Bizplan vs Upmetrics

Smartsheet

LivePlan

Productboard

Intecplan

Longview Tax

IDL Konsis

Compare Bizplan and Upmetrics based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

Productboard is a customer-driven product management system that empowers teams to get the right products to market, faster.

Inteplan is a Business Plan Software with AI and Databases. Generate the financial forecast and the first written version of the project. 5 languages

Bizplan is a modern business planning platform for entrepreneurs, startups & small businesses with a guided business plan creator & drag & drop templates

Business Plan Templates

Collaboration Tools

Commenting/Notes

Data Visualization

Drag & Drop

Financial Analysis

Financial Modeling

Financial Templates

Pitch Presentation

Planning Tools

Progress Tracking

Reporting & Statistics

Step-by-Step Wizard

Bizplan

Web-based

Windows

If you are interested in writing a business plan I would highly recommend this. It is super easy to use and this software breaks it down making it even easier and keeps you on track.

VP Marketing

Certain aspects aren't scalable and we had a scare that our document was lost... seems we were hacked. There is an open ticket to look into this.

WordPress & Digital Marketing Services and Consultancy

It is recommended to startups organisations since it is a builder. The financial projection feature is really good.

Positively if you're starting from scratch with no prior knowledge, it gives a great guide as how to write a business plan.

Entrepeneur

Bizplan has been good to use for our existing business and we will be using it for other new business startups as well.

Principal

Makes the daunting task of writing business plans (almost) fun.

Like the fact that multiple business plans can be set up, not just one. Very easy to use and thorough as far as necessary items to include in a business plan.

Bizplan, Nice Application for Setting Up Business Plans for Multiple Businesses.

I highly recommend this to everyone writing a Business plan.

Marketing

The financial part is complicated and some parts not so easy to understand. The lasck of tutorials or docymentation is one of the pain points.

No major dislikes so far but only using for a few months. Time will tell if any issues once we have used this software for a longer period of time.

Business planning software was flawed for my use in two areas. I didn't like the input methods.

Freelancers

Large Enterprises

Mid Size Business

Small Business

LivePlan is the business planning and management software created to support the success of small businesses and entrepreneurs. Confidently plan, fund, and grow your business with LivePlan.

Longview Tax is a corporate tax management solution that provides businesses with tools for managing tax strategies, collecting data, provisioning, and reporting on taxes. The cloud-based platform also offers tools for tax planning and helps businesses create data-driven strategies.

IDL Konsis is a cloud-based account management tool. It enables firms to streamline financial consolidation, disclosure, reporting, and analysis. Key attributes include automated currency conversions, goodwill amortization, deferred taxes calculations, matrix consolidations, and deconsolidation.

Upmetrics is modern, AI-powered business plan software that simplifies planning for entrepreneurs and small business owners. Equipped with industry-specific templates, a drag-and-drop builder, and an automatic forecasting tool, Upmetrics helps you create a business plan in less than an hour.


"What If" Scenarios

Access Controls/Permissions

Accounting

Activity Dashboard

Budgeting/Forecasting

Cash Flow Management

Chart of Accounts

Competitive Analysis

Configurable Workflow

Currency Management

Customizable Fields

Customizable Reports

Dashboard

Data Import/Export

Expense Tracking

Financial Reporting

For Investors & Traders

For Small Businesses

Forecasting

Goal Setting/Tracking

Graphical Data Presentation

Income & Balance Sheet

Multi-Currency

Performance Metrics

Profit/Loss Statement

Project Management

Project Tracking

Projections

Real-Time Data

Real-Time Monitoring

Real-Time Reporting

Sales Trend Analysis

Scenario Planning

Self-Service Reporting

Strategic Planning

Task Management

Third-Party Integrations

User Management

Visual Analytics

Upmetrics

Linux

Its Great to haves such tool that can help when you are writing business plan, pitchdeck or financial plan. Breakeven analysis is top notch.

Its easy to implement and financial forcasting is great. Additions to AI tools is great plus point for us.

Masters Student

It's ease of use and tailored templates. The formatting is also fabulous.

Business Consultant Manager

With necessary business planning and collaboration features, it’s an excellent tool for business plan consultants like ourselves.

Senior Business Consultant

Upmetrics is an excellent tool for business consultants like me. It provides essential tools for financial forecasting and business planning.

Financial Analyst

AI-powered forecasting suggestions was quite impressive in helping me anticipate business expenses and revenue streams.

Business Development Manager

Also, a thumbs up for their responsive, excellent customer service.

Great software, Its quite easy to understand if you know what you are looking for.

Managing Partner

Extremely easy to use and comforting to know that the back end of the financials all integrate into an easy to understand model.

Founder

The seamless integration between business plan and forecasting. When rapidly iterating business plans and models, having the two sync together helps keep things on track.

CEO, Founder

My only complaint is that it is a bit pricey for my budget, in startup costs.

Owner

Ease of use, structured well for first time users. Great template features.

Excellent product with exceptional customer support.

Easy, cost effective, gave me exactly what I wanted.

It is extremely easy to use, it's intuitive, it guides you through it step by step and it's extremely easy for others to collaborate.

Business Development

Its difficult to adjust the financial tables and even to edit them from a template.

President and CEO

There are a few other minor areas of UX improvements that could happen, but I do not have a big fish to complain about.

The UI on editing text and sections could be improved, it can be difficult at times to move text blocks around or to move to other pages.

Upmetrics screenshot: Transform your business ideas into a robust plan with Upmetrics' AI-powered business plan builder. Enjoy an intuitive process that guides you through drafting and refining your business strategy effortlessly.


Upmetrics screenshot: With Upmetrics' Financial Projections tool, you can accurately project your business financials. Create detailed, data-driven forecasts to secure funding and make informed decisions, enhancing your business's financial health.


Upmetrics screenshot: Access an extensive library of over 400+ sample business plans across various industries with Upmetrics. Tailor these examples to suit your needs to speed up the planning process and ignite your business plan development.


Upmetrics screenshot: Craft compelling pitch decks effortlessly with Upmetrics' AI-powered generator. Leverage standard templates and content suggestions to create captivating presentations that clearly communicate your business vision to investors

Upmetrics screenshot: Upmetrics is an AI-powered business planning tool—to create business plans, prepare financial projections, and long-term strategies. 


Bizplan vs Upmetrics Comparison (2026)

Bizplan

Upmetrics

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives