# Page 3 | Upmetrics Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 3 - Reviews of Upmetrics ## Showing most helpful reviews Showing 51-75 of 114 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use KV Kishan V. Platform Specialist Computer Software Used the software for: 6-12 months ### "Great tool for early-stage planning" May 23, 2025 5.0 "I used it to create a pitch deck and a business plan for a local startup competition. It saved me time and helped me explain my idea more effectively. " Pros It breaks the plan into manageable parts. I didn’t feel like I had to write a book in one sitting. The AI suggestions made it easier to get started and gave me confidence that I was on the right track. Cons Honestly, no complaints. Worked great for me. It’s been easy to use and does what I need. excellent product. Highly Recommended! 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 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 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 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/) Upmetrics is an all-around better solution. Review Source RB Ruud B. Product Manager Design Used the software for: Less than 6 months ### "My Business Plan Partner" April 13, 2025 5.0 Overall, Upmetrics has been a very valuable partner in creating my business plan. It helps me think in a structured way, guides me through all different steps and offers me a full, comprehensive overview. Pros Helps me consider all different aspects of mu business plan and brings a valuable overview to finetune and problem-solve. Cons I guess the design of the graphs and layout options could be more modern. Review Source AS Andrei S. Founder CEO Entertainment Used the software for: Less than 6 months ### "Excellent one stop shop for business documentation and $ tracking" December 30, 2024 5.0 Super useful tool as a business owner, I've used it to plan two business approaches to date. Great results & easy to showcase all facets of the business in one place. Pros Level of detail in business planning, customization & AI Help. Cons Takes a while to adapt and fill everything out. Switched from [LivePlan](https://www.capterra.com/p/142049/LivePlan/) Better pricing and features with Upmetrics. Review Source WP Wil P. Director Consumer Services Used the software for: Less than 6 months ### "Great application" March 30, 2025 4.0 Very good, could be excellent. Really helped me create a fantastic business plan. Pros Simpliticty of creating an indepth business plan. Use of AI to flesh sections and provide market analysis Cons Formatting sections was not easy. Need easier access to amend structure of the document. Using AI assistance in actual document was clunky. 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 AF Ali F. MANAGEMENT CONTROLLER Consumer Services Used the software for: Less than 6 months ### "review after my experience" August 4, 2025 5.0 SATISFIED, Overall, a smooth and productive experience with great tools for planning and team collaboration. Pros Rapidity, User-friendly interface, helpful templates, and smooth collaboration make planning easy and efficient. Cons finance is not developped enough Some features feel limited in customization, and occasional glitches affect the user experience. Review Source DGS Dr Gary S. Advisor and Coach Management Consulting Used the software for: Less than 6 months ### "Ideal for advisors and coaches to help their clients fast track business planning. " January 19, 2025 5.0 I have had an excellent experience, using it with coaching clients, and they have also provided nothing but positive feedback. Pros An excellent tool that is very user-friendly. Cons There is nothing I can comment here, I have only good things to say about the platform. Review Source NKAS Nana Kofi Afriyie S. CEO Transportation/Trucking/Railroad Used the software for: 6-12 months ### "Nana Gives A Review of Upmetrics " December 28, 2024 5.0 I love it and will recoomend it anytime. That is what I use for my business planning on any day Pros Swift and Sleek. It is very easy to use and comprehed in drafting business proposals Cons I think they can better improve their software, more room for improvement 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 VR Verified Reviewer Chiropractor Hospital & Health Care Used the software for: Less than 6 months ### "Easy and inspiring marketing plan tool" November 16, 2024 5.0 Pros Easy to use and useful templates. I love that they have so many options for many different businesses types. I was looking for a chiropractor business plan and I found a good one! Cons All great, the monthly basic subscription has a fair price for what they offer. Review Source HB Haydn B. Owner Facilities Services Used the software for: Less than 6 months ### "Excellent Platform " September 10, 2024 5.0 The product is easy to use and integrate with other team members requiring no steep learning curve. Recommend.. Pros Ease of use, structured well for first time users. Great template features. Cons No specific cons. The platform is straightforward, requiring minimal supervision and training. Review Source TJ Tamara J. Founder, President Management Consulting Used the software for: Less than 6 months ### "UpMetrics review" April 23, 2025 4.0 It helped me write my business plan and was easy to use. Pros I found it easy to use and liked the templates and examples. Cons I found it was more advanced than required. Review Source AD Abdoul D. Managing Director Renewables & Environment Used the software for: Less than 6 months ### "My business plan mentor" August 27, 2024 5.0 Overall, I'm very satisfied with it. However I wish to be able to open 2 workspaces concurrently Pros When you write your own sentences, the AI tool helps a lot by improving your writing with many options to choose from. Cons the financial part can be a little bit cumbersome. Review Source JH Jeetesh H. Senior Business Consultant Information Technology and Services Used the software for: 1-2 years ### "Upmetrics makes financial forecasting and reporting easier for multiple clients." July 18, 2024 5.0 Upmetrics is an excellent tool for business consultants like me! It provides essential tools for financial forecasting and business planning. The collaborative workspaces, customizable templates, and user-friendly interface make it perfect for efficiently managing comprehensive business plans. Pros Business planning and financial forecasting are an integral part of our service offerings as business consultants. Creating business and financial plans for multiple clients and managing all these documents was becoming challenging for us. With Upmetrics, clients can make business/strategic plans, pitch decks, and financial forecasts in one place. Since our consulting team can easily review plans and add their feedback using collaborative workspaces, our processes became more seamless and consultants productive. All thanks to Upmetrics. Cons We use a different business plan structure for different types of clients. Since they can't provide templates for all those types, we had to create some of our custom templates. It's great that Upmetrics has functionality for that. Review Source PS Pete S. Founder Design Used the software for: Less than 6 months ### "Great Service" December 12, 2024 5.0 Easy and quick to navigate and the end result is well formatted to share with others Pros So easy to use and gave a plan i can now follow to get my business going. Cons Some features were not included in the plan i selected so do read carefully the differences between plans Review Source MD Manashi D. International Business Consultant Information Technology and Services Used the software for: 1-2 years ### "Upmetrics helps our clients prepare immigration and E2 Visa business plans." July 15, 2024 4.0 For consultants involved in immigration and visa applications, Upmetrics offers all the required tools to develop comprehensive business plans. The step-by-step guidance, customized template, and ease of use make it ideal for supporting visa applications. Upmetrics was pivotal in optimizing the planning process for our clients. Pros We help international clients prepare business plans for visa application and immigration processes. Using Upmetrics, we were able to create a customized template tailored for visa applications using Upmetrics. The customized template, easy-to-use builder, and automated financial forecasting feature made planning a lot easier for our clients. Cons Our clients had an initial learning curve navigating its features, but the customer support team was very responsive and helpful. 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 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 DL Darin L. President and CEO Food Production Used the software for: Less than 6 months ### "Love it! Super easy to use. " September 12, 2024 5.0 Love it, people are impressed! You made my dreams come true on paper fast! Pros AI help and team response. It’s awesome to use. Cons Hard to figure out the financial pieces. It’s not as walk through log easy as the other business plan sections. Review Source CE Camden E. College Student Business Supplies and Equipment Used the software for: Less than 6 months ### "Amazing for business majors" January 4, 2025 5.0 Great! I've used it for two different classes in college and can see myself using it for actual business projections. Pros It helped me visualize my future business. Cons There is a lot to offer, so it took me a bit to understand it all! Review Source AR Athena R. CEO, Founder Legal Services Used the software for: Less than 6 months ### "Great for Drafting Business Plans" September 12, 2024 5.0 I had a wonderful experience, I was able to cut down the time it takes me to write a business plan because the layout was already done and the AI feature was also really helpful. Pros The layout of each template was very impactful in its presentation strategy, and I love the AI feature. It really cut down the time to complete a business plan. Cons It is a bit pricey. My only complaint is that it is a bit pricey for my budget, in startup costs. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.