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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 Finagraph CashFlowTool?

Explore the leading solution for proficient cash flow management and forecasting. Finagraph, located in the U.S., stands out by providing instant visibility into both current and projected cash flow through the real-time gathering and examination of financial data from popular accounting systems like QuickBooks, Xero, Sage, and Microsoft Dynamics, thereby equipping lenders, accountants, and businesses with sophisticated business intelligence tools. Over its ten-year journey, Finagraph has introduced innovative financial applications, APIs, and all-encompassing solutions for major financial service providers worldwide. Their suite of commercial SaaS products features Strongbox, CashFlowTool, and TaxReader, with Strongbox being a crucial interface that delivers a holistic financial snapshot of your business clients, facilitating a smooth one-click process and immediate access to essential data and insights. This capability significantly accelerates the assessment and supervision of clients' financial circumstances, ultimately improving decision-making and strategic development for users in various sectors. Furthermore, these tools help foster stronger relationships between service providers and their clients by enabling more informed discussions around financial health and planning.

Media

Media

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
Microsoft Excel
Xero

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
Microsoft Excel
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$99.00/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

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

Finagraph

Date Founded

2010

Company Location

United States

Company Website

www.finagraph.com/cashflowtool

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

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