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LivePlan vs Upmetrics Comparison (2026)

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LivePlan logo

LivePlan

Upmetrics logo

Upmetrics

Overview

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.

Upmetrics is an AI-powered business planning platform that helps entrepreneurs and small businesses create business plans, build financial forecasts, develop pitch decks, research industries, and make better planning decisions.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

No videos yet

Pricing

Starting from

20

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

14

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.5

200

5

4

3

2

1

144

40

5

3

8

  • Value for money
  • Ease of use
  • Features
  • Customer support
81%
would recommend this app

4.9

120

5

4

3

2

1

104

14

2

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
would recommend this app

Pros

“It can support budgeting, projections, business planning, and funding preparation, which are all important for entrepreneurs who want to grow with more confidence.”
Verified reviewer profile picture

Tabitha E.

Owner-Founder

“LivePlan is helpful because it can guide business owners through the planning process instead of leaving them to guess their way through their numbers.”
Verified reviewer profile picture

Tabitha E.

Owner-Founder

“As the founder of B & D Bookkeeping LLC and the Financial Literacy Foundation, I believe budgeting is one of the most important steps toward financial confidence.”
Verified reviewer profile picture

Tabitha E.

Owner-Founder

Pros

“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.”
GP

Geoffroy P.

Director - Project Finance

“Idea validation - I mostly used the financial projections portion of Upmetrics, which was super useful in validating the potential operations of my business.”
JB

Jessica B.

Founder

“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.”
JU

Jennifer U.

CEO

Cons

“Relying on unauthorized charges is a poor business practice. If you cannot handle cancellations online and promptly, then avoid issuing credit cards and stop auto-renewals. When you see there is tons of negative review here and there, you should fix your system.”
MN

Majid N.

CEO

“It is not feasible for the small service, trade, or small business owner just starting out.”
Verified reviewer profile picture

Tabitha E.

Owner-Founder

“The customer service representatives have ignored multiple requests to cancel my account and instead claim the issue is being dealt with by another department, that they do not give me any contact details or reference for. ”
BT

Barny T.

Director

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.”
KB

Kathrine B.

Founder

“My main frustration was wanting more design flexibility once the content was done.”
Verified reviewer profile picture

Julissa R.

Founder and CEO

“The design side is more locked down than I wanted.”
Verified reviewer profile picture

Julissa R.

Founder and CEO

  • Vendor responds to reviews
  • Last review6 months ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features53
  • "What If" Scenarios
  • AI
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Benchmarking
  • Budgeting/Forecasting
  • Business Plan Templates
  • Cash Flow Management
  • Cash Management
  • Chart of Accounts
  • Collaboration Tools
  • Commenting/Notes
  • Competitive Analysis
  • Configurable Workflow
  • Currency Management
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Drag & Drop
  • Expense Management
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Financial Modeling
  • Financial Reporting
  • Financial Templates
  • For Investors & Traders
  • For Small Businesses
  • Forecasting
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Income & Balance Sheet
  • Investor Management
  • Modeling & Simulation
  • Multi-Company
  • Multi-Currency
  • Performance Metrics
  • Pitch Presentation
  • Planning Tools
  • Predictive Analytics
  • Profit/Loss Statement
  • Progress Tracking
  • Project Management
  • Project Tracking
  • Projections
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Reporting
  • Reforecast
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Trend Analysis
  • Scenario Planning
  • Self-Service Reporting
  • Step-by-Step Wizard
  • Strategic Planning
  • Task Management
  • Third-Party Integrations
  • Transaction Management
  • User Management
  • Visual Analytics
  • Total features54
  • "What If" Scenarios
  • AI
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Benchmarking
  • Budgeting/Forecasting
  • Business Plan Templates
  • Cash Flow Management
  • Cash Management
  • Chart of Accounts
  • Collaboration Tools
  • Commenting/Notes
  • Competitive Analysis
  • Configurable Workflow
  • Currency Management
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Drag & Drop
  • Expense Management
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Financial Modeling
  • Financial Reporting
  • Financial Templates
  • For Investors & Traders
  • For Small Businesses
  • Forecasting
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Income & Balance Sheet
  • Investor Management
  • Modeling & Simulation
  • Multi-Company
  • Multi-Currency
  • Performance Metrics
  • Pitch Presentation
  • Planning Tools
  • Predictive Analytics
  • Profit/Loss Statement
  • Progress Tracking
  • Project Management
  • Project Tracking
  • Projections
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Reporting
  • Reforecast
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Trend Analysis
  • Scenario Planning
  • Self-Service Reporting
  • Step-by-Step Wizard
  • Strategic Planning
  • Task Management
  • Third-Party Integrations
  • Transaction Management
  • User Management
  • Visual Analytics

Integrations

  • Total integrations3
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Xero
  • Total integrations2
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Xero