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Compare LivePlan and Upmetrics 
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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 plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that LivePlan's budgeting features, while functional, lack the advanced capabilities found in Upmetrics, particularly in areas like "Budget Hierarchies" and "What-If" scenarios, which Upmetrics users praise for their flexibility and depth.
- Reviewers mention that Upmetrics excels in "Templates" and "Drag & Drop" functionality, making it easier for users to create visually appealing and organized business plans, whereas LivePlan's templates are considered less intuitive and more rigid.
- G2 users highlight that Upmetrics offers superior "Cash Flow Management" tools, with features like "Track Cash Flow" and "Rolling Forecasts" that provide a more comprehensive view of financial health compared to LivePlan's more basic offerings.
- Users on G2 appreciate Upmetrics' "Custom Analytics" capabilities, including "Custom KPIs" and "Custom Reports," which allow for tailored insights, while LivePlan's analytics are seen as more standardized and less adaptable to specific business needs.
- Reviewers say that the "Quality of Support" is significantly better with Upmetrics, with many users noting prompt responses and helpful guidance, while LivePlan users have reported mixed experiences with support responsiveness.
- Users report that Upmetrics' "Forecasting" features, particularly in "Historical Data" and "Reforecast," are more robust and user-friendly, allowing for better financial planning, whereas LivePlan's forecasting tools are often described as lacking in depth and usability.
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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