Link copied to clipboard # LivePlan vs Upmetrics Comparison - What are their main differences? Share [ Export ](/compare/liveplan/upmetrics/export.csv) LivePlanUpmetrics[+ Add Product](#) Pricing **LivePlan** **$20.00** Per Month · Monthly | Standard **Upmetrics** **$14.00** Per Month · Premium **Pricing Insights** from reviews Time to Implement **LivePlan** Not enough reviews yet **Upmetrics** Not enough reviews yet Return on Investment **LivePlan** Not enough reviews yet **Upmetrics** Not enough reviews yet Perceived Cost **LivePlan** $$$$$ **Upmetrics** Not enough reviews yet Average Discount **LivePlan** Not enough reviews yet **Upmetrics** Not enough reviews yet ![LivePlan](https://images.g2crowd.com/uploads/product/hd_favicon/70516b6d40b2a7a4dedec2b3243d9033/liveplan.svg "LivePlan") ![Upmetrics](https://images.g2crowd.com/uploads/product/hd_favicon/49c327a589ffe9812b99e769ec62c3db/upmetrics.svg "Upmetrics") G2 offers free advice on this comparison. Chat with an expert How would you like to receive Software Advice? ![](/assets/advisor_router/laptop_form-f1a7012279826105416befde8d882ffc7589b1f9db09c93a1379d601cafe8e0d.svg) FormAnswer questions at your own pace, no call required. ![](/assets/advisor_router/ai_agent-4d78629a3ba354fed449a65c60df3a6f2eda90fb98411b711df4b25d7be52a38.svg) AI AgentChat live and get a recommendation in minutes. ![](/assets/advisor_router/phone_call_picker-c48821ec36f4182d8ee3e54cfbd3937500eec54d7b7e0cfb80dc80a8a733842f.svg) Phone CallTalk it through live with a software advisor. **Pros & Cons** from reviews **LivePlan** Not enough data **Upmetrics** [ Ease of Use (8) ](https://www.g2.com/products/upmetrics/reviews?filters%5Bsentiment_snippet%5D=1476829&qs=pros-and-cons#reviews)[ Forecasting (8) ](https://www.g2.com/products/upmetrics/reviews?filters%5Bsentiment_snippet%5D=1476538&qs=pros-and-cons#reviews)[ Limited Templates (3) ](https://www.g2.com/products/upmetrics/reviews?filters%5Bsentiment_snippet%5D=1476666&qs=pros-and-cons#reviews)[ Affordability Issues (1) ](https://www.g2.com/products/upmetrics/reviews?filters%5Bsentiment_snippet%5D=1476691&qs=pros-and-cons#reviews) Integrations **LivePlan** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_f7eca886bb230760d68da02696a5cfc7/quickbooks-time.png "Product Avatar Image") QuickBooks Time ](https://www.g2.com/products/quickbooks-time/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_ec33e9d05030dd9c604a8848ebe0a8bb/xero.jpg "Product Avatar Image") Xero ](https://www.g2.com/products/xero/reviews)[ View all ](https://www.g2.com/products/liveplan/integrations) **Upmetrics** Not enough data Screenshots **LivePlan** ![LivePlan screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/1290346/step-by-step.png) **Upmetrics** ![Upmetrics screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/1852128/business-plan-01.jpg) **Ratings** from reviews Meets Requirements **LivePlan** 8.0 8.035 **Upmetrics** 9.0 9.026 Ease of Use **LivePlan** 8.6 8.637 **Upmetrics** 9.2 9.227 Ease of Setup **LivePlan** 9.3 9.320 **Upmetrics** 9.3 9.316 Ease of Admin **LivePlan** 8.9 8.911 **Upmetrics** 9.6 9.69 Quality of Support **LivePlan** 8.3 8.326 **Upmetrics** 9.0 9.026 Has the product been a good partner in doing business? **LivePlan** 9.1 9.19 **Upmetrics** 10.0 10.09 Product Direction (% positive) **LivePlan** 8.2 8.233 **Upmetrics** 9.1 9.126 **Features** ratings from reviews Business Plan 8.0 18 9.3 11 Budgeting and Forecasting 8.5 7 Not enough data Financial Analysis Not enough data 9.5 7 User Insights **Reviewers' Company Size** Small-Business(50 or fewer emp.) 87.8% Mid-Market(51-1000 emp.) 6.1% Enterprise(\> 1000 emp.) 6.1% Small-Business(50 or fewer emp.) 87.8% Mid-Market(51-1000 emp.) 6.1% Enterprise(\> 1000 emp.) 6.1% Small-Business(50 or fewer emp.) 86.2% Mid-Market(51-1000 emp.) 13.8% Enterprise(\> 1000 emp.) 0% Small-Business(50 or fewer emp.) 86.2% Mid-Market(51-1000 emp.) 13.8% Enterprise(\> 1000 emp.) 0% **Reviewers' Industry** [![LivePlan](https://images.g2crowd.com/uploads/product/hd_favicon/70516b6d40b2a7a4dedec2b3243d9033/liveplan.svg "LivePlan")](https://www.g2.com/products/liveplan/reviews) LivePlan Accounting 9.8% Health, Wellness and Fitness 9.8% Computer Software 7.3% Marketing and Advertising 7.3% Construction 4.9% Other 61.0% [![Upmetrics](https://images.g2crowd.com/uploads/product/hd_favicon/49c327a589ffe9812b99e769ec62c3db/upmetrics.svg "Upmetrics")](https://www.g2.com/products/upmetrics/reviews) Upmetrics Computer Software 44.8% Marketing and Advertising 10.3% Information Technology and Services 10.3% Consulting 3.4% Staffing and Recruiting 3.4% Other 27.6% Alternatives **LivePlan Alternatives** ![Fathom](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_3fff920642b8169a2698317ef3df8812/fathom.png "Fathom") [ Fathom ](/products/fathom/reviews) ![Jirav](https://images.g2crowd.com/uploads/product/hd_favicon/bd455fe3769aa488ef5e45b6a9b448dc/jirav.svg "Jirav") [ Jirav ](/products/jirav/reviews) ![Planful](https://images.g2crowd.com/uploads/product/hd_favicon/16a6704a16942ceac536b5b6fd3f7514/planful.svg "Planful") [ Planful ](/products/planful/reviews) ![Vena](https://images.g2crowd.com/uploads/product/hd_favicon/1dfe2ea86a9d8b17089b0a950f659036/vena.svg "Vena") [ Vena ](/products/vena/reviews) **Upmetrics Alternatives** ![Planful](https://images.g2crowd.com/uploads/product/hd_favicon/16a6704a16942ceac536b5b6fd3f7514/planful.svg "Planful") [ Planful ](/products/planful/reviews) ![Spendesk](https://images.g2crowd.com/uploads/product/hd_favicon/ef51fda01e5a82d3ae3d2d2adcc8aeed/spendesk.svg "Spendesk") [ Spendesk ](/products/spendesk/reviews) ![Vena](https://images.g2crowd.com/uploads/product/hd_favicon/1dfe2ea86a9d8b17089b0a950f659036/vena.svg "Vena") [ Vena ](/products/vena/reviews) ![Workiva](https://images.g2crowd.com/uploads/product/hd_favicon/8845cbdae0f5f9ef98fcde16c1e2f544/workiva-workiva.svg "Workiva") [ Workiva ](/products/workiva-workiva/reviews) ## LivePlan vs Upmetrics FAQs Generated using AI Last updated: August 14, 2026 ### What is the difference between LivePlan vs Upmetrics? Upmetrics stands out for its higher G2 rating and stronger reviewer-cited support, while LivePlan is noted for its structured guidance and financial planning features. | [LivePlan](https://www.g2.com/products/liveplan/reviews) | [Upmetrics](https://www.g2.com/products/upmetrics/reviews) | | --- | --- | | 4.3/5 (43 reviews) | 4.7/5 (29 reviews) | | Small-Business | Small-Business | | 9.2 | 9.3 | | 8.3 | 9.0 | | Structured guidance and financial planning | Time-saving and strong customer support | ### How do the pricing models of LivePlan and Upmetrics compare? Upmetrics is rated higher for value, with reviewers expressing greater satisfaction with its pricing compared to LivePlan. - **LivePlan:** Reviewers describe LivePlan as affordable and offering generous discounts, but some mention that its value tapers off for long-term use and that it can be expensive for pre-revenue planning. - **Upmetrics:** Reviewers highlight Upmetrics as a great value for money, with features that save time and streamline business planning, though a few mention a desire for more discount options on yearly plans. - **Switching reasons:** In recent reviews, some buyers switched to Upmetrics for its AI-powered features and perceived better value. ### What are the best alternatives to LivePlan and Upmetrics? The top three alternatives to LivePlan and Upmetrics are Fathom, Planful, and Jirav. | Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength | | --- | --- | --- | --- | --- | | [LivePlan](https://www.g2.com/products/liveplan/reviews) | 4.3/5 (43 reviews) | Small-Business | Affordable, offers discounts | Structured guidance and financial planning | | [Upmetrics](https://www.g2.com/products/upmetrics/reviews) | 4.7/5 (29 reviews) | Small-Business | Great value for money | Time-saving and strong customer support | | [Fathom](https://www.g2.com/products/fathom/reviews) | 4.7/5 (123 reviews) | Small-Business | — | — | | [Planful](https://www.g2.com/products/planful/reviews) | 4.3/5 (508 reviews) | Mid-Market | — | — | | [Jirav](https://www.g2.com/products/jirav/reviews) | 4.7/5 (194 reviews) | Small-Business | — | — | ### Which Business Plan features should I prioritize when comparing LivePlan and Upmetrics? Buyers comparing LivePlan and Upmetrics should prioritize financial forecasting, AI-powered plan generation, customer support, ease of use, and template variety. - **Financial forecasting:** LivePlan is frequently praised for its financial planning and forecasting tools; Upmetrics receives 2 all-time mentions for forecasting and 2 for financial management. - **AI-powered plan generation:** Upmetrics is highlighted for its AI business plan generator and automation (1 all-time mention); LivePlan reviewers also note AI assistance but with less frequency. - **Customer support:** Upmetrics receives 3 all-time mentions for customer support and a 9.0 Quality of Support score; LivePlan scores 8.3. - **Ease of use:** Upmetrics scores 9.2 for Ease of Use with 3 all-time mentions; LivePlan scores 8.5. - **Template variety:** Upmetrics receives 3 all-time mentions for limited templates, indicating this as a differentiator to consider. ### What are the pros and cons of LivePlan vs Upmetrics? Upmetrics' headline strength is its time-saving AI-powered planning and strong support, while LivePlan is recognized for structured guidance and robust financial planning. - **LivePlan strengths:** Structured guidance, financial planning, multi-user collaboration, and integration with QuickBooks. - **LivePlan trade-offs:** Reviewers note limited customization, simplistic financial forecasting for advanced users, and some pricing concerns for long-term or pre-revenue use. - **Upmetrics strengths:** Time-saving (4 all-time mentions), customer support (3 all-time mentions), ease of use (3 all-time mentions), AI-powered plan generation, and financial management (2 all-time mentions). - **Upmetrics trade-offs:** Limited template variety (3 all-time mentions), integration limitations (1 all-time mention), and some reviewers desire more documentation and customization options. ### Is LivePlan or Upmetrics better for small businesses? Both LivePlan and Upmetrics are primarily used by small businesses, but Upmetrics receives higher satisfaction scores from small-business reviewers. - **LivePlan:** Largest segment is Small-Business; reviewers highlight its structured approach and financial planning as beneficial for new and small business owners. - **Upmetrics:** Largest segment is Small-Business; reviewers consistently praise its ease of use, time-saving features, and strong support, making it highly suitable for small businesses. ### Which Business Plan platform has better integrations? LivePlan is favored for integrations, with reviewers citing QuickBooks and Xero connectivity, while Upmetrics reviewers express a desire for more integrations. - **LivePlan:** Reviewers mention integration with QuickBooks and Xero, with several noting the value of syncing financial data for forecasting and reporting. - **Upmetrics:** Reviewers frequently request integrations with accounting software such as QuickBooks and Xero, indicating current limitations in this area. ### How do LivePlan and Upmetrics compare on customer support? Upmetrics leads on Quality of Support with a 0.7-point advantage over LivePlan (9.0 vs 8.3). - **LivePlan:** Reviewers describe support as professional and responsive, with several citing quick resolution of issues and helpful onboarding, though a few mention inconsistent follow-through. - **Upmetrics:** Reviewers consistently highlight excellent, prompt, and helpful support, with 3 all-time mentions for customer support and multiple recent reviews praising the support team's responsiveness and effectiveness. ### Which is easier to implement, LivePlan or Upmetrics? Upmetrics and LivePlan are at parity on Ease of Setup, with both scoring above 9.2 and reviewers describing straightforward implementation experiences. - **LivePlan:** Reviewers frequently describe setup as easy, intuitive, and quick, with scores of 6-7 out of 7 in recent reviews. - **Upmetrics:** Reviewers report a smooth setup process, with many citing ease of onboarding and scores of 6-7 out of 7 for Ease of Setup. ### Which product has better Formulas? Upmetrics is favored for Formulas, with reviewers highlighting its financial modeling and forecasting capabilities. - **LivePlan:** Reviewers note robust financial planning features, but some mention limitations in formula customization and transparency. - **Upmetrics:** Reviewers consistently praise its financial modeling, forecasting, and automated formula features, with 2 all-time mentions for forecasting and 2 for financial management. ## LivePlan vs Upmetrics When assessing the two solutions, reviewers found Upmetrics easier to use and administer. Reviewers also felt that Upmetrics was easier to do business with overall. However reviewers felt that the products are equally easy to set up. - Reviewers felt that Upmetrics meets the needs of their business better than LivePlan. - When comparing quality of ongoing product support, reviewers felt that Upmetrics is the preferred option. - For feature updates and roadmaps, our reviewers preferred the direction of Upmetrics over LivePlan.