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Compare PlanGuru vs PEX Card

What is better PlanGuru or PEX Card? We are here to simplify the process of comparing Accounting Software products for you. For instance, on this page you can check the overall performance of PlanGuru (6.7) and compare it with the overall performance of PEX Card (8.1). It's also possible to match their overall user satisfaction rating: PlanGuru (100%) vs. PEX Card (96%).

Furthermore, you can read their services in detail to see which product can better address your company’s requirements. In general, any B2B software must let you to quickly view the big picture, all the while allowing you quick access to the details.

People who are pressed for time or need a Accounting Software recommendation from our team might want to examine these top choices for this year: NetSuite ERP, FreshBooks, Sage 50cloud.

NOAWARDS
YET

SmartScore™

OUR SCORE 6.7

User Satisfaction

CUSTOMER EXPERIENCE N/A

Pricing

Starting from $99

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Forecast up to 10 years, on monthly, quarterly or annual basis
  • Unlimited number of projection workbooks
  • QuickBooks & Excel import utilities
  • Sub-schedules for added support
  • Sub-Totaling feature to group and collapse/expand accounts
  • Consolidate unlimited number of projections
  • Integrated Financial Statement Structure
  • Cash Flow Forecasting
  • General Forecast methods
  • Compute financial trends based on historical data
  • Adjust prior period amounts by a percentage
  • Make line items a percentage of other lines
  • Compute amounts based on non-financial items
  • Enter amounts you compute
  • Link line items to an Excel spreadsheet
  • Specialized Forecast Methods
  • Automatically amortize notes payable
  • Line of credit automatically advances and pays off line
  • Compute accounts receivable based on average days to collect
  • Compute accounts payable based on average days to pay
  • Automatically expense prepaid expenses
  • Handles withheld and accrued taxes
  • Create 2 user defined taxes based on income
  • Custom Forecasting using Non-Financial Data
  • Add Comments to explain forecasting decisions
  • Auto and Custom Financial Ratios
  • Auto computes Break Even Analysis
  • Business Valuation Tool
  • Run Reports to PDF or Excel
  • Balance Sheet Income Statement, Statement of Cash Flow
  • Budget vs Actual reports
  • Ratio reports
  • Assumptions and comments reports
  • Non-financial items report
  • Break even analysis report
  • Engagement Tool for professional accountants

Pricing Info

Here are the details about PlanGuru cost:

PlanGuru is a proprietary software sold through a one-time licensing fee. It is available in two packages:

PlanGuru Startup ($99) Allows you to create forecasts for up to 10 years with a fully integrated balance sheet, income statement, and statement of cash flows, and more.

PlanGuru Basic ($399) Startup features plus 60 day money back guarantee, QuickBooks & Excel import utilities, and more.

PlanGuru Enhanced ($799) Basic features plus sub-totaling feature to group accounts; consolidate unlimited no. of projections; business valuation tool; engagement tools for professional accountants; and more.

Optional cloud-hosting, analytics, advanced reporting, and training package are available.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Summit CPA Group, MSN Associates, Graf Repetti & Co., LLP, CCS Presentation Systems, Sellstate Regency Realty, Ramsden Industries Limited, Valley of the Sun YMCA

Integrations

  • Microsoft Excel
  • QuickBooks
  • PlanGuru Cloud
  • Advanced Reporting
  • PlanGuru Analytics
  • PlanGuru Launch (product and training package)

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Available Support

email

phone

live support

training

tickets

General Info

Designed to help companies and nonprofits make more accurate decisions with its high-level forecast and detailed multi-departmental operating budget tools.

Company Email

sales@planguru.com

Company's Address

150 Grand St.3rd Floor
White Plains, NY 10601

NOAWARDS
YET

SmartScore™

OUR SCORE 8.1

User Satisfaction

CUSTOMER EXPERIENCE 96%

Pricing

Starting from $49.95

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Spend management
  • Credit tracking
  • Credit control
  • Card suspending
  • Bank to PEX account transfer
  • No minimum funding per card
  • Merchant allocation
  • Dashboard
  • Analytics
  • Reporting

Pricing Info

You can use the service for free for up to two months. Enterprise pricing is quite simple, and varies according to the number of PEX cards issues. Here are the pricing details:

  • There is a one-time $49.95 setup fee
  • $7.5 monthly charges per PEX card
  • If you spend more than $50,000 in a month, there is no fee charged
  • No domestic transaction fees
  • Free card replacements
  • Free fund transfers through PEX ACH

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

PEX Card integrates with the following business systems and applications:

  • QuickBooks
  • Expensify
  • Tallie
  • Xero
  • Xpenditure
  • Expensify
  • Nexonia
  • eCapital
  • ExpenseWatch
  • Bookkeeping Express
  • Blackbaud Technology Partner

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Managing your company spending becomes effortlessly simple with PEX as it integrates with the best finance management software and brings intuitive solutions to the table.

Company Email

info@pexcard.com

Contact No.

Company's Address

PEX, 462 7th Avenue, 21st Floor
New York, NY 10018
USA

FreshBooks

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.8

User Satisfaction

CUSTOMER EXPERIENCE 99%

Pricing

Starting from $15

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

Online Invoicing

  • Customizing your invoice
  • Tracking Invoice Views
  • Puting Business on Auto-Pilot
  • Getting paid with deposits
  • Getting paid with credit cards
  • Customizing due dates
  • Quick discounts
  • Estimates
  • Online Payments
  • Late Payment Fees
  • Recurring Invoices & Auto Payment
  • Multi Currency & Multi Language
  • Client Portal
  • Late Payment Reminders
  • Sales Taxes
  • Client Credit
  • Track Offline Payments
  • Send Emails or Snail Mail
  • Automated Tax Circulations
  • Invoice Previews
  • Knowing when the customer has seen the invoice

Expense Tracking

  • Automatic expense import
  • Snaps
  • Tracking spending per project
  • Remember vendors
  • Tax friendly categories
  • Easy-to-read categorization
  • Attach receipts (PDF or Image)
  • Expense Report Filters
  • File import
  • Recurring Expenses
  • Assign & Rebill Expenses

Time Tracking

  • Timer
  • Team timesheets
  • Clear breakdown of the day
  • Tracking against clients and projects
  • Detailed Time entry notes
  • Automated bills for tracked hours per project
  • Project Managers
  • Track Unbilled Time
  • Different Rates for each Project
  • Generate Invoices

Projects

  • Sharing images and files
  • Collaborating with clients, contractors, and employees
  • Project due dates
  • Centralized conversations
  • Current Project overviews

Payments

  • MasterCard, Visa, and American Express
  • Quick bank deposits
  • Automatically recorded payments
  • Fees recorded as expenses
  • Single-click setup
  • Safe & secure
  • Simple payment experience

Accounting Reports & Taxes

  • Accounts Aging
  • Profit & Loss
  • Balance Sheet
  • Expense Reports
  • Item Sales
  • Sales Tax
  • Export to CSV or Excel
  • Invoice Details Reports
  • Accounts Aging Reports
  • Filters for report customization
  • Summary of outstanding revenue
  • Clear spending breakdowns

Pricing Info

FreshBooks offers a flexible SMB and enterprise pricing scheme where plans are tailored to suit the needs of every business or small accounting team. What is more, the company offers a 30-day free trial where you can examine the features prior to choosing the most suitable plan. The difference between plans depends on the number of active clients you intend to bill, while functionalities remain the same allowing you to:

  • Customize and send unlimited invoices
  • Invoice status tracking and updates
  • Automatic late payment reminders and fees
  • Easily accept online credit card payments
  • Easily add and categorize expenses
  • Track your time by project and clients
  • Clear and simple reports and dashboards
  • Work on any device – computer, tablet or mobile
  • Data that’s 100% secured and automatically backed up

These are the pricing details for each available plan:

Lite – $15/month

  • Bill up to 5 active clients

Plus – $25/month

  • Bill up to 50 active clients

Premium – $50/month

  • Bill up to 500 active clients

Note that the company also offers discounts for annual payment.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Chocosol, Giant Robot Engine, InfluAds, Mimic Interactive

Integrations

FreshBooks integrates with the following business systems and applications:

  • Google Apps for Work
  • Gusto
  • OneSaas
  • Shopify
  • Stripe
  • Capsule
  • Acuity Scheduling
  • Partial.ly
  • hurdlr
  • You don’t need a CRM!
  • Yalla
  • 123 Form Builder
  • Revamp CRM
  • EazyBI
  • FUNDBOX
  • Zapier
  • HubSpot
  • Braintree
  • Solve
  • Zendesk
  • LiveChat
  • Automatic
  • MileIQ
  • ReceiptBank
  • Xpenditure
  • Wufoo
  • MailChimp
  • Authorize.net
  • PayPal
  • PAYMENTEVOLUTION
  • Basecamp
  • Citrix Podio
  • Bidsketch
  • Proposify
  • Blacktimer
  • Chrometa
  • ChronoMate
  • Hours
  • toggl
  • Avalara TrustFile
  • RightSignature

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

FreshBooks is the winner of our 2018 Best Accounting Software Award. It is a great cloud accounting app for small business that makes billing easy and effective.

Company Email

info@freshbooks.com

Contact No.

Company's Address

35 Golden Avenue, Suite 105
Toronto, ON M6R 2J5
Canada

No Accounting Software will be perfect enough to cover all the needs of a company. While main features of PlanGuru and PEX Card are important you should also carefully study the integrations provided by every product. Very often your team will already be working with some other SaaS software in your company and it’s much better to choose solutions that integrate well with one another. That way you can be certain of an effortless transfer of data between your teams and software used, which can really reduce time devoted to migrating between one app and the other.

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