What forecasting methods does PlanGuru support?

Around twenty, from simple growth rates and historical averages through to percentage-of-account relationships and custom formulas. Different accounts can use different methods within the same model — revenue on a driver-based approach, overheads on historical trend — which is what allows a model to reflect how a business actually behaves.

Does it produce three-statement models?

Yes. Income statement, balance sheet, and cash flow are linked so a change flows through all three, which is the requirement for lending applications and any forecast that has to be internally consistent. Multi-year projections are supported.

How does it compare to Jirav?

PlanGuru offers comparable modelling depth at lower cost but is more single-user in orientation, with weaker collaboration and dashboard capability. Jirav is built for firms running many client models with rolling forecasts and shared access. Firms doing occasional deep modelling often prefer PlanGuru; firms running FP&A as a service line usually need Jirav.

Is it suitable for one-off engagements?

Yes, and that is a common use — a budget for a lending application, a projection for a business plan, or a valuation support model. Because licensing does not assume ongoing per-client subscriptions, it works economically for engagements that are not recurring.

PlanGuru

Budgeting & Forecasting

Website: www.planguru.com

PlanGuru at a glance

Best for: Advisors needing modelling depth at modest cost
Pricing model: Per user, with multi-entity licences
Deployment: Cloud and desktop editions
Regions: US, CA
Key integrations: QuickBooks Online, QuickBooks Desktop, Xero, Excel

Last reviewed July 2026. Pricing and features change frequently — confirm current details with the vendor.

PlanGuru is a budgeting, forecasting, and financial analytics platform for accountants and business advisors, supporting around twenty forecasting methods and producing linked three-statement models from QuickBooks, Xero, or Excel data.

How accounting firms use it

It occupies the space between spreadsheets and enterprise FP&A. Firms doing genuine financial modelling — multi-year budgets, lending applications, scenario analysis for a strategic decision — need internally consistent three-statement models, and building those in Excel is slow and fragile.

The breadth of forecasting methods matters because businesses do not behave uniformly. Revenue may follow a driver-based model, overheads a historical trend, and working capital a percentage of sales; being able to apply different methods per account produces a model that reflects reality rather than one assumption imposed throughout.

Key features

Forecasting methods cover growth rates, historical averages, percentage-of-account relationships, driver-based inputs, and custom formulas, assignable per account.

Three-statement modelling links income statement, balance sheet, and cash flow so changes propagate consistently, with multi-year projection horizons.

Analytics include ratio analysis, break-even calculation, and valuation support. Budget-versus-actual reporting tracks performance against plan once the forecast is in use, and data imports from QuickBooks, Xero, and Excel.

Who it’s best for

Firms offering advisory that requires real modelling depth without enterprise pricing, particularly those doing project-based work — business plans, financing applications, strategic reviews — rather than continuous FP&A.

Firms running rolling forecasts across many clients with shared access will find Jirav better suited. LivePlan is simpler and more oriented to business plan presentation, and Float is the better choice where the question is specifically about cash.

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PlanGuru FAQ

What forecasting methods does PlanGuru support?: Around twenty, from simple growth rates and historical averages through to percentage-of-account relationships and custom formulas. Different accounts can use different methods within the same model — revenue on a driver-based approach, overheads on historical trend — which is what allows a model to reflect how a business actually behaves.
Does it produce three-statement models?: Yes. Income statement, balance sheet, and cash flow are linked so a change flows through all three, which is the requirement for lending applications and any forecast that has to be internally consistent. Multi-year projections are supported.
How does it compare to Jirav?: PlanGuru offers comparable modelling depth at lower cost but is more single-user in orientation, with weaker collaboration and dashboard capability. Jirav is built for firms running many client models with rolling forecasts and shared access. Firms doing occasional deep modelling often prefer PlanGuru; firms running FP&A as a service line usually need Jirav.
Is it suitable for one-off engagements?: Yes, and that is a common use — a budget for a lending application, a projection for a business plan, or a valuation support model. Because licensing does not assume ongoing per-client subscriptions, it works economically for engagements that are not recurring.

PlanGuru Alternatives

Other budgeting & forecasting tools for accounting firms, ordered by how much of PlanGuru's functionality they cover.

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