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What is PlanGuru?

PlanGuro enables users to generate smart and adaptable financial projections. It serves as a resource for accountants to develop budget assessments, formulate financial forecasts, and tackle financial challenges within their organizations. This software solution, designed for on-premise use, offers essential features like financial ratios, cash flow analysis, and various analytical tools that enhance the evaluation and enhancement of business performance. Key functionalities include a payroll utility, the ability to budget and forecast for up to a decade, budget archiving, a custom report builder compatible with Excel, a business valuation tool, and several additional significant features. By leveraging these tools, businesses can gain deeper insights into their financial health and make informed decisions for the future.

What is Edstruments?

Edstruments is an innovative financial management platform that aims to deliver budget and HR information in a straightforward, timely, and effective way for leaders across diverse industries. Specifically designed for K–12 schools, higher education institutions, nonprofits, governmental organizations, accounting firms, and mission-driven entities, it replaces traditional methods such as outdated spreadsheets, static reports, email communications, and separate personnel files with intuitive cloud-based solutions. The platform's Real-Time Budget Management feature utilizes dynamic visual representations, easy-to-use search and filtering tools, flexible permission settings, and effortless ERP integration, enabling leaders to keep track of their income and expenses, modify forecasts, manage fund distributions and restrictions, and ensure that expenditures align with the strategic goals of the organization. Furthermore, the Collaborative Budget Planning tool empowers stakeholders to provide targeted feedback, leverage historical data from prior years, assess various scenarios, unify budgets across multiple cost centers, and explore individual plans without encountering version-control issues. This cutting-edge methodology not only improves financial oversight but also nurtures a culture of teamwork and openness among all participants, ultimately leading to better decision-making and enhanced organizational performance. By streamlining processes and encouraging collaboration, Edstruments positions organizations to thrive in an increasingly complex financial landscape.

Media

Media

Integrations Supported

QuickBooks Online
AccuFund
Ascender
Blackbaud Financial Edge NXT
LINQ
Microsoft Excel
Multiview ERP
NetSuite
QuickBooks Online Advanced
Sage 100
Tyler Content Manager
Xero

Integrations Supported

QuickBooks Online
AccuFund
Ascender
Blackbaud Financial Edge NXT
LINQ
Microsoft Excel
Multiview ERP
NetSuite
QuickBooks Online Advanced
Sage 100
Tyler Content Manager
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$99.00/month
Pricing:
For a Single Business/ Nonprofit
- $99 for the Monthly Plan
- $899 for the Annual Plan
For Multiple Companies
- $99 for the Monthly Advisor Plan
- $899 for the Annual Advisor Plan
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PlanGuru

Date Founded

2013

Company Location

United States

Company Website

www.planguru.com

Company Facts

Organization Name

Edstruments

Date Founded

2019

Company Location

United States

Company Website

www.edstruments.com

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Purchasing

Catalog Management
Compliance Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

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