PlanGuru

PlanGuru

TA Score

7.9

Top PlanGuru Features

What are the Best PlanGuru Features?

Accounting Features

Accounts Receivable
Accounts Payable
Invoicing & Billing
Estimates & Quotations
Sales & Purchase Orders
Reconciliations

Cash Flow Management

Credit Management

Payment Options

Direct Deposit
Direct Payment

Portal Types

Customer/Client Portal

File Management

File Sharing
File Transfers
Digital Forms

Customizable Items

Custom Reports
Custom Formulas
Custom Forms

Appointments/Scheduling

Employee Scheduling

Reminders/Alerts

Budget Alerts

Drag-and-Drop Builders/Designers

Formula Builder
Dashboard Builder
Report Builder
Form Builder

Reporting & Analytics

KPI Tracking
Financial Reports
Variance Analysis
Forecasting
Dashboard
Executive Summary
Budget Reports
Payments Reports
Billing Reports

Report Management

Report Filters
Report Publishing

Data Migration

Data Import
Data Export

Systems/Administrative

Multiple Location Management
Multiple Company Management

Third-Party Integrations

QuickBooks
Xero

Microsoft 365

Microsoft Excel

Identity and Access Management (IAM)

Role Based Access Control (RBAC)

After-Sales Service

Phone Support
Technical Support
Forum
Product Guide/Manual
Training/Tutorial

Popular PlanGuru Comparisons

QuickBooks Accounting

Patriot Accounting

More popular comparisons

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Best PlanGuru Alternatives

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QuickBooks Accounting

8.9

Patriot Accounting

8.9

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