--- title: "Upmetrics Software Reviews, Demo & Pricing - 2026" description: "Review of Upmetrics Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/product/449851-Business-Plan-Software/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [General Ledger Software](https://www.softwareadvice.com/accounting/general-ledger-comparison/) / 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. Overview [Reviews](https://www.softwareadvice.com/product/449851-Business-Plan-Software/reviews/)[Alternatives](https://www.softwareadvice.com/product/449851-Business-Plan-Software/alternatives/) # Upmetrics Review From $19-$49/month 2 plans Wondering if Upmetrics is right for your organization? Our General Ledger Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Upmetrics 4.8 [(120)](https://www.softwareadvice.com/product/449851-Business-Plan-Software/reviews/) Pricing Starting at $19.00 flat rate per month ### About Upmetrics Upmetrics is a cloud-based and AI-enabled business planning software that helps small businesses manage growth strategies. The tool helps entrepreneurs generate text and rewrite and adjust the tone of the content. It offers step-by-step guidance, several sample business plans and automated financials. Upmetrics enables businesses to forecast financials, prepare budget, manage financial decisions and collaborate with remote teams. It also lets users track projects and customize business plans. Wondering if Upmetrics is right for your organization? Our General Ledger Software selection experts can help you in 15 minutes or less. ## Upmetrics User Interface ## Popular Upmetrics Alternatives Main Product Upmetrics 4.8 [(120)](https://www.softwareadvice.com/product/449851-Business-Plan-Software/reviews/) Ratings Breakdown - 4.78Ease of use - 4.72Value for money - 4.75Customer support - 4.68Functionality Pricing Starting at $19.00 per month Get Price Alternative Product [LivePlan](https://www.softwareadvice.com/accounting/liveplan-profile/) 4.5 [(200)](https://www.softwareadvice.com/accounting/liveplan-profile/reviews/) Ratings Breakdown - 4.47Ease of use - 4.29Value for money - 4.37Customer support - 4.38Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [IdeaBuddy](https://www.softwareadvice.com/business-plan/ideabuddy-profile/) 4.7 [(83)](https://www.softwareadvice.com/business-plan/ideabuddy-profile/reviews/) Ratings Breakdown - 4.71Ease of use - 4.54Value for money - 4.65Customer support - 4.60Functionality Pricing Starting at $15.00 per month Get Price Alternative Product [Business Base](https://www.softwareadvice.com/project-management/business-base-profile/) 4.8 [(57)](https://www.softwareadvice.com/project-management/business-base-profile/#reviews) Ratings Breakdown - 4.68Ease of use - 4.67Value for money - 4.83Customer support - 4.68Functionality Pricing Starting at $10.00 per month Get Price Alternative Product [Intecplan](https://www.softwareadvice.com/sales-forecasting/intecplan-profile/) 4.9 [(36)](https://www.softwareadvice.com/sales-forecasting/intecplan-profile/#reviews) Ratings Breakdown - 4.86Ease of use - 4.94Value for money - 4.82Customer support - 4.86Functionality Pricing Starting at $560.00 per year Get Price Alternative Product [Xero](https://www.softwareadvice.com/accounting/xero-profile/) 4.4 [(3324)](https://www.softwareadvice.com/accounting/xero-profile/reviews/) Ratings Breakdown - 4.36Ease of use - 4.24Value for money - 4.04Customer support - 4.30Functionality Pricing Starting at $25.00 per month Get Price ## Upmetrics Pricing and Plans Starting price: $19.00 per month Free Trial Free Version Premium $19.00 flat rate, per month Plan includes: - AI Assistant - 400+ Sample Plans - 1 Workspace (One business plan) - Up to 5 Team Members - 7-Year Financial Forecast - What-If Scenario Planning - Export to PDF/DOC/Excel - Pitch Deck Builder - Strategic planning - AI Writing Assistant Read More Professional Plan $49.00 flat rate, per month No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Upmetrics Features - Popular features found in General Ledger Accounts Payable Accounts Receivable Financial Reporting Multi-Currency - More features of Upmetrics Access Controls/Permissions Accounting Activity Dashboard AI Budgeting/Forecasting Business Plan Templates Cash Flow Management Chart of Accounts Collaboration Tools Commenting/Notes Competitive Analysis Configurable Workflow Currency Management Customizable Fields Customizable Reports Dashboard Data Import/Export Data Visualization Drag & Drop Expense Tracking Financial Analysis Financial Modeling Financial Templates Forecasting For Investors & Traders For Small Businesses Goal Setting/Tracking Graphical Data Presentation Income & Balance Sheet Performance Metrics Pitch Presentation Planning Tools Profit/Loss Statement Progress Tracking Projections Project Management Project Tracking Real-Time Data Real-Time Monitoring Real-Time Reporting Reforecast Reporting & Statistics Sales Trend Analysis Scenario Planning Self-Service Reporting Step-by-Step Wizard Strategic Planning Task Management Third-Party Integrations User Management Visual Analytics "What If" Scenarios ## Upmetrics Integrations Xero Integration rated undefined from -1 review QuickBooks Online Integration rated undefined from -1 review ## Upmetrics User Reviews ## Upmetrics customer ratings - Overall rating: 4.8/5 - Total reviews: 120 ### Rating distribution - 5 stars: 104 reviews (87%) - 4 stars: 14 reviews (12%) - 3 stars: 2 reviews (2%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 4.8/5 - Value for money: 4.7/5 - Customer support: 4.7/5 - Functionality: 4.7/5 --- ### Comprehensive collaborative business plan development tool! Highly recommended! - Overall rating: 5/5 - Reviewer: Shayne T. - Verified reviewer: Yes - Industry: Cosmetics - Company size: 2-10 employees - Product usage: Used weekly for less than 6 months - Reviewed: December 2025 - Review source details: This review was submitted organically. No incentive was offered Overall, a great experience. Highly recommended for those who don't have any idea about how to build a proper business plan and use that content/information to build deliverables that not only bring the vision to life but also make it easier to "sell" the idea to others. Aside from keeping the business plan development process super organized, it definitely opened our eyes to a lot of other aspects of business creation that we hadn't thought about. So, as an educational tool (outside of its direct function), it was pretty awesome. Highly recommended! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Functionality: 5/5 #### Pros The tool is incredibly comprehensive and covers pretty much every base imaginable for building a business plan (and beyond) from start to finish. Not to mention, it makes collaboration across teams a breeze and is mostly easy to use – even for those who aren't used to doing this kind of a work in a tech-forward way. And finally, the UI is clean, intuitive, and well organized. Overall, a very strong tool for those who want to build solid business plans. #### Cons The ONLY downsides is the one-size-fits-all approach (which, for some business ideas, may be too complex as a starting point). While I realize that there are some best practices to follow – which this tool definitely captures – a lot of entrepreneurs with a business idea don't have all the answers right out the gate. What could be an interesting evolution of this tool would be to provide "beginner," "intermediate," and "advanced" options – depending on the stage of the business idea. Or perhaps, starting with the "foundational" elements first (aka, beginner) and then having the option to add on more advanced areas of the plan development as you go. I only suggest this because, for some, trying to tick every box may seem overwhelming and, as a result, cause people to stop using the tool. For better adoption, I'd say, make it super accessible to all – and then let those with a more baked business idea go the distance. (At least, that's how we felt – we appreciated the comprehensiveness of the tool but were equally overwhelmed by how much ground to cover...that we weren't quite yet ready to cover.) --- ### CUSTOMER SUPPORT - Overall rating: 5/5 - Reviewer: Marissa M. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: January 2026 - Review source details: This review was submitted organically. No incentive was offered I am in Australia so i was skeptical about asking for assistance thinking someone would take a lot of time to respond, BUT I got a response within a couple minutes so i was able to complete my business plan. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros very easy to use, even for someone old school like me :) I actually enjoyed using the program, the examples embedded in the template assisted me greatly and made it easy to understand. #### Cons Probably that you lose all your data when you unsubscribe, but it gives you the option of downloading a word document so if i decide it was time to review my plan i have a saved a copy of it and will update the next one. Probably would have been good to have AU option for Australia (possibly other currencies as well) instead of USD or even a conversion calculator to make the journey easier at checkout. #### Vendor response Thank you, Marissa, for your thoughtful and detailed review. We’re delighted to hear that you found Upmetrics easy to use and that the embedded examples made the planning process clearer and more enjoyable. That’s exactly the experience we aim to deliver. We truly appreciate your feedback regarding currency options. We’d like to share that Upmetrics supports businesses in almost all countries, allows you to plan using multiple global currencies, and offers flexibility to work in the currency that best fits your region. Additionally, the platform is available in 7+ languages to ensure entrepreneurs worldwide can plan comfortably and confidently. We’re especially pleased our support team could assist you promptly despite the time difference. Thank you again for choosing Upmetrics, and we wish you continued success. Replied February 2026 --- ### UpMetrics review - Overall rating: 4/5 - Reviewer: Tamara J. - Verified reviewer: Yes - Industry: Management Consulting - Company size: Self-Employed - Product usage: Used monthly for less than 6 months - Reviewed: April 2025 - Review source details: This review was submitted organically. No incentive was offered It helped me write my business plan and was easy to use. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### Pros I found it easy to use and liked the templates and examples. #### Cons I found it was more advanced than required. --- ### 5 Star Software - Upmetrics - Overall rating: 5/5 - Reviewer: Jennifer U. - Verified reviewer: Yes - Industry: Logistics and Supply Chain - Company size: 2-10 employees - Product usage: Used monthly for less than 2 years - Reviewed: February 2026 - Review source details: This review was submitted organically. No incentive was offered I would highly recommend this product for anyone looking to write a business plan from the ground up. It is a great software for hitting all the points needed to fully exam a business idea at a budget friendly cost. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Upmetrics software is intuitive, organized and budget friendly. I wrote a successful, full business plan with financials using this software for an SBA loan for our start up company. The structure provided was extremely helpful in organizing quickly the sections required in a business plan while allowing for easy addition of images and cut and paste text needed to explain the concept, industry, review competition, as well as develop the mission, vision and projected optional structure of the business. #### Cons I would have considered an annual membership; I did not see the pause button for the membership to reduce cost for the months not needed! You get busy and miss this...so be sure to check! --- ### An Entrepreneur's Success with Upmetrics! - Overall rating: 5/5 - Reviewer: Scott Y. - Verified reviewer: Yes - Industry: Wireless - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: February 2026 - Review source details: This review was submitted organically. No incentive was offered Fantastic!! I was very impressed with the integration of the components of the plan. It was the most pleasant experience writing a business plan that I have ever had...and I have writed a lot of them. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The process was great and easy to follow. The results were very detailed and complete. I especially liked the results of the AI-assisted completion. Very professional and well-presented. #### Cons I didn't have any problems. Revisions were easily done. The financial part was a bit quirky and someone without a financial statement background might have some challenges but I am confident assistance from the Upmetrics team can help resolve that. --- ### Upmetrics helped tremendously with the business plan for my client - Overall rating: 5/5 - Reviewer: Kay G. - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - Product usage: Used weekly for less than 6 months - Reviewed: February 2026 - Review source details: This review was submitted organically. No incentive was offered I have had an excellent experience so far. The program is very easy to understand and use. Corrections and adjustments are a breeze. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Upmetrics has been very easy to use and the AI component is excellent. I am a Finance professional and a previous client of mine asked me to do a business plan for his hydroponics business. I am good with numbers but didn't really know where to start. That's when Upmetrics came in. I also like the fact that the system integrates with Xero and Quickbooks accounting software so that when we do start the business we can easily transfer the figures over. Support has also been fantastic. #### Cons I don't think I have anything to criticise about Upmetrics. I am not sure if you can have more than one scenario? --- ### Exceptional Value and Service! - Overall rating: 5/5 - Reviewer: Karina L. - Verified reviewer: Yes - Industry: Civil Engineering - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: November 2025 - Review source details: This review was submitted organically. No incentive was offered They resolved my issue within a matter of hours. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Without a doubt, you receive more than you paid for. It has greatly simplified my life and is incredibly user-friendly. They have excellent customer service. #### Cons So far, I haven’t found anything I dislike. Everything works smoothly and support is excellent. If anything changes, I’ll update this review. --- ### Upmetrics is the best - Overall rating: 5/5 - Reviewer: William R. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: 2-10 employees - Product usage: Used monthly for less than 6 months - Reviewed: January 2026 - Review source details: This review was submitted organically. No incentive was offered Great experience. Will highly recommend and would love to have people know what to use it for because it really helped me #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The AI feature really helped with the business plan. Also everything was so wasy to use and anybody can use it. #### Cons Expensive. I know that it does help a lot but $20 monthly is a lot for a platform maybe I would recommend to lower after first month. --- ### Plan for SBA Loan - Overall rating: 5/5 - Reviewer: Alec C. - Verified reviewer: Yes - Industry: Entertainment - Company size: 2-10 employees - Product usage: Used monthly for less than 12 months - Reviewed: November 2025 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The Upmetrics tool made drafting my business plan very quick and easy. I used the business plan I created to secure an SBA loan for my business. #### Cons I don't have anything negative to share about my experience with the Upmetrics tool. It would have been nice for the system to ask if I was done with my plan so I wouldn't have been charged the last few months. --- ### Excellent customer support and intuitive platform - Overall rating: 5/5 - Reviewer: Vladislav G. - Verified reviewer: Yes - Industry: Commercial Real Estate - Company size: Self-Employed - Product usage: Used monthly for less than 6 months - Reviewed: April 2026 - Review source details: This review was submitted organically. No incentive was offered It's a solid tool for business planning with a great support team behind it. Even though I didn't get to use all the features, the platform seems very well-structured for entrepreneurs. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The interface is very intuitive and modern. I was particularly impressed by their customer support team; they are very responsive, empathetic, and professional when it comes to addressing user concerns. #### Cons The subscription terms are quite strict regarding the refund window, but they are open to communication and individual cases if you reach out to them. --- Showing 1 - 10 of 120 Reviews [See All Reviews](https://www.softwareadvice.com/product/449851-Business-Plan-Software/reviews/) ## Upmetrics Popular Comparisons [LivePlan vs Upmetrics](https://www.softwareadvice.com/compare/103952-liveplan/vs/449851-Business-Plan-Software/)[IdeaBuddy vs Upmetrics](https://www.softwareadvice.com/compare/247745-ideabuddy/vs/449851-Business-Plan-Software/)[Business Base vs Upmetrics](https://www.softwareadvice.com/compare/365820-business-base/vs/449851-Business-Plan-Software/)[Intecplan vs Upmetrics](https://www.softwareadvice.com/compare/337712-intecplan/vs/449851-Business-Plan-Software/) [Compare All Alternatives](https://www.softwareadvice.com/product/449851-Business-Plan-Software/alternatives/) ## Other Top Recommended General Ledger Software [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) **4.3** (716) Recently recommended **367** times [Sage 50 Accounting](https://www.softwareadvice.com/accounting/sage-50cloud-profile/) **4.0** (625) Recently recommended **208** times [Xledger](https://www.softwareadvice.com/accounting/xledger-profile/) **4.6** (15) Recently recommended **196** times [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) **4.2** (2068) Recently recommended **182** times Stuck Between Options? 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