Upmetrics
Upmetrics: A collaborative web workspace for business plans, forecasts, scenarios, and exports. Ranked #2 of 39 in Business Plan Software by our editors (8.6/10); pricing: Paid; best for teams needing collaborative financial planning.
At a glance
- Editor score8.6 / 10
- PricingPaid
- Best forTeams needing collaborative financial planning
- Free planNo
- Financial projectionsYes
- Founded2019 · Los Angeles, California, United States
- Facts checked20 Sep 2026
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.
Our verdict on Upmetrics
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 assistance, financial projections, scenario planning, strategic planning, pitch-deck generation, and collaboration. Teams can work with comments, roles, permissions, version history, and private-link sharing. The web platform is suited to groups preparing plans for lenders, investors, clients, or internal decision-making.
Its planning depth is broader than a document editor. Financial models cover revenue, expenses, cash flow, and balance sheet projections, with forecasts extending up to seven years on Premium and up to ten years on Professional. What-if scenarios support comparison of financial assumptions, while QuickBooks Online and Xero connections enable plan-versus-actual tracking. AI also assists with business-plan writing and can generate pitch decks, making Upmetrics a fit for teams that need planning and presentation materials in one workspace.
The published plans show Premium with one workspace, up to five team members, AI assistance, seven-year forecasts, and PDF, DOC, PPT, and Excel exports. Professional adds three workspaces, ten-year forecasts, custom templates, client management, and workspace transfer. Upmetrics provides seven-day demo access and a 15-day money-back guarantee; promotional annual amounts are shown as monthly equivalents billed annually. Choose it when collaborative financial planning, scenario modeling, accounting connections, and multiple export formats matter. Teams seeking a free plan or a non-web platform should consider other options.
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Upmetrics pricing
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Upmetrics fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Financial projections | Yes |
| Section guidance | Yes |
| Template library | Yes |
| Document export | PDF, DOC, PPT, Excel |
| Scenario planning | Yes |
| Team collaboration | Yes |
| Platform support | web |
| Money-back guarantee | 15 days |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | GDPR, 2FA |
| Support | Email, Docs |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Integrations | 2 integrations: QuickBooks Online, Xero |
| Pricing | Paid (source) |
| Website | upmetrics.co |
| Facts checked | 20 Sep 2026 |
Upmetrics integrations
Upmetrics lists 2 integrations on its own site.
- QuickBooks Online
- Xero
Alternatives to Upmetrics
- LivePlanA broad planning suite for established businesses that need forecasts, scenarios, and reporting.8.9
- Business in a BoxA broad HR operations platform, but not a focused business-plan tool.6.8
- PrometAIA broad AI planning workspace with financial modeling, exports, and stress testing.6.7
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Upmetrics vs the competition
- Upmetrics vs LivePlan
- Upmetrics vs Business in a Box
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- Upmetrics vs Launchet
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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