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LivePlan vs. Upmetrics

Don’t let LivePlan slow you down—Upmetrics makes planning faster & more flexible.

Capterra rating
Upmetrics vs liveplan

Why choose Upmetrics over LivePlan?

LivePlan offers AI writing help, step-by-step guidance, financial forecasting, and collaboration. But for founders who want speed, flexibility, and more powerful planning control, Upmetrics takes things further.

Liveplan logo
Red pointer

Guided AI suggestions only

1-5 year financial Planning LivePlan forecast is between 1 to 5 years in length and can have up to 3 years of monthly detail.

Red pointer

1-5 year financial Planning

LivePlan forecast is between 1 to 5 years in length and can have up to 3 years of monthly detail.

Red pointer

One-page pitch summary only

Only generates a short pitch summary, not a full, customizable investor-ready pitch deck.

Red pointer

No live editing or real-time sync

Allows only one person to edit a section at a time—others see it locked, making simultaneous edits impossible.

Red pointer

Higher starting price

LivePlan starts at $20/month, which may not suit startups looking for affordable planning tools.

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Limited support experience

Users report slow support and refund responses. Email or chat requests often take days.

Upm site logo
Blue pointer

Guided plan builder & help tips

Step-by-step plan builder with built-in tips and AI suggestions to make edits in a particular section. Ideal for beginners.

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Up to 10-year forecasting

Plan with flexible 10-year forecasts, monthly breakdowns, and scenario planning that goes beyond basics.

Blue pointer

Full pitch deck creator

Create a polished, investor-ready pitch deck with full control over layout, content, design, and export options.

Blue pointer

Real-time collaboration

Work seamlessly with co-founders, partners, or advisors to edit plans, share feedback, and stay aligned.

Blue pointer

Budget-friendly plans

Upmetrics starts at just $7/month, offering a more affordable option for early-stage businesses.

Blue pointer

World-class support

Get timely assistance from Upmetrics' dedicated support team via live chat or email without any delays.

Everything You Need to Make Planning Easier

Upmetrics is a modern, AI-powered planning tool designed to simplify the plan creation process for startups & small businesses. These features are a clear reflection of that purpose.
400+ sample business plans

AI Business Plan Generator

Answer a few questions and get a full plan ready in minutes. Customize it anytime.

📑

Full Pitch Deck Builder

Craft professional pitch decks that clearly reflect your business goals and strategy.

🤝

Guided Plan Builder

Helps you create a business plan with clear steps, helpful pointers, and definitions.

Virtual business advisor

AI Business Assistant

Improve writing, get financial suggestions, and gain instant feedback—AI does it all.

🤝

Guided Plan Builder

Helps you create a business plan with clear steps, helpful pointers, and definitions.

Automated financial projection

Realistic Financial Forecasting

Easily create 10-year financial forecasts with AI suggestions and built-in formulas.

📈

Easy Collaboration & Sharing

Invite partners or team members to edit, comment, and get feedback instantly.

Find All the Right Features to Create Polished, Professional Plans

Upmetrics and LivePlan are both powerful business planning platforms, but Upmetrics stands out by offering features that drive real results. Upmetrics gives you a faster, more flexible way to create investor-ready business plans and forecasts.

Features

Liveplan Upmetrics
Business Plan Creationarrorrgt
Step-by-step Plan Builder Yes Yes
AI Business Plan Generator Yes Yes
Business Plan Outline Yes Yes
AI Assistance Yes Yes
Pitch Deck Builder 1 page only Full deck
Sample Business Plans Yes Yes
Task Management Yes Yes
Strategic Planning Tools No Yes
AI Research Analyst Limited Yes
Financial Forecastingarrorrgt
Financial Forecast Calculator Yes Yes
Forecast Length 5 years Up to 10 years
“What-if” Scenario Planning Yes Yes
Visual Dashboard Yes Yes
Team Salary Forecasts Yes Yes
AI Revenue/expense Stream Recommendations Yes Yes
Collaboration & Sharingarrorrgt
Team Collaboration Yes Yes
Real-time Editing 1 person at a time Multiple users
Shareable Links Or Team Feedback Yes Yes
Version History & Control No Yes
User Roles & Permissions Yes Yes
Export & Integrationsarrorrgt
Export Options PDF, Word, PowerPoint PDF, Word
QuickBooks & Xero Integration Yes Yes
Multiple Currency Support Yes Yes
Languages Supported 5+ languages 90+ languages
Support & Resourcesarrorrgt
Customer Support Phone, email, and chat Email and chat
Response Time Slower Fast, reliable
Video Tutorials Limited Yes
How-to Articles & Guides Yes Yes
Webinars Yes Yes
Legal Document Templates No Yes
White Label Capabilitiesarrorrgt
Branding & Customization No Yes
Custom Domain No Yes
Reseller Opportunity No Yes

PRICING

Get More Value for Half the Price

Why pay double for fewer features?
Upmetrics gives you everything you need to plan better, at half the cost of LivePlan’s premium plan, without the limitations.

Liveplan logo

Plan

Premium

$30/mo

Billed annually (Save 25%)

What’s included:

Upm site logo
Plan

Starter

$14/mo

Billed annually (Save up to 25%)

What’s included:

REVIEWS

Why People Love Upmetrics Over LivePlan?

Liveplan
George konstantinidis
George Konstantinidis
Star 1

I never used it after the trial, but they kept charging me $40/month for 10 months with no reminder emails. Feels like they profit from people forgetting to cancel.

Majid nasirinejad
Majid Nasirinejad
Negative star 3
I canceled my LivePlan account a month ago, but my credit card was charged again. I requested a refund, which was denied. Relying on unauthorized charges is a poor business practice.
Charlie dominguez

Charlie Dominguez

Negative star 4

I like the overall layout and section flow—it’s well organized. But it feels too limited when it comes to adding or importing graphs from other tools. That kind of flexibility should be standard. Also, ChatGPT performs much better than the built-in AI feature.

Turkiye simge goorany
Turkiye Simge Goorany
Star 1

They use refund only as a sales strategy. I have realized inside in 24hrs that i forgot and sticked to premium instead of standard one. When i reach to them for a downgrade refund they refused. But it’s not acceptable, so looking for new alternatives.

Upmetrics compare
mara-campbell
Mara Campbell
Capterra Star
The Upmetrics business plan tool stands out from the rest. Its financial forecasts are unmatched, offering detailed reports on profit, loss, earnings, and breakeven points.
Crystal chason
Crystal Chason
Capterra Star
The website helped me write an excellent business plan. I was able to obtain a significant amount of financing to start my hospice agency. The website was easy to use for someone who is not a business expert.
Hichson mc thebe
Hichson Mc Thebe
Capterra Star
I used various Business Plan Development software over the past 15 years and have been greatly impressed by Upmetrics. The AI function is a lifesaver. I assist various small businesses developing their Business Plans and they are also very impressed.
Zbigniew labecki
Zbigniew Labecki
Capterra Star
I have been using Upmetrics, and I must say, it is an excellent software. The platform is incredibly easy to use, clear, and quite powerful, saving me a ton of time. It’s not just great for business plans but also for creating pitch decks, one-pagers, and more.

Build Investor-Ready Business Plans using Upmetrics

Elevate Your Business Planning Experience with Upmetrics

Upmetrics simplifies your planning process with simple yet powerful tools to create, refine, and track your strategy in real time. Get actionable insights that help drive your business forward and accelerate success.
Polish Your Plan: Tailored Enhancements with AI

Efficiently build and perfect your business plan with AI

Let Upmetrics’ AI assistant take care of the entire process. Simply answer a few questions, and your draft will be ready in minutes. With the help of AI, you can effortlessly refine and customize your plan to match your business needs perfectly.

Make your plan engaging & visually appealing

Make your content more engaging with Upmetrics. Turn text-heavy sections into clear, visually engaging content. Choose from expertly designed templates such as SWOT Analysis, Market Size, and Customer Persona for clarity and impact.
Design visually appealing sections
AI-powered financial forecasting suggestions ​

Make accurate projections without complex calculations

Generate reliable financial projections quickly, without the hassle of complex formulas. Upmetrics uses AI insights and built-in formulas to forecast revenue, expenses, and cash flow. Easily track performance and refine your strategy as you go.

Test scenarios and make informed decisions

Plan for every situation. What if sales slow down or costs go up? With Upmetrics, you can easily test different scenarios and make smart decisions to stay on track, even when things don’t go as planned.
What-If Analysis: Make sure you plan for every possibility
World class support ask for help anytime

Get quick, reliable customer support as needed

Don’t get stuck in the planning process. Upmetrics offers world-class support whenever you need it. With a dedicated team just a message away, you’ll receive quick email responses, access to a comprehensive knowledge base, and expert chat assistance at every step.

Enhance Your Strategy & Scale Faster with Upmetrics

Frequently Asked Questions

Upmetrics offers a more modern, user-friendly interface with AI-powered tools to help you create, track, and refine your business plan in real time. LivePlan, on the other hand, focuses more on traditional planning with fewer automation features.
Yes, both platforms offer collaboration features. Upmetrics provides real-time collaboration, allowing your team to work on the business plan simultaneously and make instant adjustments. LivePlan also allows collaboration but limits real-time editing by only allowing one user at a time to edit a section, locking it for other users.
Upmetrics offers flexible pricing based on the features you need, with more affordable options for startups and small businesses. LivePlan offers a standard subscription model but may be more expensive for those looking for premium features or advanced integrations.

Upmetrics is a great choice for startups looking for a flexible, real-time planning solution with advanced forecasting and scenario planning features. It’s ideal for those who want to adapt quickly as their business evolves.

On the other hand, LivePlan is better suited for those who like a more structured, step-by-step approach to planning and prefer a traditional method.

Yes! Upmetrics is mobile-friendly. It allows you to access and update your business plan directly from your phone or tablet, so you can manage your plan anytime from anywhere.
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