---
title: "Compare Upmetrics vs Intecplan 2026 | Capterra"
description: "Unsure of what to choose? Check Capterra to compare Upmetrics and Intecplan based on pricing, features, product details, and verified reviews."
source_url: "https://www.capterra.com/compare/171456-249743/Business-Plan-Software-vs-Intecplan"
page_type: "comparison"
language: "en"
---

# Upmetrics vs Intecplan Features and Cost Comparison

Last updated September 16th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

UpmetricsIntecplan2/4 selected

[Upmetrics](https://www.capterra.com/p/171456/Business-Plan-Software/)[4.8 (120)](https://www.capterra.com/p/171456/Business-Plan-Software/reviews/)

[Intecplan](https://www.capterra.com/p/249743/Intecplan/)[4.9 (36)](https://www.capterra.com/p/249743/Intecplan/reviews/)

[## Upmetrics](https://www.capterra.com/p/171456/Business-Plan-Software/)[4.8 (120)](https://www.capterra.com/p/171456/Business-Plan-Software/reviews/)

Starting Price

$14.00/month

Value-for-Money

4.7

Functionality

4.7

Ease of Use

4.8

Customer Service

4.7

Reviews Sentiment

GP

Based on [120 reviews](#user-reviews)

Positive

118

Neutral

2

Negative

0

[## Intecplan](https://www.capterra.com/p/249743/Intecplan/)[4.9 (36)](https://www.capterra.com/p/249743/Intecplan/reviews/)

Starting Price

$560.00/year

Value-for-Money

4.9

Functionality

4.9

Ease of Use

4.9

Customer Service

4.8

Reviews Sentiment

Based on [36 reviews](#user-reviews)

Positive

36

Neutral

0

Negative

0

## Not a match? Find software alternatives tailored to your priorities.

These software suggestions are similar to those you’re currently comparing.

### Sage Intacct

4.3 (717)

* * *

Starting Price

Contact vendor for pricing

Free Trial

Free Version

* * *

User rating

86%

of reviewers  
rated it above 4 stars

* * *

### Xero

4.4 (3,329)

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Starting Price

$25.00

Flat Rate,Per Month

Free Trial

Free Version

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User rating

88%

of reviewers  
rated it above 4 stars

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### LivePlan

4.5 (200)

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Starting Price

$20.00

Flat Rate,Per Month

Free Trial

Free Version

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User rating

92%

of reviewers  
rated it above 4 stars

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Highest Rated

### Sage X3

4.4 (147)

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User rating

93%

of reviewers  
rated it above 4 stars

* * *

## Summary

* * *

Features in Business Plan Software

Best performer

33 / 50

Only Upmetrics

-   Activity Dashboard
-   Collaboration Tools
-   Commenting/Notes

22 / 50

Only Intecplan

-   Ad hoc Reporting
-   Benchmarking
-   Customizable Branding

User satisfaction

User satisfaction

4.8

User reviews[120](https://www.capterra.com/p/171456/Business-Plan-Software/reviews/)

Ease of use

4.8

Functionality

4.7

Value for money

4.7

Customer support

4.7

User satisfaction

4.9

User reviews[36](https://www.capterra.com/p/249743/Intecplan/reviews/)

Ease of use

4.9

Functionality

4.9

Value for money

4.9

Customer support

4.8

Price starts from

Price starts from

$14Flat Rate, Per Month

-   Free version
-   Free trial

Price starts from

$560Other, Per Year

-   Free version
-   Free trial

Best for

Best for

Upmetrics is used by entrepreneurs, small business owners, consultants, educators, and students to create business plans, forecasts, pitch decks, and strategic plans.

Best for

Manufacturing, trade, or services companies that need a Business Plan, and Universities that teach the subject of 'Investment Projects'.

## User reviews

Pros & cons

GP

Geoffroy P.

Director - Project Finance

> "I also found the financial planning tools very useful, as they are integrated directly into the business planning workflow and help..."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___7162082)

GP

Geoffroy P.

Director - Project Finance

> "My first draft ended up significantly too long (around 100 pages), whereas VC expectations were closer to 20 pages."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___7162082)

GP

Geoffroy P.

Director - Project Finance

> "It effectively guided me through the entire process of formalising a startup business plan, from initial structure to investor-ready..."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___7162082)

KL

Kirill L.

CEO

> "The other user edit comments aren't clear because they are based on sections."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___7016768)

GP

Geoffroy P.

Director - Project Finance

> "The combination of structured templates, financial planning features, and AI assistance provided a very smooth end-to-end experience."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___7162082)

PJ

Pratham J.

QA Tester

> "I needed a full plan for a grant application, and I didn’t have the time (or budget) to hire someone to help."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___6816152)

Herbert R.

Lecturer

> "Upmetrics proved invaluable for our university course at IMC Krems, Austria, where 70 students used the platform to develop..."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___7059789)

BM

Buyiswa M.

Consultant

> "also the fact that we cannot upload documents on the company profile."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___6856616)

AS

Alexsandro S.

Partner

> "The process-based structure helps people with very little knowledge in business to develop their own plan, all with AI background..."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___6849834)

MG

Mohsen G.

CEO

> "The business plan output was quite basic and much of the work had to be done through typing!"

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___6787891)

BD

Benjamin D.

Founder

> "The seamless integration between business plan and forecasting. When rapidly iterating business plans and models, having the two sync..."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___6676070)

WP

Wil P.

Director

> "Using AI assistance in actual document was clunky."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___6761599)

GP

Geoffroy P.

Director - Project Finance

> "The final output quality was excellent, with a clear structure and a presentation that is well aligned with what venture capital..."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___7162082)

EH

Eric H.

CEO

> "I wish the slide show feature was better for presenting my business plan."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___6322649)

RV

Ricardo V.

CTO

> "The platform simplifies complex tasks and supports collaboration, making it a valuable resource. Despite a few areas for improvement,..."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___6671135)

EH

Eric H.

CEO

> "I wouldn't have been able to complete my business plan in a short amount of time at this caliber."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___6322649)

Herbert R.

Lecturer

> "The platform strikes an ideal balance between guidance and flexibility—structured enough for beginners, yet sophisticated enough to..."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___7059789)

SS

Sameer S.

Online retailers

> "I was creating a business plan for the first time and I had no clue about it or the tool, so it was challenging."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___6403031)

JU

Jennifer U.

CEO

> "I wrote a successful, full business plan with financials using this software for an SBA loan for our start up company. "

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___7091718)

CO

Chua O.

Senior Business Consultant

> "Initially some of the features of the app wasn’t so clear to locate."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___6222262)

JB

Jessica B.

Founder

> "Value for the money - as a MBA student, it was an easy way for me to develop financial projections for a business idea."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___7176582)

AD

Abdoul D.

Managing Director

> "the financial part can be a little bit cumbersome."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___6461859)

Shayne T.

Marketing Lead

> "Aside from keeping the business plan development process super organized, it definitely opened our eyes to a lot of other aspects of..."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___7062317)

CB

Clive B.

COO

> "that meant I have to return to my financial reporting software."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___6344084)

AM

Aaron M.

Founding and Chief Operating Officer

> "However, its strengths in planning efficiency, collaboration, and AI-driven insights make it a valuable resource for many business..."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___6572338)

DL

Darin L.

President and CEO

> "It’s not as walk through log easy as the other business plan sections."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___6488590)

KL

Kirill L.

CEO

> "I like that I can easily share the plan with others, and the format always looks good in their rendered share url."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___7016768)

FR

Fred R.

CEO

> "Some Sections are hard to pick up and use as easily as I thought"

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___6327007)

JU

Jennifer U.

CEO

> "It is a great software for hitting all the points needed to fully exam a business idea at a budget friendly cost."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___7091718)

AR

Athena R.

CEO, Founder

> "It is a bit pricey."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___6488020)

RB

Ruud B.

Product Manager

> "It helps me think in a structured way, guides me through all different steps and offers me a full, comprehensive overview."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___6776290)

IT

Isaac T.

Business Development

> "Text explanations do not help at all especially if the writer doesnt have any finance or accounting background"

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___3512182)

VG

Vladislav G.

\-

> "It's a solid tool for business planning with a great support team behind it."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___7130585)

IT

Isaac T.

Business Development

> "Again there are no video tutorials on youtube or on the website to guide."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___3512182)

SE

Serenity E.

Owner

> "It provided all the tools and options necessary for creating a definitive business plan and other tools of business creation."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___6822558)

WP

Wil P.

Director

> "Using AI assistance in actual document was clunky."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___6761599)

BM

Bernard M.

Project Manager

> "Really easy to use, clean layout, and the templates made planning feel quick, simple, and organised."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___7176043)

IT

Isaac T.

Business Development

> "Again there are no video tutorials on youtube or on the website to guide."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___3512182)

DJ

David J.

Founder

> "The features are straightforward to understand. When I needed help fine-tuning my business plan, especially the financial..."

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___6710537)

FR

Fred R.

CEO

> "Some Sections are hard to pick up and use as easily as I thought"

[See full review](https://www.capterra.com/p/171456/Business-Plan-Software/#Capterra___6327007)

[View Reviews](https://www.capterra.com/p/171456/Business-Plan-Software/reviews/)

Not enough reviews

## User interface

[Upmetrics](https://www.capterra.com/p/171456/Business-Plan-Software/)

4.85 (120)

[Intecplan](https://www.capterra.com/p/249743/Intecplan/)

4.94 (36)

### Features

Upmetrics

Top features

33/50

-   Activity Dashboard
-   Ad hoc Reporting
-   AI Copilot
-   Alignment
-   API
-   Benchmarking
-   Budgeting
-   Budgeting/Forecasting
-   Business Plan Templates
-   Capital
-   Collaboration Tools
-   Commenting/Notes
-   Competitive Analysis
-   Conditional Logic
-   Customizable Branding
-   Customizable Fields
-   Customizable Reports
-   Dashboard Creation
-   Data Import/Export
-   Data Visualization
-   Definition
-   Drag & Drop
-   Financial Analysis
-   Financial Modeling
-   Financial Reporting
-   Financial Templates
-   For Small Businesses
-   Gantt/Timeline View
-   Generative AI
-   Goal Setting/Tracking
-   Graphical Data Presentation
-   Income & Balance Sheet
-   Investor Management
-   Multi-step Planning
-   Performance Metrics
-   Pitch Presentation
-   Planning Tools
-   Prioritization
-   Prioritize
-   Progress Tracking
-   Projections
-   Project Management
-   Project Tracking
-   Real-Time Data
-   Reporting & Statistics
-   Scenario Planning
-   Step-by-Step Wizard
-   Strategic Planning
-   Task Management
-   Third-Party Integrations

[See all features](https://www.capterra.com/p/171456/Business-Plan-Software/#features)

Intecplan

22/50

-   Activity Dashboard
-   Ad hoc Reporting
-   AI Copilot
-   Alignment
-   API
-   Benchmarking
-   Budgeting
-   Budgeting/Forecasting
-   Business Plan Templates
-   Capital
-   Collaboration Tools
-   Commenting/Notes
-   Competitive Analysis
-   Conditional Logic
-   Customizable Branding
-   Customizable Fields
-   Customizable Reports
-   Dashboard Creation
-   Data Import/Export
-   Data Visualization
-   Definition
-   Drag & Drop
-   Financial Analysis
-   Financial Modeling
-   Financial Reporting
-   Financial Templates
-   For Small Businesses
-   Gantt/Timeline View
-   Generative AI
-   Goal Setting/Tracking
-   Graphical Data Presentation
-   Income & Balance Sheet
-   Investor Management
-   Multi-step Planning
-   Performance Metrics
-   Pitch Presentation
-   Planning Tools
-   Prioritization
-   Prioritize
-   Progress Tracking
-   Projections
-   Project Management
-   Project Tracking
-   Real-Time Data
-   Reporting & Statistics
-   Scenario Planning
-   Step-by-Step Wizard
-   Strategic Planning
-   Task Management
-   Third-Party Integrations

[See all features](https://www.capterra.com/p/249743/Intecplan/#features)

### Recognition

Upmetrics is recognized as a top-rated tool in 1 Capterra Shortlist reports

Best Value Budgeting Software (2024) 

Intecplan

Best Value Business Plan Software (2022) 

### Deployment & support

Upmetrics

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Intecplan

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Upmetrics

-   By UpMetrics
-   Located in United States
-   Founded in

Intecplan

-   By Intecplan
-   Located in Mexico
-   Founded in 2010

## Popular Comparisons

[Upmetrics](https://www.capterra.com/p/171456/Business-Plan-Software/)[4.85 (120)](https://www.capterra.com/p/171456/Business-Plan-Software/reviews/)

vs

[LivePlan](https://www.capterra.com/p/142049/LivePlan/)[4.54 (200)](https://www.capterra.com/p/142049/LivePlan/reviews/)

$14/month

Price

$20/month

4.7

Features

4.4

4.8

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/142049-171456/LivePlan-vs-Business-Plan-Software)

[Intecplan](https://www.capterra.com/p/249743/Intecplan/)[4.94 (36)](https://www.capterra.com/p/249743/Intecplan/reviews/)

vs

[LivePlan](https://www.capterra.com/p/142049/LivePlan/)[4.54 (200)](https://www.capterra.com/p/142049/LivePlan/reviews/)

$560/year

Price

$20/month

4.9

Features

4.4

4.9

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/142049-249743/LivePlan-vs-Intecplan)

[Upmetrics](https://www.capterra.com/p/171456/Business-Plan-Software/)[4.85 (120)](https://www.capterra.com/p/171456/Business-Plan-Software/reviews/)

vs

[IdeaBuddy](https://www.capterra.com/p/204342/IdeaBuddy/)[4.67 (83)](https://www.capterra.com/p/204342/IdeaBuddy/reviews/)

$14/month

Price

$15/month

4.7

Features

4.6

4.8

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/171456-204342/Business-Plan-Software-vs-IdeaBuddy)

[Upmetrics](https://www.capterra.com/p/171456/Business-Plan-Software/)[4.85 (120)](https://www.capterra.com/p/171456/Business-Plan-Software/reviews/)

vs

[Xero](https://www.capterra.com/p/120109/Xero/)[4.40 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/)

$14/month

Price

$25/month

4.7

Features

4.3

4.8

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/120109-171456/Xero-vs-Business-Plan-Software)

[Upmetrics](https://www.capterra.com/p/171456/Business-Plan-Software/)[4.85 (120)](https://www.capterra.com/p/171456/Business-Plan-Software/reviews/)

vs

[ProAI](https://www.capterra.com/p/10015276/ProAI/)[4.81 (53)](https://www.capterra.com/p/10015276/ProAI/reviews/)

$14/month

Price

$10/month

4.7

Features

4.8

4.8

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/171456-10015276/Business-Plan-Software-vs-ProAI)

[Upmetrics](https://www.capterra.com/p/171456/Business-Plan-Software/)[4.85 (120)](https://www.capterra.com/p/171456/Business-Plan-Software/reviews/)

vs

[NetSuite](https://www.capterra.com/p/135757/NetSuite/)[4.24 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/)

$14/month

Price

Contact vendor for pricing

4.7

Features

4.2

4.8

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/135757-171456/NetSuite-vs-Business-Plan-Software)