--- 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 4.9 [(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 [(3341)](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 Upmetrics has two plans. Premium is $14.00/mo billed monthly. Professional Plan is $37.00/mo billed monthly. Premium $14.00 flat rate, per month Targeting more established businesses or users needing extensive support, the Premium plan is available for $14 per month when billed annually, or $19 per month on a monthly billing basis. This plan builds on the Starter by offering advanced features such as AI-driven plan writing and assistance, a 7-year financial forecast, and strategic planning tools. Users benefit from multi-versioning and analytics for comprehensive project management, along with enhanced export capabilities including PDF/Doc and Excel. The Premium plan also supports more extensive collaboration, allowing for additional workspaces and team members to be added as needed. … Premium 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 - AI Content Refinement - AI Forecasting Guidance - Translation Assistance Professional Plan $37.00 flat rate, per month Targeting business consultants, incubators, accelerators, and business schools, the Professional plan is available for $37 per month when billed annually, or $49 per month on a monthly billing basis.… 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. ### How does Upmetrics pricing compare to alternatives? Upmetrics's starting price is $14.00/month. Explore how its pricing and plan options compare with top alternatives below. | Product | Starting price | Free trial | Free version | Value for Money | | --- | --- | --- | --- | --- | | Upmetrics4.9[(120)](https://www.softwareadvice.com/product/449851-Business-Plan-Software/reviews/) | $14.00 /mo | Not available | Not available | 4.7 | | [LivePlan](https://www.softwareadvice.com/accounting/liveplan-profile/)4.5[(200)](https://www.softwareadvice.com/accounting/liveplan-profile/reviews/) | $20.00 /mo | Not available | Not available | 4.3 | | [IdeaBuddy](https://www.softwareadvice.com/business-plan/ideabuddy-profile/)4.7[(83)](https://www.softwareadvice.com/business-plan/ideabuddy-profile/reviews/) | $15.00 /mo | Available | Not available | 4.5 | | [Business Base](https://www.softwareadvice.com/project-management/business-base-profile/)4.8[(57)](https://www.softwareadvice.com/project-management/business-base-profile/reviews/) | $10.00 /mo | Available | Available | 4.7 | | [Intecplan](https://www.softwareadvice.com/sales-forecasting/intecplan-profile/)4.9[(36)](https://www.softwareadvice.com/sales-forecasting/intecplan-profile/reviews/) | $560.00 /yr | Available | Not available | 4.9 | Upmetrics4.9[(120)](https://www.softwareadvice.com/product/449851-Business-Plan-Software/reviews/) * * * Starting price $14.00 /mo Free trial Not available Free version Not available Value For Money 4.7 - [LivePlan](https://www.softwareadvice.com/accounting/liveplan-profile/)4.5[(200)](https://www.softwareadvice.com/accounting/liveplan-profile/reviews/) * * * Starting price $20.00 /mo Free trial Not available Free version Not available Value For Money 4.3 - [IdeaBuddy](https://www.softwareadvice.com/business-plan/ideabuddy-profile/)4.7[(83)](https://www.softwareadvice.com/business-plan/ideabuddy-profile/reviews/) * * * Starting price $15.00 /mo Free trial Available Free version Not available Value For Money 4.5 - [Business Base](https://www.softwareadvice.com/project-management/business-base-profile/)4.8[(57)](https://www.softwareadvice.com/project-management/business-base-profile/reviews/) * * * Starting price $10.00 /mo Free trial Available Free version Available Value For Money 4.7 - [Intecplan](https://www.softwareadvice.com/sales-forecasting/intecplan-profile/)4.9[(36)](https://www.softwareadvice.com/sales-forecasting/intecplan-profile/reviews/) * * * Starting price $560.00 /yr Free trial Available Free version Not available Value For Money 4.9 ## 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: 4.9/5 - 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 --- ### Great for projections and pitch decks, wish the design side was more editable - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Health, Wellness and Fitness - Company size: Self-Employed - Product usage: 1-3 years · daily - Reviewed: August 2026 - Review source details: This review was submitted organically. No incentive was offered I used Upmetrics for my business plan projections and a pitch deck. It did what I needed and did it fast. The financial side is genuinely easy for someone who isn't a finance person and doesn't want to be. My main frustration was wanting more design flexibility once the content was done. Still a great tool overall and I'd recommend it for the planning and forecasting side. Disclosure: Upmetrics offered me a $30 Amazon gift card for leaving a review — opinions are my own.Great for projections and pitch decks, wish the design side was more editable #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The financial projections are the strongest part. I built out my whole forecast without touching a spreadsheet formula, and the structure walked me through numbers I should have been thinking about anyway. The pitch deck generation saved me real hours too. If you know your business but not the formatting conventions investors expect, this fills that gap. #### Cons The design side is more locked down than I wanted. Cover page options are limited and I wanted more control over them. Same with customizing beyond the standard sections — building something like a pricing packet meant working around the templates instead of with them. More editability on layout and design elements would make this a 5. --- ### Great tool for a MBA Capstone Project - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Health, Wellness and Fitness - Company size: Self-Employed - Product usage: less than 1 year · weekly - Reviewed: June 2026 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### Pros Value for the money - as a MBA student, it was an easy way for me to develop financial projections for a business idea. I also greatly appreciated the student discount! Idea validation - I mostly used the financial projections portion of Upmetrics, which was super useful in validating the potential operations of my business. #### Cons Learning Curve - there was some learning curve involved with understanding how to input the numbers for the financial projections, but it wasn't too difficult once I got the hang of it. --- ### Great Business Plan maker! - Overall rating: 5/5 - Reviewer: Bernard M. - Industry: Management Consulting - Company size: Self-Employed - Product usage: less than 1 year · daily - Reviewed: June 2026 - Review source details: This review was submitted organically. No incentive was offered A solid, straightforward tool that made the process easier. I’d happily use it again for similar work. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Really easy to use, clean layout, and the templates made planning feel quick, simple, and organised. #### Cons Honestly didn’t hit any issues. For what I needed, everything worked smoothly without hassles, and this was the first time I used it. --- ### Efficient, AI-powered business planning with investor-ready outputs - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Biotechnology - Company size: 201-500 employees - Product usage: less than 1 year · daily - 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. --- ### Made Business Planning Far Less Overwhelming - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Leisure, Travel & Tourism - Company size: Self-Employed - Product usage: less than 1 year · weekly - 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. --- ### Excellent customer support and intuitive platform - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Commercial Real Estate - Company size: Self-Employed - Product usage: less than 1 year · monthly - 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. --- ### a practical tool for creating well structure Business plan - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Apparel & Fashion - Company size: Self-Employed - Product usage: less than 1 year · monthly - Reviewed: March 2026 - Review source details: This review was submitted organically. No incentive was offered Overall my experience has been positive. I found it very helpful to import information from other documents and organize everything into one structured business plan. The platform makes it easier to keep all the sections consistent and produces a professional-looking document. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The ability to generate accurate financial projections in a very intuitive way and the freedom of choosing from several diagramms which best represent the projection. I also appreciated the variety of templates available, depending on the type of business you are working on. #### Cons At the beginning, the platform takes a little time to get used to, especially when working with the financial forecasting tools, i wish there were a case study templates for the financial projection too. However, after some use, the workflow becomes much clearer. --- ### Upmetrics helped tremendously with the business plan for my client - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: Self-Employed - Product usage: less than 1 year · weekly - 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? --- ### 5 Star Software - Upmetrics - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Logistics and Supply Chain - Company size: 2-10 employees - Product usage: 1-3 years · monthly - 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: Verified Reviewer - Industry: Wireless - Company size: 11-50 employees - Product usage: less than 1 year · daily - 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. --- 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** (633) Recently recommended **292** times [Xledger](https://www.softwareadvice.com/accounting/xledger-profile/) **4.5** (30) Recently recommended **273** times [Beyond Software](https://www.softwareadvice.com/psa/beyond-profile/) **4.7** (7) Recently recommended **184** times [AccountMate](https://www.softwareadvice.com/accounting/accountmate-profile/) **4.3** (25) Recently recommended **172** times Stuck Between Options? 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