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Business plan software with AI assistance.

(19)

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Upmetrics Pricing, Features, Reviews and Alternatives

Upmetrics product overview

Price starts from

7

Per month

Usage Based

What is Upmetrics?

Upmetrics is an AI-powered business plan software designed to help entrepreneurs develop comprehensive, lender-ready business plans.

Key benefits of using Upmetrics

1. Access the library of 500+ sample business plans
2. Use an industry-specific template or use AI to create your own plan.
3. AI-powered business plan builder with drag-and-drop capabilities
4. Automated financial forecasting tool for accurate projections
5. Integrate your real-time accounting data by syncing Upmetrics with QuickBooks or Xero and compare actual vs. forecasts.
6. Collaborate with clients, team members, and colleagues in real-time
7. Easily download & share your plan with investors, partners, or stakeholders.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Phone Support
Knowledge Base
Chat
FAQs/Forum

Training options

Documentation
Videos
Live Online
Webinars
In Person

Upmetrics pricing information

Value for money

4.9

/5

38

Starting from

7

Per month

Usage Based

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Upmetrics features

Functionality

4.7

/5

38

Total features

49

6 categories

Most valued features by users

Activity Dashboard
Third-Party Integrations
Reporting & Statistics
Data Import/Export
Customizable Reports
Real-Time Data
Access Controls/Permissions
Task Management

Functionality contenders

Upmetrics users reviews

Overall Rating

4.8

/5

38

Positive reviews

97

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.36/10
Rating distribution

5

4

3

2

1

32

5

1

0

0

Pros
The financial modeling features offered by Upmetrics are truly outstanding. They streamline the typically intricate task of crafting financial projections and forecasts.
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.
Cons
Inability to import templates and other standard documents we utilise.
Dashboard is missing, software needs more inbuilt templates, add some investors information module if possible.
Again there are no video tutorials on youtube or on the website to guide.

Overall rating contenders

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Aizat H.

Computer Software, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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One tool to rule them all: Business Planner Builder!

Reviewed 3 years ago

Overall experience is pleasant. The software is easy to use, straightforward even. I think anyone can learn how to use it immediately.

Pros

This web-app simplifies the heavy lifting of thinking/planning of writing a business plan, a pitch deck and many more. It comes with samples template, helpful tips, and a very well written documentations. One of the most important section in a business plan is the financial planning. Upmetrics made it easy for me to put up my finance, funding, and other financial related things into the business...

Cons

So far nothing but I wish they will include more templates example. The existing templates are ok, but with more examples, it helps for someone like me who is not so experienced in writing a business plan.

NG
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Nishant G.

Information Technology and Services, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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A great tool for financial forecasting and reporting

Reviewed 22 days ago

Upmetrics is essential for anyone needing precise, realistic, and forward-looking financial analysis. The AI-powered forecasting suggestions remove the guesswork from the process, financial calculators simplify number crunching, and the dashboard turns complex reports into easy-to-understand visual reports. I would surely recommend it for detailed business and financial planning.

Pros

Upmetrics' financial forecasting and reporting features are incredibly helpful and easy to use for first-timers like me. AI-powered forecasting suggestions was quite impressive in helping me anticipate business expenses and revenue streams.

Cons

It took me some time to get the hang of all the features. There are a lot of features and financial tools to get used to. So, there can be a slight learning curve for new users.

AG
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Asia G.

Wholesale, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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This was very helpful

Reviewed 21 days ago

I needed upmetrics to create a business plan that I had to turn in the same day. It was a life saver and it got the job done!

Pros

The efficiency was extremely convenient!

Cons

There is nothing that I disliked about upmetrics

MC
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Mara C.

Apparel & Fashion, self-employed

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Excellent financial features

Reviewed 4 months ago

Great software. I tried and used other business plan softwares and apps, but I was really impressed by Upmetrics.

Pros

The financial forecast section has excellent features none others have, like reports showing profit and loss, earnings, and break even information. I found it all very easy to use, the graphics are impactful and easy to read, and the information is easy to change and adapt to your company's needs.

Cons

I would like to be able to compare different financial scenarios, for example, to compare outcomes of getting different amounts of money from loans or investments

GY
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Gaurav Y.

Information Technology and Services, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Upmetrics makes client management & collaboration easier

Reviewed 22 days ago

Upmetrics could be a game-changer for consulting teams like us. The real-time collaboration cuts down on back-and-forth and makes it easy to integrate client feedback directly. The user-friendliness of the platform simplifies the planning process and enhances teamwork! It's worth every penny invested.

Pros

As a business plan consulting team, working together on multiple projects and managing clients has always been a hassle. Upmetrics' collaboration features help us work collaboratively in real-time. Furthermore, customers can provide their feedback in real time, which reduces the need for extensive back-and-forth editing and revisions.

Cons

New clients or team members sometimes struggle a bit with the interface, but they usually get used to it after a couple of sessions.

Upmetrics FAQs

Q. What type of pricing plans does Upmetrics offer?

Upmetrics has the following pricing plans:
Starting from: $7.00/month
Pricing model: Subscription


Q. Who are the typical users of Upmetrics?

Upmetrics has the following typical customers:
Freelancers, Mid Size Business, Non Profit, Public Administrations, Small Business


Q. Does Upmetrics offer an API?

No, Upmetrics does not have an API available.


Q. What other apps does Upmetrics integrate with?

Upmetrics integrates with the following applications:
Xero


Q. What level of support does Upmetrics offer?

Upmetrics offers the following support options:
Email/Help Desk, Phone Support, Knowledge Base, Chat, FAQs/Forum

Common Upmetrics comparisons

Upmetrics logo
LivePlan logo
UpmetricsvsLivePlan

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