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PlanGuru App Update 1.9.6

November 7, 2025 Release

Improvements

🚀 Optimized Performance

We’ve completed a major upgrade to PlanGuru’s application and data infrastructure — and the results are immediately noticeable.

Load times for Scenarios and Projection Methods are now up to 85% faster.
This performance boost not only speeds up your daily work but also lays the foundation for faster feature development and more integrations in the months ahead.

QuickBooks Online Import — Now Fully Released

Our new QuickBooks Online Import Utility (previously in beta) is now live!
This redesigned integration keeps your QBO accounts automatically synced and up to date — so you can focus on analysis instead of data prep.

Highlights include:

  • 🎯 Advanced multi-filter imports: Customize by Class, Location, or Customer to bring in exactly the data you need.

  • 🔄 Automated daily sync: Keep your financials current without lifting a finger.

  • Flexible import options: Choose to import your Income Statement, Balance Sheet, or both.

New Xero Import Utility

Our new Xero Import App brings the same power and flexibility to Xero users. Built on the same advanced infrastructure as our QBO import, it ensures your Xero data stays automatically in sync with PlanGuru.

Highlights include:

  • 🎯 Advanced filtering: Import filtered data by Tracking IDs

  • 🔄 Automated daily sync: Keep your budgets and forecasts up to date effortlessly.

  • Flexible import options: Choose to import the Income Statement, Balance Sheet, or both.