AdvisureIQ Partners With PlanGuru to Deliver Integrated FP&A Solutions for SMBs

Strategic VAR agreement unites data analytics and planning consultancy with budgeting and forecasting platform to accelerate adoption across small and midsize organizations

Apr. 14, 2026 at 5:56pm

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A high-end, photorealistic studio still-life photograph featuring a stack of accounting ledgers, a laptop, and a pen elegantly arranged on a clean, white seamless background, conceptually representing the abstract corporate strategy and data-driven decision-making enabled by integrated FP&A solutions.A minimalist studio still life captures the essence of integrated financial planning and analysis solutions for small and midsize businesses.Wilkes-Barre Today

AdvisureIQ, a planning advisory and data analytics consultancy, has announced a strategic Value Added Reseller (VAR) partnership with PlanGuru, a business budgeting, forecasting, and financial analytics software provider. The partnership aims to expand market reach, accelerate platform adoption, and integrate AdvisureIQ's financial planning and analysis (FP&A) expertise with PlanGuru's budgeting and forecasting platform. The partnership positions both companies to serve small and midsize businesses, multi-entity organizations, and professional services firms seeking accessible, institutional-grade financial intelligence.

Why it matters

Many small and midsize organizations still depend on static spreadsheets for budgeting and forecasting, leaving them vulnerable to errors, version-control issues, and blind spots in financial planning. The AdvisureIQ-PlanGuru partnership addresses this gap by coupling structured FP&A advisory services with an integrated platform that enables three-way forecasting, rolling projections, and dynamic scenario planning - capabilities previously reserved for enterprise-level finance departments.

The details

Under the agreement, AdvisureIQ will serve as an authorized reseller and implementation partner for PlanGuru's platform, combining its data integration, analytics and planning consulting services with PlanGuru's budgeting, forecasting, and scenario capabilities. This partnership aims to give finance teams a clear, unified path from raw data to confident decision-making, without the complexity and cost that put enterprise-level solutions out of reach for small and midsize organizations.

  • The partnership is effective immediately.
  • The partnership was announced on April 14, 2026.

The players

AdvisureIQ

A planning advisory and data analytics consultancy headquartered in Carlsbad, Calif., serving small and midsize organizations across myriad industries. AdvisureIQ's experts partner with clients to strengthen planning, forecasting, and performance management by unifying raw, disconnected, and siloed information into clear, actionable insights through data virtualization, enterprise reporting, and advanced data visualization.

PlanGuru

A business budgeting, forecasting, and financial analytics software provider headquartered in Wilkes-Barre, Pa., serving small businesses, nonprofits, and professional advisors. PlanGuru's platform equips finance teams to move beyond static spreadsheets, enabling integrated three-way forecasting, rolling projections, and dynamic scenario planning.

David Van Horn

CPA, Founder and CEO of AdvisureIQ.

Christian Wielage

CEO of PlanGuru.

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What they’re saying

“Small and midsize organizations deserve the same caliber of financial planning tools that large enterprises rely on, but without the complexity and cost that put those solutions out of reach.”

— David Van Horn, CPA, Founder and CEO of AdvisureIQ

“AdvisureIQ's deep understanding of data virtualization and enterprise reporting makes them an ideal partner to help our customers unlock the full potential of the PlanGuru platform.”

— Christian Wielage, CEO of PlanGuru

What’s next

Organizations interested in learning more about integrated budgeting, forecasting, and data analytics solutions can visit www.advisureIQ.com or www.planguru.com.

The takeaway

This partnership between AdvisureIQ and PlanGuru aims to bring enterprise-level financial planning and analysis capabilities to small and midsize businesses, empowering them with the tools and expertise to make more informed, data-driven decisions and drive profitability.