List of PlanGuru Customers
Wilkes-Barre, 18701, PA,
United States
Since 2010, our global team of researchers has been studying PlanGuru customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased PlanGuru for EPM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using PlanGuru for EPM include: R Street Institute, a United States based Non Profit organisation with 75 employees and revenues of $11.0 million, Coastal Equities, a United States based Banking and Financial Services organisation with 25 employees and revenues of $3.0 million, The Accounting Department Australia, a Australia based Professional Services organisation with 25 employees and revenues of $3.0 million and many others.
Contact us if you need a completed and verified list of companies using PlanGuru, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Coastal Equities | Banking and Financial Services | 25 | $3M | United States | PlanGuru | PlanGuru | EPM | 2021 | n/a |
In 2021, Coastal Equities implemented PlanGuru as its EPM solution to support core finance functions. The deployment is oriented toward the firm’s RIA and broker-dealer platform in the United States and is sized for a small finance organization.
Coastal Equities leverages PlanGuru for budgeting, cash-flow forecasting and advisor-level financial planning, using PlanGuru to centralize budget models, periodic forecasts and advisor-specific plan outputs. The implementation emphasizes PlanGuru budgeting and forecasting capabilities and standard FP&A workflows to produce consolidated financial models and advisor-level projections.
Operational coverage includes the finance and advisory teams that support wealth management operations, with the PlanGuru deployment used to unify budgeting cadence, cash projection routines and advisor plan generation. Governance adjustments accompanied the rollout to standardize model inputs and approval workflows across advisor accounts and to formalize a single FP&A process for budget and forecast cycles.
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R Street Institute | Non Profit | 75 | $11M | United States | PlanGuru | PlanGuru | EPM | 2020 | n/a |
In 2020, R Street Institute implemented PlanGuru to support EPM capabilities for its US nonprofit finance organization. R Street Institute PlanGuru EPM deployment appears focused on core finance and FP&A activities, with third party technology detections indicating use for budgeting and multi scenario forecasting.
Configuration and functional coverage are described around budgeting and forecasting modules, including multi scenario modeling, rolling forecasts, standardized budget templates, and assumption libraries to align departmental planning. The initiative targeted finance and FP&A workflows across the organization for annual budgeting cycles, cash flow planning, and variance analysis, with governance described through centralized templates and consistent review cadences, and PlanGuru serving as the application to operationalize scenario driven planning and iterative budget reviews.
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The Accounting Department Australia | Professional Services | 25 | $3M | Australia | PlanGuru | PlanGuru | EPM | 2019 | n/a |
In 2019, The Accounting Department Australia implemented PlanGuru as its EPM solution. The Accounting Department Australia uses PlanGuru within its outsourced accounting and virtual CFO services to support client financial planning and reporting across its Australian client portfolio.
Module usage is inferred from the vendor listing and focuses on budgeting, forecasting and management reporting capabilities. PlanGuru is configured to support rolling forecasts, budget models and standardized management reporting templates, aligning with the firm’s advisory workflows and periodic forecasting cadence.
The deployment profile is consistent with a small professional services firm using a cloud oriented EPM tool to enable multi user access for bookkeeping and advisory staff, and to produce client level and consolidated reports. Operational coverage includes the firm’s outsourced accounting and CFO functions, delivering recurring planning and reporting services to multiple Australian clients.
Governance appears centered on standardizing templates, establishing forecasting cycles and assigning role based access for staff who prepare client budgets and management reports. The configuration and workflow orchestration of PlanGuru supports the firm’s advisory and management reporting processes without indication of external implementation partners.
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