# Planful vs Upmetrics Comparison --- ## AI Generated Summary - **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. | | Planful | Upmetrics | |---|---|---| | **Star Rating** | 4.3 out of 5 | 4.7 out of 5 | | **Total Reviews** | 501 | 29 | | **Largest Market Segment** | Mid-Market (49.1% of reviews) | Small-Business (86.2% of reviews) | | **Entry Level Price** | No pricing available | $14.00 Per Month | --- ## Top Pros & Cons ### Planful Pros: - Ease of Use (48 reviews) - Reporting (29 reviews) Cons: - Learning Curve (17 reviews) - Learning Difficulty (17 reviews) ### Upmetrics Pros: - Ease of Use (8 reviews) - Forecasting (8 reviews) Cons: - Limited Templates (3 reviews) - Affordability Issues (1 reviews) --- ## Ratings Comparison | Rating | Planful | Upmetrics | |---|---|---| | **Meets Requirements** | 8.4 (336 reviews) | 9.0 (26 reviews) | | **Ease of Use** | 8.1 (377 reviews) | 9.2 (27 reviews) | | **Ease of Setup** | 7.3 (266 reviews) | 9.3 (16 reviews) | | **Ease of Admin** | 8.0 (218 reviews) | 9.6 (9 reviews) | | **Quality of Support** | 8.3 (325 reviews) | 9.0 (26 reviews) | | **Has the product been a good partner in doing business?** | 8.8 (215 reviews) | 10.0 (9 reviews) | | **Product Direction (% positive)** | 9.1 (320 reviews) | 9.1 (26 reviews) | --- ## Pricing ### Planful #### Entry-Level Pricing No pricing available #### Free Trial No information available ### 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 | |---|---|---| | **Planful** | 7.6/10 | 116 | | **Upmetrics** | N/A | N/A | #### Budget Creation | Feature | Planful | Upmetrics | |---|---|---| | **Data Import** | 8.3 (107 reviews) | Not enough data | | **Budget Hierarchies** | 8.4 (106 reviews) | Not enough data | | **Versioning** | 8.0 (101 reviews) | Not enough data | | **Formulas** | 7.8 (106 reviews) | Not enough data | | **What-If** | 7.3 (86 reviews) | Not enough data | | **Budget Periods** | 8.5 (98 reviews) | Not enough data | #### Budget Management | Feature | Planful | Upmetrics | |---|---|---| | **Consolidation** | 8.4 (96 reviews) | Not enough data | | **Adjustments** | 8.1 (91 reviews) | Not enough data | | **Workflows** | 7.5 (88 reviews) | Not enough data | #### Forecasting | Feature | Planful | Upmetrics | |---|---|---| | **Historical Data** | 8.6 (107 reviews) | Not enough data | | **Reforecast** | 8.3 (98 reviews) | Not enough data | | **Forecast Types** | 8.2 (95 reviews) | Not enough data | | **Rolling Forecasts** | 8.3 (94 reviews) | Not enough data | | **AI** | 6.0 (55 reviews) | Not enough data | #### Analytics | Feature | Planful | Upmetrics | |---|---|---| | **Variance Analysis** | 8.3 (102 reviews) | Not enough data | | **Forecasts Comparison** | 8.4 (100 reviews) | Not enough data | | **Forward Looking** | 7.9 (90 reviews) | Not enough data | #### Agentic AI - Budgeting and Forecasting | Feature | Planful | Upmetrics | |---|---|---| | **Natural Language Interaction** | 4.9 (15 reviews) | Not enough data | | **Proactive Assistance** | 4.8 (15 reviews) | Not enough data | | **Decision Making** | 5.1 (15 reviews) | Not enough data | ### Financial Analysis | Product | Score | Reviews | |---|---|---| | **Planful** | N/A | N/A | | **Upmetrics** | 9.5/10 | 7 | #### Data Management | Feature | Planful | 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 | Planful | 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 | Planful | 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 | Planful | 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 | Planful | Upmetrics | |---|---|---| | **Cross-system Integration** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | ### Business Plan | Product | Score | Reviews | |---|---|---| | **Planful** | N/A | N/A | | **Upmetrics** | 9.3/10 | 11 | #### Builder | Feature | Planful | Upmetrics | |---|---|---| | **Templates** | Not enough data | 9.2 (10 reviews) | | **Drag & Drop** | Not enough data | 9.1 (9 reviews) | | **Progress Tracking** | Not enough data | 9.4 (9 reviews) | | **Branding** | Not enough data | 9.3 (9 reviews) | #### Goals | Feature | Planful | Upmetrics | |---|---|---| | **Definition** | Not enough data | 9.1 (11 reviews) | | **Prioritize** | Not enough data | 9.4 (9 reviews) | | **Alignment** | Not enough data | 9.4 (9 reviews) | #### Financials | Feature | Planful | Upmetrics | |---|---|---| | **Budgeting** | Not enough data | 9.3 (10 reviews) | | **Projections** | Not enough data | 9.4 (9 reviews) | | **Capital** | Not enough data | 9.4 (9 reviews) | #### Agentic AI - Business Plan | Feature | Planful | Upmetrics | |---|---|---| | **Multi-step Planning** | Not enough data | Not enough data | ### Financial Close | Product | Score | Reviews | |---|---|---| | **Planful** | 7.2/10 | 83 | | **Upmetrics** | N/A | N/A | #### Reconciliation | Feature | Planful | Upmetrics | |---|---|---| | **Consolidation** | 8.3 (70 reviews) ✓ Verified | Not enough data | | **Management** | 8.5 (69 reviews) ✓ Verified | Not enough data | | **Accounting** | 7.7 (61 reviews) ✓ Verified | Not enough data | #### Reporting | Feature | Planful | Upmetrics | |---|---|---| | **Report Types** | 8.9 (79 reviews) ✓ Verified | Not enough data | | **Standard** | 8.6 (73 reviews) ✓ Verified | Not enough data | | **Custom** | 8.9 (76 reviews) ✓ Verified | Not enough data | #### Closing Process | Feature | Planful | Upmetrics | |---|---|---| | **Audit** | 7.7 (61 reviews) ✓ Verified | Not enough data | | **Journal Entries** | 7.3 (59 reviews) ✓ Verified | Not enough data | | **Distribution** | 8.1 (68 reviews) ✓ Verified | Not enough data | #### AI - Financial Close | Feature | Planful | Upmetrics | |---|---|---| | **Autonomous Task Execution** | 4.6 (9 reviews) | Not enough data | | **Compliance** | 5.6 (9 reviews) | Not enough data | | **Reconciliation** | 4.8 (9 reviews) | Not enough data | | **Data Collection** | 5.6 (9 reviews) | Not enough data | | **Analysis** | 6.5 (11 reviews) | Not enough data | ### FP&A (Financial Planning & Analysis) | Product | Score | Reviews | |---|---|---| | **Planful** | 7.5/10 | 164 | | **Upmetrics** | N/A | N/A | #### Financial Planning | Feature | Planful | Upmetrics | |---|---|---| | **Extended Planning** | 7.8 (55 reviews) ✓ Verified | Not enough data | | **Reporting** | 8.8 (65 reviews) ✓ Verified | Not enough data | | **Integration** | 8.1 (64 reviews) ✓ Verified | Not enough data | #### Agentic AI - FP&A (Financial Planning & Analysis) | Feature | Planful | Upmetrics | |---|---|---| | **Proactive Assistance** | 4.6 (14 reviews) | Not enough data | | **Decision Making** | 5.2 (14 reviews) | Not enough data | #### Financial Insight | Feature | Planful | Upmetrics | |---|---|---| | **Budgeting** | 8.4 (152 reviews) ✓ Verified | Not enough data | | **Forecasting** | 8.3 (149 reviews) ✓ Verified | Not enough data | | **Planning** | 8.2 (149 reviews) ✓ Verified | Not enough data | #### Data | Feature | Planful | Upmetrics | |---|---|---| | **Data Visualization** | 6.7 (126 reviews) ✓ Verified | Not enough data | | **Data Analysis** | 7.6 (136 reviews) ✓ Verified | Not enough data | | **Custom Reporting** | 8.1 (153 reviews) ✓ Verified | Not enough data | | **Reporting Templates** | 7.7 (143 reviews) ✓ Verified | Not enough data | #### Status Communication | Feature | Planful | Upmetrics | |---|---|---| | **Collaboration** | 7.3 (107 reviews) ✓ Verified | Not enough data | | **Version Control** | 8.2 (117 reviews) ✓ Verified | Not enough data | | **Real-Time Data Updates** | 8.0 (113 reviews) ✓ Verified | Not enough data | | **Scorecards** | 6.6 (82 reviews) ✓ Verified | Not enough data | ### Marketing Resource Management | Product | Score | Reviews | |---|---|---| | **Planful** | N/A | N/A | | **Upmetrics** | N/A | N/A | #### Agentic AI - Marketing Resource Management | Feature | Planful | Upmetrics | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Multi-step Planning** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | ### Accounting & Finance | Product | Score | Reviews | |---|---|---| | **Planful** | N/A | N/A | | **Upmetrics** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | Planful | Upmetrics | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | --- ## Categories **Shared Categories (1):** [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) **Unique to Planful (3):** [Financial Close Software](https://www.g2.com/categories/financial-close), [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis), [Marketing Resource Management Software](https://www.g2.com/categories/marketing-resource-management) **Unique to Upmetrics (2):** [Business Plan Software](https://www.g2.com/categories/business-plan), [Financial Analysis Software](https://www.g2.com/categories/financial-analysis) --- ## Reviewer Demographics ### By Company Size | Segment | Planful | Upmetrics | |---|---|---| | **Small-Business** | 6.2% | 86.2% | | **Mid-Market** | 49.1% | 13.8% | | **Enterprise** | 44.7% | 0% | ### By Industry #### Planful - **Computer Software:** 8.4% - **Hospital & Health Care:** 5.4% - **Accounting:** 4.4% - **Insurance:** 4.4% - **Financial Services:** 4.2% - **Non-Profit Organization Management:** 3.8% - **Biotechnology:** 2.7% - **Food & Beverages:** 2.7% - **Internet:** 2.7% - **Medical Devices:** 2.7% - **Other:** 58.7% #### 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 Planful - [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (476 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 (357 reviews) - [Board](https://www.g2.com/products/board/reviews) — 4.4/5 stars (318 reviews) - [Prophix Software](https://www.g2.com/products/prophix-software/reviews) — 4.4/5 stars (219 reviews) - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) — 4.6/5 stars (160 reviews) - [Cube](https://www.g2.com/products/cube-2025-12-17/reviews) — 4.5/5 stars (137 reviews) - [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) — 4.6/5 stars (107 reviews) - [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) — 4.3/5 stars (312 reviews) - [Solver](https://www.g2.com/products/solver/reviews) — 4.5/5 stars (266 reviews) ### Alternatives to Upmetrics - [LivePlan](https://www.g2.com/products/liveplan/reviews) — 4.2/5 stars (35 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 (476 reviews) - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) — 4.5/5 stars (2149 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 (357 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 (322 reviews) - [Board](https://www.g2.com/products/board/reviews) — 4.4/5 stars (318 reviews) - [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) — 4.3/5 stars (312 reviews) --- ## Top Discussions ### Planful - Title: [How can I use the database from Planful direct to Power Bi? Is there this possibility, today?](https://www.g2.com/discussions/30800-how-can-i-use-the-database-from-planful-direct-to-power-bi-is-there-this-possibility-today) — 2 comments, 1 upvote > **Top comment:** "You could try to complement it with Power BI custom visuals that are build for planning like..." ### Upmetrics No discussions available for this product. --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/planful-vs-upmetrics)