LivePlan vs Upmetrics

monday CRM

Spreadsheet Server

ActivityHD

Spotlight Reporting

Longview Tax

IDL Konsis

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

Built for accountants, Spotlight Reporting has been designed by accountants with decades of experience in advisory and consultancy. For accountants and businesses wanting reporting that delivers deeper insight and clarity for better decision making, there's no better reporting solutions available.

Built on top of monday.com Work OS, monday CRM is a no-code, customizable solution that empowers managers and sales teams to take control of the entire sales cycle, from lead capturing and sales pipeline management to post-sales management such as client projects and client onboarding, all on one centralized platform. monday CRM is an ideal solution for small to medium-sized businesses, it is also a perfect match for small business owners, sales managers and teams.

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.

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.

"What If" Scenarios

Accounting

Activity Dashboard

Benchmarking

Budgeting/Forecasting

Business Plan Templates

Cash Flow Management

Cash Management

Collaboration Tools

Commenting/Notes

Customizable Branding

Customizable Reports

Customizable Templates

Dashboard

Dashboard Creation

Data Import/Export

Data Visualization

Drag & Drop

Expense Management

Financial Analysis

Financial Management

Financial Modeling

Financial Reporting

Financial Templates

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

Real-Time Data

Real-Time Reporting

Reporting & Statistics

Reporting/Analytics

Sales Trend Analysis

Scenario Planning

Step-by-Step Wizard

Strategic Planning

Task Management

Third-Party Integrations

Transaction Management

Visual Analytics

LivePlan

Web-based

Creative Director 

You sign in for this trap and get stuck with it. It's designed to skim the time poor customers with their hard earned money as they cannot even cancel the service once they are signed in.

Consultant

The software has great tools to help along the way. I had never written a business plan before, but using the software made it very easy with plenty of help and examples to create my own.

Vice President, North American Operations

The customer service is shockingly amazing. I requested one payment refund after not using it in over a year and it was super quick and easy.

Founder

Easy to use online and has a very good technical support. It is great that they keep your files or give files to you if you decided to cancel the account, that made me trust LivePlan more.

This is all-in-one software that helps you organize thoughts, data, expectations and organize everything in a meaningful way that helps you plan, budget and forecast.

Senior Consultant

I like the ease and simplicity of building the projections and adjusting them with different scenarios.

Co-Owner

Luckily, my business is a success, even with my numbers being somewhat off.

I really appreciated how easy it was to project the impact of the decisions we were considering. It made planning my business's growth intuitive.

Founder, President, CEO

Great presentation aesthetics. Great tips on use and preparation.

Owner

I loved that it gave me some industry benchmarks and suggested budget items (like employee payroll liabilities) I hadn't thought of.

The templates were also very helpful to show me what a plan should look like.

The reason I stopped using this software is that the reports it generates is difficult for banking and finance professionals to digest.

Founder & Owner

Integration with my online accounting software was pretty helpful too.

OWNER

I like the ease of use, support and the step by step process.

Live Plan was perfect for my needs - it helped me shape my strategic plan and think through my start-up capital requirements and revenue projections.

Manager

LivePlan was excellent for writing a business plan, it helped to guide the actual planning for the business by allowing us to change variables and see the results.

Insurance Agency Owner

It is a little difficult to try and figure out even after watching the tutorials.

President/Owner

One of the changes we made was to cut the size of our staff. Our workload is less, but we are making MORE money.

LivePlan screenshot: Access over 500+ Sample Business Plans

LivePlan screenshot: Step-by-step guidance and human support when you need it

LivePlan screenshot: Build an impressive pitch in less than 30 minutes

LivePlan screenshot: No number crunching or spreadsheets required

LivePlan screenshot: Everything lenders and investors will expect to see

Freelancers

Mid Size Business

Non Profit

Small Business

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.

Connect 140+ ERPs to Excel. Real-time financial reports using formulas you know. AI help built-in. Drill to details. Zero IT needed.

ActivityHD is a flexible and comprehensive ERP system that offers customizable tools and management for various complex processes. The software assists businesses of all sizes with payroll processing, accounting, business management and more.

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.


Access Controls/Permissions

Chart of Accounts

Competitive Analysis

Configurable Workflow

Currency Management

Customizable Fields

Expense Tracking

For Investors & Traders

Project Tracking

Projections

Real-Time Monitoring

Self-Service Reporting

User Management

Upmetrics

Linux

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.

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.

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. 


LivePlan vs Upmetrics Comparison (2026)

LivePlan

Upmetrics

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives