--- 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 114 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** | 114 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 (199 reviews) 2. [IdeaBuddy](https://www.getapp.ca/software/134183/ideabuddy) — 4.7/5 (82 reviews) 3. [Business Base](https://www.getapp.ca/software/2060857/business-base) — 4.8/5 (56 reviews) 4. [Intecplan](https://www.getapp.ca/software/2052907/intecplan) — 4.9/5 (36 reviews) 5. [ProAI](https://www.getapp.ca/software/2075343/proai) — 4.9/5 (52 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. ----- ### "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 ----- ### "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\! ----- ### "Super easy, very effective system\!" — 5.0/5 > **Alexsandro** | *July 5, 2025* | Management Consulting | Recommendation rating: 9.0/10 > > **Pros**: The process-based structure helps people with very little knowledge in business to develop their own plan, all with AI background support, which can be validated and tailored to the user's needs as required. > > **Cons**: The user-friendly application appearance is well developed. Having big icons makes it easy to follow and apply its features. > > It was fantastic—the platform gave me a huge boost in my plan development, from overall business concept to market analysis and financial projection. ----- ### "Thanks From Yannie's Modern Herbal LLC" — 5.0/5 > **Serenity** | *May 30, 2025* | Consumer Goods | Recommendation rating: 10.0/10 > > **Pros**: The ease of use and the numerous options to help create and grow my business provided me with ample opportunities for creativity in business development. > > **Cons**: The lack of step-by-step instructions for true newbies. For those with no prior business knowledge, it could be a bit overwhelming. > > It was a pleasant experience that helped with creating my venture. It provided all the tools and options necessary for creating a definitive business plan and other tools of business creation. ----- 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