Upmetrics

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.

Pros: Upmetrics has been very easy to use and the AI component is excellent. I am a Finance professional and a previous client of mine asked me to do a business plan for his hydroponics business. I am good with numbers but didn't really know where to start. That's when Upmetrics came in. I also like the fact that the system integrates with Xero and Quickbooks accounting software so that when we do start the business we can easily transfer the figures over. Support has also been fantastic.

Cons: I don't think I have anything to criticise about Upmetrics. I am not sure if you can have more than one scenario?

Pros: Upmetrics software is intuitive, organized and budget friendly. I wrote a successful, full business plan with financials using this software for an SBA loan for our start up company. The structure provided was extremely helpful in organizing quickly the sections required in a business plan while allowing for easy addition of images and cut and paste text needed to explain the concept, industry, review competition, as well as develop the mission, vision and projected optional structure of the business.

Cons: I would have considered an annual membership; I did not see the pause button for the membership to reduce cost for the months not needed! You get busy and miss this...so be sure to check!

Pros: The process was great and easy to follow. The results were very detailed and complete. I especially liked the results of the AI-assisted completion. Very professional and well-presented.

Cons: I didn't have any problems. Revisions were easily done. The financial part was a bit quirky and someone without a financial statement background might have some challenges but I am confident assistance from the Upmetrics team can help resolve that.

Pros: very easy to use, even for someone old school like me :) I actually enjoyed using the program, the examples embedded in the template assisted me greatly and made it easy to understand.

Cons: Probably that you lose all your data when you unsubscribe, but it gives you the option of downloading a word document so if i decide it was time to review my plan i have a saved a copy of it and will update the next one. Probably would have been good to have AU option for Australia (possibly other currencies as well) instead of USD or even a conversion calculator to make the journey easier at checkout.

Pros: The AI feature really helped with the business plan. Also everything was so wasy to use and anybody can use it.

Cons: Expensive. I know that it does help a lot but $20 monthly is a lot for a platform maybe I would recommend to lower after first month.

Pros: The tool is incredibly comprehensive and covers pretty much every base imaginable for building a business plan (and beyond) from start to finish. Not to mention, it makes collaboration across teams a breeze and is mostly easy to use – even for those who aren't used to doing this kind of a work in a tech-forward way. And finally, the UI is clean, intuitive, and well organized. Overall, a very strong tool for those who want to build solid business plans.

Cons: $93

Pros: Upmetrics proved invaluable for our university course at IMC Krems, Austria, where 70 students used the platform to develop comprehensive business plans for a national competition. The intuitive interface allowed students with varying levels of business planning experience to quickly get started. The financial forecasting tools are particularly well-designed, enabling students to create professional-grade projections without extensive Excel knowledge. The AI-assisted writing features helped non-native English speakers articulate their ideas clearly. Team collaboration worked seamlessly across multiple student groups working simultaneously.

Cons: Minor suggestions for improvement: Some advanced customization options for financial templates would benefit students working on highly specialized business models. Occasionally, the export formatting required small manual adjustments for competition submission standards.

Pros: The Upmetrics tool made drafting my business plan very quick and easy. I used the business plan I created to secure an SBA loan for my business.

Cons: I don't have anything negative to share about my experience with the Upmetrics tool. It would have been nice for the system to ask if I was done with my plan so I wouldn't have been charged the last few months.

Pros: Without a doubt, you receive more than you paid for. It has greatly simplified my life and is incredibly user-friendly. They have excellent customer service.

Cons: So far, I haven’t found anything I dislike. Everything works smoothly and support is excellent. If anything changes, I’ll update this review.

Pros: Veramente semplice e completo, altamente consigliato per chi ha un business plan da creare per una start up

Cons: La mancanza di traduzione in altre lingue, nel mio caso in italiano. Ma spero che gli sviluppatori inseriscano a breve multi lingua

Pros: I like that I can easily share the plan with others, and the format always looks good in their rendered share url. The financial planning and charts is amazing.

Cons: I dislike the google docs export, it looks pretty bad there, and that it is hard to share it with more than 5 people. The other user edit comments aren't clear because they are based on sections. I also dislike citations and their AI can be improved.

Pros: Covers all aspects of business plan creation with a reporting tool. It gives value for money to the customers at all stages of business planning for many reasons. The templates are exhaustive.

Cons: Deficiency in the market and pricing trends of products. The financial tool is still lacking a bit; it's hard to customize it for some types of businesses.

Pros: Love the whole site and creators, design is amazing, ease of access and as a beginner without any instruction it is simple

Cons: nothing, there is absolutely nothing wrrong with upmetrics. The site has everything that i need. i do wish it was a little bit cheaper, but quality comes with price so i am not bothered

Pros: Rapidity, User-friendly interface, helpful templates, and smooth collaboration make planning easy and efficient.

Cons: finance is not developped enough Some features feel limited in customization, and occasional glitches affect the user experience.

Pros: It made writing the business plan easier. I liked the AI assistance it made it easy for me to compile my business plans.

Cons: The financial planning is a bit complicated. also the fact that we cannot upload documents on the company profile.

Pros: The process-based structure helps people with very little knowledge in business to develop their own plan, all with AI background support, which can be validated and tailored to the user's needs as required.

Cons: The user-friendly application appearance is well developed. Having big icons makes it easy to follow and apply its features.

Pros: They thought of everything you need for a phenomenal business plan. Step by step, every angle. It was easy to go through the process as they guide you through it all and provide examples.

Cons: It was a LOT of work! Doing a business plan is no joke. Upmetrics didn't make it difficult, it just made clear all of the things you need to think about and prepare for when building your business plan.

Pros: Very well designed product and hugely helpful in drafting a business plan. Easy to make changes if required.

Cons: Very little not to like. One small quibble was that when exporting reports to excel the numbers came over as text.

Pros: The ease of use and the numerous options to help create and grow my business provided me with ample opportunities for creativity in business development.

Cons: The lack of step-by-step instructions for true newbies. For those with no prior business knowledge, it could be a bit overwhelming.

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!

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

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