upmetrics Reviews in July 2026: User Ratings, Pros & Cons

I have used liveplan before but this is WAY better

I have used liveplan before, and while it has great bones, the AI component of Upmetrics reduces a lot of time in creating at least a foundation to build upon. The business plan is easy to use with clear organization. The financial services offerd was a huge help in doing what would have otherwise taken us a year or more to complete. It has been helpful to review our dreams vs reality and now with benchmarks in the financial forcast we can adjust as needed to stay on track or exceed ...

If you struggle with finances, look no further!

I had the pleasure of working with Kaylee and Jay on the financial analysis portion of my business plan, and their expertise was crucial! From the beginning, their focus on detail significantly enhanced my plan's quality. They took the time to understand my business model and provided valuable insights on financial projections that aligned with my vision.The support and resources from Kaylee and Jay were essential, ensuring accuracy in every figure and solid data backing every assumption. ...

Fantastic Site

I couldn’t have wrote my Business plan without Upmetrics. I had no idea what to write and it was very helpful using the AI, guides and samples. I absolutely recommend.

I used various Business Plan…

I used various Business Plan Development software over the past 15 years and have been greatly impressed by Upmetrics. The AI function is a lifesaver. I assist various small businesses developing their Business Plans and they are also very impressed. GREAT product. Love it.

Best setup for business plan

Best setup for business plan Great website for business anning and ideas. The value proposition is great. I will use them again. the

I had minimal experience writing…

I had minimal experience writing business plans before using this service, and I struggled to understand what I needed to include when submitting to the SBA. Upmetrics streamlined the process by providing broken-down sections, AI-upgraded insights, and beginner-friendly correction options, which made the whole process much easier for me. Overall, I highly recommend this service for creating your business plans, as it has helped my business partner and me to receive the funding we needed to ...

The platform offers a lot of structure…

The platform offers a lot of structure and lots of help. It was a great experience

I loved it

I loved it! It was straight forward and super helpful! The only reason I canceled my subscription was because I completed what needed to be done but it did ALOT for only $19! I definitely would recommend and reuse for future endeavors!

Upmetrics were the perfect tool for me…

Upmetrics was the perfect tool for me to finish and present my business plan. Helped me organise my thoughts. It provided me with step-by-step guidance and templates for different sections, like executive summary, market analysis, financial projections, etc. The best part was that Upmetrics allowed me to collaborate with my team members in real-time. We could all work on the same plan simultaneously and make changes as needed. This not only saved us time but also made sure that we ...

Fantatsic business planning Software

I recently used Upmetrics for my business planning, and I am thoroughly impressed! The all-in-one software combines actionable planning, real-time forecasting, and insightful reporting, making the entire process seamless and efficient. The AI-powered tools, especially the Business Plan Generator and Financial Forecasting, saved me a lot of time and effort. I highly recommend Upmetrics to any new business founder.