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Compare LivePlan and Upmetrics 
At a Glance
Market Segments
Small-Business (86.2% of reviews)
Small-Business (85.7% of reviews)
Entry-Level Pricing
$20.00 Per Month
$14.00 Per Month
LivePlan
Star Rating
(31)4.1 out of 5
Market Segments
Small-Business (86.2% of reviews)
Pros & Cons
Entry-Level Pricing
$20.00 Per Month
Browse all 2 pricing plansUpmetrics
Star Rating
(28)4.8 out of 5
Market Segments
Small-Business (85.7% of reviews)
Pros & Cons
Entry-Level Pricing
$14.00 Per Month
Browse all 2 pricing plansLivePlan vs Upmetrics
When assessing the two solutions, reviewers found Upmetrics easier to use, set up, and administer. Reviewers also preferred doing business with Upmetrics overall.
- 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.
Pricing
Entry-Level Pricing
LivePlan
Monthly | Standard
$20.00
Per Month
For anyone who needs a professional business plan.
- 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.
Upmetrics
Premium
$14.00
Per Month
- Includes everything in Starter Plan
- AI Plan Writing & Assistance
- 7-Year Financial Forecast
Free Trial
LivePlan
No trial information availableUpmetrics
No trial information availableRatings
Meets Requirements
7.6
24
9.3
25
Ease of Use
8.3
25
9.4
26
Ease of Setup
9.0
8
9.4
15
Ease of Admin
9.0
7
9.6
9
Quality of Support
8.3
17
9.3
25
Has the product been a good partner in doing business?
9.0
5
10.0
9
Product Direction (% positive)
7.5
23
9.5
25
Features by Category
Budget Creation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
9.3
5
Not enough data
Budget Management
Not enough data
Not enough data
7.0
5
Not enough data
Not enough data
Not enough data
Forecasting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Budgeting and Forecasting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Management
Not enough data
9.5
7
Not enough data
9.4
6
Not enough data
9.3
5
Reporting Structure
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Standard Analytics
Not enough data
9.3
5
Not enough data
10.0
5
Not enough data
10.0
5
Not enough data
Not enough data
Custom Analytics
Not enough data
9.3
5
Not enough data
9.7
5
Not enough data
9.3
5
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Financial Analysis
Not enough data
Not enough data
Not enough data
Not enough data
Cash Flow Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Cash Flow Forecasting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Financial Data Transfer
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Cash Flow Management
Not enough data
Not enough data
Builder
7.9
7
9.1
9
7.7
5
9.1
9
7.6
7
9.4
9
7.5
6
9.3
9
Goals
6.9
7
9.0
10
7.7
5
9.4
9
Not enough data
9.4
9
Financials
7.1
7
9.3
9
6.4
7
9.4
9
8.7
5
9.4
9
Agentic AI - Business Plan
Not enough data
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
LivePlan and Upmetrics are categorized as Business Plan, Financial Analysis, and Budgeting and Forecasting
Reviews
Reviewers' Company Size
LivePlan
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Upmetrics
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Accounting
13.8%
Health, Wellness and Fitness
10.3%
Computer Software
10.3%
Management Consulting
6.9%
Information Technology and Services
6.9%
Other
51.7%
Computer Software
46.4%
Marketing and Advertising
10.7%
Information Technology and Services
10.7%
Consulting
3.6%
Staffing and Recruiting
3.6%
Other
25.0%
Discussions
LivePlan has no discussions with answers
Upmetrics has no discussions with answers
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