--- description: Detaillierte Informationen über PlanGuru zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Schweiz. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: PlanGuru Kosten, Erfahrungen & Bewertungen - Capterra Schweiz 2026 --- Breadcrumb: [Startseite](/) > [Budgeting Software](/directory/10003/budgeting/software) > [PlanGuru](/software/90928/planguru) # PlanGuru Canonical: https://www.capterra.ch/software/90928/planguru Seite: 1 / 4\ Weiter: [Nächste Seite](https://www.capterra.ch/software/90928/planguru?page=2) > Kostengünstige, flexible und skalierbare Budget- und Prognosesoftware. Mit QuickBooks, Xero und Excel kompatibel. 30 Tage kostenlos testen. > > Bewertung: **4.2/5** von 56 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet PlanGuru? PlanGuru ermöglicht kleinen und mittleren Unternehmen, Non-Profit-Organisationen und Unternehmensberatern eine einfache Budgetierung, Prognostizierung und Planung. Zudem ist es mit Excel und QuickBooks kompatibel. ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.2/5** | 56 Nutzerbewertungen | | Bedienkomfort | 4.0/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.1/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.2/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.0/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 80% | (8/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: PlanGuru - **Region**: White Plains, USA - **Gegründet**: 2013 ## Gewerblicher Kontext - **Startpreis**: $ 99.00 - **Preismodell**: (Gratis Testen) - **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1'000, 1'001–5'000, 5'001–10'000, 10'000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Windows (Desktop), Windows (On-Premise), Linux (On-Premise) - **Unterstützte Sprachen**: Englisch - **Verfügbare Länder**: Australien, Deutschland, Kanada, Neuseeland, Vereinigte Staaten, Vereinigtes Königreich ## Funktionen - Budgetierung/Prognosen - Cash Management - Einkommen & Bilanz - Gewinn-und Verlustrechnung - Mehrere Abteilungen / Projekte - Strategische Planung ## Integrationen (4 insgesamt) - Microsoft Excel - QuickBooks Online - QuickBooks Online Advanced - Xero ## Optionen für Kundensupport - FAQ/Forum - Wissensdatenbank - Telefon-Support - Chat ## Category - [Budgeting Software](https://www.capterra.ch/directory/10003/budgeting/software) ## Ähnliche Kategorien - [Budgeting Software](https://www.capterra.ch/directory/10003/budgeting/software) - [Buchführungsprogramme](https://www.capterra.ch/directory/1/accounting/software) ## Alternativen 1. [QuickBooks Online](https://www.capterra.ch/software/141374/quickbooks-online) — 4.3/5 (8413 reviews) 2. [Xero](https://www.capterra.ch/software/169561/xero) — 4.4/5 (3282 reviews) 3. [Datarails](https://www.capterra.ch/software/177451/datarails) — 4.7/5 (189 reviews) 4. [QuickBooks Online Advanced](https://www.capterra.ch/software/189398/quickbooks-online) — 4.4/5 (1038 reviews) 5. [Budgyt](https://www.capterra.ch/software/152905/budgyt) — 4.9/5 (68 reviews) ## Nutzerbewertungen ### "Our favorite forecasting software solution." — 4.0/5 > **Verifizierter Rezensent** | *17. Juni 2019* | Marketing & Werbung | Empfehlungsbewertung: 7.0/10 > > **Vorteile**: Excellent customer support. Training for new users helps to avoid common mistakes. Intuitive design. Simple to consolidate multiple departments/projects. > > **Nachteile**: Annual fees. Local install, cannot access remotely. > > PlanGuru allows me to build plans and change scenarios to see how different outside factors impact the bottom line, that alone is worth the annual cost. ----- ### "PlanGuru Forecasting Software is the Best" — 5.0/5 > **Dave** | *27. November 2018* | Finanzdienstleistungen | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: PlanGuru provides upfront training on how to utilize the software using case studies so a new user can learn, practice and see the results of the case studies. This is critical to the user because it allows a new user the opportunity to learn from mistakes in a case study, as well as the opportunity to try different modeling techniques. I learned the importance of thinking through assumptions, KPIs and all drivers that impact forecasting of details on the P\&L, Balance Sheet and Cash Flow statements in case studies. I continued to learn every time I used PlanGuru. I also used the output many times in serving my clients. Each and every time I need support of any kind, PlanGuru always got back to me in 24 hours or less and stayed glued to me until my question or issue was completed resolved to my satisfaction. I always had service with a smile via email or on a one on one phone call. > > **Nachteile**: I was annoyed when I learned that my software was shut down remotely when PlanGuru adopted an annual license fee after several years of no fees, unless you opted in for an upgrade to a new version. I got over it as I realize that the software and the customer service and support are superb. > > I use PlanGuru to build business forecasts for my clients so that I can provide great service, especially to growth oriented clients who hold themselves accountable to their goals. I have used PlanGuru results (P\&L, Balance Sheet, Cash Flow, Valuations) to support my clients with their banking relationships and for providing investors with forecasts that support business models for startups and going concerns too. ----- ### "Good product but far from the ideal Forecasting software" — 3.0/5 > **Victor** | *5. November 2016* | Immobilien | Empfehlungsbewertung: 7.0/10 > > **Vorteile**: -Once you have all the numbers, projections are very fast and exact. -Income Statement, Balance Sheet and Cash flow integration -Links to excel files > > **Nachteile**: - The link process is very long and tedious - No possibility of using formulas in the actual and historical data - Need an inventory module - Need Supporting schedule for the Balance sheet > > Plan Guru is an excellent product, specially considering that there are no products out there with this many features at this price level. If you want to have the best products you will have to pay tens of thousands every year, ie. Budget Maestro. However I think PG has some room for improvement, such as 1.- More flexibility in the automatization for the recording of Historical and actual values. Not even copy and paste is possible. 2.- Make it more friendly. PG can only be mastered by someone with a strong background in Finance 3.- Expand reporting capabilities and allow to export reports to excel with up the 36 months instead of only 12 mo. 4.- Develop a Mac version or a web version 5.- Develop Inventory module and allow for supporting schedule on the Balance sheet 6.- Flexibility in putting some values ( ie. interest expense) in the balance sheet for capitalization purposes ----- ### "Budgeting Software Every Business Owner Should Own" — 5.0/5 > **Patricia** | *20. November 2018* | Textilien | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: 1) Functionality. 2) Easy to use. 3) Great help screens. 4) Terrific tutorials. 5) Fantastic customer support. > > **Nachteile**: I'd like to track 5 years historical data to project a budget analysis. > > I own a manufacturing business and produce an annual budget and a multi-year projection. I am not a CPA nor am I trained as a bookkeeper. When I needed to replace my old budgeting software I was particularly concerned whether it was appropriate for someone who isn't a pro. I wasn't disappointed: once purchased I was up and running within the hour. Anytime I've had a question that I couldn't answer through the help screens or online tutorials I've been able to discuss my problem with tech support\! This is huge for me. I've also taken some of the online courses called PlanGuru University, which were invaluable. I wish my CPA used this software. ----- ### "PlanGuru" — 5.0/5 > **Michael** | *16. November 2018* | Öffentliche Sicherheit | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: PlanGuru makes it easy to build a complete budget and forecast, compare budget to actuals, keep an eye on cash and track KPI's. When getting started and familiar with the software, PG has a very responsive and knowledgable support team. Lastly, for those in management that just want to look at the KPI's they can log into Analytics. > > **Nachteile**: The one challenge we had as a business was having to move outside of PG during a period of time when cash flow was being managed weekly. PG is limited to monthly. > > Overall great experience and is highly recommended based on our needs, which is a company under $10M in revenue with less than 50 employees. ----- Seite: 1 / 4\ Weiter: [Nächste Seite](https://www.capterra.ch/software/90928/planguru?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.ch/software/90928/planguru) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Strukturierte Daten