Upmetrics vs IdeaBuddy

Trello

LivePlan

Work&Track Mobile

Longview Tax

IDL Konsis

HOPEX Platform

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

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

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 Reporting

Financial Templates

For Investors & Traders

For Small Businesses

Forecasting

Goal Setting/Tracking

Graphical Data Presentation

Income & Balance Sheet

Multi-Currency

Performance Metrics

Pitch Presentation

Planning Tools

Profit/Loss Statement

Progress Tracking

Project Management

Project Tracking

Projections

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

Upmetrics

Linux

Web-based

Windows

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. 


Freelancers

Non Profit

Public Administrations

Small Business

Work&Track Mobile is designed for all companies with employees or subcontracted collaborators that perform an important part of their work out of the company's headquarters: service companies, logistics, energy & utilities, infrastructures, and facilities.

Trello is a project management tool that helps teams organize and manage their tasks. It caters to a range of industries and teams, from marketing to engineering. Trello's simple and intuitive interface makes it easy for any team to get started and stay on top of their work.

MEGA's HOPEX software contextualizes information across business, IT, data, and risk so you can make better decisions faster.

IdeaBuddy is an innovative business planning software that helps entrepreneurs, startups, SME owners, incubators and business schools to plan and develop their ideas.

Users can use the one-page plan template, step-by-step business guide, financial forecasting tool, and business plan builder.

Customizable Templates

Dashboard Creation

Reporting/Analytics

Templates

IdeaBuddy

Drone Pilot

The pricing is affordable when you weight the quality of the end product. In my opinion it is the best for start ups.

It has been fun, easy to use, and much, much better than trying to edit a template. The AI function has been helpful and also enjoyable.

Freelancer

The user-friendliness of IdeaBuddy is outstanding. The fact that its design is very clean, the business plan creation process becomes a simple matter.

The design is modern, clean and interesting. It's colorful so I was pretty much amused navigating around.

Fantastic, easy and of real value to me. Very excited to recommend to anyone.

Excellent because it is very comprehensive in planning details albeit in summary form.

Some of the features are not ideal in these settings. Currently I do not own a laptop/desktop so this is sometimes an inconvenience.

Director

IdeaBuddy helped me model a new business initiative and prepare a business plan quickly. The customer support was excellent and I highly recommend this product.

All the features are very good, from the concept of the idea to the projection of the costs involved in starting a business.

owner

The support staff especially [SENSITIVE CONTENT] , very prompt and courteous a real credit. I submitted my business plan to welsh business support, and yesterday I was complimented well.

Project Chief

IdeaBuddy makes it easy to take your idea into action by guiding you step-by-step through business planning. I liked how intuitive and well-structured the platform is.

Director Social Impact and Innovation

With the best intentions in the world, planning rapidly and regularly moves down the priority list.

Founding Partner

Platform is very easy to use and create a very impactful improvement to early stage businesses.

Managing Director

Overall experience was very good. The AI integration is a game changer.

Purchase Manager

Ideabuddy needs to update the software a little bit for it's lag while loading the financial plan and editing the details.

Export Area Manager

The easily approach to a complex plan, with a clear guidelines.

Overall it ask all the rite and difficult questions and although the questions are tough to answer it guide you is the rite direction to a complete plan.

To get the financials and business plan you have to pay.

Upmetrics vs IdeaBuddy Comparison (2026)

Upmetrics

IdeaBuddy

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives