LivePlan
Business planning and financial forecasting software helping accounting firms create professional plans, budgets, and projections for their clients.
PlanGuru
PlanGuru is a budgeting, forecasting, and financial analytics platform for accountants and business advisors. It supports up to 20 forecasting methods and generates three-statement financial models (income statement, balance sheet, cash flow) from data imported from QuickBooks, Xero, or Excel.
Accounting firms use PlanGuru for advisory engagements that require detailed financial modelling — building multi-year budgets, cash flow projections, and scenario analyses for clients. The platform allows firms to create models tailored to each client’s specific drivers and assumptions without the complexity of enterprise FP&A tools. It is commonly used for strategic planning, loan applications, and ongoing performance management.
PlanGuru is best suited for firms offering advisory services that need robust financial modelling at a price point below enterprise FP&A platforms. It offers more analytical depth than tools like LivePlan but is less focused on collaborative, multi-user workflows than Jirav.
Related Budgeting & Forecasting Software
Jirav
All-in-one FP&A platform for forecasting, budgeting, reporting, and dashboarding, purpose-built for accounting and CFO advisory firms serving SMB clients.
Float
Cash flow forecasting software integrating with Xero, QuickBooks, and FreeAgent to give accounting firms real-time cash flow visibility.