--- 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 $14-$37/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 $14.00 flat rate per month ### About Upmetrics Upmetrics is an AI-powered business planning platform that helps entrepreneurs, startups, and small businesses create business plans, financial forecasts, pitch decks, and strategic plans. The platform offers AI-assisted writing, step-by-step guidance, 400+ sample business plans, automated financial forecasting, industry research, and strategic planning tools. Upmetrics also helps businesses track plan vs. actual performance, collaborate with team members, and keep planning information organized in one place. Users can customize their plans, forecasts, and presentations based on their business needs. Do you work for Upmetrics? [Manage this product listing](https://www.g2.com/products/upmetrics-upmetrics/claim_requests/new?auto=true) 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 $14.00 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 [(3333)](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: $14.00 per month Free Trial Free Version Premium $14.00 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 $37.00 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 --- ### Upmetrics make our business plan very easy and trackable - Overall rating: 5/5 - Reviewer: Alpesh V. - Verified reviewer: Yes - Industry: Human Resources - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2023 - Review source details: This review was submitted organically. No incentive was offered it has been solving our business plan problem and financial tracking. its very easy to use and having lots of options which help us to make our business plan easily and they have given lots of templated which help us to make more meaning full additions to our business plan. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Upmetrics has make our business plan very easy and trackable. we have been using upmetric for business plan tracking and managing. its easy to implement and financial forcasting is great. additions to AI tools is great plus point for us. #### Cons it took us some time to learn platform but it been great once you learn it. adding tutorial on dashboard can help person to learn faster. --- ### Efficient, AI-powered business planning with investor-ready outputs - Overall rating: 5/5 - Reviewer: Geoffroy P. - Verified reviewer: Yes - Industry: Biotechnology - Company size: 201-500 employees - Product usage: Used daily for less than 6 months - Reviewed: June 2026 - Review source details: This review was submitted organically. No incentive was offered My overall experience with Upmetrics has been very positive, even impressive. The platform delivered a massive time saving compared to building a business plan with traditional tools. The combination of structured templates, financial planning features, and AI assistance provided a very smooth end-to-end experience. It effectively guided me through the entire process of formalising a startup business plan, from initial structure to investor-ready narrative and financial projections. The final output quality was excellent, with a clear structure and a presentation that is well aligned with what venture capital investors expect. One area for improvement would be better guidance on structuring the table of contents and controlling the overall length of the business plan. My first draft ended up significantly too long (around 100 pages), whereas VC expectations were closer to 20 pages. More built-in guidance or constraints on scope and structure would be valuable. Overall, Upmetrics remains a highly effective tool that significantly accelerates and improves the business planning process. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Functionality: 5/5 #### Pros What I liked most about Upmetrics was its ease of use and the significant time savings it provided when building a startup business plan. 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. I also found the financial planning tools very useful, as they are integrated directly into the business planning workflow and help maintain consistency between the narrative and financial sections. The AI features are another strong advantage, helping to draft, improve, and rephrase content in a way that is better suited for investors and external stakeholders. 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. #### Cons The financial modeling features could be improved in terms of flexibility and depth, especially for more advanced or complex scenarios. That said, this limitation was not blocking in my case, as the tool still provides a solid and efficient framework for building a startup business plan. Overall, it remains a very usable solution despite this area for improvement. --- ### 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. --- ### 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 --- ### Made Business Planning Far Less Overwhelming - Overall rating: 5/5 - Reviewer: Kathrine B. - Verified reviewer: Yes - Industry: Leisure, Travel & Tourism - Company size: Self-Employed - Product usage: Used weekly for less than 12 months - Reviewed: May 2026 - Review source details: This review was submitted organically. No incentive was offered 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. It gave me a clear framework and helped turn what initially felt overwhelming into something achievable and professional. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Upmetrics was an incredibly valuable tool throughout the process of creating my business plan. Without it, I honestly don’t think I would have been able to put together such a detailed and thorough plan. I would highly recommend Upmetrics to anyone starting or planning a business. It was a huge help in bringing my vision together. #### Cons The forecasting section was a little confusing at first, particularly for someone without an accounting background, but that’s probably to be expected given the complexity involved. Overall, the platform still made the process far easier and more manageable than doing it independently. --- ### 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. --- ### 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! --- ### 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. --- ### 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. --- ### Very Good Business Planning Software - Overall rating: 4/5 - Reviewer: Cyprian B. - Verified reviewer: Yes - Industry: Food & Beverages - Company size: 2-10 employees - Product usage: Used weekly for less than 6 months - Reviewed: September 2025 - Review source details: This review was submitted organically. No incentive was offered it has been a very good learning software for my startup business. I have been able to capture all aspects of my startup exhaustively. I am really satisfied as a customer of Upmetrics. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Covers all aspects of business plan creation with a reporting tool. It gives value for money to the customers at all stages of business planning for many reasons. The templates are exhaustive. #### Cons Deficiency in the market and pricing trends of products. The financial tool is still lacking a bit; it's hard to customize it for some types of businesses. --- 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 50 Accounting](https://www.softwareadvice.com/accounting/sage-50cloud-profile/) **4.0** (630) Recently recommended **294** times [Xledger](https://www.softwareadvice.com/accounting/xledger-profile/) **4.5** (27) Recently recommended **275** times [AccountMate](https://www.softwareadvice.com/accounting/accountmate-profile/) **4.3** (25) Recently recommended **195** times [Connected](https://www.softwareadvice.com/accounting/accountek-profile/) **5.0** (3) Recently recommended **183** times Stuck Between Options? 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