PlanGuru Employee Directory

Software DevelopmentPennsylvania, United States11-50 Employees

PlanGuru | FP&A Software Built for the Real World:

PlanGuru is a cloud-based budgeting, forecasting, and financial analytics platform purpose-built for small and mid-sized businesses and the advisors who serve them.

For over 25 years, we've helped SMB finance teams, fractional CFOs, and accounting professionals move beyond spreadsheets and build financial plans that actually drive decisions. Our platform combines powerful projection modeling, scenario planning, and real-time analytics — all in a flexible, advisor-friendly environment that connects directly with QuickBooks Online and Xero.

With the launch of PlanGuru Analytics, we've taken FP&A a step further — giving advisors and their clients access to live dashboards, AI-powered insights, and the kind of reporting that turns numbers into strategy.

Whether you're managing a growing business, serving a roster of SMB clients, or building a fractional CFO practice, PlanGuru gives you the tools to plan smarter, advise confidently, and deliver real financial clarity.

What we do:
    • Budgeting & multi-year forecasting
    • Scenario planning & what-if analysis
    • Financial dashboards & analytics 
    • QuickBooks Online & Xero integrations
    • Tools and training for fractional CFOs and accounting professionals

Built for SMBs. Trusted by advisors. Backed by 25+ years of FP&A expertise.

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