# Page 5 | Upmetrics Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - 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 5 - Reviews of Upmetrics ## Showing most helpful reviews Showing 101-114 of 114 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use SE Scott E. Business Consultant Manager Information Technology and Services Used the software for: 6-12 months ### "Made managing all clients in one place easier." February 7, 2024 5.0 Upmetrics is a flexible and easy-to-use business planning software, and my experience with the tool has been excellent so far. It has an AI assistant for writing, answering related questions, and helping make better financial forecasts. With necessary business planning and collaboration features, it’s an excellent tool for business plan consultants like ourselves. Pros There’s no doubt Upmetrics has modern and AI-powered features, but best of all, it helps our clients review their business plans and suggest changes, all clients in one place. It really helps us serve better. Cons Some users faced a slight learning curve to understand how its features work. Review Source GN Gaurav N. CEO Information Technology and Services Used the software for: 1-2 years ### "Saves more then 20+ Hours of your time a month" December 13, 2023 5.0 Pros Its Great to haves such tool that can help when you are writing business plan, pitchdeck or financial plan. Breakeven analysis is top notch. Great software, Its quite easy to understand if you know what you are looking for. Cons Nothing so far but if they can add some cover design tweaks then that will be awesome. Review Source AD Andrei D. CEO Marketing and Advertising Used the software for: Less than 6 months ### "Upmetrics - My Invaluable Assistant in Business Plan Preparation" October 20, 2023 5.0 Pros I discovered Upmetrics via a search engine while embarking on the journey of creating a business plan for expanding my company into the United States. The financial modeling features offered by Upmetrics are truly outstanding. They streamline the typically intricate task of crafting financial projections and forecasts. The integrated templates for income statements, balance sheets, and cash flow statements prove to be a genuine time-saver. Within the platform, I effortlessly selected the ideal design, colors, and fonts, ultimately saving me a substantial amount of time on the design aspect. Cons It might be nice to add some flexibility in cover design Review Source VR Verified Reviewer Technical Consultant Used the software for: Less than 6 months ### "One of the best business planning tool i find till now" February 1, 2018 5.0 Pros upmetrics provides Free inbuilt templates which user can directly copy, Real time collaboration, Super fast, Easy to use, Free writing, Export Plan in DOC file, easy to share with anyone same as google file sharing, Pinboard is the most unique feature Cons Dashboard is missing, software needs more inbuilt templates, add some investors information module if possible. Review Source RM Ross M. Executive with Global Experience in Leadership and Talent Development Consumer Goods Used the software for: Less than 6 months ### "It has saved my days preparing a business plan" December 16, 2023 5.0 It has saved lots of time. I just picked from the set of templates, started editing it, Asked AI to write and rephrase some of the sentences, and done. It helps a lot to make a comprehensive business plan and keep the projects on track. Pros I want to expand my trucking business and a concise business plan can help me in this way to attract more investors to my new projects. Upmetrics works for me on this journey like a pro. Their AI Assistant helped me to write all the necessary sections of my business plan. The process is amazingly straightforward for me. Also, the customization options have added great value to this journey. Cons I like everything about this platform. Expecting few more options for cover designs. Review Source Response from Codesket December 19, 2023 Thank you for your review! AO Adesunkanmi O. Senior Supervisor Banking Used the software for: 6-12 months ### "The journey so far " May 17, 2022 5.0 Really glad i started using Upmetrics. It is definitely value for money. Pros The business plan templates have been very resourceful. The written content in the boxes of the business plans have really helped alot. The editable financial metrics has also been a great help and proved to be very functional. Cons The financial segment is not so straightforward to grasp. Review Source Response from Codesket May 23, 2022 We are so glad you liked our templates and guidance. Feel free to write us in our support what improvements you should expect us in our financial segments. We would love to hear your feedback. BS Brianna S. Owner Arts and Crafts Used the software for: Less than 6 months ### "Upmetrics is a really helpful tool! " March 6, 2024 5.0 Upmetrics has been a really helpful tool for me to do projects for my business. As a college student, overall, it is so much easier than using Excel! I will definitely continue to use it in the future! Pros I liked how easy it was to make financial projections. Overall it’s so much easier to use in comparison to Excel! Cons I didn’t like that you had to pay for additional workspaces even if you didn’t have a standard account Review Source JB Jason B. Operations Non-Profit Organization Management Used the software for: Less than 6 months ### "The most impactful..." July 7, 2021 5.0 I've been using the Upmetrics app and am so glad I found it. It is a great tool for organizing your projects and turning them into professional, detailed proposals. It has been worth every penny! Pros The most impactful feature is the layers of an organization to create a pathway forward. It helps you to get unstuck and find room to move ahead. Cons That I did not find this product sooner! Review Source TD Tsuyoshi D. Growth Partner Financial Services Used the software for: Less than 6 months ### "Good but not great" March 19, 2024 4.0 Pros Financial planning aspect for my startup was helpful. Cons Better integration with the deck creation feature was needed. Review Source AR Andre R. Chef Food & Beverages Used the software for: Less than 6 months ### "Useful AI assistant " December 23, 2023 4.0 Pros How it guides and makes the business plan creation process intuitive Cons Took me a little longer than I would have liked to get familiar with all the features Review Source PP Parag P. Founder Marketing and Advertising Used the software for: 1-2 years ### "Best tool to carryout business growth / modelling" June 25, 2022 5.0 Lovely DIY software. Can save loads of money from engaging professionals who charge exorbitant money. Pros Ability to create revenue projections for adhoc services and recurring services with allowable flexibility gives a great ability to create realistic projections. Cons Would like to see annual recurring service as well instead of monthly. I managed to overcome this though using monthly recurring capability. Review Source ST Samuel T. Practice Principal Accounting Used the software for: 1-2 years ### "Software Excellence" June 8, 2022 5.0 Really professional and user friendly Pros Easily integrated with existing processes Cons Inability to import templates and other standard documents we utilise Review Source SF Sansan F. Used the software for: ### "null" April 7, 2019 3.0 Review Source TR Tahiriniaina R. Country IT Manager Outsourcing/Offshoring Used the software for: Less than 6 months ### "Very easy application" June 16, 2022 4.0 Pros Easy of use of the Financial parts Easy of deployment and share with collaborators Cons Not available in French yeat The business plan feature is not easy to use at the beginning Review Source Talk to a Capterra advisor for free and get results within 15 minutes.