--- description: Detailed reviews on Upmetrics based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare Upmetrics with similar products. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Upmetrics Reviews, Prices & Ratings | GetApp Canada 2026 --- Breadcrumb: [Home](/) > [Business Plan Software](/directory/319/business-plan/software) > [Upmetrics](/software/111605/upmetrics) # Upmetrics Canonical: https://www.getapp.ca/software/111605/upmetrics Page: 1 / 6\ Next: [Next page](https://www.getapp.ca/software/111605/upmetrics?page=2) > Upmetrics is modern, AI-powered business plan software that simplifies planning for entrepreneurs and small business owners. Equipped with industry-specific templates, a drag-and-drop builder, and an automatic forecasting tool, Upmetrics helps you create a business plan in less than an hour. > > Verdict: Rated **4.9/5** by 116 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of Upmetrics 1\. Access the library of 500+ sample business plans 2. Use an industry-specific template or use AI to create your own plan. 3. AI-powered business plan builder with drag-and-drop capabilities 4. Automated financial forecasting tool for accurate projections 5. Integrate your real-time accounting data by syncing Upmetrics with QuickBooks or Xero and compare actual vs. forecasts. 6. Collaborate with clients, team members, and colleagues in real-time 7. Easily download \& share your plan with investors, partners, or stakeholders. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 116 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support Software | 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 and Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 210 more ## Features - "What If" Scenarios - Access Controls/Permissions - Accounting Software - Activity Dashboard - Budgeting/Forecasting - Business Plan Templates - Cash Flow Management - Chart of Accounts - Collaboration Tools - Commenting/Notes - Competitive Analysis - Configurable Workflow - Currency Management - Customizable Fields - Customizable Reports - Dashboard Software - Data Import/Export - Data Visualization Software - Drag & Drop - Expense Tracking ## Integrations (2 total) - QuickBooks Online - Xero ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base Software - Phone Support - Chat ## Category - [Business Plan Software](https://www.getapp.ca/directory/319/business-plan/software) ## Related Categories - [Business Plan Software](https://www.getapp.ca/directory/319/business-plan/software) - [Financial Reporting Software](https://www.getapp.ca/directory/247/reporting/software) - [General Ledger Software](https://www.getapp.ca/directory/2511/general-ledger-software/software) - [Budgeting Software](https://www.getapp.ca/directory/241/budgeting/software) - [Sales Forecasting Software](https://www.getapp.ca/directory/584/sales-forecasting/software) ## Alternatives 1. [LivePlan](https://www.getapp.ca/software/20501/liveplan) — 4.5/5 (200 reviews) 2. [IdeaBuddy](https://www.getapp.ca/software/134183/ideabuddy) — 4.7/5 (83 reviews) 3. [Business Base](https://www.getapp.ca/software/2060857/business-base) — 4.8/5 (57 reviews) 4. [Intecplan](https://www.getapp.ca/software/2052907/intecplan) — 4.9/5 (36 reviews) 5. [Xero](https://www.getapp.ca/software/1671/xero) — 4.4/5 (3292 reviews) ## Reviews ### "Upmetrics make our business plan very easy and trackable" — 5.0/5 > **Alpesh** | *December 13, 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. ----- ### "Excellent product with exceptional customer support" — 5.0/5 > **Rush** | *May 21, 2025* | Management Consulting | Recommendation rating: 9.0/10 > > **Pros**: Software is very easy to use and the layout is simple and intuitive. The customer service and technical support that comes with it is really exceptional. Fast response to queries from a real and experienced person with excellent technical support skills- no problem too small and will work with you to solve any issue. Truly fantastic and a game changer > > **Cons**: Slightly confusing when you want to make changes. The way it deletes information is unusual ( to me at least). Whole sections of inputs can be deleted without warning and I had to re input data again on more than one occasion. I would prefer more options on the detail shown in the financial plan for better clarity rather than the aggregation that presently happens. > > The system is easy to use and largely intuitive. It is however the support it comes with that makes a HUGE difference. Response is very rapid, informed and helpful and you are dealing with a real person. Exceptional customer service and support - rapid helpful and effective ----- ### "This was very helpful" — 5.0/5 > **Asia** | *May 29, 2024* | Wholesale | Recommendation rating: 3.0/10 > > **Pros**: The efficiency was extremely convenient\! > > **Cons**: There is nothing that I disliked about upmetrics > > I needed upmetrics to create a business plan that I had to turn in the same day. It was a life saver and it got the job done\! ----- ### "A lot of work, but Upmetrics makes it easy" — 5.0/5 > **Sheri** | *June 19, 2025* | Farming | Recommendation rating: 10.0/10 > > **Pros**: They thought of everything you need for a phenomenal business plan. Step by step, every angle. It was easy to go through the process as they guide you through it all and provide examples. > > **Cons**: It was a LOT of work\! Doing a business plan is no joke. Upmetrics didn't make it difficult, it just made clear all of the things you need to think about and prepare for when building your business plan. > > Building the plan takes a great deal of thought and work and time. But it was absolutely worth it. I never would have been able to put together such an incredible plan on my own. I had compliments on the fantastic work and thorough plan. ----- ### "Upmetrics Review" — 5.0/5 > **Kieran** | *June 11, 2025* | Health, Wellness & Fitness | Recommendation rating: 10.0/10 > > **Pros**: Very well designed product and hugely helpful in drafting a business plan. Easy to make changes if required. > > **Cons**: Very little not to like. One small quibble was that when exporting reports to excel the numbers came over as text. > > Excellent to deal with a company that is truly customer-centric. Great value for money as well, which is a bonus ----- Page: 1 / 6\ Next: [Next page](https://www.getapp.ca/software/111605/upmetrics?page=2) ## Links - [View on GetApp](https://www.getapp.ca/software/111605/upmetrics) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | pt | | | pt-PT | | ----- ## Structured Data