--- description: Review of Upmetrics Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Upmetrics | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Business Plan Software](/directory/4712/business-plan/software) > [Upmetrics](/software/449851/Business-Plan-Software) # Upmetrics Canonical: https://www.softwareadvice.co.uk/software/449851/Business-Plan-Software Page: 1 / 6\ Next: [Next page](https://www.softwareadvice.co.uk/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 **4.9/5** by 117 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 117 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**: Codesket - **Founded**: 2017 ## 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.co.uk/directory/4712/business-plan/software) ## Related Categories - [Business Plan Software](https://www.softwareadvice.co.uk/directory/4712/business-plan/software) - [Budgeting Software](https://www.softwareadvice.co.uk/directory/265/budgeting-forecasting-software/software) - [General Ledger Software](https://www.softwareadvice.co.uk/directory/1941/general-ledger/software) - [Financial Reporting Software](https://www.softwareadvice.co.uk/directory/1904/financial-reporting/software) - [Sales Forecasting Software](https://www.softwareadvice.co.uk/directory/4678/sales-forecasting/software) ## Alternatives 1. [LivePlan](https://www.softwareadvice.co.uk/software/103952/liveplan) — 4.5/5 (200 reviews) 2. [IdeaBuddy](https://www.softwareadvice.co.uk/software/247745/ideabuddy) — 4.7/5 (83 reviews) 3. [Business Base](https://www.softwareadvice.co.uk/software/365820/business-base) — 4.8/5 (57 reviews) 4. [Intecplan](https://www.softwareadvice.co.uk/software/337712/intecplan) — 4.9/5 (36 reviews) 5. [Xero](https://www.softwareadvice.co.uk/software/2976/xero) — 4.4/5 (3299 reviews) ## Reviews ### "Comprehensive collaborative business plan development tool\! Highly recommended\!" — 5.0/5 > **Shayne** | *14 December 2025* | Cosmetics | Recommendation rating: 10.0/10 > > **Pros**: The tool is incredibly comprehensive and covers pretty much every base imaginable for building a business plan (and beyond) from start to finish. Not to mention, it makes collaboration across teams a breeze and is mostly easy to use – even for those who aren't used to doing this kind of a work in a tech-forward way. And finally, the UI is clean, intuitive, and well organized. Overall, a very strong tool for those who want to build solid business plans. > > **Cons**: The ONLY downsides is the one-size-fits-all approach (which, for some business ideas, may be too complex as a starting point). While I realize that there are some best practices to follow – which this tool definitely captures – a lot of entrepreneurs with a business idea don't have all the answers right out the gate. What could be an interesting evolution of this tool would be to provide "beginner," "intermediate," and "advanced" options – depending on the stage of the business idea. Or perhaps, starting with the "foundational" elements first (aka, beginner) and then having the option to add on more advanced areas of the plan development as you go. I only suggest this because, for some, trying to tick every box may seem overwhelming and, as a result, cause people to stop using the tool. For better adoption, I'd say, make it super accessible to all – and then let those with a more baked business idea go the distance. (At least, that's how we felt – we appreciated the comprehensiveness of the tool but were equally overwhelmed by how much ground to cover...that we weren't quite yet ready to cover.) > > Overall, a great experience. Highly recommended for those who don't have any idea about how to build a proper business plan and use that content/information to build deliverables that not only bring the vision to life but also make it easier to "sell" the idea to others. Aside from keeping the business plan development process super organized, it definitely opened our eyes to a lot of other aspects of business creation that we hadn't thought about. So, as an educational tool (outside of its direct function), it was pretty awesome. Highly recommended\! ----- ### "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. ----- ### "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. ----- ### "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. ----- Page: 1 / 6\ Next: [Next page](https://www.softwareadvice.co.uk/software/449851/Business-Plan-Software?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/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