Upmetrics Business Plan Software Review 2024

It’s no secret that business plans are essential to startups. Whether for internal alignment and planning or fundraising, business plans convey crucial information about a business and include valuable forecasts for the future. 

Business planning software makes crafting these essential documents easier than ever before. Upmetrics provides software that interweaves tech-driven features throughout the platform to offer a streamlined experience without sacrificing quality. 

Our Upmetrics business plan software review outlines the key features of the platform as well as the pros and cons and alternatives you need to consider before purchasing it for your startup.

What Is Upmetrics?

Upmetrics is an all-in-one business planning software powered by artificial intelligence (AI). On the platform, businesses can create customized business plans in just 10 minutes to use for investor presentations, loan applications, or internal planning. 

Additionally, Upmetrics offers a suite of additional business tools like AI financial forecasting, a pitch deck builder, and tech-driven strategic planning tools. Businesses can integrate the platform with accounting software to update financial predictions in real time, ensuring the most accurate and compelling presentations for startups and small businesses. 

Upmetrics At a Glance

Jump Ahead:

• Pros and Cons
• Upmetrics Pricing
• Standout Features
• Customer Reviews
• Upmetrics Alternatives

Pros and Cons of Upmetrics

What We Like

• Long-Term Financial Forecasting: With Upmetrics, users can complete financial forecasting for up to 10 years into the future. 
• AI-Powered Features: The platform includes AI-driven tools for writing and developing your business plan as well as creating a pitch deck. 
• Educational Resources Included: All of Upmetrics’ plans include the company’s business plan course to ensure you’ve got the knowledge you need to successfully plan your startup’s future. 
• Extensive References Included: Users gain access to Upmetrics’ library of more than 400 business plan samples. 
• Business Strategy Support: Users can choose to utilize Upmetrics’ strategic planning tools that go beyond simply creating a business plan to gain deep insights and collaborate with ease. 

What Could Be Better

• Starter Plan Is Limited: While the Starter plan does offer users several valuable features, it’s limited in terms of AI-driven features and integrations.
• Large Teams Will Have to Pay More: Teams with more than five members will need to upgrade their plan beyond the Starter plan.

Upmetrics Pricing

Upmetrics offers three plans with varying features: a basic Starter plan, a feature-rich Premium plan, and a customizable Professional plan. Each of these plans include helpful features to plan and support your business — from financial forecasting tools to pitch deck creation. Here’s how each of the plans compare in terms of price and features. 

Starter ($7 Per Month, Billed Annually)

Upmetrics’ Starter plan doesn’t include many of the platform’s AI-powered features, but does offer basic tools to start planning your business. With the Starter plan, users gain access to hundreds of business plan samples, educational resources, and pitch deck creation tools. 

Notable features include: 

• More than 400 business plan samples 
• Up to a three-year financial forecast 
• A pitch deck creator 

Premium ($14 Per Month, Billed Annually)

Upmetrics’ Premium plan is the platform’s most popular choice. It comes loaded with AI features, robust financial forecasting tools, strategic planning support, and analytics tools. Plus, this plan allows users to integrate the platform with QuickBooks Online and Xero.  

Notable features include: 

• AI plan writing and assistance 
• Up to a seven-year financial forecast
• Strategic planning tools 

Professional ($37 Per Month, Billed Annually)

The Professional plan is Upmetrics’ top-tier choice, boasting three workspaces, long-term financial forecasting, and higher levels of customizability. Users also can manage clients and transfer workspaces, providing a higher level of collaboration than any other plan. 

Notable features include: 

• Custom business plan templates 
• Up to a 10-year financial forecast 
• Three workspaces

Upmetrics’ Standout Features

Upmetrics sets itself apart with several key offerings:

AI Business Plan Generator

Upmetrics’ AI business plan generator makes creating a business plan easier than ever. To use the tool, users simply answer a small number of questions. Then, the generator creates a business plan in less than 10 minutes. The tool doesn’t eliminate the user’s ability to customize their plan, however. Users can take advantage of the platform’s AI business coach to customize the plan, ensuring it meets the goals of their business. 

Financial Forecasting

Financial forecasting is a crucial element of business planning as well as securing funding for a startup. Upmetrics’ financial forecasting tools range from up to three years to 10 years of forecasting. The platform includes automated forecasting calculators and AI suggestions along the way to simplify the process without sacrificing the usability and accuracy of the resulting forecast.  

AI Pitch Deck Builder

Pitch decks are key to attracting and securing investors for a startup. Fortunately, Upmetrics offers a pitch deck tool that can take your startup from idea to presentation easily. With Upmetrics’ AI pitch deck builder, entrepreneurs can craft a compelling pitch, seamlessly integrate business plan details, and develop a winning deck. 

400+ Sample Business Plan Templates

One of Upmetrics’ most notable offerings is a library of more than 400 business plan templates available to help entrepreneurs plan and refine their own business plan. These templates are available for download by industry as well as by a variety of formats, such as lean canvas, startup canvas, value proposition canvas, and more. 

AI Assistants

The platform’s AI assistants are available to support entrepreneurs with everything from writing to financial forecasting to strategic guidance. However you use the Upmetrics’ platform, these AI assistants help refine concepts, provide suggestions to improve materials, and answer questions — acting as your own on-demand business consultant. 

Strategic Planning Tools

Go beyond creating a business plan with Upmetrics’ strategic planning tools. These tools can help you refine your business strategy to better align with your vision and set your business up for success. Upmetrics’ platform is highly collaborative, allowing users to communicate with team members or investors to develop and present the strategy with ease. 

Collaborative Workspaces

Upmetrics’ collaborative workspaces allow businesses to easily work with team members, advisors, and other stakeholders to plan and strategize business initiatives. The easy-to-use platform makes communication between members simple, including feedback collection and presentation, to ensure all members are aligned. 

QuickBooks and Xero Integrations

For real-time forecasting and budgeting, users can sync their QuickBooks Online or Xero accounts with Upmetrics. This allows users to import concrete data for clear, accurate visualizations and more useful forecasting. 

15-Day, Money-Back Guarantee

Upmetrics offers a 15-day, money-back guarantee that allows business owners to explore the platform as well as utilize its AI-powered features to confirm the platform is right for their business risk-free. 

Discount for Students and Nonprofits

Upmetrics offers a 30% discount for students and nonprofits. This discount applies to any Upmetrics plan for eligible student-founded startups and nonprofits. To qualify, students must have an active “.edu” or “.ac” email address while nonprofits must have a “.org” domain name for their organization. 

Educational Resources

In addition to tech-powered features, Upmetrics provides users with robust educational resources that include blogs, templates, ebooks, guides, and free business tools. The most notable resource, however, is the company’s complete business plan course, which provides entrepreneurs with extensive knowledge about how to plan their business, understand target customers, and more. 

Upmetrics Reviews

Upmetrics boasts 4.8 out of five stars on Trustpilot with no two-star or three-star reviews and only a single one-star review. Customers praised the platform for its ease of use — specifically during time-sensitive scenarios. Additionally, many customers were satisfied with the amount of time saved through using the Upmetrics platform. The only negative review given to the platform was answered promptly with further information to shed light on the situation and address the customer’s concern. 

Here are some verified reviews from Trustpilot by people who used Upmetrics for their businesses:

“I required a business plan for the bank within a couple of days. I found Upmetrics and I didn’t know what to expect, but I’m so glad I found them as the business plan was so easy to create with the help of AI too. The bank approved the funding so it confirms how good it was.”

“Liked how the software helped me conduct financial planning for my startup idea. [The] deck creation feature was better in terms of its design and integration with its other features because in the end I had to just create a separate deck on Google slides.”

“Upmetrics is a great tool to help guide someone through their business plan. It was a fantastic way to help me get started after feeling so lost and unsure of where to begin. It helped demonstrate to me the strengths and weaknesses of my business and helped me highlight my business in a manner true to my mission.”

“This application is user-friendly, reasonably priced, and although the AI was slightly inaccurate, it was easily fixable. I utilized this app for a college assignment, and it served its purpose effectively.”

Upmetrics Alternatives

While Upmetrics is a powerful business plan software, it’s important to compare the platform with alternatives to ensure it’s the right choice for your business. LivePlan, Bizplan, and Enloop are three popular business planning software solutions, here’s how they measure up against Upmetrics’ offerings. 

LivePlan vs. Upmetrics

LivePlan offers a personalized business planning platform with step-by-step instructions, personal onboarding, and a dedicated AI assistant. Where the platform stands out, however, is in its industry benchmark data, performance dashboards, and other features that provide valuable insights to users about financial positioning. 

In terms of price, LivePlan’s packages start at a higher cost than Upmetrics at $15 per month, billed annually. Overall, Upmetrics offers a more user-friendly platform with powerful tech to make business planning quick and easy. But, users looking for a hands-on approach to business planning may benefit from the LivePlan platform. 

Bizplan vs. Upmetrics

Bizplan is a business planning software offered by Startups.com. In addition to investor-ready business planning tools, the platform offers extensive educational resources — including 650 masterclass videos and over 1,000 how-to guides — as well as expert guidance from world-class mentors. 

Upmetrics is more competitively priced than Bizplan, which has packages starting at $20.75 per month, billed annually. However, users looking for an inexpensive, long-term solution can opt for Bizplan’s lifetime package at $349. Additionally, Bizplan lacks the tech-driven features and streamlined experience offered by Upmetrics. 

Enloop vs. Upmetrics

Enloop is a business plan template software used by more than 300,000 business owners, accountants, and entrepreneurs. The platform features country currency formatting for more than 100 currency symbols, collaboration features, and automated text writing. Additionally,  the platform has a free trial that allows users to create up to three business plans. 

Overall, Enloop is a simple platform with basic features. Their free plan offers value to entrepreneurs looking to test a platform out or create a quick business plan, however, their paid plans start at $19.95 per month which is relatively high compared to other services such as Upmetrics which offers more features and tech-driven capabilities at a lower cost.

Is Upmetrics Right For Your Startup?

Upmetrics offers a unique, feature-rich platform for business planning and financial forecasting. But, is it right for your startup? Here are the businesses and entrepreneurs Upmetrics suits best as well as those who may want to consider another provider. 

It’s particularly well-suited for:

• Businesses looking for tech-driven features to make business planning quick and easy. 
• First-time entrepreneurs who’ll benefit from an array of business plan templates to reference. 
• Startups looking to plan their business, conduct financial forecasting, and create a pitch deck all on one platform. 

However, it may not be the best fit if:

• You’re looking for personalized human support throughout the plan creation process. 
• You aren’t looking for a tech-centered platform. 

The bottom line? Upmetrics is a user-friendly business planning platform with an array of tech-driven features to successfully build your business’s foundation. The platform stands out for the number of services it provides, including business plan creation, financial forecasting, strategy planning, and pitch deck creation. Startups looking for a streamlined approach to business planning with tech-driven features to refine concepts for investor-ready results will likely derive value from the Upmetrics platform.

Frequently Asked Questions