# LivePlan vs Upmetrics Comparison

| | LivePlan | Upmetrics | 
|---|---|---|
| **Star Rating** | 4.3 out of 5 | 4.7 out of 5 | 
| **Total Reviews** | 42 | 29 | 
| **Largest Market Segment** | Small-Business (85.0% of reviews) | Small-Business (86.2% of reviews) | 
| **Entry Level Price** | $20.00 Per Month | $14.00 Per Month | 

---
## Top Pros & Cons

### LivePlan

**Not enough data**

### Upmetrics

Pros:
- Time-saving (4 reviews)
- Customer Support (3 reviews)

Cons:
- Limited Templates (3 reviews)
- Affordability Issues (1 reviews)

---
## Ratings Comparison
| Rating | LivePlan | Upmetrics | 
|---|---|---|
  | **Meets Requirements** | 7.9 (29 reviews) | 9.0 (26 reviews) | 
  | **Ease of Use** | 8.5 (31 reviews) | 9.2 (27 reviews) | 
  | **Ease of Setup** | 9.3 (14 reviews) | 9.3 (16 reviews) | 
  | **Ease of Admin** | 8.9 (9 reviews) | 9.6 (9 reviews) | 
  | **Quality of Support** | 8.3 (21 reviews) | 9.0 (26 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.8 (7 reviews) | 10.0 (9 reviews) | 
  | **Product Direction (% positive)** | 7.9 (28 reviews) | 9.1 (26 reviews) | 

---
## Pricing

### LivePlan

#### Entry-Level Pricing

Plan: Monthly | Standard

Price: $20.00 Per Month

Description: For anyone who needs a professional business plan.



Key Features:
- Step-By-Step Instructions - Examples and detailed guidance help you write every section of your plan.
- Automatic Financial Statements - Built-in formulas make it easy to create financial reports lenders expect to see.
- Full Financial Forecast - Create accurate cash forecasts without complicated spreadsheets.

[Browse all 2 editions](https://www.g2.com/products/liveplan/pricing)

#### Free Trial

No

### Upmetrics

#### Entry-Level Pricing

Plan: Premium

Price: $14.00 Per Month

Key Features:
- Includes everything in Starter Plan
- AI Plan Writing & Assistance
- 7-Year Financial Forecast

[Browse all 2 editions](https://www.g2.com/products/upmetrics/pricing)

#### Free Trial

No

---
## Features Comparison By Category

### Budgeting and Forecasting

| Product | Score | Reviews |
|---|---|---|
| **LivePlan** | 8.5/10 | 6 |
| **Upmetrics** | N/A | N/A |

#### Budget Creation

| Feature | LivePlan | Upmetrics | 
|---|---|---|
| **Data Import** | Not enough data | Not enough data | 
| **Budget Hierarchies** | Not enough data | Not enough data | 
| **Versioning** | Not enough data | Not enough data | 
| **Formulas** | 9.0 (5 reviews) | Not enough data | 
| **What-If** | Not enough data | Not enough data | 
| **Budget Periods** | 9.4 (6 reviews) | Not enough data | 

#### Budget Management

| Feature | LivePlan | Upmetrics | 
|---|---|---|
| **Consolidation** | Not enough data | Not enough data | 
| **Adjustments** | 7.0 (5 reviews) | Not enough data | 
| **Workflows** | Not enough data | Not enough data | 

#### Forecasting

| Feature | LivePlan | Upmetrics | 
|---|---|---|
| **Historical Data** | Not enough data | Not enough data | 
| **Reforecast** | Not enough data | Not enough data | 
| **Forecast Types** | Not enough data | Not enough data | 
| **Rolling Forecasts** | Not enough data | Not enough data | 
| **AI** | Not enough data | Not enough data | 

#### Analytics

| Feature | LivePlan | Upmetrics | 
|---|---|---|
| **Variance Analysis** | Not enough data | Not enough data | 
| **Forecasts Comparison** | Not enough data | Not enough data | 
| **Forward Looking** | Not enough data | Not enough data | 

#### Agentic AI - Budgeting and Forecasting

| Feature | LivePlan | Upmetrics | 
|---|---|---|
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Financial Analysis

| Product | Score | Reviews |
|---|---|---|
| **LivePlan** | N/A | N/A |
| **Upmetrics** | 9.5/10 | 7 |

#### Data Management

| Feature | LivePlan | Upmetrics | 
|---|---|---|
| **Data Import** | Not enough data | 9.5 (7 reviews) | 
| **Data Consolidation** | Not enough data | 9.4 (6 reviews) | 
| **Data Validation** | Not enough data | 9.3 (5 reviews) | 

#### Reporting Structure

| Feature | LivePlan | Upmetrics | 
|---|---|---|
| **Reporting Hierarchy** | Not enough data | Not enough data | 
| **Report Templates** | Not enough data | Not enough data | 
| **Report Types** | Not enough data | Not enough data | 

#### Standard Analytics

| Feature | LivePlan | Upmetrics | 
|---|---|---|
| **Standard KPIs** | Not enough data | 9.3 (5 reviews) | 
| **Standard Reports** | Not enough data | 10.0 (5 reviews) | 
| **Financial Statements** | Not enough data | 10.0 (5 reviews) | 
| **Drill Down** | Not enough data | Not enough data | 

#### Custom Analytics

| Feature | LivePlan | Upmetrics | 
|---|---|---|
| **Dashboards** | Not enough data | 9.3 (5 reviews) | 
| **Custom KPIs** | Not enough data | 9.7 (5 reviews) | 
| **Custom Reports** | Not enough data | 9.3 (5 reviews) | 
| **Self Service** | Not enough data | Not enough data | 
| **Multiple Entities** | Not enough data | Not enough data | 

#### Agentic AI - Financial Analysis

| Feature | LivePlan | Upmetrics | 
|---|---|---|
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Cash Flow Management

| Product | Score | Reviews |
|---|---|---|
| **LivePlan** | N/A | N/A |
| **Upmetrics** | N/A | N/A |

#### Cash Flow Management

| Feature | LivePlan | Upmetrics | 
|---|---|---|
| **File Exports** | Not enough data | Not enough data | 
| **Income and Expenses** | Not enough data | Not enough data | 
| **Track Cash Flow** | Not enough data | Not enough data | 

#### Cash Flow Forecasting

| Feature | LivePlan | Upmetrics | 
|---|---|---|
| **Historical Data** | Not enough data | Not enough data | 
| **Reforecast** | Not enough data | Not enough data | 
| **Forecast Types** | Not enough data | Not enough data | 
| **Rolling Forecasts** | Not enough data | Not enough data | 
| **AI** | Not enough data | Not enough data | 

#### Analytics

| Feature | LivePlan | Upmetrics | 
|---|---|---|
| **Variance Analysis** | Not enough data | Not enough data | 
| **Reports** | Not enough data | Not enough data | 
| **Forecast Comparison** | Not enough data | Not enough data | 
| **Forward Looking** | Not enough data | Not enough data | 

#### Financial Data Transfer

| Feature | LivePlan | Upmetrics | 
|---|---|---|
| **Data Transfer** | Not enough data | Not enough data | 
| **Data Exchange** | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | 
| **Access** | Not enough data | Not enough data | 
| **Integration** | Not enough data | Not enough data | 

#### Agentic AI -  Cash Flow Management

| Feature | LivePlan | Upmetrics | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

### Business Plan

| Product | Score | Reviews |
|---|---|---|
| **LivePlan** | 7.7/10 | 12 |
| **Upmetrics** | 9.3/10 | 11 |

#### Builder

| Feature | LivePlan | Upmetrics | 
|---|---|---|
| **Templates** | 7.8 (9 reviews) | 9.2 (10 reviews) | 
| **Drag & Drop** | 7.7 (5 reviews) | 9.1 (9 reviews) | 
| **Progress Tracking** | 7.9 (8 reviews) | 9.4 (9 reviews) | 
| **Branding** | 7.9 (7 reviews) | 9.3 (9 reviews) | 

#### Goals

| Feature | LivePlan | Upmetrics | 
|---|---|---|
| **Definition** | 7.8 (10 reviews) | 9.1 (11 reviews) | 
| **Prioritize** | 7.7 (5 reviews) | 9.4 (9 reviews) | 
| **Alignment** | Not enough data | 9.4 (9 reviews) | 

#### Financials

| Feature | LivePlan | Upmetrics | 
|---|---|---|
| **Budgeting** | 6.5 (8 reviews) | 9.3 (10 reviews) | 
| **Projections** | 6.7 (9 reviews) | 9.4 (9 reviews) | 
| **Capital** | 8.9 (6 reviews) | 9.4 (9 reviews) | 

#### Agentic AI -  Business Plan

| Feature | LivePlan | Upmetrics | 
|---|---|---|
| **Multi-step Planning** | Not enough data | Not enough data | 

### Accounting & Finance

| Product | Score | Reviews |
|---|---|---|
| **LivePlan** | N/A | N/A |
| **Upmetrics** | N/A | N/A |

#### Agentic AI - Accounting & Finance

| Feature | LivePlan | Upmetrics | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (3):** [Business Plan Software](https://www.g2.com/categories/business-plan), [Financial Analysis Software](https://www.g2.com/categories/financial-analysis), [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting)

**Unique to LivePlan (1):** [Cash Flow Management Software](https://www.g2.com/categories/cash-flow-management)



---
## Reviewer Demographics

### By Company Size

| Segment | LivePlan | Upmetrics | 
|---|---|---|
| **Small-Business** | 85.0% | 86.2% | 
| **Mid-Market** | 7.5% | 13.8% | 
| **Enterprise** | 7.5% | 0% | 

### By Industry

#### LivePlan

- **Accounting:** 11.4%
- **Health, Wellness and Fitness:** 11.4%
- **Computer Software:** 8.6%
- **Marketing and Advertising:** 8.6%
- **Non-Profit Organization Management:** 5.7%
- **Management Consulting:** 5.7%
- **Information Technology and Services:** 5.7%
- **Higher Education:** 5.7%
- **Biotechnology:** 2.9%
- **Business Supplies and Equipment:** 2.9%
- **Other:** 31.4%

#### Upmetrics

- **Computer Software:** 44.8%
- **Marketing and Advertising:** 10.3%
- **Information Technology and Services:** 10.3%
- **Consulting:** 3.4%
- **Staffing and Recruiting:** 3.4%
- **Publishing:** 3.4%
- **Online Media:** 3.4%
- **Non-Profit Organization Management:** 3.4%
- **Market Research:** 3.4%
- **Human Resources:** 3.4%
- **Other:** 10.3%

---
## Alternatives

### Alternatives to LivePlan

- [Fathom](https://www.g2.com/products/fathom/reviews) — 4.7/5 stars (115 reviews)
- [Jirav](https://www.g2.com/products/jirav/reviews) — 4.7/5 stars (194 reviews)
- [Planful](https://www.g2.com/products/planful/reviews) — 4.3/5 stars (507 reviews)
- [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (479 reviews)
- [Spendesk](https://www.g2.com/products/spendesk/reviews) — 4.6/5 stars (413 reviews)
- [Datarails](https://www.g2.com/products/datarails/reviews) — 4.6/5 stars (370 reviews)
- [Anaplan](https://www.g2.com/products/anaplan/reviews) — 4.6/5 stars (461 reviews)
- [Workiva](https://www.g2.com/products/workiva-workiva/reviews) — 4.5/5 stars (2148 reviews)
- [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) — 4.3/5 stars (392 reviews)
- [HiBob HRIS](https://www.g2.com/products/hibob-hris/reviews) — 4.5/5 stars (2621 reviews)

### Alternatives to Upmetrics

- [Planful](https://www.g2.com/products/planful/reviews) — 4.3/5 stars (507 reviews)
- [Spendesk](https://www.g2.com/products/spendesk/reviews) — 4.6/5 stars (413 reviews)
- [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (479 reviews)
- [HiBob HRIS](https://www.g2.com/products/hibob-hris/reviews) — 4.5/5 stars (2621 reviews)
- [Workiva](https://www.g2.com/products/workiva-workiva/reviews) — 4.5/5 stars (2148 reviews)
- [Anaplan](https://www.g2.com/products/anaplan/reviews) — 4.6/5 stars (461 reviews)
- [Datarails](https://www.g2.com/products/datarails/reviews) — 4.6/5 stars (370 reviews)
- [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) — 4.3/5 stars (392 reviews)
- [LiveFlow](https://www.g2.com/products/liveflow/reviews) — 4.9/5 stars (332 reviews)
- [Celonis](https://www.g2.com/products/celonis/reviews) — 4.5/5 stars (323 reviews)

---
## Top Discussions

### LivePlan

No discussions available for this product.

### Upmetrics

No discussions available for this product.

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/liveplan-vs-upmetrics)