# Upmetrics Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Upmetrics the right Business Plan solution for you? Explore 115 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/171456/Business-Plan-Software/reviews --- Upmetrics 4.9 (115) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Upmetrics Ease of use 4.8 Customer Service 4.7 ## Pros and Cons in Reviews Herbert R LecturerBanking, 51 - 200 employeesUsed the software for: 1-2 years. “Upmetrics proved invaluable for our university course at IMC Krems, Austria, where 70 students used the platform to develop comprehensive business plans for a national competition.“ December 10, 2025 PJ Pratham J QA TesterComputer Software, 11 - 50 employeesUsed the software for: Less than 6 months. “I needed a full plan for a grant application, and I didn’t have the time (or budget) to hire someone to help.“ May 22, 2025 AS Alexsandro S PartnerManagement Consulting, 2 - 10 employeesUsed the software for: Less than 6 months. “The process-based structure helps people with very little knowledge in business to develop their own plan, all with AI background support, which can be validated and tailored to the user's needs as required.“ July 5, 2025 BM Buyiswa M ConsultantAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “also the fact that we cannot upload documents on the company profile.“ July 15, 2025 Herbert R LecturerBanking, 51 - 200 employeesUsed the software for: 1-2 years. “The platform strikes an ideal balance between guidance and flexibility—structured enough for beginners, yet sophisticated enough to produce competition-ready documents.“ December 10, 2025 KL Kirill L CEOHealth, Wellness and Fitness, 2 - 10 employeesUsed the software for: Less than 6 months. “The other user edit comments aren't clear because they are based on sections.“ September 26, 2025 JU Jennifer U CEOLogistics and Supply Chain, 2 - 10 employeesUsed the software for: 1-2 years. “I wrote a successful, full business plan with financials using this software for an SBA loan for our start up company. “ February 7, 2026 EH Eric H CEOConstruction, 2 - 10 employeesUsed the software for: Less than 6 months. “I wish the slide show feature was better for presenting my business plan.“ May 29, 2024 ## Showing most helpful reviews Showing 1-25 of 115 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Carlo C. Founder Apparel & Fashion Used the software for: 6-12 months ### "a practical tool for creating well structure Business plan " March 10, 2026 5.0 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 LK Ludovic K. AI Manager Information Technology and Services Used the software for: Less than 6 months ### "Dr Luudovic Krundel on fantastic Upmetrics' experiences" November 14, 2024 4.0 There is very good understanding and interlinks between your apps within your platform. The AI rewriting is fabulous. There are still some glitches as I remember, which we can discuss in details through your support, as we have already started. I hope you will implement my improvements suggested or requested. It will enhance dramatically the experiences of all your customers. Pros It's like the Rolls-Royce of preparing such documents!! Cons Unfortunately, that Rolls-Royce needs a very good driver. Alternatives considered [Beautiful.ai](https://www.capterra.com/p/171959/Beautiful-AI/) Reason for choosing Upmetrics I still use Beautiful.ai too because some investors want to see slick visuals, which is not available in pitch deck app. It is too textual in my huumble opinion. Switched from [Prometheus Platform](https://www.capterra.com/p/190460/Prometheus-Platform/) PrometAI failed on their promises. They still have a long way to go and if is the Rolls-Royce, they are not even ordinary BMW yet. Review Source MG Mohsen G. CEO Retail Used the software for: Less than 6 months ### "Good starting point, but not adequate for in-depth high quality business plans" April 23, 2025 3.0 I wasn't really satisfied with the product, but it gave me a relatively good starting point for writing my own business plan. Pros Implementation of AI in addressing business needs, especially in financial section of the platform. Cons The business plan output was quite basic and much of the work had to be done through typing! I would expect it to be more conversational, the AI asking questions, writing down, asking questions, etc. For each section and sub-section of the plan. Review Source MM Marissa M. Director Health, Wellness and Fitness Used the software for: Less than 6 months ### "CUSTOMER SUPPORT" January 28, 2026 5.0 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 Response from Codesket 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. ED Erin D. Owner Retail Used the software for: Less than 6 months ### "Make A Daunting Task Fun!" March 20, 2025 5.0 Writing a business plan is a daunting task, but actually made it kind of fun. It was like putting a puzzle together and at the end you had this beautiful piece of work. Pros The ease of use and the AI assistance in writing. Cons The resetting of the financials when you just needed to change a date. Alternatives considered [Grammarly Business](https://www.capterra.com/p/170306/Grammarly-Business/) Reason for choosing Upmetrics was more comprehensive and detailed. Review Source AM Aaron M. Founding and Chief Operating Officer Wine and Spirits Used the software for: Less than 6 months ### "Ease of use and peace of mind!" November 7, 2024 5.0 The overall experience with is generally positive, especially for startups, small businesses, and consultants looking to streamline business planning. Many users find it intuitive and effective, with standout features that save time and improve plan quality. Pros While is praised for affordability and comprehensive features, some users mention that the financial tools may require time to master and that it lacks a dedicated mobile app. However, its strengths in planning efficiency, collaboration, and AI-driven insights make it a valuable resource for many business planning needs Cons Overall, while is powerful, these limitations may impact its ease of use and accessibility for some businesses, especially those needing mobile solutions or more in-depth customization options. Alternatives considered [LivePlan](https://www.capterra.com/p/142049/LivePlan/) Reason for choosing Upmetrics The AI tools intregrted make it a no brainer. Im your tired moments, these tools help you during the brain fogged moments should you learn to use them. Review Source TV Toinette V. Director of Operations Food & Beverages Used the software for: Less than 6 months ### "Awesome tool " October 15, 2024 5.0 Extremely pleased with . Will definitely use again. Pros Very easy to use. Great price. Saved me a lot of time. Cons Wish I knew about sooner. Would be nice to be able to use on mobile. Alternatives considered [LivePlan](https://www.capterra.com/p/142049/LivePlan/) Reason for choosing Upmetrics Financial Forecasts, Ai-power and price sealed Review Source tH todd H. Owner Construction Used the software for: Less than 6 months ### "Great Help" March 31, 2025 5.0 easy, cost effective, gave me exactly what I wanted. Pros It was easy and more importantly, it was accurate and complete. Very cost effective. Cons No dislikes from me. It was lived up to my expectactions completely. Alternatives considered [LivePlan](https://www.capterra.com/p/142049/LivePlan/) Reason for choosing Upmetrics Cost was one reason. The other was that I was able to look at what I would be getting on the marketing site. Review Source Cindy K. CEO Alternative Medicine Used the software for: Less than 6 months ### "Highly Recommend " October 18, 2024 5.0 Hands down, the best business planning software I have ever used. Pros 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. Cons I wish I could build the company org chart with titles and responsibilities and produce functional org charts. In the business plan, some of the modules you can't change or adjust. Switched from [LivePlan](https://www.capterra.com/p/142049/LivePlan/) It's much easier to use, easily incorporates AI and it's less cumbersome. Review Source VG Vladislav G. \- Commercial Real Estate Used the software for: Less than 6 months ### "Excellent customer support and intuitive platform" April 14, 2026 5.0 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 SE Serenity E. Owner Consumer Goods Used the software for: 1-2 years ### "Thanks From Yannie's Modern Herbal LLC" May 30, 2025 5.0 It was a pleasant experience that helped with creating my venture. It provided all the tools and options necessary for creating a definitive business plan and other tools of business creation. Pros The ease of use and the numerous options to help create and grow my business provided me with ample opportunities for creativity in business development. Cons The lack of step-by-step instructions for true newbies. For those with no prior business knowledge, it could be a bit overwhelming. Review Source RV Ricardo V. CTO Telecommunications Used the software for: Less than 6 months ### "Efficient and User-Friendly Business Planning Tool" January 28, 2025 5.0 Overall, my experience with has been very positive. It is a reliable tool for startups and entrepreneurs looking to streamline their planning processes. The platform simplifies complex tasks and supports collaboration, making it a valuable resource. Despite a few areas for improvement, it has exceeded my expectations and proved to be an essential part of my business planning toolkit. Pros I appreciated the intuitive and user-friendly interface of . It made creating business plans and financial projections much easier, even for someone without extensive technical knowledge. The variety of templates and examples provided is excellent, saving time and providing a solid starting point. Collaboration features were also a highlight, allowing my team to work together seamlessly. Cons While the platform is highly functional, I found that some of the financial projection tools could be more customizable. Review Source EG Eugenie G. Financial director Transportation/Trucking/Railroad Used the software for: Less than 6 months ### "Great tool for simple and effective business planning!" April 20, 2025 5.0 made it much easier for me to organize and present my business ideas clearly. Pros Very user-friendly, clean design, helpful templates for business planning. Cons Some customization options are a bit limited. Review Source CP Collin P. Owner Hospitality Used the software for: Less than 6 months ### "Dreams to reality." March 17, 2025 5.0 I've been able to consolidate my goals and dreams of what the future of my business will look like. I'm really starting to see the whole vision come together in a way that I would be excited about as an investor or guest. Pros The flow of setting up your profile and overall user-friendly format of the software. Cons No negative features or experiences have stood out yet. Review Source KN Kendall N. Owner Sports Used the software for: Less than 6 months ### "Great Job!!" March 26, 2025 5.0 Solid and I will share it because it works. Pros I felt really comfortable about the price. Cons At this point, I have not used it enough Review Source BD Benjamin D. Founder Biotechnology Used the software for: Less than 6 months ### "Amped PCR loves Upmetrics" February 2, 2025 5.0 Excellent resource for Founders looking to take their planning to the next level. Pros 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. Cons I can't complain - it's an all-around great tool for what we need now. Switched from [LivePlan](https://www.capterra.com/p/142049/LivePlan/) is an all-around better solution. Review Source JM John M. President Biotechnology Used the software for: 1-2 years ### "Great support!" February 3, 2025 5.0 Very efficient tool to creat and update a business plan Pros Been using this for about a year. Recently needed a new chart format. At my request, they added it within two days. Amazing support from a friendly and hardworking team Cons Some text formatting limitations in some section titles Review Source YF Yetty F. CEO Mental Health Care Used the software for: 6-12 months ### "Great service" December 9, 2024 5.0 Amazing platform that support you through each step. Helping your business provide key information. Pros How informative and helpful the platform and service has been. Cons There has been nothing specific that I have disliked. Review Source DPC Dr. Phindi C. CEO Food Production Used the software for: 6-12 months ### "No business plan dont fret Upmetrics will hook you UP" February 25, 2025 5.0 I found it very easy to navigate for a person with limited business writing Pros The user friendliness of the system and templates Cons there really is nothing that I did not like apart from the fact that you have to different ones for the various companies I have Review Source SB Sodbileg B. Chief technology officer Business Supplies and Equipment Used the software for: Less than 6 months ### "Used upmetric for business plan" February 21, 2025 5.0 I went through lot of business plans and models Pros Easy to use, saved me a lot of effort and time Cons The product is great and I didn't find any downside Review Source MC Mario C. Owner Executive Office Used the software for: Less than 6 months ### "Happy customer " December 5, 2024 5.0 Pros Everything very straightforward and easy to use Cons Could use a little more modern website style Review Source SS Sameer S. Online retailers Information Technology and Services Used the software for: 1-2 years ### "An affordable and easy-to-use tool you need for business planning." July 22, 2024 5.0 offers affordable and easy-to-use tools for business planning. Its sample templates, drag-and-drop builder, and automated financial forecasting simplify the creation of expansion plans. Upmetrics proves to be a must-have tool for every small business owner. Pros I’ve been running my small online retail business from my garage. When I decided to transition from a home-based business to a commercial enterprise, I needed a plan for business expansion. I was overwhelmed by online guides and articles on business planning, but helped. Upmetrics’ sample templates, drag-and-drop builder, and automated financial forecasting tool helped me create my expansion plan in less than a week. It’s worth every penny. Cons I was creating a business plan for the first time and I had no clue about it or the tool, so it was challenging. I spent a good couple of hours exploring the software and went through the product tour to get to know it. While their customer support is top notch, a call support would have been a bit better. Review Source PE Philippe E. Board Members Medical Devices Used the software for: Less than 6 months ### "Great tooling for entrepreneurs" January 28, 2025 5.0 Did one startup business plan, now in process to do a second one Pros Very good generation of contents, seamless process Cons Nothing specifically. I could perceive the management was very interested to improve incrementally the product Review Source LW Lucinda W. Founder Arts and Crafts Used the software for: Less than 6 months ### "100% recommend Upmetrics " September 3, 2024 5.0 A brilliant site that I couldn’t have wrote my business plan without. 100% recommend. Pros It’s simplicity and excellent use of examples. Cons The only thing I would suggest is to add in an undo and redo button. Review Source SS Sandeep S. Investor Relations Specialist Information Technology and Services Used the software for: 1-2 years ### "Upmetrics is a perfect solution for effective investor reporting" July 15, 2024 5.0 is an invaluable tool for financial reporting and investor communication management. Its comprehensive financial features, visual dashboard, and real-life examples help ensure that the projections you create are accurate and realistic. Upmetrics is a must-have tool for investor relations professionals. Pros As an Investor relationship specialist, my job is to create investment reports, periodic updates for investors, and manage investor communication. helps me streamline our financial reporting process. Upmetrics’s financial forecasting, budgeting, and reporting features significantly improved the quality of periodic updates to investors. Cons The initial setup and getting used to with the software took me some time, but things got easier then after. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.