# Page 2 | Upmetrics Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Upmetrics the right Business Plan solution for you? Explore 114 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 (114) 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 # Page 2 - Reviews of Upmetrics ## Showing most helpful reviews Showing 26-50 of 114 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Shayne T. Marketing Lead Cosmetics Used the software for: Less than 6 months ### "Comprehensive collaborative business plan development tool! Highly recommended!" December 14, 2025 5.0 Overall, a great experience. Highly recommended for those who don't have any idea about how to build a proper business plan and use that content/information to build deliverables that not only bring the vision to life but also make it easier to "sell" the idea to others. Aside from keeping the business plan development process super organized, it definitely opened our eyes to a lot of other aspects of business creation that we hadn't thought about. So, as an educational tool (outside of its direct function), it was pretty awesome. Highly recommended! Pros The tool is incredibly comprehensive and covers pretty much every base imaginable for building a business plan (and beyond) from start to finish. Not to mention, it makes collaboration across teams a breeze and is mostly easy to use – even for those who aren't used to doing this kind of a work in a tech-forward way. And finally, the UI is clean, intuitive, and well organized. Overall, a very strong tool for those who want to build solid business plans. Cons The ONLY downsides is the one-size-fits-all approach (which, for some business ideas, may be too complex as a starting point). While I realize that there are some best practices to follow – which this tool definitely captures – a lot of entrepreneurs with a business idea don't have all the answers right out the gate. What could be an interesting evolution of this tool would be to provide "beginner," "intermediate," and "advanced" options – depending on the stage of the business idea. Or perhaps, starting with the "foundational" elements first (aka, beginner) and then having the option to add on more advanced areas of the plan development as you go. I only suggest this because, for some, trying to tick every box may seem overwhelming and, as a result, cause people to stop using the tool. For better adoption, I'd say, make it super accessible to all – and then let those with a more baked business idea go the distance. (At least, that's how we felt – we appreciated the comprehensiveness of the tool but were equally overwhelmed by how much ground to cover...that we weren't quite yet ready to cover.) 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. Alpesh V. CEO Human Resources Used the software for: 6-12 months ### "Upmetrics make our business plan very easy and trackable" December 13, 2023 5.0 it has been solving our business plan problem and financial tracking. its very easy to use and having lots of options which help us to make our business plan easily and they have given lots of templated which help us to make more meaning full additions to our business plan. Pros Upmetrics has make our business plan very easy and trackable. we have been using upmetric for business plan tracking and managing. its easy to implement and financial forcasting is great. additions to AI tools is great plus point for us. Cons it took us some time to learn platform but it been great once you learn it. adding tutorial on dashboard can help person to learn faster. Review Source RH Rush H. CEO Management Consulting Used the software for: Less than 6 months ### "Excellent product with exceptional customer support" May 21, 2025 5.0 The system is easy to use and largely intuitive. It is however the support it comes with that makes a HUGE difference. Response is very rapid, informed and helpful and you are dealing with a real person. Exceptional customer service and support - rapid helpful and effective Pros Software is very easy to use and the layout is simple and intuitive. The customer service and technical support that comes with it is really exceptional. Fast response to queries from a real and experienced person with excellent technical support skills- no problem too small and will work with you to solve any issue. Truly fantastic and a game changer Cons Slightly confusing when you want to make changes. The way it deletes information is unusual ( to me at least). Whole sections of inputs can be deleted without warning and I had to re input data again on more than one occasion. I would prefer more options on the detail shown in the financial plan for better clarity rather than the aggregation that presently happens. Review Source SK Sheri K. Owner Farming Used the software for: 6-12 months ### "A lot of work, but Upmetrics makes it easy" June 19, 2025 5.0 Building the plan takes a great deal of thought and work and time. But it was absolutely worth it. I never would have been able to put together such an incredible plan on my own. I had compliments on the fantastic work and thorough plan. Pros They thought of everything you need for a phenomenal business plan. Step by step, every angle. It was easy to go through the process as they guide you through it all and provide examples. Cons It was a LOT of work! Doing a business plan is no joke. Upmetrics didn't make it difficult, it just made clear all of the things you need to think about and prepare for when building your business plan. Review Source KL Kieran L. Managing Director Health, Wellness and Fitness Used the software for: Less than 6 months ### "Upmetrics Review" June 11, 2025 5.0 Excellent to deal with a company that is truly customer-centric. Great value for money as well, which is a bonus Pros Very well designed product and hugely helpful in drafting a business plan. Easy to make changes if required. Cons Very little not to like. One small quibble was that when exporting reports to excel the numbers came over as text. Review Source AS Alexsandro S. Partner Management Consulting Used the software for: Less than 6 months ### "Super easy, very effective system!" July 5, 2025 5.0 It was fantastic—the platform gave me a huge boost in my plan development, from overall business concept to market analysis and financial projection. Pros 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. Cons The user-friendly application appearance is well developed. Having big icons makes it easy to follow and apply its features. 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 KL Karina L. Financial Manager Civil Engineering Used the software for: Less than 6 months ### "Exceptional Value and Service!" November 11, 2025 5.0 They resolved my issue within a matter of hours. Pros Without a doubt, you receive more than you paid for. It has greatly simplified my life and is incredibly user-friendly. They have excellent customer service. Cons So far, I haven’t found anything I dislike. Everything works smoothly and support is excellent. If anything changes, I’ll update this review. Review Source FF Fabio F. CEO Information Services Used the software for: Less than 6 months ### "Veramente Utile!" October 4, 2025 5.0 Pros Veramente semplice e completo, altamente consigliato per chi ha un business plan da creare per una start up Cons La mancanza di traduzione in altre lingue, nel mio caso in italiano. Ma spero che gli sviluppatori inseriscano a breve multi lingua Review Source BM Buyiswa M. Consultant Accounting Used the software for: 1-2 years ### "Business planning" July 15, 2025 5.0 It was the best experience. I have learnt a lot about different kinds of business plans. i manage to compile fundable business plans Pros It made writing the business plan easier. I liked the AI assistance it made it easy for me to compile my business plans. Cons The financial planning is a bit complicated. also the fact that we cannot upload documents on the company profile. Review Source AP Aarti P. Platform Specialist Engineer Computer Software Used the software for: 6-12 months ### "A smarter way to build your business plan" May 22, 2025 5.0 Before this, I had a half-done plan sitting in different docs. Upmetrics helped me pull it all together in one place. Now I’ve got a clean, finished plan I can actually send to a lender or use for future planning. Pros "I was using a different tool before, but it felt slow and kind of overpriced. I switched to Upmetrics and honestly, it was a lot better. The layout is easier to follow, and the AI suggestions helped me get going without overthinking. It gave me a solid first draft, and from there, I just made small edits to make it fit my business." Cons Nothing so far. It’s been easy to use and does what I need. Their is nothing to point out for this product Review Source William R. Chiropractor Health, Wellness and Fitness Used the software for: Less than 6 months ### "Upmetrics is the best" January 20, 2026 5.0 Great experience. Will highly recommend and would love to have people know what to use it for because it really helped me Pros The AI feature really helped with the business plan. Also everything was so wasy to use and anybody can use it. Cons Expensive. I know that it does help a lot but $20 monthly is a lot for a platform maybe I would recommend to lower after first month. 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 Upmetrics 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 Upmetrics. 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 CB Cyprian B. Curian Kitchen Food & Beverages Used the software for: Less than 6 months ### "Very Good Business Planning Software" September 6, 2025 4.0 it has been a very good learning software for my startup business. I have been able to capture all aspects of my startup exhaustively. I am really satisfied as a customer of Upmetrics. Pros Covers all aspects of business plan creation with a reporting tool. It gives value for money to the customers at all stages of business planning for many reasons. The templates are exhaustive. Cons Deficiency in the market and pricing trends of products. The financial tool is still lacking a bit; it's hard to customize it for some types of businesses. Review Source AC Alec C. Managing Member Entertainment Used the software for: 6-12 months ### "Plan for SBA Loan" November 26, 2025 5.0 Pros The Upmetrics tool made drafting my business plan very quick and easy. I used the business plan I created to secure an SBA loan for my business. Cons I don't have anything negative to share about my experience with the Upmetrics tool. It would have been nice for the system to ask if I was done with my plan so I wouldn't have been charged the last few months. Review Source KL Kirill L. CEO Health, Wellness and Fitness Used the software for: Less than 6 months ### "Great software for planning" September 26, 2025 4.0 Positive! I have had a good experience with creating my business plan here and sharing it with friends and business partners has been alright as well. Pros I like that I can easily share the plan with others, and the format always looks good in their rendered share url. The financial planning and charts is amazing. Cons I dislike the google docs export, it looks pretty bad there, and that it is hard to share it with more than 5 people. The other user edit comments aren't clear because they are based on sections. I also dislike citations and their AI can be improved. Review Source JC Jon C. President Textiles Used the software for: Less than 6 months ### "Great Company, Great People- Delivered Well Above Expectations" March 17, 2025 5.0 Great experience with professionals who delivered beyond my expectations. Kind and down to earth team which makes working together easy and we even had some laughs which isn't the easiest thing to do when crunching numbers! Pros \[sensitive content hidden\] were excellent. Great attention to detail and took the time to go over the functions with me as well as having a recording to refer back to. They understood my needs and delivered better than expected. They took in all the important facts and were able to discover information that I didn't even know about my competitors. Cons I can't say there was anything here that I did not like. Everything was handled professionally and was executed as described. Review Source GF Genny F. CEO Marketing and Advertising Used the software for: Less than 6 months ### "Grande Strumento!" December 17, 2024 5.0 Pros L'integrazione dell'intelligenza artificiale, la facilità d'uso della piattaforma. In sintesi, ciò che piace maggiormente agli utenti di Upmetrics è la sua capacità di rendere accessibile a tutti il processo complesso della pianificazione aziendale, grazie a strumenti avanzati ma intuitivi, supporto collaborativo e un prezzo competitivo. Cons La mancanza della lingua italiana nelle diverse opzioni. Review Source LL Laiken L. owner Design Used the software for: Less than 6 months ### "upmetrics that amazing plan site" August 29, 2025 5.0 it is an amazing site that i wish i would have found sooner. Upmetrics has definitely changed my game plan for starting a business Pros Love the whole site and creators, design is amazing, ease of access and as a beginner without any instruction it is simple Cons nothing, there is absolutely nothing wrrong with upmetrics. The site has everything that i need. i do wish it was a little bit cheaper, but quality comes with price so i am not bothered Review Source PJ Pratham J. QA Tester Computer Software Used the software for: Less than 6 months ### "Made business planning simple and stress-free" May 22, 2025 5.0 "I needed a full plan for a grant application, and I didn’t have the time (or budget) to hire someone to help. Upmetrics helped me get everything down quickly and in a format that made sense. I went from scattered notes to a solid, ready-to-send plan without stressing out or second-guessing every step. It definitely saved me time and money. Pros I liked how the platform keeps everything in one place -- writing the plan, mapping out financial projections, even creating a pitch deck. I didn’t have to start from scratch or wonder what I was missing. The sample content and AI suggestions were super helpful when I didn’t know how to put my thoughts into words. Cons Smooth experience from start to finish. No issues on any features or product compatibility. everything is excellent 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 Upmetrics. Will definitely use again. Pros Very easy to use. Great price. Saved me a lot of time. Cons Wish I knew about Upmetrics 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 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 Upmetrics 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 SM Sechaba M. Accountant Accounting Used the software for: Less than 6 months ### "Entrepreneur" January 7, 2025 5.0 It has really help me in writing business plans much quicker than I usually would. Pros It is very useful with its AI assistant to help you when you are writing your business plan. Upmetrics's course is also helpful when writing a certain chapter and need more knowledge on how to best go about writing that chapter. Cons You only use one workspace and have to pay for an additional workspace. 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 Talk to a Capterra advisor for free and get results within 15 minutes.