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Upmetrics business plan reviews

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The love, trust, and loyalty of our customers define Upmetrics. Their support inspires us to continuously improve, evolve, and offer better tools & resources.

Capterra rating - Excellent 4.9/5.0
Upmetrics reviews

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See what our customers think, speak, and write about Upmetrics — the feedback, reviews, and testimonials that keep us going.

Upmetrics
Natache Muschette

Natache Muschette

Chief Executive Officer, The Prep Institute

The Upmetrics is trustworthy! My whole class used this for assignments. It worked great, especially for real-world scenarios.

Camden Edwards

Camden Edwards

Student at Kennesaw State University
capterra

I had a wonderful experience, I was able to cut down the time it takes me to write a business plan because the layout was already done and the AI feature was also really helpful.

Athena R.

Athena R.

Mobile Notary and Paralegal Services
capterra

After trying Upmetrics, I wish to highly recommend this app to anyone who cares about security and requires writing a business plan flexibly and to a very high standard. I've tried most apps out there including LivePlan, Bizplan, and Cuttles, and found them all either frustrating or missing something critical. Upmterics had it all from all tools at your fingertips from writing text, styling, and inserting beautiful plots/figures or even to work with sheets similar to Excel... all in one place and under the hood of a professionally looking interface. The financial plan was one of the key things that have stood up for me, it is very well thought of and easy to set up and use. More importantly, the team at Upmetrics is busy developing and improving tools and components that really matter to businesses rather than anything superficial or cosmetic. I am not affiliated with Upmetrics in any way but I wish to applaud the Upmetrics director and his support team for creating this app and for their outstanding customer support.

Imad Ahmed

Imad Ahmed

Founder, CEO & Lead Scientist at Nanolyse Technologies
trustpilot

Love it, people are impressed! You made my dreams come true on paper fast! AI help and team response were amazing. It's awesome to use.

Darin Leonardson

Darin Leonardson

President and CEO, Transformed Culinary Solutions
capterra

Using Upmetrics made the task of Business Planning so much easier. Its design application is absolutely amazing. As a professional using Upmetrics, I am well pleased. In addition, every question I raised was promptly answered/responded to in a detailed and easily understood way. Highly recommended.

Chua Otunnu

Chua Otunnu

Senior Business Consultant
capterra

Upmetrics streamlines business planning and pitch deck creation with sample templates. It excels at financial planning, making it effortless to integrate finance and funding details into your business plan.

Aizat H

Aizat H

Founder Praxis Sdn. Phd
g2

The hours I spent searching for an online business plan template was countless. I love how they are providing an explanation for every single step. You'll get guided from the beginning to the end. Had some questions and their support service replied and helped in less than 24 hours. Kinda cool!

Ingo Hillenbrand

Ingo Hillenbrand

Founder & CEO
trustpilot

I required a business plan for the bank within a couple of days. I found Upmetrics and I didn't know what to expect, but I'm so glad I found them as the business plan was so easy to create with the help of AI too. The bank approved the funding so it confirms how good it was.

Nav Jutthi

Nav Jutthi

Director, Investment Management
capterra
Upmetrics

Steve Jackson

I lucked up finding Upmertics. I am an educator that decided to open my own business. I have little to know background in Business Management and I don't have time to relearn the wheel. Upmetrics has made this process smooth. I am excited every time I work on my business plan.

Jocerlyn Hickson

Jocerlyn Hickson

Educator at Annistown Elementary School
capterra

Upmetrics is my assistant for business planning. Over the years, I have tried a few business plan tools, but Upmetrics hands down is the best. Their AI assistant has been a great feature. The support team is excellent.

Manasij G

Manasij G

Co-founder & CEO, Zapscale
g2

Hands down, the best business planning software I have ever used. It is extremely easy to use, it's intuitive, incorporates AI, guides you through it step by step and it's extremely easy for others to collaborate.

Cindy Kennedy

Cindy Kennedy

CEO at Metabolic Terrain Omics
capterra

For incubators and business plan consultants, Upmetrics provides a feature for designing your own customized business plan template for your clients. Upmetrics is the most comprehensive, complete, flexible, and easy-to-use tool ever used. We can strongly recommend it for incubators, business plan consultants, start-ups and scale-ups.

Mathias Wassen

Mathias Wassen

Founder/Business Consultant at QPeople
capterra

We are in the process of starting a new business and Upmetrics has been invaluable for modeling realistic financials. Getting a feel for which knobs to turn to improve the chances of success, being able to see the development of your revenue, cash flow, etc. gives a quick overview of what works and what doesn’t. Having complete control over the numbers and the business plan has been instrumental in being able to raise funds from investors. Being able to go online and pull up the numbers directly in front of investors really impresses them. A great product that keeps getting better.

Jason Lorje

Jason Lorje

Founder & CEO at Agmondo
capterra

Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and generating and publishing financial reports take up a lot of a founder's time.

Deepak Dhanak

Deepak Dhanak

Founder at DocuX
g2

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. User-friendly with clear, impactful graphics, it adapts to any company.

Mara Campbell

Mara Campbell

Owner of Reading Sewing Bee
capterra

Best AI-powered business plan software for business plans. The AI makes it extremely simple to put together an organization's method or budgets without the need for switching between spreadsheets.

Deep Barot

Deep Barot

CEO at ContextQA
g2

I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use & understand. It simplifies the often complex process of creating financial projections and forecasts. Along with it, AI assistance worked wonders for me.

Vaibhav Kamble

Vaibhav Kamble

Founder at CloudOptimo
g2
Upmetrics
Adesoji Abayomi Alo

Adesoji Abayomi Alo

Project Lead, Diskovalist

Great tool, easy to use, and at a great price point, the financial portion of the product is also extremely easy to use and plug + play with the combination of utilizing Excel spreadsheets.

Samantha D

Samantha D

Student at University of Luxembourg
capterra

We are a small not-for-profit group with a growing international membership base of new market entry startups. A key element to small business success is early-stage business planning and financial planning. We did a fair amount of research for software companies that could help our membership in these areas and we recently choose Upmetrics. The thing that we appreciated the most is we were able to communicate directly with the principal(s) on some key elements in our development and they were very very accommodating in all respects. We look forward to a long fruitful relationship.

Larry Meek

Larry Meek

Co-Founder & Owner at Carefree Home Watch
capterra

Rated 5 stars across every major review site

Capterra
4.9
G2
4.9
Trustpilot
4.8

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sarahdonofrio.com

Upmetrics was crucial in building my fashion brand. Their business planning tools streamlined our process, and we prepared a business plan that became a roadmap for starting and launching our business.

Sarah D

Sarah D

Business Owner at sarahdonofrio.com

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