LivePlan vs Upmetrics

LivePlan8.9Visit Upmetrics8.6Visit

Higher score LivePlan #1 in Business Plan Software 8.9/10 Free plan Free plan✓ 0 of 5 features Visit LivePlan

vs

Upmetrics #2 in Business Plan Software 8.6/10 Paid ✓ 5 of 5 features Visit Upmetrics

• LivePlan fits best

  Established businesses needing full planning

• Upmetrics fits best

  Teams needing collaborative financial planning

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Side by side

Feature	LivePlan 8.9/10 Visit ↗	Upmetrics 8.6/10 Visit ↗
At a glance
Editor score	8.9	8.6
Ranking	#1 in Business Plan Software	#2 in Business Plan Software
Best for	Established businesses needing full planning	Teams needing collaborative financial planning
Pricing model	Free plan + paid	Paid
Starting price	$15/mo	—
Free plan	✓ (best)	—
Free trial	—	—
Money-back guarantee	35 days	15 days
Deployment	Cloud	Cloud
Platforms	Web	Web
Support	Email, Live chat, Docs	Email, Docs
Compliance	GDPR, PCI DSS	GDPR, 2FA
Integrations	2 integrations	2 integrations
Built for	Small business, Mid-market, Enterprise	Solo, Small business, Mid-market
Features LivePlan 0/5 · Upmetrics 5/5
Financial projections	Not checked yet	✓ (best)
Section guidance	Not checked yet	✓ (best)
Template library	Not checked yet	✓ (best)
Scenario planning	Not checked yet	✓ (best)
Team collaboration	Not checked yet	✓ (best)
Specs
Document export	Not checked yet	PDF, DOC, PPT, Excel
Platform support	Not checked yet	web
Our review
Pros	Forecasts profit, loss, balance sheet, and cash flow Supports up to 10 what-if forecast scenarios Connects with QuickBooks Online and Xero	Guided plans combine templates, AI assistance, and reusable sample plans. Forecasts cover revenue, expenses, cash flow, and balance sheets. QuickBooks Online and Xero support plan-versus-actual tracking.
Cons	The free offering is limited to the Idea Canvas Tax planning is not included The product is available on the web only	There is no free plan. Platform support is limited to the web. Professional features are separate from the Premium plan structure.
Our verdict	LivePlan is web-based business planning and financial forecasting software for small businesses, startups, advisors, and enterprise programs. It combines business plan creation and sharing with profit and loss, balance sheet, and cash flow… Read the review →	Upmetrics is cloud-based business planning software for entrepreneurs, startups, small businesses, consultants, advisors, and education programs. Its guided builder combines reusable sample plans, templates, AI writing and section… Read the review →

Strengths and trade-offs

• LivePlan — where it wins

  • Forecasts profit, loss, balance sheet, and cash flow
  • Supports up to 10 what-if forecast scenarios
  • Connects with QuickBooks Online and Xero

  Where it doesn't

  • The free offering is limited to the Idea Canvas
  • Tax planning is not included
  • The product is available on the web only

• Upmetrics — where it wins

  • Guided plans combine templates, AI assistance, and reusable sample plans.
  • Forecasts cover revenue, expenses, cash flow, and balance sheets.
  • QuickBooks Online and Xero support plan-versus-actual tracking.

  Where it doesn't

  • There is no free plan.
  • Platform support is limited to the web.
  • Professional features are separate from the Premium plan structure.

• LivePlan8.9/10 · Free plan

  A broad planning suite for established businesses that need forecasts, scenarios, and reporting.

  Visit LivePlanFull verdict →
• Upmetrics8.6/10 · Paid

  A collaborative web workspace for business plans, forecasts, scenarios, and exports.

  Visit UpmetricsFull verdict →