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SpotScore

upmetrics - Business Plan Software

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

Plan, Launch, and Grow your Business

4.97

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Starts from $14 / month when yearly, also offers free forever plan

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upmetrics Reviews & Ratings

4.97

Excellent

Based on 118 ratings & 118 reviews

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Rating Distribution

Excellent

(115)

Very Good

(3)

Good

(0)

Poor

(0)

Terrible

(0)

Spotsaas Editor’s POV

Upmetrics works best for entrepreneurs and small business teams building formal business plans for funding or internal strategy. Before shortlisting, verify that the platform's forecasting templates match your financial model (revenue projections, cash flow, break-even analysis). The AI writer generates plan sections from prompts, but you'll need to fact-check ...Read more

upmetrics pros and cons

  • Simplifies the process of business plan writing, especially for beginners with little experience.

  • AI-powered tools provide valuable insights and assistance in creating professional business plans.

  • Real-time collaboration feature allows multiple team members to work on the plan simultaneously.

  • Excellent customer service with prompt responses and assistance.

  • The wide range of features and templates can be overwhelming for users seeking a simpler experience.

  • Limited design options may restrict customization possibilities.

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Showing 61-70 out of 118

GC

Gary Cooney

03/30/23

5 out of 5

An excellent platform to build business…

An excellent platform to build business plans and projections - highly recommend the software and it is amazing value for money. The customer service team are second to none - very fast and helpful with any issues or questions.

AV

Alpesh Vaghasiya

03/23/23

5 out of 5

Upmetrics: The User-Friendly Business Planning Platform You Need to Try

Upmetrics is an all-in-one platform for business planning and performance tracking that has helped me streamline my business operations and achieve my goals. As a small business owner, I was looking for a solution that could help me create a comprehensive business plan, forecast financials, and track my key performance indicators (KPIs) in one place. Upmetrics has exceeded my expectations in all these areas. The platform is easy to use and offers a range of templates and tools to help you ...

Read more

R

Rich-t

03/14/23

5 out of 5

Best Small Business Proposal out there!

I'm still working on my building my business proposal but this website is the best. I found after searching for templates on Google. It's easy to use for a beginner like myself because I don't know what I am doing. Thank you to the team at Upmetrics for this software. I appreciate it and also for the low, monthly fee!

KB

Kennard Brown

02/05/23

5 out of 5

The business planning software is easy…

The business planning software is easy to use.

ME

Munei Emmanuel Tshiovhe

01/31/23

5 out of 5

Very good platform

Very good platform, easy to use.

AM

Abdulhamid Muhammad

12/27/22

5 out of 5

Awesome user experience

My overall experience for the past three months is pleasant. The software is easy to use, straightforward even. I think anyone can learn how to use it immediately. Adding Fundraising, and Investor Management features will go a very long way to customer retention strategy.

KV

Krunal Vaghasiya

12/21/22

5 out of 5

Streamline Your Budgeting and Forecasting with Financial and Business Planning Software

I recently used this financial and business planning software for the first time and was impressed with the tools it offered. As someone who had never written a business plan before, I found the software to be incredibly helpful. It provided me with plenty of examples and guidance, making the process much easier than I expected. What I liked most about the software was how it helped me organize my thoughts and data in a meaningful way. I was able to plan, budget, and forecast effectively, ...

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TG

Tita Garcia

12/21/22

5 out of 5

Back to back on this webpage!!

To start off, I had a project to do on starting a business plan which I had no idea how to do that. Then I saw upmetrics online so I checked them out. I saw a online example sample so I signed up for subscription and looked over and I got a better Idea how to Create one and what things go involve the plan. Thanks to them I aced the project!! Haven’t used it since December 2022 now I am back using upmetrics again March 2023. I RECOMMENED!!

AA

Abdinasir Abukar

12/18/22

5 out of 5

This is exactly what you need in your…

This is exactly what you need in your business plan rated 5/5. I hope you will add more and more resouces.

HS

Holly Skillings

12/05/22

5 out of 5

Great website

Great website! It is easy to use and walks you through every aspect of a business plan!

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].