--- description: Discover the benefits and disadvantages of Upmetrics. Learn the software price, see the description, and read the most helpful reviews for UK business users. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Upmetrics Pricing, Cost & Reviews - Capterra UK 2026 --- Breadcrumb: [Home](/) > [Business Plan Software](/directory/30860/business-plan/software) > [Upmetrics](/software/171456/business-plan-software) # Upmetrics Canonical: https://www.capterra.co.uk/software/171456/business-plan-software Page: 1 / 6\ Next: [Next page](https://www.capterra.co.uk/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 115 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** | 115 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 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**: US$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 - Budgeting/Forecasting - Business Plan Templates - Chart of Accounts - Collaboration Tools - Data Import/Export - Data Visualisation - Financial Analysis - Financial Reporting - Goal Setting/Tracking - Income & Balance Sheet - Multi-Currency - Profit/Loss Statement - Real-Time Data - Strategic Planning ## Integrations (2 total) - QuickBooks Online - Xero ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Business Plan Software](https://www.capterra.co.uk/directory/30860/business-plan/software) ## Related Categories - [Business Plan Software](https://www.capterra.co.uk/directory/30860/business-plan/software) - [General Ledger Software](https://www.capterra.co.uk/directory/32520/general-ledger/software) - [Sales Forecasting Software](https://www.capterra.co.uk/directory/30930/sales-forecasting/software) - [Financial Reporting Software](https://www.capterra.co.uk/directory/30050/financial-reporting/software) - [Budgeting Software](https://www.capterra.co.uk/directory/10003/budgeting/software) ## Alternatives 1. [LivePlan](https://www.capterra.co.uk/software/142049/liveplan) — 4.5/5 (199 reviews) 2. [IdeaBuddy](https://www.capterra.co.uk/software/204342/ideabuddy) — 4.7/5 (82 reviews) 3. [Business Base](https://www.capterra.co.uk/software/1034289/business-base) — 4.8/5 (56 reviews) 4. [Intecplan](https://www.capterra.co.uk/software/199708/intecplan) — 4.9/5 (36 reviews) 5. [Xero](https://www.capterra.co.uk/software/169561/xero) — 4.4/5 (3281 reviews) ## Reviews ### "a practical tool for creating well structure Business plan" — 5.0/5 > **Carlo** | *10 March 2026* | Apparel & Fashion | Recommendation rating: 9.0/10 > > **Pros**: The ability to generate accurate financial projections in a very intuitive way and the freedom of choosing from several diagramms which best represent the projection. I also appreciated the variety of templates available, depending on the type of business you are working on. > > **Cons**: At the beginning, the platform takes a little time to get used to, especially when working with the financial forecasting tools, i wish there were a case study templates for the financial projection too. However, after some use, the workflow becomes much clearer. > > Overall my experience has been positive. I found it very helpful to import information from other documents and organize everything into one structured business plan. The platform makes it easier to keep all the sections consistent and produces a professional-looking document. ----- ### "Good starting point, but not adequate for in-depth high quality business plans" — 3.0/5 > **Mohsen** | *23 April 2025* | Retail | Recommendation rating: 6.0/10 > > **Pros**: Implementation of AI in addressing business needs, especially in financial section of the platform. > > **Cons**: The business plan output was quite basic and much of the work had to be done through typing\! I would expect it to be more conversational, the AI asking questions, writing down, asking questions, etc. For each section and sub-section of the plan. > > I wasn't really satisfied with the product, but it gave me a relatively good starting point for writing my own business plan. ----- ### "Great service" — 5.0/5 > **Yetty** | *9 December 2024* | Mental Health Care | Recommendation rating: 10.0/10 > > **Pros**: How informative and helpful the platform and service has been. > > **Cons**: There has been nothing specific that I have disliked. > > Amazing platform that support you through each step. Helping your business provide key information. ----- ### "Great application" — 4.0/5 > **Wil** | *30 March 2025* | Consumer Services | Recommendation rating: 8.0/10 > > **Pros**: Simpliticty of creating an indepth business plan. Use of AI to flesh sections and provide market analysis > > **Cons**: Formatting sections was not easy. Need easier access to amend structure of the document. Using AI assistance in actual document was clunky. > > Very good, could be excellent. Really helped me create a fantastic business plan. ----- ### "Great Service" — 5.0/5 > **Pete** | *12 December 2024* | Design | Recommendation rating: 10.0/10 > > **Pros**: So easy to use and gave a plan i can now follow to get my business going. > > **Cons**: Some features were not included in the plan i selected so do read carefully the differences between plans > > Easy and quick to navigate and the end result is well formatted to share with others ----- Page: 1 / 6\ Next: [Next page](https://www.capterra.co.uk/software/171456/business-plan-software?page=2) ## Links - [View on Capterra](https://www.capterra.co.uk/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