Sign Up: Visit the PlanGuru website and sign up for an account. Set Up Your Business: Input your business details, including current financial data, to set up your account. Create Budgets and Forecasts: Use the software to create your budgets and forecasts, utilizing the various features and tools available. Analyze and Report: Regularly analyze your financial data and generate reports to assess your business’s performance and make informed decisions. Collaborate: Share your financial plans with advisors and stakeholders to get feedback and make necessary adjustments.