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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 71-80 out of 118

KM

Keith Meikle

11/17/22

5 out of 5

I appreciate the financial planning…

I appreciate the financial planning side of the software. It made putting together a competent plan so much easier. Looks clean and professional when presenting it for loan purposes

AW

Aal Willia Gandani

10/26/22

5 out of 5

Great support and features of a business plan platform.

This is my third time making a business plan. The first and second I used it on other platforms. This third one I decided to try using the Upmetrics platform. Too bad I didn't try it from the start. Because every feature of the Upmetrics platform really helps and facilitates my work in making a business plan. Plus their amazing support, they listened to every issue and request I made, and they really did it. A very extraordinary service for me. One last word "Keep being the best!" Thank you.

KT

Kagulu TechAccess Group

10/19/22

5 out of 5

Very useful platform for smart and quick business plan development

I was able to quickly complete my business plan with support from the Upmetrics web application. This was very helpful as I only had a few days to do the plan.

C

Customer

10/02/22

5 out of 5

Great tool for forecasting and planning

I've been using Upmetrics for the last 6 months. This software has made creating and tracking my business plans and financial forecasts so much easier and more efficient. One of the things I love about Upmetrics is the user-friendly interface that makes it easy to navigate and use. The software is also reliable and accurate, saving me a lot of time and hassle. But what really sets Upmetrics apart is the level of support they provide. Their customer service is top-notch, and they are always ...

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HD

Hiedy David

09/14/22

5 out of 5

Great Tool for Business Plan

I used upmetrics to create our business plan and it made it so much easier for us to accomplish it in no time! For sure we will use it again for future use!

MJ

Mignon Johnson

09/02/22

5 out of 5

I would recommend for anyone that would…

I would recommend for anyone that would like to do a business to Go Upmetrics. They have changed our lives and the way carry business for our clients.

DM

Danielle Martin

08/31/22

5 out of 5

Easy to use, powerful tool for my business.

As a business consultant and commercial loan broker, Upmetrics has been a gem to my business. It allows has been a great tool to seamlessly to create financial projections and business plans for loan officers and it is easy to explain to my clientele. I’m hoping that the developers will continue to create additional features and integrations that will really make this a powerhouse. I would definitely say this is much better than LivePlan and just using Word & Excel templates to be present ...

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H

Henock

08/22/22

5 out of 5

Highly recommend

I do recommend you to use upmetrics it is really simple to use and they have the best business ideas I do find it interesting and their templates are really good

LK

Liron Klein

08/16/22

5 out of 5

Great and intuitive interface

Great and intuitive interface, helps to organize your mind when trying to articulate new business idea. Higley recommend 👌

JH

Justin Hughes

08/11/22

5 out of 5

They are good

They are good. Really helped destroy the anxiety of writing out my FULL business plan. Broke it down into sections and those sections into chapters so that I could just build brick by brick.

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