PlanGuru Special Edition for QuickBooks® Users

Home > Our Products > PlanGuru Special Edition for QuickBooks® Users

PlanGuru Special Edition for QuickBooks^® Users

The Special Edition for QuickBooks^® Users makes preparing your budget easy. This single year budgeting tool is seamlessly integrated with QuickBooks and streamlines the budgeting process by providing you with enhanced budgeting capabilities and analytical tools to help you analyze your results.

With PlanGuru Special Edition for QuickBooks^® Users for you get:

Seamless integration with QuickBooks® Pro, Premier and Enterprise
A budgeting wizard to guide you through the budgeting process in a matter of minutes
Reports to help you analyze your results
On-screen analysis tools
Dashboard of up to 6 key performance indicators

$199.95

Place an order for PlanGuru Special Edition for QuickBooks® Users.

Download a free trial version of PlanGuru Special Edition for QuickBooks® Users.

Learn more about PlanGuru's Key Features

Features Getting Started Support System Requirements [corner image]

Available in:

Professional

Consultant

Special Edition

Flexibility in setting up budgets, forecasts and projections

PlanGuru gives you the flexibility to set up your business budgets and business forecasts the way you want.
Prepare budgets and forecasts for up to 5 years
Budget and forecast years 1, 2 and 3 on monthly, quarterly or annual basis
Start a financial projection at an interim date
Add an unlimited number of companies
Add an unlimited number of budgets and forecasts for any company
Add an unlimited number of non-financial items such as units sold
Create an unlimited number of supporting schedules

Powerful business budgeting and forecasting methods

PlanGuru's powerful budgeting and forecasting methods let you easily do things that would take hours to duplicate in your spreadsheet software all without having to create a single formula.
Basic methods:
Compute financial trends based on historical data
Adjust prior period amounts by a percentage
Make line items a percentage of other lines
Compute amounts based on non-financial items
Enter amounts you compute
Link line items to an Excel spreadsheet
Specialized methods for specific items:
Automatically amortize notes payable
Line of credit automatically advances and pays off line
Compute accounts receivable based on average days to collect
Compute accounts payable based on average days to pay
Automatically expense prepaid expenses
Handles withheld and accrued taxes
Create 2 user defined taxes based on income

Customizable financial statement and reports

PlanGuru gives you the ability to customize your reports with a wide selection of formatting features. Reports include:
Balance sheet and income statement Download sample report
Statement of cash flows Download sample report
Budget vs Actual reports on both fixed and variable budget methods Download sample report
Ratio reports Download sample report
Assumptions and comments reports to document your work Download sample report
Non-financial items report Download sample report
Breakeven analysis report Download sample report

Import utilities save you time

Whether you are setting up a new budget/forecast or evaluating budget versus actual performance, PlanGuru's import utilities can save you time. You can import account information, historical balances and actual results from:
Excel spreadsheets
QuickBooks

Export reports and data for added flexibility

PlanGuru gives you the ability to export reports and data. Whether you need to email a report or want to edit information outside of PlanGuru, PlanGuru's export utilities provide the solution.
Export reports to "pdf" and "doc" files
Export information to an Excel spreadsheet

Automatically compute financial ratios and breakeven analyses

Financial ratios and breakeven analyses can be valuable management tools but time consuming to prepare. With PlanGuru they're automatic.
Automatically computes 21 financial ratios
Set up user defined ratios
Automatically computes breakeven analysis

Create what-if scenarios to help set goals

PlanGuru's goal setting features provides a quick and easy way to evaluate how the changes to financial drivers in your business impact performance. In just a few minutes you can see the impact an increase in sales volume will have on net income and cash flow. Or the impact reducing receivables collection time will have on cash flow.
Automatically computes basic financial drivers from summary historical data
Creates up to 5 side-by-side what-if scenarios complete with income statement, balance sheet and cash flow
Automatically computes sensitivity report that shows how changes in financial statement drivers impact income and cash flow

Consolidate departments, divisions and subsidiaries

Consolidate up to 20 budgets, projections or forecasts. Whether you need to combine analyses for different locations, departments or subsidiaries, PlanGuru consolidation feature is fast. And it's easy to use because PlanGuru automatically matches up the line items from the different analyses.

Create business valuations

PlanGuru can also be your business valuation software. It creates business valuation using the following 4 income based valuation approaches. Plus, PlanGuru helps you with one of the most difficult issues in preparing a business valuation; determining the proper discount rate. Valuation methods include:
Discounted cash flow direct to equity method
Discounted cash flow invested capital method
Capitalized cash flow
Excess earnings methods

Set up a Performance measurement system

Performance measurement means more than measuring financial performance. It means taking into account such activities as quality control, customer service and product innovation. The Performance Measurement Tools are simple and easy-to-use tools you can use to help implement a performance measurement system. With PlanGuru's flexible budgeting, forecasting and planning software, your performance measurement can be as simple or complex as you want.

Specialized reporting tools for the professional accountant

If you're an accounting professional looking for help complying with AICPA reporting guidelines for prospective financial statements, the Engagement Tools are for you. Even if you're preparing budgets and forecasts for internal use only, there are things you need to know. Based on the AICPA Guide for Prospective Financial Statements, Engagement Tools is a valuable reference tool for each type of engagement that can be performed on prospective financial statements. The Engagement Tools can automatically draft the:
Accountant's report
Engagement letter
Representation letter
Procedure checklist

See company financial trends and compare to industry peer group

Optional

With PlanGuru's Business Analyzer optional module, you'll get information you'd never find in traditional financial statement. You see the trends in a company's financial data for up to 5 years and how its' performance compares to its' industry peer group. The Business Analyzer uses data from RMA Statement Studies database. Used by banks and other financial institutions, it's the most respected source of industry data available. Since data is available by company size, the data is relevant for companies of all sizes. Business Analyzer reports include:
An easy to read summary report focusing on key performance indicators Download sample report
A 30 page comprehensive financial analysis for companies that want to dig into the nuts and bolts Download sample report

PlanGuru provides several tools that make getting started easy:

A new set-up wizard that lets you choose accounts from a standard chart,
assign budgeting/projection methods and enter historical data in one step
A Getting Started Tour
A How-to Help Guide

Product support is offerd to all current licensees via our PlanGuru Help Desk.
In addition, the Help Desk incorporates a Knowledge Base with answers to some of the most-asked questions.

PlanGuru System Requirements:

Windows 2000, XP, NT, or Vista
32MB RAM
80MB hard disk space

"Product differentiation is critical to success in the software industry, and PlanGuru has clearly staked out two critical segments. First, it retains the look and feel of a spreadsheet - something most software vendors have abandoned. More importantly, PlanGuru remains the only budgeting tool that is aimed specifically at accounting professionals serving small to mid-market customers."
September 2007