---
title: "Upmetrics Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Upmetrics Software - reviews, pricing plans, popular comparisons to other Business Plan products and more."
source_url: "https://www.capterra.com/p/171456/Business-Plan-Software/"
page_type: "product"
language: "en"
---

# 

 Upmetrics Software Review 2026: Features, Integrations, Pros & Cons

Last updated on July 21, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Upmetrics

## What is Upmetrics?

Upmetrics is an AI-powered business plan software designed to help entrepreneurs craft detailed, lender-ready business plans. Upmetrics simplifies the business planning process with comprehensive features including step-by-step guides, robust AI assistance, visually appealing templates & tools for detailed financial forecasting. The platform also offers 500+ sample plans and ready-to-use strategic planning templates equipping you with everything needed to validate ideas, launch businesses, and secure funding. Whether you're a small business owner, student, business consultant, or an incubator, Upmetrics provides tools for everything from lender-ready business planning to financial forecasting and strategic planning assistance. Starting at just $7 a month, Upmetrics offers usage-based flexible pricing and a 15-day money-back guarantee.

## What is Upmetrics used for?

[Business Plan](https://www.capterra.com/business-plan-software/)[Financial Management](https://www.capterra.com/financial-management-software/)[Financial Reporting](https://www.capterra.com/financial-reporting-software/)

Recognitions

Shortlist

Best ease of use

Top alternative

Featured

Overall rating

Based on 119 user reviews

Reviews sentiment

Positive

98%

Neutral

2%

Negative

0%

Starting price

$19

Flat Rate, Per Month

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

-   Budgeting / 2025

Our "Best of" badge program showcases products with the highest ratings...

-   Financial Management / 2026
-   Sales Forecasting / 2026
-   Financial Reporting / 2025

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Upmetrics?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.upmetrics.co&name=Upmetrics)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Upmetrics

4.9 (119)

VS.

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

Starting Price

$19

Flat Rate, Per Month

Starting Price

$20

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.8 (118)

Ease Of Use

4.5 (193)

Value For Money

4.7 (105)

Value For Money

4.3 (180)

Customer Service

4.7 (98)

Customer Service

4.4 (158)

## Upmetrics alternatives

[4.4 (3,312)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[4.2 (2,057)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[4.3 (713)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[4.4 (3,028)](https://www.capterra.com/p/76113/Wrike/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

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

## FAQs about Upmetrics

Overview

### What problems does Upmetrics solve?

Upmetrics solves the overwhelm of turning scattered ideas into investor-ready business plans by providing guided templates, AI writing help, integrated financial forecasting, and easy sharing in one workspace. Founders, consultants, students, and small business teams benefit most when they need faster plan creation, clearer projections, and smoother client or stakeholder collaboration.

Answer based on 106 reviews

Overview

### Which roles and teams benefit most from Upmetrics?

Upmetrics is most used by founders, CEOs, owners, and other small-business leaders who need to build business plans, financial forecasts, and investor-ready presentations. Consultants, business development teams, and advisors use it to structure client planning, evaluate growth opportunities, and turn strategic ideas into actionable goals.

Answer based on 118 reviews

Talk to an expert

### More questions?

Ask our experts

Overview

### What company size and industries is Upmetrics built for?

Upmetrics is built primarily for small businesses, which make up 96% of reviewers, with Information Technology and Services the top industry at 11%. It also serves entrepreneurs, educators, students, and consultants, with additional use in Health, Wellness and Fitness and Management Consulting, each representing 5% of reviewers.

Answer based on 119 reviews

Features and Usability

### What are the key features of Upmetrics?

Upmetrics includes core business plan creation tools like business plan templates, step-by-step guidance, and pitch presentation support. Reviewers most often highlight financial planning features such as financial projections, cash flow, profit/loss statements, and break-even analysis, plus differentiators like team collaboration, customizable templates, dashboards, and AI-assisted writing.

Answer based on 73 reviews

Pricing

### How much does it cost and what fees or limitations are included?

Upmetrics starts at $19/month for the Premium plan, or $14/month billed annually, with one workspace and five team members included. Reviewers often call the monthly subscription fair and a good value, though some say it feels pricey for startups or limited budgets. No free plan or trial is listed.

Answer based on 11 reviews

Integrations

### Which third-party tools and platforms does Upmetrics integrate with?

Upmetrics integrates with Brixx for financial forecasting workflows, and its official catalog also lists QuickBooks, QuickBooks Online, and Xero for accounting and finance data connections. These integrations center on budgeting, forecasting, and bookkeeping use cases rather than a broad range of communication or CRM platforms.

Answer based on 11 reviews

Getting Started and Support

### What training and onboarding options does Upmetrics offer?

Upmetrics provides in person training, live online sessions, webinars, documentation, and videos. In person training supports direct instruction, live online sessions and webinars allow guided remote learning, documentation gives written reference material, and videos offer visual, self-paced guidance for teams getting started.

Answer based on 9 reviews

Getting Started and Support

### What customer support options does Upmetrics offer, and how do users rate the experience?

Upmetrics offers email/help desk, FAQ/forum, a knowledge base, phone support, and chat. Users generally describe support as fast, helpful, and professional, with issues often resolved within hours. Documentation is seen as useful, though some users mention an initial learning curve and wanted stronger call-based guidance.

Answer based on 13 reviews

Business plan creation

### How good is Upmetrics for creating a business plan?

Upmetrics makes business plan creation easier with guided templates, AI writing help, and built-in financial planning. Entrepreneurs, consultants, and students often use it to turn ideas into polished plans faster, though some beginners find the all-in-one structure overwhelming at first and some advanced users want more flexibility in complex modeling.

Answer based on 73 reviews

## Who uses Upmetrics?

Based on Capterra reviews from the past 3 years

Talk to a software expert

to get a free software list  
tailored to your business needs

## Features

AI summary

Based on 413 Business Plan reviews

Capterra reviewers point to these as the top priorities when choosing business plan software:

-   **Strategic Planning** (**54%** of reviewers rated this feature as critical)
-   **Budgeting/Forecasting** (**45%**)
-   **Task Management** (**56%**)

Upmetrics supports all three features buyers rate most highly: **Strategic Planning**, **Budgeting/Forecasting**, and **Task Management**. Together, these capabilities help businesses map out long-term goals, build more accurate financial plans, and keep execution on track, allowing teams to turn ideas into structured plans and follow through with greater clarity.

Strategic Planning

4.7 (49)

83.67% of 49 reviewers that rated this feature as important or highly important

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Budgeting/Forecasting

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Create budgets based on historical data and future projections

Task Management

4.4 (21)

61.90% of 21 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Activity Dashboard

4.7 (45)

75.56% of 45 reviewers that rated this feature as important or highly important

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Income & Balance Sheet

4.7 (52)

86.54% of 52 reviewers that rated this feature as important or highly important

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Financial Reporting

4.4 (45)

84.44% of 45 reviewers that rated this feature as important or highly important

Generate reports to assess the financial performance of an organization

Upmetrics 49 features

### All Features
- "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Budgeting/Forecasting: Create budgets based on historical data and future projections
- Business Plan Templates: Sample files or documents that could be customized as needed or used as is
- Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period
- Chart of Accounts: A financial statement that lists a company's accounts and details the account type and balance
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Commenting/Notes: Leave comments and notes on documents for others to view
- Competitive Analysis: Evaluating strengths and weaknesses of companies with the same target audience
- Configurable Workflow: Configure existing workflows to meet your organization's needs
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Reports: Alter the layout and content of reports
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Data Import/Export: Import and export data to and from software applications
- Data Visualization: Graphical representation of data
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Expense Tracking: Monitor and record expenses such as purchases or charges incurred
- Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
- Financial Modeling: Decision-making process using businesses past, present and forecasted future operations.
- Financial Reporting: Generate reports to assess the financial performance of an organization
- For Investors & Traders: Used by retail investors and active traders/day traders
- For Small Businesses: Designed for small businesses
- Forecasting: Form predictions based on past and present data/trends
- Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time
- Graphical Data Presentation: Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids
- Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time
- Multi-Currency: Manage and handle various international currencies
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Pitch Presentation: Sample presentation files or decks that could be customized as needed or used as is
- Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time
- Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
- Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments
- Project Tracking: Monitor the progress of projects from start to finish
- Projections: Estimate or forecast of a future scenario based on the study of present trends
- Real-Time Data: Receive data and information in real time
- Real-Time Monitoring: Active monitoring of systems, applications, or networks
- Real-Time Reporting: Active reporting of data and metrics
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
- Scenario Planning: Develop potential scenarios to identify risks and opportunities
- Self-Service Reporting: Allow users to create their own reports and financial statements
- Step-by-Step Wizard: Organized process that walks users through each step of building a business plan
- Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
- Task Management: Create, manage and track all task activities and progression
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
- Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data

---

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Features

4.7 (118)

4.7

Based on 118 reviews

## Pricing

Value for money

4.7 (105)

[View pricing plan details](https://www.capterra.com/p/171456/Business-Plan-Software/pricing/)

Premium

$19.00

Flat Rate,Per Month

It includes:

-   AI Assistant
-   400+ Sample Plans
-   1 Workspace (One business plan)
-   Up to 5 Team Members
-   7-Year Financial Forecast
-   What-If Scenario Planning
-   Export to PDF/DOC/Excel
-   Pitch Deck Builder
-   Strategic planning
-   AI Writing Assistant
-   AI Content Refinement
-   AI Forecasting Guidance
-   Translation Assistance

Professional Plan

$49.00

Flat Rate,Per Month

Value for money

4.7 (105)

4.7

Based on 105 reviews

## Integrations

[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

Xero](https://www.capterra.com/p/120109/Xero/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.7 (98)

Support

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

Training

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

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.7 (98)

4.7

Based on 98 reviews

## User reviews

Overall rating

4.9

Based on 119 reviews

Filter by rating

5(104)

4(13)

3(2)

2(0)

1(0)

Mentioned topic

Sorted by most recent

JB

Jessica B.

Founder

Health, Wellness and Fitness

### "Great tool for a MBA Capstone Project"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

9/10

June 28, 2026

Pros

Value for the money - as a MBA student, it was an easy way for me to develop financial projections for a business idea. I also greatly appreciated the student discount! Idea validation - I mostly used the financial projections portion of Upmetrics, which was super useful in validating the potential operations of my business.

Cons

Learning Curve - there was some learning curve involved with understanding how to input the numbers for the financial projections, but it wasn't too difficult once I got the hang of it.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

BM

Bernard M.

Project Manager

Management Consulting

### "Great Business Plan maker!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 27, 2026

A solid, straightforward tool that made the process easier. I’d happily use it again for similar work.

Pros

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

Cons

Honestly didn’t hit any issues. For what I needed, everything worked smoothly without hassles, and this was the first time I used it.

Alternatives considered

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

Reasons for choosing Upmetrics

I mainly chose Upmetrics just to try it out and see how it compared, and it worked well for me.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

GP

Geoffroy P.

Director - Project Finance

Biotechnology

### "Efficient, AI-powered business planning with investor-ready outputs"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

June 4, 2026

My overall experience with Upmetrics has been very positive, even impressive. The platform delivered a massive time saving compared to building a business plan with traditional tools. The combination of structured templates, financial planning features, and AI assistance provided a very smooth end-to-end experience. It effectively guided me through the entire process of formalising a startup business plan, from initial structure to investor-ready narrative and financial projections. The final output quality was excellent, with a clear structure and a presentation that is well aligned with what venture capital investors expect. One area for improvement would be better guidance on structuring the table of contents and controlling the overall length of the business plan. My first draft ended up significantly too long (around 100 pages), whereas VC expectations were closer to 20 pages. More built-in guidance or constraints on scope and structure would be valuable. Overall, Upmetrics remains a highly effective tool that significantly accelerates and improves the business planning process.

Pros

What I liked most about Upmetrics was its ease of use and the significant time savings it provided when building a startup business plan. The platform offers well-structured templates that help create a coherent and professional business plan from the outset, making the overall process much more efficient than working with separate Word and Excel files. I also found the financial planning tools very useful, as they are integrated directly into the business planning workflow and help maintain consistency between the narrative and financial sections. 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. Overall, Upmetrics enabled me to produce a more polished document, with a clearer structure and a better presentation, while considerably reducing the time required to complete the business plan.

Cons

The financial modeling features could be improved in terms of flexibility and depth, especially for more advanced or complex scenarios. That said, this limitation was not blocking in my case, as the tool still provides a solid and efficient framework for building a startup business plan. Overall, it remains a very usable solution despite this area for improvement.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

KB

Kathrine B.

Founder

Leisure, Travel & Tourism

### "Made Business Planning Far Less Overwhelming"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

May 14, 2026

he platform made it much easier to organise my ideas, structure my financials, and think through important areas of the business that I may have otherwise overlooked. It gave me a clear framework and helped turn what initially felt overwhelming into something achievable and professional.

Pros

Upmetrics was an incredibly valuable tool throughout the process of creating my business plan. Without it, I honestly don’t think I would have been able to put together such a detailed and thorough plan. I would highly recommend Upmetrics to anyone starting or planning a business. It was a huge help in bringing my vision together.

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. Overall, the platform still made the process far easier and more manageable than doing it independently.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

VG

Vladislav G.

\-

Commercial Real Estate

### "Excellent customer support and intuitive platform"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 14, 2026

It's a solid tool for business planning with a great support team behind it. Even though I didn't get to use all the features, the platform seems very well-structured for entrepreneurs.

Pros

The interface is very intuitive and modern. I was particularly impressed by their customer support team; they are very responsive, empathetic, and professional when it comes to addressing user concerns.

Cons

The subscription terms are quite strict regarding the refund window, but they are open to communication and individual cases if you reach out to them.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Carlo C.

Founder

Apparel & Fashion

### "a practical tool for creating well structure Business plan "

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

March 10, 2026

Overall my experience has been positive. I found it very helpful to import information from other documents and organize everything into one structured business plan. The platform makes it easier to keep all the sections consistent and produces a professional-looking document.

Pros

The ability to generate accurate financial projections in a very intuitive way and the freedom of choosing from several diagramms which best represent the projection. I also appreciated the variety of templates available, depending on the type of business you are working on.

Cons

At the beginning, the platform takes a little time to get used to, especially when working with the financial forecasting tools, i wish there were a case study templates for the financial projection too. However, after some use, the workflow becomes much clearer.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Kay G.

Bookkeeper

Accounting

### "Upmetrics helped tremendously with the business plan for my client"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 14, 2026

I have had an excellent experience so far. The program is very easy to understand and use. Corrections and adjustments are a breeze.

Pros

Upmetrics has been very easy to use and the AI component is excellent. I am a Finance professional and a previous client of mine asked me to do a business plan for his hydroponics business. I am good with numbers but didn't really know where to start. That's when Upmetrics came in. I also like the fact that the system integrates with Xero and Quickbooks accounting software so that when we do start the business we can easily transfer the figures over. Support has also been fantastic.

Cons

I don't think I have anything to criticise about Upmetrics. I am not sure if you can have more than one scenario?

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JU

Jennifer U.

CEO

Logistics and Supply Chain

### "5 Star Software - Upmetrics"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 7, 2026

I would highly recommend this product for anyone looking to write a business plan from the ground up. It is a great software for hitting all the points needed to fully exam a business idea at a budget friendly cost.

Pros

Upmetrics software is intuitive, organized and budget friendly. I wrote a successful, full business plan with financials using this software for an SBA loan for our start up company. 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.

Cons

I would have considered an annual membership; I did not see the pause button for the membership to reduce cost for the months not needed! You get busy and miss this...so be sure to check!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SY

Scott Y.

General Manager

Wireless

### "An Entrepreneur's Success with Upmetrics!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 2, 2026

Fantastic!! I was very impressed with the integration of the components of the plan. It was the most pleasant experience writing a business plan that I have ever had...and I have writed a lot of them.

Pros

The process was great and easy to follow. The results were very detailed and complete. I especially liked the results of the AI-assisted completion. Very professional and well-presented.

Cons

I didn't have any problems. Revisions were easily done. The financial part was a bit quirky and someone without a financial statement background might have some challenges but I am confident assistance from the Upmetrics team can help resolve that.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

MM

Marissa M.

Director

Health, Wellness and Fitness

### "CUSTOMER SUPPORT"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 28, 2026

I am in Australia so i was skeptical about asking for assistance thinking someone would take a lot of time to respond, BUT I got a response within a couple minutes so i was able to complete my business plan.

Pros

very easy to use, even for someone old school like me :) I actually enjoyed using the program, the examples embedded in the template assisted me greatly and made it easy to understand.

Cons

Probably that you lose all your data when you unsubscribe, but it gives you the option of downloading a word document so if i decide it was time to review my plan i have a saved a copy of it and will update the next one. Probably would have been good to have AU option for Australia (possibly other currencies as well) instead of USD or even a conversion calculator to make the journey easier at checkout.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

February 11, 2026

Thank you, Marissa, for your thoughtful and detailed review. We’re delighted to hear that you found Upmetrics easy to use and that the embedded examples made the planning process clearer and more enjoyable. That’s exactly the experience we aim to deliver. We truly appreciate your feedback regarding currency options. We’d like to share that Upmetrics supports businesses in almost all countries, allows you to plan using multiple global currencies, and offers flexibility to work in the currency that best fits your region. Additionally, the platform is available in 7+ languages to ensure entrepreneurs worldwide can plan comfortably and confidently. We’re especially pleased our support team could assist you promptly despite the time difference. Thank you again for choosing Upmetrics, and we wish you continued success.

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

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