Compare Planful and Upmetrics 
At a Glance
Market Segments
Mid-Market (48.2% of reviews)
Small-Business (85.7% of reviews)
Entry-Level Pricing
No pricing available
$14.00 Per Month
Planful
Star Rating
(490)4.3 out of 5
Market Segments
Mid-Market (48.2% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about PlanfulUpmetrics
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.
- G2 reviewers report that Planful excels in its customization options, allowing businesses to tailor the software to their unique needs. Users appreciate the flexibility and scalability of the platform, particularly for handling complex planning formulas and dynamic planning.
- Users say that Upmetrics shines with its AI business plan generator, which simplifies the writing process and helps users create strong drafts quickly. The financial forecasting tools are also highlighted for making projections feel manageable and realistic, especially for freelancers and small businesses.
- According to verified reviews, Planful has a significantly higher overall satisfaction score, indicating that users find it to be a more robust solution for budgeting and forecasting compared to Upmetrics. This is reflected in the positive feedback about the ease of creating reports and making quick changes.
- Reviewers mention that while Upmetrics offers a user-friendly experience, it may not meet the specific workflow needs of larger organizations as effectively as Planful. Users have noted that Planful's features are designed to address a variety of requirements across different industries.
- G2 reviewers highlight that Planful's implementation process, while generally effective, can be more challenging compared to Upmetrics, which is praised for its intuitive setup and ease of administration. Users appreciate how Upmetrics allows them to focus on their plans without getting bogged down in technical details.
- Users report that both products have strong support, but Upmetrics receives higher marks for its overall partnership in business, with users feeling more confident in its ability to support their planning needs. This is particularly important for small businesses looking for reliable guidance.
Pricing
Entry-Level Pricing
Planful
No pricing availableUpmetrics
Premium
$14.00
Per Month
- Includes everything in Starter Plan
- AI Plan Writing & Assistance
- 7-Year Financial Forecast
Free Trial
Planful
No trial information availableUpmetrics
No trial information availableRatings
Meets Requirements
8.5
328
9.3
25
Ease of Use
8.1
369
9.4
26
Ease of Setup
7.3
260
9.4
15
Ease of Admin
8.0
217
9.6
9
Quality of Support
8.3
317
9.3
25
Has the product been a good partner in doing business?
8.8
214
10.0
9
Product Direction (% positive)
9.1
315
9.5
25
Features by Category
Budget Creation
8.3
106
Not enough data
8.3
104
Not enough data
8.0
101
Not enough data
7.8
105
Not enough data
7.3
86
Not enough data
8.5
98
Not enough data
Budget Management
8.4
93
Not enough data
8.1
91
Not enough data
7.4
85
Not enough data
Forecasting
8.5
106
Not enough data
8.3
98
Not enough data
8.2
95
Not enough data
8.3
93
Not enough data
6.0
54
Not enough data
Analytics
8.3
100
Not enough data
8.4
99
Not enough data
7.9
90
Not enough data
Agentic AI - Budgeting and Forecasting
4.9
15
Not enough data
4.8
15
Not enough data
5.1
15
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
Builder
Not enough data
9.1
9
Not enough data
9.1
9
Not enough data
9.4
9
Not enough data
9.3
9
Goals
Not enough data
9.0
10
Not enough data
9.4
9
Not enough data
9.4
9
Financials
Not enough data
9.3
9
Not enough data
9.4
9
Not enough data
9.4
9
Agentic AI - Business Plan
Not enough data
Not enough data
Reconciliation
8.3
68
|
Verified
Not enough data
8.5
69
|
Verified
Not enough data
7.7
61
|
Verified
Not enough data
Reporting
8.9
78
|
Verified
Not enough data
8.6
73
|
Verified
Not enough data
8.9
75
|
Verified
Not enough data
Closing Process
7.7
60
|
Verified
Not enough data
7.3
58
|
Verified
Not enough data
8.1
68
|
Verified
Not enough data
AI - Financial Close
4.6
9
Not enough data
5.6
9
Not enough data
4.8
9
Not enough data
5.6
9
Not enough data
6.2
10
Not enough data
Financial Planning
7.8
55
|
Verified
Not enough data
8.7
63
|
Verified
Not enough data
8.1
63
|
Verified
Not enough data
Agentic AI - FP&A (Financial Planning & Analysis)
4.6
14
Not enough data
5.2
14
Not enough data
Financial Insight
8.4
149
|
Verified
Not enough data
8.3
146
|
Verified
Not enough data
8.2
146
|
Verified
Not enough data
Data
6.7
125
|
Verified
Not enough data
7.6
135
|
Verified
Not enough data
8.1
150
|
Verified
Not enough data
7.7
141
|
Verified
Not enough data
Status Communication
7.2
106
|
Verified
Not enough data
8.2
116
|
Verified
Not enough data
8.0
112
|
Verified
Not enough data
6.6
82
|
Verified
Not enough data
Agentic AI - Marketing Resource Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Planful and Upmetrics are categorized as Budgeting and Forecasting
Unique Categories
Planful is categorized as Financial Close, FP&A (Financial Planning & Analysis), and Marketing Resource Management
Upmetrics is categorized as Business Plan and Financial Analysis
Reviews
Reviewers' Company Size
Planful
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
Computer Software
8.3%
Hospital & Health Care
5.1%
Accounting
4.5%
Insurance
4.5%
Financial Services
4.2%
Other
73.5%
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
How can I use the database from Planful direct to Power Bi? Is there this possibility, today?
2 Comments
MK
You could try to complement it with Power BI custom visuals that are build for planning like...Read more
Planful has no more discussions with answers
Upmetrics has no discussions with answers
Hunting for software insights?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
