AI Indexes
Finance AI Index
Index › Products › PlanGuru · October 2026 Edition
3 categories · Named, not ranked

PlanGuru

20Judge labels
5First choices
0Negative labels
11 / 14Models named it
3Categories
October 2026 Edition. Every number here is derived from the raw labels under vendor table v2026-10.7, every buyer segment counted.
Standing
8 labels, too few to rank
A product needs 10 labels in a category before a share or quadrant is stated. PlanGuru was named 8 times in FP&A platforms and 2 other categories, where Planful led with 20%. The labels and the evidence are below, counted exactly.
By buyer segmentRead the same way at every buyer size.
In fp&a platforms · each standing computed within its segment · bars are 0 to 100 · the accent bar is the product's own best reading

Standing by category

Every category where a model named PlanGuru for a mid-market B2B company. Share is first choices across the direct, paraphrase, budget and scale prompts; rank is within every product named in that category.
CategoryFunctionShareRankNegative rateLabelsQuadrantSince September 2026
FP&A platformsPlanning and analysis2%15 of 740%4under 10 labels · led by Planful at 20%=heldSince September 2026: 2% → 2%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Financial modeling and scenario planningPlanning and analysis0%23 of 770%3under 10 labels · led by Microsoft Excel at 14%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Cash flow forecastingTreasury and cash0%50 of 1010%1under 10 labels · led by Agicap at 13%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.

Movement

Since September 2026, PlanGuru held within the floor in all three categories: no change cleared 10 points.

Best category · FP&A platforms · by segment

Small business=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
0%from 0% in September 2026
Inside the floor by 10 pointsRank 21 → 25 of 79
Mid-market=heldSince September 2026: 2% → 2%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
2%from 2% in September 2026
Inside the floor by 10 pointsRank 16 → 14 of 73

All categories · Mid-market

CategorySeptember 2026NowChangeReadingRank
FP&A platforms2%2%=heldSince September 2026: 2% → 2%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 16 → 15 of 74
Financial modeling0%0%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 52 → 23 of 77
Cash flow forecasting0%0%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 74 → 50 of 101

Shares here are read over the models both editions asked, so they can differ by a point or two from the standing above, which counts every model in this edition.

The floor is 10 points of share, measured: how far the models move a leader on their own when the same questions are asked twice with nothing changed. A larger change is movement; a smaller one is noise, and both are shown. Movement is read over the twelve models both editions asked; GPT-6 Luna, Muse Glimmer 30B joined this edition and are in the standing but not yet in the comparison. How the floor is measured · The editions

By model

How each model treated PlanGuru across every prompt where it was named for a mid-market B2B company. Fourteen models, six prompts per category.
ShowHide
ModelFirst choiceAlternativeMentionNegativeLabels
Claude Haiku 4.501001
GPT-5.4 mini01001
Gemini 3.5 Flash00000
Perplexity Sonar00000
Grok 4.1 Fast00000
Mistral Small00000
DeepSeek V4 Flash10001
Llama 4 Maverick00000
Qwen 3.7 Flash01001
Kimi K201001
GLM 4.7 FlashX02002
MiniMax M2.501001
GPT-6 Luna00000
Muse Glimmer 30B00000

By framing

Which of the six questions produced the naming. By model says how often; this says asked what. The first-choice count on the right carries the marks of the models that produced it.
FramingLabels by classFirst choices
Direct4 labels2
Paraphrase1 labelNone
Comparative0 labelsNone
Budget-constrained13 labels3
Scale-constrained1 labelNone
Negative1 label1not counted in share
First choiceAlternativeMentionNegative20 labels in all, every segment counted; 5 of the 6 first choices count toward share, since the comparative and negative framings do not. The bar is one segment per label class, to scale within the framing.

What the models said for it

Verbatim evidence the judge attached to positive labels.

“For the tightest budgets (under ~$150/month): Go with PlanGuru.” DeepSeek V4 Flash · FP&A platforms · budget prompt · first choice
“PlanGuru is best for small businesses, accountants, and not-for-profits, with packages starting at $83 per month” Claude Haiku 4.5 · FP&A platforms · budget prompt · alternative
“Excellent if you primarily just need budgeting vs. actuals reporting without complex multi-year forecasting.” Qwen 3.7 Flash · Financial modeling · direct prompt · alternative
“Starts at $99/month for a single entity ... very popular for its simplicity and low cost” GLM 4.7 FlashX · FP&A platforms · budget prompt · alternative

And against it

Verbatim evidence attached to negative labels. A warning on a product with few labels is a warning; on a product with many, it is one voice among them.

No model argued against it.

Named alongside

The products named in the same answers as PlanGuru, over the 20 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and PlanGuru was named but was not.
ShowHide
ProductSame answerTook the first choice insteadHead to head
Fathom8 of 202Not among the top eight
Jirav7 of 202Not among the top eight
Cube7 of 201Not among the top eight
Finmark6 of 201Not among the top eight
Anaplan6 of 200Not among the top eight
LiveFlow6 of 200Not among the top eight
Google Sheets5 of 205Not among the top eight
Microsoft Excel5 of 205Not among the top eight
Vena4 of 201Not among the top eight
Budgyt4 of 200Not among the top eight
A head-to-head page exists where both products are among a category's top eight. The other rows are the same fact without a page behind them, so they link to the product instead.

What carried it into the answer

The sites and pages cited by the answers that named PlanGuru. A fact about retrieval, not a lever on the model.

Citations exist only for the models that return a source list, five of the fourteen in this edition, so these counts come from 17 of the 20 answers that named PlanGuru and are not a share of its labels.

Domains cited

cubesoftware.com9
drivetrain.ai9
clockwork.ai8
g2.com8
itechguides.com7
datarails.com6
planguru.comYour site6
softwareconnect.com6
abacum.ai5
getaleph.com5

Sixty-three of the sixty-nine domain citations in answers naming PlanGuru came from somebody else's page.

Pages cited

Pages are listed as the models cited them.

What it publishes

ShowHide
Addresses on planguru.com
1,264
subdomains included
Content
663
counted in the table below
Documentation
302
Product · Integration
40 · 4
KindPagesLast 90 days2025-10 to 2026-09LatestCategories named
Blog63702023-10-20
Webinar or virtual event12undated
Comparison6undated
Case study3undated
Report or ebook2undated
Glossary or explainer2undated
Conference or event1undated
How it is countedHide how it is counted

Every page planguru.com exposes, subdomains included. Kind is read from the address and title. The last 90 days, the latest date and the twelve months count pages by when they were published, from the site's feeds, a date in the address, or the page's own publication date, read from up to a hundred of its most recently changed pages; a page that says only when it last changed is counted in its kind but not in when, so the recent counts are a floor, and a kind none of whose pages gives a publication date reads undated. An event counts as online when its address or title says so (webinar, on demand, virtual or online summit); a conference, summit, trade show, expo or roadshow that does not say so is counted as a conference or event, which on a vendor's site is mostly in person. Read September 29, 2026.

Follow PlanGuru

An email the morning each edition publishes: where this product moved, where it held, and by how much against the noise floor. One address, confirmed by a click; a stop link in every email.

Already following? Everything you follow, with a stop for each.

The company

PlanGuru is its own company.
ShowHide

In its own words

Stated by the vendor, not checked
Positioning
Business budgeting software, business planning software
For
businesses, nonprofits and their advisors
Price stated
Monthly: $99.00; Annual (billed yearly, $83/mo.): $996.00; Monthly: $199.00; Annual (billed yearly, $166/mo.): $1992.00; Monthly: $399.00; Annual (billed yearly, $333/mo.): $3996.00 planguru.com/products
Starting price
$83/mo. planguru.com/products
Free plan or trial
Try it Free planguru.com
Not stated on the pages read
Integrations, certifications, hosting, customers

What PlanGuru's own pages state, read October 6, 2026: planguru.com, planguru.com/products, planguru.com/integrations. A claimed page can correct any of them.

Is this your product?

Claim this page

Claiming is free and changes nothing in the data. A claimed page shows a verified contact who is told when each edition publishes and when PlanGuru's standing changes by more than the noise floor; the right to propose corrections to the vendor table, meaning names the judge wrote that should or should not read as PlanGuru, applied by version and listed in the change log; and a one-line description supplied by the vendor and marked as such.

What a new claim receivesHide what a new claim receives

A new claim receives the current edition's vendor brief for PlanGuru by email, built from the raw record of the edition. It shows:

  • where PlanGuru is named, by buyer and by framing, and which cells hold its first choices;
  • the claims the models make when they name it, ranked, with the strongest and the weakest quoted;
  • its vocabulary against the segment leader's, and the pages the models cited;
  • who was chosen in the answers that did not name PlanGuru, and every reason the record gives;
  • a battlecard for each top rival: the head-to-head split, why they win, and the reservation quoted against them;
  • one page of published figures cleared to show a buyer.
The subscriber app

A verification link goes to your work email; an address at planguru.com is approved on the spot, any other is reviewed by hand. Your email is never published. Claiming gives no say over labels, shares, verdicts or which quotes appear.