Upflow
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
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
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.
Integrations
Integrations
- Microsoft Excel
- QuickBooks
- PlanGuru Cloud
- Advanced Reporting
- PlanGuru Analytics
- PlanGuru Launch (product and training package)
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
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
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
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
PlanGuru Comparisons
Popular PlanGuru Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Live financial dashboards
- DSO tracking and forecasting
- Automated email workflows
- Personalized payment reminders
- Customer self-service portal
- Autopay and payment processing
- Automatic cash application
- AI-suggested “Promise to Pay”
- Customizable dispute reasons
- API data export
Pricing Info
Upflow segments its pricing plans based on the company’s Annual Recurring Revenue (ARR).
Discover – Free
- For finance teams assessing AR health
- Includes deep analytics tools
- Data discovery capabilities
- Peer benchmarking
Grow – By quote
- Targeted at startups (0−10M ARR)
- Best practices implementation
- Cash flow insights
- Workflow automation
Scale – By quote
- Targeted at scale-ups (10M−50M ARR)
- Operational streamlining tools
- Scalable financial foundations
- Best-in-class financial practices
Strategic – By quote
- Targeted at enterprises ($50M+ ARR)
- Advanced customer behavior insights
- Strategic cash flow management
Relationship engagement tools
Integrations
Upflow emphasizes seamless connectivity with existing financial stacks to ensure data synchronization between collection activities and core ledgers.
- Accounting & ERP: QuickBooks, Xero, NetSuite, Sage Intacct.
- Billing & Subscriptions: Zuora, Chargebee, Stripe Billing.
- Payment Gateways: Stripe, GoCardless.
- CRM & Communication: HubSpot, Slack (for internal collaboration).
- Automation & API: Zapier (for custom workflows) and a REST API for programmatic access to action data.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Lattify, Botify, ActivTrak
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Upflow is a specialized Accounts Receivable (AR) solution that enables finance teams to automate collection workflows and gain real-time visibility into cash flow performance. It replaces manual spreadsheet tracking with systematic, personalized reminders and offers a dedicated customer portal for streamlined payments.
Company Email
sales@upflow.io
Company's Address
Upflow Comparisons
Popular Upflow Alternatives
Almost as essential as useful features and customer support quality are pricing packages offered by PlanGuru and Upflow. Although price should not be the sole aspect it’s without a doubt a significant thing to consider. You should look for a flexible pricing plan that can be matched with your team size and painlessly scaled up if your business expands. Make sure you don’t opt for packages that have complex tools that you won’t use and always make an effort to get in touch with the vendor directly because big companies can frequently benefit from discounts. You should also try out a free trial or demo of every service to spend at least some time using it. It’s a valuable experience that doesn’t ask you to invest any money and provides you with a practical overview of what it’s like to work with PlanGuru and Upflow.
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