Insights

SMB FP&A Growth PlanGuru serves small to mid-sized businesses and fractional CFOs, presenting a strong opportunity to position plans for expanding budgeting, forecasting, and analytics capabilities as clients scale.

Advisor Enablement The platform is designed for advisors and accounting professionals, suggesting a market to partner with CPA firms, bookkeepers, and fractional CFOs to extend PlanGuru’s reach and create bundled FP&A services.

Integrations Advantage Direct integrations with QuickBooks Online and Xero open doors to existing SMB finance ecosystems; targeted outreach to current users of these tools can drive adoption and cross-sell FP&A features.

Analytics Leap Recent PlanGuru Analytics launch enables AI-powered insights and live dashboards, presenting a value proposition for clients seeking real-time decision support and advanced financial storytelling.

Channel Growth Strategic partnerships and VAR arrangements (as evidenced by AdvisureIQ collaboration) indicate a scalable channel approach to expand market reach, accelerate deployment, and grow recurring revenue through partners.

Similar companies to PlanGuru

PlanGuru Tech Stack

PlanGuru uses 8 technology products and services including gstatic.com, Amazon ALB, HubSpot, and more. Explore PlanGuru's tech stack below.

  • gstatic.com
    Content Delivery Network
  • Amazon ALB
    Load Balancers
  • HubSpot
    Marketing Automation
  • Windows Server
    Operating Systems
  • Priority Hints
    Performance
  • Piwik
    System Analytics & Monitoring
  • Google Tag Manager
    Tag Management
  • FitVids.js
    Web Tools And Plugins

PlanGuru's Email Address Formats

PlanGuru uses at least 1 format(s):
PlanGuru Email FormatsExamplePercentage
FLast@planguru.comJDoe@planguru.com
38%
First@planguru.comJohn@planguru.com
37%
FirstL@planguru.comJohnD@planguru.com
13%
Last@planguru.comDoe@planguru.com
12%

Frequently Asked Questions

What is PlanGuru's phone number?

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You can contact PlanGuru's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is PlanGuru's official website and social media links?

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PlanGuru's official website is planguru.com and has social profiles on LinkedInCrunchbase.

How much revenue does PlanGuru generate?

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As of July 2026, PlanGuru's annual revenue is estimated to be $1M - $10M.

What is PlanGuru's SIC code NAICS code?

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PlanGuru's SIC code is 7372 - Prepackaged Software NAICS code is 5112 - Software Publishers.

How many employees does PlanGuru have currently?

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As of July 2026, PlanGuru has approximately 11 employees across 3 continents, including North AmericaAsiaOceania. Key team members include Managing Director: S. C.Iphone App Developer: S. I.Integration Associate: D. P.. Explore PlanGuru's employee directory with LeadIQ.

What industry does PlanGuru belong to?

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PlanGuru operates in the Software Development industry.

What technology does PlanGuru use?

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PlanGuru's tech stack includes gstatic.comAmazon ALBHubSpotWindows ServerPriority HintsPiwikGoogle Tag ManagerFitVids.js.

What is PlanGuru's email format?

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PlanGuru's email format typically follows the pattern of FLast@planguru.com. Find more PlanGuru email formats with LeadIQ.

How much funding has PlanGuru raised to date?

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As of July 2026, PlanGuru has raised $100K in funding. The last funding round occurred on Jul 22, 2020 for $100K.

When was PlanGuru founded?

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PlanGuru was founded in 2013.
PlanGuru logo

PlanGuru

Software DevelopmentPennsylvania, United States11-50 Employees

PlanGuru is a software development company based in Wilkes-Barre, Pennsylvania, offering a cloud-based platform for budgeting, multi-year forecasting, and financial analytics. The solution serves small and mid-sized businesses and the accounting professionals and advisors who support them, helping them move beyond spreadsheets to develop plans that guide decision making. With more than 25 years of FP&A experience behind it, the platform supports projection modeling, scenario planning, and real-time analytics within an advisor-friendly workflow that integrates with leading cloud accounting platforms. PlanGuru has expanded its offering with PlanGuru Analytics, which provides live dashboards and AI-powered insights to facilitate reporting and strategic discussion between advisors and clients. The product is positioned for growing SMBs, a portfolio of SMB clients, or fractional CFO practices, aiming to deliver clearer financial insight and planning capability. In April 2026, PlanGuru announced the launch of PlanGuru Analytics, powered by Reach Reporting, reflecting a concrete development in its FP&A offerings.

Section iconCompany Overview

Phone number
SIC Code
7372 - Prepackaged Software
NAICS Code
5112 - Software Publishers
Founded
2013
Employees
11-50

Section iconFunding & Financials

  • $100K

    PlanGuru has raised a total of $100K of funding over 2 rounds. Their latest funding round was raised on Jul 22, 2020 in the amount of $100K.

  • $1M - $10M

    PlanGuru's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $100K

    PlanGuru has raised a total of $100K of funding over 2 rounds. Their latest funding round was raised on Jul 22, 2020 in the amount of $100K.

  • $1M - $10M

    PlanGuru's revenue is estimated to be in the range of $1M - $10M

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