--- title: "LivePlan vs Upmetrics - 2026 Comparison - Software Advice" description: "LivePlan vs Upmetrics - See how these products stack up against each other with real user reviews, product feature comparisons and screenshots. Find out which one is best for your organization." source_url: "https://www.softwareadvice.com/compare/103952-liveplan/vs/449851-Business-Plan-Software/" page_type: "comparison" language: "en" publication_date: "2026-10-21" --- [Home](https://www.softwareadvice.com/) / [General Ledger Software](https://www.softwareadvice.com/accounting/general-ledger-comparison/) / LivePlan vs Upmetrics Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Updated October 21, 2026 # LivePlan vs. Upmetrics: 2026 Comparison Skip hours of research. Get your top 5 matches from an expert in 15 minutes, 100% free. Free Expert Guidance Real Human Advice 1M + Businesses Helped Updated October 21, 2026 # LivePlan vs. Upmetrics: 2026 Comparison Skip hours of research. Get your top 5 matches from an expert in 15 minutes, 100% free. Free Expert Guidance Real Human Advice 1M + Businesses Helped Product comparison Compare up to 3 products side-by-side + Add product [](https://www.softwareadvice.com/accounting/liveplan-profile/) [LivePlan](https://www.softwareadvice.com/accounting/liveplan-profile/) 4.5 [(200)](https://www.softwareadvice.com/accounting/liveplan-profile/reviews/) Starting Price $20.00per month Free trial: Not available Free version: Not available Pros: Not enough reviews Cons: Not enough reviews Who uses LivePlan Based on 200 reviews - Popular among: Small businesses - Most common industries: Retail, Consumer Goods & Services (14%), Professional Services (12%) and Finance & Accounting (11%) - Top use case: Business Plan (41%) 81% of users recommend this product [](https://www.softwareadvice.com/product/449851-Business-Plan-Software/) [Upmetrics](https://www.softwareadvice.com/product/449851-Business-Plan-Software/) 4.8 [(120)](https://www.softwareadvice.com/product/449851-Business-Plan-Software/reviews/) Starting Price $14.00per month Free trial: Not available Free version: Not available Pros: Not enough reviews Cons: Not enough reviews Who uses Upmetrics Based on 120 reviews - Popular among: Small businesses - Most common industries: IT & Software Development (17%), Retail, Consumer Goods & Services (16%) and Health & Medicine (13%) - Top use case: Business Plan (80%) 93% of users recommend this product [](https://www.softwareadvice.com/accounting/liveplan-profile/) LivePlan 4.5 [(200)](https://www.softwareadvice.com/accounting/liveplan-profile/reviews/) [](https://www.softwareadvice.com/product/449851-Business-Plan-Software/) Upmetrics 4.8 [(120)](https://www.softwareadvice.com/product/449851-Business-Plan-Software/reviews/) + Add product Add product ## LivePlan vs Upmetrics: At a glance * * * Product ratings at a glance | | LivePlan | Upmetrics | | --- | --- | --- | | Overall rating | 4.5
200 reviews | 4.8
120 reviews | | Ease of use | 4.5 | 4.8 | | Value for money | 4.3 | 4.7 | | Functionality | 4.4 | 4.7 | | Customer support | 4.4 | 4.7 | | Ease of deployment | 4.5 | 4.8 | Best in comparison ## User interface * * * ## Key features Features selected based on 320 reviews from General Ledger * * * Budgeting/Forecasting 4.3 Business Plan Templates N/A Financial Reporting 4.0 Goal Setting/Tracking 4.4 - Visual Analytics: 5.0 - Forecasting: 4.7 - Drag & Drop: 4.7 - Dashboard: 4.7 - Strategic Planning: 4.5 - Reporting/Analytics: 4.5 - Goal Setting/Tracking: 4.4 - Performance Metrics: 4.4 - Budgeting/Forecasting: 4.3 - Customizable Reports: 4.3 - Income & Balance Sheet: 4.2 - Data Import/Export: 4.1 - Task Management: 4.0 - Real-Time Reporting: 3.7 - API: 3.6 - Collaboration Tools: 3.0 - Third-Party Integrations: 2.9 Budgeting/Forecasting 5.0 Business Plan Templates 4.7 Financial Reporting 4.4 Goal Setting/Tracking 4.6 - Multi-Currency: 4.9 - Data Import/Export: 4.9 - Data Visualization: 4.8 - Strategic Planning: 4.7 - Financial Analysis: 4.7 - Access Controls/Permissions: 4.7 - Activity Dashboard: 4.7 - Step-by-Step Wizard: 4.7 - Business Plan Templates: 4.7 - Income & Balance Sheet: 4.7 - Customizable Fields: 4.6 - Customizable Reports: 4.6 - Goal Setting/Tracking: 4.6 - Collaboration Tools: 4.5 - Real-Time Data: 4.5 - Reporting & Statistics: 4.5 - Expense Tracking: 4.5 - Task Management: 4.4 - Financial Reporting: 4.4 - Profit/Loss Statement: 4.3 ### Wondering if these products fit your needs? Skip the manual research. Talk to a real advisor like Lexi to get a 100% free, personalized shortlist in 15 minutes. LexiAdvisor for 8 years ### Wondering if these products fit your needs? Skip the manual research. Talk to a real advisor like Lexi to get a 100% free, personalized shortlist in 15 minutes. LexiAdvisor for 8 years ## Integrations * * * [ XeroNot enough reviews ](https://www.softwareadvice.com/accounting/xero-profile/)[ QuickBooks Online AdvancedNot enough reviews ](https://www.softwareadvice.com/product/49805-QuickBooks-Online/)[ QuickBooks OnlineNot enough reviews ](https://www.softwareadvice.com/product/393202-QuickBooks-Online/) [ XeroNot enough reviews ](https://www.softwareadvice.com/accounting/xero-profile/)[ QuickBooks OnlineNot enough reviews ](https://www.softwareadvice.com/product/393202-QuickBooks-Online/) ## Reviews * * * Positive review: Tabitha E. Owner-Founder Financial Services, Self-Employed "I like that it gives entrepreneurs and small business owners a structured way to organize their business goals, budgets, forecasts, and financial planning in one place." May 1, 2026 Negative review: Tabitha E. Owner-Founder Financial Services, Self-Employed "However, as a bookkeeper it can be costly to add all my clients." May 1, 2026 Positive review: Tabitha E. Owner-Founder Financial Services, Self-Employed "This feature is valuable because it supports not only business planning, but also financial education, which is a major part of the work I do with clients and the community." May 1, 2026 Negative review: JC Jo C. Founder Design, 2-10 employees "At times, spending significant portions of my day familiarising myself with the various platforms that are out there (that others supporting and working with me want and do use) was frustrating, but unavoidable I guess." Nov 19, 2024 Positive review: Tabitha E. Owner-Founder Financial Services, Self-Employed "I would love to see a more affordable firm-level or multi-client subscription option for accountants, analysts, and bookkeepers so we can make this type of planning support more accessible to small business owners" May 1, 2026 Negative review: ET Evandro T. Director Professional Training & Coaching, Self-Employed "When I make a copy of a Business planner to be used as a reference in building another one, the counter for the total number of images I have placed is not reset, thus creating problems for placing new images as the limit is reached very quickly." Sep 13, 2024 [Read all reviews](https://www.softwareadvice.com/accounting/liveplan-profile/reviews/) Positive review: GP Geoffroy P. Director - Project Finance Biotechnology, 201-500 employees "The platform offers well-structured templates that help create a coherent and professional business plan from the outset, making the overall process much more efficient than working with separate Word and Excel files." Jun 4, 2026 Negative review: KL Kirill L. CEO Health, Wellness and Fitness, 2-10 employees "I also dislike citations and their AI can be improved." Sep 26, 2025 Positive review: GP Geoffroy P. Director - Project Finance Biotechnology, 201-500 employees "Overall, Upmetrics enabled me to produce a more polished document, with a clearer structure and a better presentation, while considerably reducing the time required to complete the business plan." Jun 4, 2026 Negative review: CB Cyprian B. Curian Kitchen Food & Beverages, 2-10 employees "The financial tool is still lacking a bit; it's hard to customize it for some types of businesses." Sep 6, 2025 Positive review: KB Kathrine B. Founder Leisure, Travel & Tourism, Self-Employed "he platform made it much easier to organise my ideas, structure my financials, and think through important areas of the business that I may have otherwise overlooked." May 14, 2026 Negative review: AF Ali F. MANAGEMENT CONTROLLER Consumer Services, Self-Employed "Some features feel limited in customization, and occasional glitches affect the user experience." Aug 4, 2025 [Read all reviews](https://www.softwareadvice.com/product/449851-Business-Plan-Software/reviews/) ## Customer support * * * LivePlan Email/Help Desk: Available FAQs/Forum: Available Knowledge Base: Available Phone Support: Available 24/7: Not available Chat: Available Upmetrics Email/Help Desk: Available FAQs/Forum: Available Knowledge Base: Available Phone Support: Available 24/7: Not available Chat: Available ## Training options * * * LivePlan In Person: Not available Live Online: Available Webinars: Available Documentation: Available Videos: Available Upmetrics In Person: Available Live Online: Available Webinars: Available Documentation: Available Videos: Available ## Send this comparison chart to my inbox ## Popular Comparisons * * * [Intecplan vs LivePlan](https://www.softwareadvice.com/sales-forecasting/intecplan-profile/vs/liveplan/)[IdeaBuddy vs Upmetrics](https://www.softwareadvice.com/compare/247745-ideabuddy/vs/449851-Business-Plan-Software/)