
AVL Growth Partners
Strategic Fractional CFO and Full-Stack Accounting for High-Growth Companies

Advanced 3-statement financial forecasting and budgeting for data-driven strategic decisions.

PlanGuru is a sophisticated financial planning and analysis (FP&A) platform designed to bridge the gap between traditional spreadsheets and high-end enterprise resource planning (ERP) systems. By 2026, PlanGuru has solidified its position in the mid-market by offering an integrated three-statement engine (Income Statement, Balance Sheet, and Statement of Cash Flows) that ensures logical consistency across all financial projections. Unlike generic spreadsheets, PlanGuru employs a structured database architecture that prevents formula errors and allows for complex multi-departmental consolidations. Its 2026 market position is defined by the integration of predictive AI modules that analyze historical trends from accounting software like QuickBooks and Xero to suggest baseline forecasts. The platform is available as both a cloud-based solution (PlanGuru Anywhere) and a robust desktop application, catering to both remote-first finance teams and traditional accounting firms. With over 20 standard forecasting methods and a proprietary 'Business Analytics' dashboard, it enables fractional CFOs and business owners to perform deep-dive variance analysis and long-term strategic modeling without the overhead of enterprise-grade tools like Anaplan or Adaptive Planning.
PlanGuru is a sophisticated financial planning and analysis (FP&A) platform designed to bridge the gap between traditional spreadsheets and high-end enterprise resource planning (ERP) systems.
Explore all tools that specialize in cash flow forecasting. This domain focus ensures PlanGuru delivers optimized results for this specific requirement.
Automatic linkage between the Income Statement, Balance Sheet, and Cash Flow Statement using double-entry logic.
The ability to create custom 'Non-Financial Categories' that act as variables for financial formulas.
Automated monthly update feature that replaces budgeted figures with actuals from the GL and pushes forecasts forward.
Programmatic aggregation of multiple PlanGuru entities with automated inter-company eliminations.
A web-based dashboarding tool that visualizes variances and financial ratios using historical and projected data.
A library of pre-built mathematical models including linear regression, seasonal adjustments, and growth rates.
Detailed logging of changes to budget assumptions with user-level permissions.
Sign up for PlanGuru Anywhere or download the PlanGuru Desktop installer.
Initialize a new 'Company' shell by defining the fiscal year start and reporting frequency.
Connect your accounting general ledger via the native QuickBooks or Xero bridge.
Map your Chart of Accounts (COA) to PlanGuru’s standardized financial categories.
Import up to 3 years of historical financial data for trend analysis.
Configure global assumptions for payroll taxes, interest rates, and inflation.
Set up individual department budgets using one of the 20+ forecasting methods (e.g., % of Sales, Units * Price).
Define non-financial KPIs (Headcount, Website Traffic) to drive financial projections.
Run a 'Check Model' diagnostic to ensure Balance Sheet reconciliation across the forecast period.
Generate the 'Business Analytics' dashboard for executive review and scenario comparison.
All Set
Ready to go
Verified feedback from other users.
"Users highly value the mathematical integrity of the 3-statement model but note a steep learning curve for non-accountants."
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Strategic Fractional CFO and Full-Stack Accounting for High-Growth Companies

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