--- title: Upmetrics Reviews meta_title: 'Upmetrics Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 29 reviews by the users' company size, role or industry to find out how Upmetrics works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 29 scale: '5' date_modified: '2026-09-28' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Upmetrics Reviews **Vendor:** Upmetrics **Category:** [Business Plan Software](https://www.g2.com/categories/business-plan) **Average Rating:** 4.7/5.0 **Total Reviews:** 29 **AI Enabled:** This product embeds AI to enhance or extend its core functionality. ## About Upmetrics Upmetrics is an AI-powered business planning software that helps entrepreneurs and small business owners create professional business plans, forecast finances, and plan their next steps with greater clarity. With the Upmetrics AI Business Plan Generator, you can build and refine each section of your plan with step-by-step guidance, AI-assisted writing, industry research, and 400+ sample business plans for reference. Upmetrics isn’t limited to writing business plans. You can also create financial forecasts, prepare budgets, test different scenarios, build pitch decks, and work on your business strategy using 50+ strategic planning canvases. Its financial forecasting tools help you project revenue, expenses, profit, and cash flow without having to build complex spreadsheets from scratch. Teams can also collaborate on plans, share feedback, and keep their planning work organized in one place. Used by more than 110K entrepreneurs worldwide, Upmetrics brings business planning, financial forecasting, strategic planning, and pitch deck creation together in one platform, making it easier to handle more of your business planning in one place. ## Upmetrics Pros & Cons Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users find Upmetrics to have **ease of use** , making business planning straightforward and organized. (8 reviews) - Users value the **advanced forecasting tools** of Upmetrics, which simplify financial planning and enhance decision-making. (8 reviews) - Users find **Upmetrics incredibly time-saving** , streamlining business planning and allowing focus on other important tasks. (4 reviews) - Users value the **incredible customer support** of Upmetrics, praising their quick and efficient responses to inquiries. (3 reviews) - Users appreciate the **financial management features** of Upmetrics, simplifying projections and enhancing goal organization for freelancers. (3 reviews) - Forecasting Efficiency (3 reviews) - Users appreciate the **organizational capabilities** of Upmetrics, facilitating goal setting and income tracking effectively. (2 reviews) - Features (2 reviews) - Automation (1 reviews) - Budgeting Efficiency (1 reviews) **What users dislike:** - Users desire **more business templates** and customization options for enhanced design capabilities in Upmetrics. (3 reviews) - Users express frustration over **affordability issues** , as AI Assistant is limited to premium users only. (1 reviews) - Users desire improved **integration with Quickbooks** to enhance financial data accuracy and forecasting capabilities. (1 reviews) - Users express a need for **more integrations** with accounting software to enhance Upmetrics' usability. (1 reviews) - Users express a desire for more **comprehensive documentation** to enhance their understanding and utilization of Upmetrics. (1 reviews) ## Upmetrics Reviews ### 1. Cancelled on Time, Charged Anyway **Rating:** 0.0/5.0 stars **Reviewed by:** Giacomo C. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Source: G2 invite:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** June 02, 2026 **What do you like best about Upmetrics?** The main benefit is having a structured framework for building a business plan. Beyond that, I struggled to find meaningful advantages over general AI tools. I expected a specialized platform to outperform ChatGPT or Claude in its niche, but that was not my experience. **What do you dislike about Upmetrics?** The biggest issue is trust. I cancelled my subscription before renewal, received no confirmation email or cancellation record, and was charged again on the renewal date. Whether this was a technical issue or a process failure, the outcome was the same: I paid for a service I believed I had already cancelled. For a SaaS company managing recurring payments, this is unacceptable and overshadowed any value the product may have provided. **What problems is Upmetrics solving and how is that benefiting you?** It helped organize business planning documents in a structured format. However, I did not find the platform delivered enough unique value to justify its cost. In my experience, AI tools such as ChatGPT and Claude produced comparable or better results while offering significantly greater flexibility and responsiveness. ### 2. Made planning quick and easy **Rating:** 4.5/5.0 stars **Reviewed by:** Bhavik B. | Co-Founder, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** September 26, 2025 **What do you like best about Upmetrics?** Upmetrics’ AI business plan generator gives me a strong draft right away, and the forecasting tools take the stress out of the financials. Since all my work stays in one place, I can just focus on finishing my plan instead of messing around with spreadsheets. **What do you dislike about Upmetrics?** Nothing yet. Everything worked smoothly for me. **What problems is Upmetrics solving and how is that benefiting you?** I always felt stressed about writing a business plan because it seemed complicated. Upmetrics does the heavy lifting, keeps everything organized, and lets me create a professional plan without stress. It made the process much faster. ### 3. Great tool for class projects **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 08, 2025 **What do you like best about Upmetrics?** The AI business plan generator made writing easy, and the financial forecasting tools helped me understand how projections work in real business settings. The entire process felt clear and manageable from start to finish. **What do you dislike about Upmetrics?** No issues so far, everything has worked well. **What problems is Upmetrics solving and how is that benefiting you?** Upmetrics saved me hours by taking care of the structure and formatting, so I could spend my time working on the ideas. The final plan came out polished and professional, helped me secure a higher grade, and gave me the confidence to present it in class without stress. ### 4. Helpd with my freelance business **Rating:** 5.0/5.0 stars **Reviewed by:** Jahid H. | SEO Analyst, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 07, 2025 **What do you like best about Upmetrics?** I liked how it helped me organize my freelance goals and income targets. The AI tool made it easy to write sections like services and pricing, and the financial features kept my projections realistic. **What do you dislike about Upmetrics?** Nothing to complain about, it’s been great. **What problems is Upmetrics solving and how is that benefiting you?** Upmetrics helped me create a complete, investor-ready plan in no time. I now use it to stay focused, track my progress, and grow my freelance business with more clarity and direction. ### 5. Effortlessly Create Winning Business Plans **Rating:** 4.5/5.0 stars **Reviewed by:** Tiffany R. | Content Writer, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** June 20, 2024 **What do you like best about Upmetrics?** The AI co-pilot of Upmetrics really works as a partner to my business. I never felt stuck about what to do next with Upmetrics. The best part is, the tool not only helps with writing but with financial forecasting too. So, for me, this is an amazing business planning software. **What do you dislike about Upmetrics?** I haven't encountered any major issues so far, but I would appreciate more customizable template options for cover page designs. **What problems is Upmetrics solving and how is that benefiting you?** When I started my coffee shop, I was staring at the blank page for writing the business plan and didn't know where to start. Upmetrics really simplifies business plan writing and financial forecasting, which helped me get funding too for my coffee shop. Apart from that, it also helped me create a pitch in just hours. The platform's collaboration and sharing options allowed my team to work together seamlessly, resulting in a more comprehensive business plan. ### 6. Best AI assistant for business plan **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** June 27, 2024 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Upmetrics?** As a founder of a software development agency, I didn't find any relevant templates or resources to write my business plan. Then, I found Upmetrics. It is amazing. Its step-by-step guidance and AI assistant helped me write the plan in just a day, saving me time to focus on other aspects of business. **What do you dislike about Upmetrics?** It would be great if they could provide more customizations and discount options on yearly plans. **What problems is Upmetrics solving and how is that benefiting you?** Upmetrics made the journey worthwhile. It helped create my business plan, which also helped with funding. Not only is the tool AI-powered, but I also like the software's financial forecasting feature. Apart from that, I also made the pitch to crack the first meeting with my investors. ### 7. Streamlined our Business Planning process **Rating:** 5.0/5.0 stars **Reviewed by:** Sumit S. | Founder, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** June 14, 2024 **What do you like best about Upmetrics?** We found the single page business plan very helpful in aligning the entire team towards our missions and goals. Removed all excess fat and help the team focus **What do you dislike about Upmetrics?** Would be helpful if they could integrate with account softwares and CRM. Can really be a force multiplier **What problems is Upmetrics solving and how is that benefiting you?** Upmetrics consolidates all our planning needs into one platform. We use it to create business plans, pitch decks, and financial forecasts. This centralization has eliminated the hassle of juggling multiple tools and documents, saving us time and reducing errors ### 8. Effective Solution for Securing Funding **Rating:** 4.5/5.0 stars **Reviewed by:** Nischal J. | Business Development (Founding Member), Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** May 30, 2024 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Upmetrics?** Upmetrics provides a comprehensive platform that simplifies the process of securing funding. The detailed financial modeling tools and business plan templates are extremely helpful in presenting a compelling case to investors and lenders. **What do you dislike about Upmetrics?** While the platform is robust, it could benefit from more interactive tutorials to help new users maximize its features quickly. **What problems is Upmetrics solving and how is that benefiting you?** Upmetrics has streamlined our approach to securing funding by providing clear, professional financial projections and business plans. This has greatly improved our chances of obtaining the necessary capital to grow our business. ### 9. Great co-pilot for business plan creation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** August 07, 2024 **What do you like best about Upmetrics?** Saves a lot of time in the business planning and forecasting activities. As a founder raising funds, this also helps a lot in making sure I am not making any obvious gaps in the plan to be shared with prospective investors, making us look well prepared and diligent **What do you dislike about Upmetrics?** Sometimes the ideas from its AI engine could be too generic, but they offer a good starting point **What problems is Upmetrics solving and how is that benefiting you?** Helps us create business plans and financial projections for fundraising ### 10. Good tool for business planning **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** September 11, 2024 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Upmetrics?** We like the AI feature and forecasting tool of upmetrics **What do you dislike about Upmetrics?** I would like to see more business templates. **What problems is Upmetrics solving and how is that benefiting you?** Financial analysis and business forecasting ### 11. Best software for Business Planning **Rating:** 5.0/5.0 stars **Reviewed by:** Abhishek A. | Founder & CEO, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** November 20, 2023 **What do you like best about Upmetrics?** Have tried many business plan tools, but Upmetrics worked best for us.

2 Highlights for me:
1. AI tools that helps me to easy create the business plan and write things quickly.
2. They have an incredible support team. They are quick and to the point in responding. **What do you dislike about Upmetrics?** Would have loved, if they would integrate from Quickbooks to pickup our financial data and create accurate forecasting plans. **What problems is Upmetrics solving and how is that benefiting you?** Last year, we started our journey to raise funds. In order to do that, we had to put down a Business plan. It is when I started looking for a software which can simplify this for us. While researching online, came across upmetrics. A great value for money tool, with great features that saves a lot of our time. ### 12. Business Planning Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Susheel J. | Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** November 06, 2023 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Upmetrics?** For us, Upmetrics stands out for their AI-powered business plan assistance. They are helping us simplifying the planning. Support is their big plus, it's one of the best I've come across. **What do you dislike about Upmetrics?** AI Assistant is exclusive only to the premium users **What problems is Upmetrics solving and how is that benefiting you?** Upmetrics solved the complexities of business planning, their application of AI in doing so is amazing. It made our planning and forecasting more efficient. Also, helped us to streamline financial forecasting and roadmaps. Financial projections had been a tricky thing for us to solve. ### 13. upmetrics make our business plan very easy and trackable **Rating:** 5.0/5.0 stars **Reviewed by:** Alpesh V. | Chief Executive Officer, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through Google One Tap using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** November 17, 2023 **What do you like best about Upmetrics?** Upmetrics has made our business plan very easy and trackable. We have been using Upmetrics for business plan tracking and managing. It's easy to implement and the financial forecasting is great. Additions to AI tools are a great plus point for us. **What do you dislike about Upmetrics?** It took us some time to learn the platform but it's been great once you learn it. Adding a tutorial on the dashboard can help a person learn faster. **What problems is Upmetrics solving and how is that benefiting you?** It has been solving our business plan problem and financial tracking. It's very easy to use and has lots of options which help us to make our business plan easily, and they have provided lots of templates which help us to make more meaningful additions to our business plan. ### 14. Our go-to solution for strategic financial planning **Rating:** 5.0/5.0 stars **Reviewed by:** Shreelekha S. | Growth, Marketing and Advertising, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 29, 2023 **What do you like best about Upmetrics?** Upmetrics offers advanced financial forecasting and it has significantly improved our planning process. We're able to make more confident decisions based on the accurate insights and data we get via Upmetrics. The neatly visualized and automated reports are just another reason for us to use this tool consistently and say goodbye to chaotic spreadsheets. **What do you dislike about Upmetrics?** Every capability is thoughtfully designed and adopting the tool was easy. The support is prompt and we frequently share our feedback with the team. **What problems is Upmetrics solving and how is that benefiting you?** Managing financial data has always been a hassle for our team. But Upmetrics quickly solved this challenge by tracking all meaningful metrics and creating reports in a single platform. The tool is convenient and gives us accurate predictions to make better business decisions. ### 15. Where Business Planning Meets Simplicity **Rating:** 5.0/5.0 stars **Reviewed by:** Vaibhav K. | CEO, Computer Software, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 17, 2023 **What do you like best about Upmetrics?** I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use & understand. It simplifies the often complex process of creating financial projections and forecasts. Along with it, AI assistance worked wonders for me. **What do you dislike about Upmetrics?** It would have been great if they added a few more strategic planning templates. **What problems is Upmetrics solving and how is that benefiting you?** Most founders lack a structured process for writing a business plan and financial formulas. AI assistance, a step-by-step guide, and automated financial calculators help build a business plan in just a few hours. ### 16. Best AI powered business plan software for business plans **Rating:** 5.0/5.0 stars **Reviewed by:** Deep B. | CEO of ContextQA, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 30, 2023 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Upmetrics?** The AI makes it extremely simple to put together an organization's method or budgets without the need for switching between spreadsheets. **What do you dislike about Upmetrics?** So far, nothing noteworthy; I only wish they would offer more templates in the future. I'd also want to see additional documentation. **What problems is Upmetrics solving and how is that benefiting you?** I want to save time developing a plan - It's essential but it'd be amazing to be able to put together a plan that looks professional, ticks all the boxes with questions and answers, and I can cooperate with my colleague for checking so I can focus on other things that are important in my business. That is possible using Upmetrics. ### 17. Takes care of one of the hardest parts of fundraising **Rating:** 5.0/5.0 stars **Reviewed by:** Deepak D. | Co-Founder and CEO, Computer Software, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 26, 2023 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Upmetrics?** Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and generating and publishing financial reports are things that takes up a lot of a founders' time.

Upmetrics simplifies all of it, making the journey to fundraising super easy. **What do you dislike about Upmetrics?** In talks with them to integrate our current accounting software, so data can flow quickly into Upmetrics—it's already in the pipeline. Customer support is stellar—they are always open to suggestions. **What problems is Upmetrics solving and how is that benefiting you?** Helping us in our fundraising journey by consolidating our financial data into clear projections and reports and by helping us draft and fine-tune our business plan for maximum impact. ### 18. Great tool to create planning related documents **Rating:** 5.0/5.0 stars **Reviewed by:** Dinesh A. | Co-founder and CTO, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 18, 2023 **What do you like best about Upmetrics?** Upmetrics make it easy to create documents that are mandatory but tedious to prepare. I like how you can simply answer a bunch of questions quickly, or use AI for it, and get your business plan ready in no time. **What do you dislike about Upmetrics?** I wish they could fetch numbers from my Xero account and put them where needed. They said they will add it soon so I am keeping my fingers crossed. **What problems is Upmetrics solving and how is that benefiting you?** Creating business plans when we apply for loans or grants etc. is a time consuming task. We don't even entertain smaller grants because we are so scared of preparing those documents. But with upmetrics it is a child's play. ### 19. Amazing platform for Business Plan Drafting **Rating:** 5.0/5.0 stars **Reviewed by:** Gaurav N. | CEO, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 04, 2023 **What do you like best about Upmetrics?** I've always been hesitant about drafting a business plan, often pushing it to the back burner. But with Upmetrics, the process became surprisingly straightforward. The platform's pre-designed templates were a boon, allowing me to get started without any fuss. The best part? I can effortlessly share my plan with investors, my team, or clients. It's versatile and fits businesses of all sizes, regardless of the industry. If you've been delaying your financial planning, I'd say give Upmetrics a shot. It's been a revelation for me **What do you dislike about Upmetrics?** Due to complexity sometime you need help of support staff. Fortunatly they are good at customer support. **What problems is Upmetrics solving and how is that benefiting you?** Business plan development ### 20. An efficient AI powered tool which makes drafting Business Plans easy! **Rating:** 4.5/5.0 stars **Reviewed by:** Abhishek K. | CEO & Co-Founder, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** November 22, 2023 **What do you like best about Upmetrics?** Writing an effective business plan is a challenging task, Upmetrics is a wonderful time-saving tool that makes this task quite simple. The AI assistance is the star. It helps write clear concise plans and even helps in automatic forecasting without spending time on number crunching. **What do you dislike about Upmetrics?** Need more integrations with accounting software. **What problems is Upmetrics solving and how is that benefiting you?** For fundraising purposes, we used Upmetrics. This helped us both with Financial Analysis and writing business plans. ### 21. Best tool to write business plans **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 03, 2023 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Upmetrics?** We are using Upmetrics for the last 3 months. I really like the AI assistance part of the tool, especially the professional tone and auto write part. It doesn't look like an AI written content. It also comes with sample templates which is really useful. And the customer support has been great. We were using another tool for this but the support was very bad. Really satisfied with the product. **What do you dislike about Upmetrics?** Few integrations are missing but nothing extreme. **What problems is Upmetrics solving and how is that benefiting you?** Writing business plans ### 22. Simplifies the complex task of financial projections for me **Rating:** 5.0/5.0 stars **Reviewed by:** Akhil N. | Founders Office and Special Projects, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 12, 2023 **What do you like best about Upmetrics?** It makes a rather complex and cumbersome task quite simple **What do you dislike about Upmetrics?** It'll be great if they could integrate with our current billing and accounting softwares **What problems is Upmetrics solving and how is that benefiting you?** It makes it simpler for us to create our financial projections for reporting to our investors. ### 23. Upmetrics for business plans **Rating:** 5.0/5.0 stars **Reviewed by:** Vincent P. | Account Executive, Computer Software, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google One Tap using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** November 06, 2023 **What do you like best about Upmetrics?** Highly recommend this to anyone who needs to write a business plan. They provide great templates and also explain each step to you. Saved a lot of time! **What do you dislike about Upmetrics?** Need the integration with Xero. That is the only thing lacking. **What problems is Upmetrics solving and how is that benefiting you?** We are using this for Financial analysis as of right now because we are looking to raise another round of funding by Q1 2024. ### 24. Assistant for Business plan **Rating:** 5.0/5.0 stars **Reviewed by:** Manasij G. | Co-founder and CEO, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** November 16, 2023 **What do you like best about Upmetrics?** Over the years i have tried few business plan tools but upmetrics hands down is the best. Their AI assistant has been a great feature. The support team is excellent. **What do you dislike about Upmetrics?** We would have preferred few integrations but something that we can live with right now. **What problems is Upmetrics solving and how is that benefiting you?** Improves our efficiency and saves lot of time. ### 25. A great AI powered business plan software! **Rating:** 4.5/5.0 stars **Reviewed by:** Isha S. | Customer Success Lead, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** November 13, 2023 **What do you like best about Upmetrics?** AI assistance and their excellent support are the most significant differentiators. **What do you dislike about Upmetrics?** It is a pretty great tool but AI Assistant is only for premium users. **What problems is Upmetrics solving and how is that benefiting you?** Business plan builder comes with step by step guide and AI assistance, AI options are like Auto-write, Auto-improve Shorten, Expand, Give professional tone etc. ### 26. Upmetrics is helping us in better business planning **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 25, 2023 **What do you like best about Upmetrics?** Upmeticts is helping us in forecasting the business plan and the best part is their AI Assistance and Customer Support **What do you dislike about Upmetrics?** Nothing as such but they may come with more detailed features in future. **What problems is Upmetrics solving and how is that benefiting you?** As a SaaS company, it's crucial for you to forecast your business plan. This is where Upmetrics assists us in defining our OKRs accordingly. ### 27. A startup business planning/ builder: The only tool you need! **Rating:** 5.0/5.0 stars **Reviewed by:** Aizat H. | Founder, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** May 18, 2021 **What do you like best about Upmetrics?** This web-app simplifies the heavy lifting of thinking/planning of writing a business plan, a pitch deck and many more. It comes with samples template, helpful tips, and a very well written documentations. One of the most important section in a business plan is the financial planning. Upmetrics made it easy for me to put up my finance, funding, and other financial related things into the business plan. The template gives me an idea about what I should include and how to write them. Making my template, there are useful hints/ tips throughout the page. Imagine a website builder but for business plan. A business plan builder. How amazing is that? **What do you dislike about Upmetrics?** So far nothing much, just wish they will add more templates in the future. Would love to see more of the documentations too. **Recommendations to others considering Upmetrics:** Read the documentations, contact the support for all your questions. Be creative, collaborate with your colleagues with it. Use all the features they gave. **What problems is Upmetrics solving and how is that benefiting you?** I am not so well versed in business planning, but I can write scientific papers, and do research. I want to save time writing a plan - It's important, but it would be nice to be able to write a plan that looks professional, ticks all the boxes with questions & answers, and I can collaborate with my colleague, for checking so I can focus on other stuffs that matters too in my business. With Upmetrics I can do that. ### 28. The most impactful... **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 07, 2021 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Upmetrics?** The ability to organize the entire flow-through of a proposal and to begin to create a dialogue around the plan for those on the team. **What do you dislike about Upmetrics?** That I did not find this earlier! The product is worth its weight in gold. **Recommendations to others considering Upmetrics:** I've been using the Upmetrics app and am so glad I found it. It is a great tool for organizing your projects and turning them into professional, detailed proposals. It has been worth every penny! **What problems is Upmetrics solving and how is that benefiting you?** The main area we want to improve is to teach and grow staff on preparing plans in the future. This tool allows for that to happen. ### 29. Plan and track your business **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Publishing | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** February 19, 2019 **What do you like best about Upmetrics?** Even if you have never done a business plan before the step by step guides and template make it super easy to create an amazing business plan in a couple of hours. They also make it super easy to shear your plan with team members, investors, or anyone else. **What do you dislike about Upmetrics?** There should be more template options, some people may find a specific part of a plan they want to create missing. **What problems is Upmetrics solving and how is that benefiting you?** We used it to create a business plan ## Upmetrics Discussions - [What is Upmetrics used for?](https://www.g2.com/discussions/what-is-upmetrics-used-for) - [View Upmetrics pricing details and edition comparison](https://www.g2.com/products/upmetrics/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-30+23%3A47%3A24+-0500&secure%5Bsession_id%5D=d0f781af-cc94-4821-974e-b8248fb5e2d5&secure%5Btoken%5D=7483ee51ea406f2994e21162dc703b2c4ee80b2933c431fce5fd41085c41b5fc&format=llm_user) ## Upmetrics Features **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods - Real-Time Data **Data Management** - Data Import - Data Consolidation - Data Validation **Builder** - Templates - Drag & Drop - Progress Tracking - Branding - Goal Setting/Tracking - Business Plan Templates - Project Tracking - Visual Analytics **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Budget Management** - Consolidation - Adjustments - Workflows **Reporting Structure** - Reporting Hierarchy - Report Templates - Report Types **Goals** - Definition - Prioritize - Alignment **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI - Generative AI **Standard Analytics** - Standard KPIs - Standard Reports - Financial Statements - Drill Down **Financials** - Budgeting - Projections - Capital **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking - Financial Analysis **Custom Analytics** - Dashboards - Custom KPIs - Custom Reports - Self Service - Multiple Entities **Agentic AI - Business Plan** - Multi-step Planning - Strategic Planning - Scenario Planning **Additional Functionality** - Collaboration Tools - Investor Management - Generative AI - Ad hoc Reporting - Real-Time Data - Step-by-Step Wizard - Financial Reporting - Activity Dashboard - Customizable Fields - Performance Metrics - Customizable Reports - Data Import/Export - Budgeting/Forecasting - Task Management - Graphical Data Presentation - Income & Balance Sheet - Dashboard Creation - AI Copilot - Pitch Presentation - Reporting & Statistics - For Small Businesses - API - Benchmarking - Third-Party Integrations - Prioritization - Competitive Analysis - Data Visualization - Commenting/Notes - Gantt/Timeline View - "What If" Scenarios - Conditional Logic - Financial Analysis - Planning Tools - Project Management - Financial Modeling **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Financial Analysis** - Cross-system Integration - Decision Making **Additional Functionality** - Data Visualization - Purchase Order Management - Expense Management - Ad hoc Reporting - Multi-Company - Profit/Loss Statement - Workflow Management - Access Controls/Permissions - Customizable Reports - Forecasting - Dashboard Creation - Self-Service Reporting - Multi-Currency - Financial Management - "What If" Scenarios - Asset Lifecycle Management - Strategic Planning - Visual Analytics - Billing & Invoicing - Real-Time Reporting - Reporting/Analytics - Receipt Management - Scenario Planning - Alerts/Notifications - Collaboration Tools - Version Control - Activity Dashboard - General Ledger - Third-Party Integrations - Consolidation/Roll-Up - Drag & Drop - Income & Balance Sheet - Multi-Department/Project - Accounting - API - Chart of Accounts - AI Copilot - Cash Management ## Top Upmetrics Alternatives - [LivePlan](https://www.g2.com/products/liveplan/reviews) - 4.3/5.0 (47 reviews) - [Planful](https://www.g2.com/products/planful/reviews) - 4.3/5.0 (500 reviews) - [Spendesk](https://www.g2.com/products/spendesk/reviews) - 4.6/5.0 (421 reviews)