--- description: Get information about Upmetrics price, usability & features from verified user experiences. Read reviews from Indian business users & discover similar tools. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Upmetrics Price, Features, Reviews & Ratings - Capterra India --- Breadcrumb: [Home](/) > [Business Plan Software](/directory/30860/business-plan/software) > [Upmetrics](/software/171456/business-plan-software) # Upmetrics Canonical: https://www.capterra.in/software/171456/business-plan-software Page: 1 / 6\ Next: [Next page](https://www.capterra.in/software/171456/business-plan-software?page=2) > Upmetrics is an AI-powered business planning tool—to create business plans, prepare financial projections, and long-term strategies. > > Verdict: Rated **4.9/5** by 117 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Upmetrics? Entrepreneurs, small businesses, educators, students, and business consultants use Upmetrics to create business and financial projections, pitch decks, and strategic plans for their unique needs. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 117 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**: $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 & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 210 more ## Features - Accounting Software - Budgeting/Forecasting - Business Plan Templates - Chart of Accounts - Collaboration Tools - Data Import/Export - Data Visualization Software - Financial Analysis - Financial Reporting Software - Goal Setting/Tracking - Income & Balance Sheet - Multi-Currency - Profit/Loss Statement - Real-Time Data - Strategic Planning Software ## 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.capterra.in/directory/30860/business-plan/software) ## Related Categories - [Business Plan Software](https://www.capterra.in/directory/30860/business-plan/software) - [General Ledger Software](https://www.capterra.in/directory/32520/general-ledger/software) - [Sales Forecasting Software](https://www.capterra.in/directory/30930/sales-forecasting/software) - [Financial Reporting Software](https://www.capterra.in/directory/30050/financial-reporting/software) - [Budgeting Software](https://www.capterra.in/directory/10003/budgeting/software) ## Alternatives 1. [LivePlan](https://www.capterra.in/software/142049/liveplan) — 4.5/5 (200 reviews) 2. [IdeaBuddy](https://www.capterra.in/software/204342/ideabuddy) — 4.7/5 (83 reviews) 3. [Business Base](https://www.capterra.in/software/1034289/business-base) — 4.8/5 (57 reviews) 4. [Intecplan](https://www.capterra.in/software/199708/intecplan) — 4.9/5 (36 reviews) 5. [Xero](https://www.capterra.in/software/169561/xero) — 4.4/5 (3300 reviews) ## Reviews ### "Upmetrics makes financial forecasting and reporting easier for multiple clients." — 5.0/5 > **Jeetesh** | *18 July 2024* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: Business planning and financial forecasting are an integral part of our service offerings as business consultants. Creating business and financial plans for multiple clients and managing all these documents was becoming challenging for us. With Upmetrics, clients can make business/strategic plans, pitch decks, and financial forecasts in one place. Since our consulting team can easily review plans and add their feedback using collaborative workspaces, our processes became more seamless and consultants productive. All thanks to Upmetrics. > > **Cons**: We use a different business plan structure for different types of clients. Since they can't provide templates for all those types, we had to create some of our custom templates. It's great that Upmetrics has functionality for that. > > Upmetrics is an excellent tool for business consultants like me\! It provides essential tools for financial forecasting and business planning. The collaborative workspaces, customizable templates, and user-friendly interface make it perfect for efficiently managing comprehensive business plans. ----- ### "Upmetrics make our business plan very easy and trackable" — 5.0/5 > **Alpesh** | *13 December 2023* | Human Resources Software | 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. ----- ### "A smarter way to build your business plan" — 5.0/5 > **Aarti** | *22 May 2025* | Computer Software | Recommendation rating: 10.0/10 > > **Pros**: "I was using a different tool before, but it felt slow and kind of overpriced. I switched to Upmetrics and honestly, it was a lot better. The layout is easier to follow, and the AI suggestions helped me get going without overthinking. It gave me a solid first draft, and from there, I just made small edits to make it fit my business." > > **Cons**: Nothing so far. It’s been easy to use and does what I need. Their is nothing to point out for this product > > Before this, I had a half-done plan sitting in different docs. Upmetrics helped me pull it all together in one place. Now I’ve got a clean, finished plan I can actually send to a lender or use for future planning. ----- ### "Made business planning simple and stress-free" — 5.0/5 > **Pratham** | *22 May 2025* | Computer Software | Recommendation rating: 10.0/10 > > **Pros**: I liked how the platform keeps everything in one place -- writing the plan, mapping out financial projections, even creating a pitch deck. I didn’t have to start from scratch or wonder what I was missing. The sample content and AI suggestions were super helpful when I didn’t know how to put my thoughts into words. > > **Cons**: Smooth experience from start to finish. No issues on any features or product compatibility. everything is excellent > > "I needed a full plan for a grant application, and I didn’t have the time (or budget) to hire someone to help. Upmetrics helped me get everything down quickly and in a format that made sense. I went from scattered notes to a solid, ready-to-send plan without stressing out or second-guessing every step. It definitely saved me time and money. ----- ### "Great tool for early-stage planning" — 5.0/5 > **Kishan** | *23 May 2025* | Computer Software | Recommendation rating: 10.0/10 > > **Pros**: It breaks the plan into manageable parts. I didn’t feel like I had to write a book in one sitting. The AI suggestions made it easier to get started and gave me confidence that I was on the right track. > > **Cons**: Honestly, no complaints. Worked great for me. It’s been easy to use and does what I need. excellent product. Highly Recommended\! > > "I used it to create a pitch deck and a business plan for a local startup competition. It saved me time and helped me explain my idea more effectively. " ----- Page: 1 / 6\ Next: [Next page](https://www.capterra.in/software/171456/business-plan-software?page=2) ## Links - [View on Capterra](https://www.capterra.in/software/171456/business-plan-software) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | ja | | | pl | | | pt | | | pt-PT | | | tr | | ----- ## Structured Data