, targeting mid-market and SMB finance teams and accounting partners with budgeting, forecasting, and reporting workflows. Direct overlap with PlanGuru's 3-way forecasting and advisor-led GTM.
• LiveFlow: LiveFlow connects QuickBooks/Xero to Google Sheets and Excel for real-time financial reporting, budgeting, and FP&A workflows targeting SMBs and accounting firms. Overlaps PlanGuru's accountant-led, GL-integrated FP&A positioning.

Emerging players

• Jirav: Jirav delivers all-in-one budgeting, forecasting, and financial reporting for SMBs and accounting firms, with QBO/Xero integrations and an advisor-friendly model. Closely aligned with PlanGuru on SMB FP&A and accountant channel.
• Pigment: Pigment is a fast-growing, AI-enabled business planning platform serving mid-market and enterprise customers with scenario planning and forecasting. Comparable on forecasting and scenario analysis; competing for the same upmarket SMB/mid-market customers PlanGuru hopes to migrate.
• Float App: Float offers cash flow forecasting and budgeting for SMB finance teams, integrated with Xero, QBO, and Sage. Comparable in SMB-targeting FP&A but with a narrower cash-flow emphasis than PlanGuru's 3-way model.

Broad incumbents

• Workday Adaptive Planning: Workday Adaptive Planning is an enterprise FP&A suite covering budgeting, forecasting, modeling, and reporting, owned by Workday. Represents the incumbent threat from above as customers grow beyond PlanGuru's SMB sweet spot.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds2 records

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PlanGuru