--- 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 4.9 [(119)](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 4.9 [(119)](https://www.softwareadvice.com/product/449851-Business-Plan-Software/reviews/) Ratings Breakdown - 4.78Ease of use - 4.71Value for money - 4.74Customer support - 4.69Functionality 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 [(3317)](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 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 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 Overall Rating 4.9 Ratings Breakdown 5 87% 4 11% 3 2% 2 0% 1 0% Secondary Ratings Ease of Use 4.8 Value for money 4.7 Customer support 4.7 Functionality 4.7 Kay G. Verified reviewer Accounting Self-Employed Used weekly for less than 6 months Review source Reviewed February 2026 Upmetrics helped tremendously with the business plan for my client 5 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 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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? Read More MM Marissa M. Verified reviewer Health, Wellness and Fitness 2-10 employees Used daily for less than 6 months Review source Reviewed January 2026 CUSTOMER SUPPORT 5 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 5 Ease of use 3 Value for money 5 Customer support 5 Functionality 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 Read More TJ Tamara J. Verified reviewer Management Consulting Self-Employed Used monthly for less than 6 months Review source Reviewed April 2025 UpMetrics review 4 It helped me write my business plan and was easy to use. Ratings Breakdown 5 Ease of use 5 Functionality Pros: I found it easy to use and liked the templates and examples. Cons: I found it was more advanced than required. Read More SY Scott Y. Verified reviewer Wireless 11-50 employees Used daily for less than 12 months Review source Reviewed February 2026 An Entrepreneur's Success with Upmetrics! 5 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 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Read More JU Jennifer U. Verified reviewer Logistics and Supply Chain 2-10 employees Used monthly for less than 2 years Review source Reviewed February 2026 5 Star Software - Upmetrics 5 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 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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! Read More Alpesh V. Verified reviewer Human Resources 51-200 employees Used daily for less than 12 months Review source Reviewed December 2023 Upmetrics make our business plan very easy and trackable 5 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 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Read More KL Karina L. Verified reviewer Civil Engineering 11-50 employees Used daily for less than 6 months Review source Reviewed November 2025 Exceptional Value and Service! 5 They resolved my issue within a matter of hours. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Read More William R. Verified reviewer Health, Wellness and Fitness 2-10 employees Used monthly for less than 6 months Review source Reviewed January 2026 Upmetrics is the best 5 Great experience. Will highly recommend and would love to have people know what to use it for because it really helped me Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 5 Functionality 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. Read More AC Alec C. Verified reviewer Entertainment 2-10 employees Used monthly for less than 12 months Review source Reviewed November 2025 Plan for SBA Loan 5 Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 5 Functionality 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. Read More VG Vladislav G. Verified reviewer Commercial Real Estate Self-Employed Used monthly for less than 6 months Review source Reviewed April 2026 Excellent customer support and intuitive platform 5 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 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Read More Showing 1 - 10 of 119 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 **446** times [Sage 50 Accounting](https://www.softwareadvice.com/accounting/sage-50cloud-profile/) **4.0** (623) Recently recommended **277** times [Xledger](https://www.softwareadvice.com/accounting/xledger-profile/) **4.5** (12) Recently recommended **215** times [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) **4.2** (2062) Recently recommended **170** times Stuck Between Options? 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