There is room for PlanGuru to improve a few things, but I will be using for future clients, and I highly recommend this product for small- to medium-sized businesses.
However, I thought the installation of the add-in was a little more complicated than it should be, especially based on the cost of the cloud subscription. This certificate will show up the first time you try using the interface. Because PlanGuru will be extracting data, QuickBooks requires that you accept a security certificate that grants permission for the two applications to communicate. The cloud desktop experience was a little bit more laggy than I expected. You must Log-in to QuickBooks with Administrative Privileges to accept the security certificate. The support I have received from the technical team has been very good they have been very responsive to my requests. I have used several similar large/deluxe budgeting tools built for Fortune 500 companies that cost 10 times as much (or more), and this is a very good 'abridged' budgeting software for small businesses that is still very feature-rich.
Overall, the product has met my expectations. I am attempting to build budgets for my clients using the PlanGuru software installed on the remote cloud desktop. Solid product, Feature-Rich, Intuitive Design, Great value for small- to medium-sized.
