--- description: Review of Upmetrics Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Upmetrics | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Business Plan Software](/directory/4712/business-plan/software) > [Upmetrics](/software/449851/Business-Plan-Software) # Upmetrics Canonical: https://www.softwareadvice.co.nz/software/449851/Business-Plan-Software Page: 1 / 6\ Next: [Next page](https://www.softwareadvice.co.nz/software/449851/Business-Plan-Software?page=2) > Upmetrics is an AI-powered business planning platform that helps entrepreneurs, startups, and small businesses create business plans, financial forecasts, pitch decks, and strategic plans. The platform offers AI-assisted writing, step-by-step guidance, 400+ sample business plans, automated financial forecasting, industry research, and strategic planning tools. Upmetrics also helps businesses track plan vs. actual performance, collaborate with team members, and keep planning information organized in one place. Users can customize their plans, forecasts, and presentations based on their business needs. > > 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$14.00 - **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, English, 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 - AI - 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 ## 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.nz/directory/4712/business-plan/software) ## Related Categories - [Business Plan Software](https://www.softwareadvice.co.nz/directory/4712/business-plan/software) - [Business Budgeting Software](https://www.softwareadvice.co.nz/directory/265/budgeting-forecasting-software/software) - [General Ledger Software](https://www.softwareadvice.co.nz/directory/1941/general-ledger/software) - [Financial Reporting Software](https://www.softwareadvice.co.nz/directory/1904/financial-reporting/software) - [Sales Forecasting Software](https://www.softwareadvice.co.nz/directory/4678/sales-forecasting/software) ## Alternatives 1. 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[Xero](https://www.softwareadvice.co.nz/software/2976/xero) — 4.4/5 (3330 reviews) ## Reviews ### "Upmetrics make our business plan very easy and trackable" — 5.0/5 > **Alpesh** | *13 December 2023* | Human Resources | Recommendation rating: 10.0/10 > > **Pros**: Upmetrics has make our business plan very easy and trackable. we have been using upmetric for business plan tracking and managing. its easy to implement and financial forcasting is great. additions to AI tools is great plus point for us. > > **Cons**: it took us some time to learn platform but it been great once you learn it. adding tutorial on dashboard can help person to learn faster. > > it has been solving our business plan problem and financial tracking. its very easy to use and having lots of options which help us to make our business plan easily and they have given lots of templated which help us to make more meaning full additions to our business plan. ----- ### "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. ----- ### "Made Business Planning Far Less Overwhelming" — 5.0/5 > **Kathrine** | *14 May 2026* | Leisure, Travel & Tourism | Recommendation rating: 8.0/10 > > **Pros**: Upmetrics was an incredibly valuable tool throughout the process of creating my business plan. Without it, I honestly don’t think I would have been able to put together such a detailed and thorough plan. I would highly recommend Upmetrics to anyone starting or planning a business. It was a huge help in bringing my vision together. > > **Cons**: The forecasting section was a little confusing at first, particularly for someone without an accounting background, but that’s probably to be expected given the complexity involved. Overall, the platform still made the process far easier and more manageable than doing it independently. > > he platform made it much easier to organise my ideas, structure my financials, and think through important areas of the business that I may have otherwise overlooked. It gave me a clear framework and helped turn what initially felt overwhelming into something achievable and professional. ----- ### "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.co.nz/software/449851/Business-Plan-Software?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/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