--- description: Review of Upmetrics Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Upmetrics | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Business Plan Software](/directory/4712/business-plan/software) > [Upmetrics](/software/449851/Business-Plan-Software) # Upmetrics Canonical: https://www.softwareadvice.ie/software/449851/Business-Plan-Software Page: 1 / 6\ Next: [Next page](https://www.softwareadvice.ie/software/449851/Business-Plan-Software?page=2) > Upmetrics is a cloud-based and AI-enabled business planning software that helps small businesses manage growth strategies. The tool helps entrepreneurs generate text and rewrite and adjust the tone of the content. It offers step-by-step guidance, several sample business plans and automated financials. Upmetrics enables businesses to forecast financials, prepare budget, manage financial decisions and collaborate with remote teams. It also lets users track projects and customize business plans. > > Verdict: Rated **4.8/5** by 120 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 120 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 4.7/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.7/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: UpMetrics ## Commercial Context - **Starting Price**: US$19.00 - **Pricing model**: Flat Rate - **Pricing Details**: 15 Days money back guarantee (No hidden fees). - **Target Audience**: Self Employed, 2–10, 11–50, 51–200 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop) - **Supported Languages**: Dutch, French, German, Italian, Portuguese, Spanish - **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 210 more ## Features - "What If" Scenarios - Access Controls/Permissions - Accounting - Activity Dashboard - Budgeting/Forecasting - Business Plan Templates - Cash Flow Management - Chart of Accounts - Collaboration Tools - Commenting/Notes - Competitive Analysis - Configurable Workflow - Currency Management - Customisable Reports - Customizable Fields - Dashboard - Data Import/Export - Data Visualisation - Drag & Drop - Expense Tracking ## Integrations (2 total) - QuickBooks Online - Xero ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Business Plan Software](https://www.softwareadvice.ie/directory/4712/business-plan/software) ## Related Categories - [Business Plan Software](https://www.softwareadvice.ie/directory/4712/business-plan/software) - [Business Budgeting Software](https://www.softwareadvice.ie/directory/265/budgeting-forecasting-software/software) - [General Ledger Software](https://www.softwareadvice.ie/directory/1941/general-ledger/software) - [Financial Reporting Tools](https://www.softwareadvice.ie/directory/1904/financial-reporting/software) - [Sales Forecasting Software](https://www.softwareadvice.ie/directory/4678/sales-forecasting/software) ## Alternatives 1. [LivePlan](https://www.softwareadvice.ie/software/103952/liveplan) — 4.5/5 (200 reviews) 2. [IdeaBuddy](https://www.softwareadvice.ie/software/247745/ideabuddy) — 4.7/5 (83 reviews) 3. [Business Base](https://www.softwareadvice.ie/software/365820/business-base) — 4.8/5 (57 reviews) 4. [Intecplan](https://www.softwareadvice.ie/software/337712/intecplan) — 4.9/5 (36 reviews) 5. [Xero](https://www.softwareadvice.ie/software/2976/xero) — 4.4/5 (3318 reviews) ## Reviews ### "Upmetrics helped tremendously with the business plan for my client" — 5.0/5 > **Kay** | *14 February 2026* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: Upmetrics has been very easy to use and the AI component is excellent. I am a Finance professional and a previous client of mine asked me to do a business plan for his hydroponics business. I am good with numbers but didn't really know where to start. That's when Upmetrics came in. I also like the fact that the system integrates with Xero and Quickbooks accounting software so that when we do start the business we can easily transfer the figures over. Support has also been fantastic. > > **Cons**: I don't think I have anything to criticise about Upmetrics. I am not sure if you can have more than one scenario? > > I have had an excellent experience so far. The program is very easy to understand and use. Corrections and adjustments are a breeze. ----- ### "CUSTOMER SUPPORT" — 5.0/5 > **Marissa** | *28 January 2026* | Health, Wellness & Fitness | Recommendation rating: 10.0/10 > > **Pros**: very easy to use, even for someone old school like me :) I actually enjoyed using the program, the examples embedded in the template assisted me greatly and made it easy to understand. > > **Cons**: Probably that you lose all your data when you unsubscribe, but it gives you the option of downloading a word document so if i decide it was time to review my plan i have a saved a copy of it and will update the next one. Probably would have been good to have AU option for Australia (possibly other currencies as well) instead of USD or even a conversion calculator to make the journey easier at checkout. > > I am in Australia so i was skeptical about asking for assistance thinking someone would take a lot of time to respond, BUT I got a response within a couple minutes so i was able to complete my business plan. ----- ### "UpMetrics review" — 4.0/5 > **Tamara** | *23 April 2025* | Management Consulting | Recommendation rating: 5.0/10 > > **Pros**: I found it easy to use and liked the templates and examples. > > **Cons**: I found it was more advanced than required. > > It helped me write my business plan and was easy to use. ----- ### "An Entrepreneur's Success with Upmetrics\!" — 5.0/5 > **Scott** | *2 February 2026* | Wireless | Recommendation rating: 10.0/10 > > **Pros**: The process was great and easy to follow. The results were very detailed and complete. I especially liked the results of the AI-assisted completion. Very professional and well-presented. > > **Cons**: I didn't have any problems. Revisions were easily done. The financial part was a bit quirky and someone without a financial statement background might have some challenges but I am confident assistance from the Upmetrics team can help resolve that. > > Fantastic\!\! I was very impressed with the integration of the components of the plan. It was the most pleasant experience writing a business plan that I have ever had...and I have writed a lot of them. ----- ### "5 Star Software - Upmetrics" — 5.0/5 > **Jennifer** | *7 February 2026* | Logistics & Supply Chain | Recommendation rating: 10.0/10 > > **Pros**: Upmetrics software is intuitive, organized and budget friendly. I wrote a successful, full business plan with financials using this software for an SBA loan for our start up company. The structure provided was extremely helpful in organizing quickly the sections required in a business plan while allowing for easy addition of images and cut and paste text needed to explain the concept, industry, review competition, as well as develop the mission, vision and projected optional structure of the business. > > **Cons**: I would have considered an annual membership; I did not see the pause button for the membership to reduce cost for the months not needed\! You get busy and miss this...so be sure to check\! > > I would highly recommend this product for anyone looking to write a business plan from the ground up. It is a great software for hitting all the points needed to fully exam a business idea at a budget friendly cost. ----- Page: 1 / 6\ Next: [Next page](https://www.softwareadvice.ie/software/449851/Business-Plan-Software?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/449851/Business-Plan-Software) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data