--- description: Learn more about Upmetrics pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Upmetrics Pricing, Reviews & Features - Capterra Canada 2026 --- Breadcrumb: [Home](/) > [Business Plan Software](/directory/30860/business-plan/software) > [Upmetrics](/software/171456/business-plan-software) # Upmetrics Canonical: https://www.capterra.ca/software/171456/business-plan-software Page: 1 / 6\ Next: [Next page](https://www.capterra.ca/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 116 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** | 116 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**: 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 and 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.ca/directory/30860/business-plan/software) ## Related Categories - [Business Plan Software](https://www.capterra.ca/directory/30860/business-plan/software) - [General Ledger Software](https://www.capterra.ca/directory/32520/general-ledger/software) - [Sales Forecasting Software](https://www.capterra.ca/directory/30930/sales-forecasting/software) - [Financial Reporting Software](https://www.capterra.ca/directory/30050/financial-reporting/software) - [Budgeting Software](https://www.capterra.ca/directory/10003/budgeting/software) ## Alternatives 1. [LivePlan](https://www.capterra.ca/software/142049/liveplan) — 4.5/5 (200 reviews) 2. [IdeaBuddy](https://www.capterra.ca/software/204342/ideabuddy) — 4.7/5 (83 reviews) 3. [Business Base](https://www.capterra.ca/software/1034289/business-base) — 4.8/5 (57 reviews) 4. [Intecplan](https://www.capterra.ca/software/199708/intecplan) — 4.9/5 (36 reviews) 5. [Xero](https://www.capterra.ca/software/169561/xero) — 4.4/5 (3292 reviews) ## Reviews ### "Financial Projections" — 5.0/5 > **David** | *February 27, 2025* | Restaurants | Recommendation rating: 10.0/10 > > **Pros**: The features are straightforward to understand. When I needed help fine-tuning my business plan, especially the financial projections, Upmetrics linked me with a team that helped. > > **Cons**: There are no specific cons. However, some of the features in the financial section could be more user friendly. > > My overall experience was great and I recommend Upmetrics to anyone in business and consulting. The team that helped me with my financial projection was very professional. The team maintains a constant communication with me throughout the process. I have no regrets having an Upmetrics team to help me with market analysis and financial projection. ----- ### "Great Tool for building a cohesive Business Plan\!" — 4.0/5 > **Jean Marc** | *September 12, 2024* | Hospitality | Recommendation rating: 9.0/10 > > **Pros**: Great choice of products within their platform. > > **Cons**: Time delay as I am in North America and head office in London. > > Excellent\! Great support from \[sensitive content hidden\] \! Going through the various modules was easy and the help provided within the platform is well articulated and make the tasks easier. ----- ### "Highly Recommend" — 5.0/5 > **Cindy** | *October 18, 2024* | Alternative Medicine | Recommendation rating: 10.0/10 > > **Pros**: It is extremely easy to use, it's intuitive, it guides you through it step by step and it's extremely easy for others to collaborate. > > **Cons**: I wish I could build the company org chart with titles and responsibilities and produce functional org charts. In the business plan, some of the modules you can't change or adjust. > > Hands down, the best business planning software I have ever used. ----- ### "Dr Luudovic Krundel on fantastic Upmetrics' experiences" — 4.0/5 > **Ludovic** | *November 14, 2024* | Information Technology & Services | Recommendation rating: 9.0/10 > > **Pros**: It's like the Rolls-Royce of preparing such documents\!\! > > **Cons**: Unfortunately, that Rolls-Royce needs a very good driver. > > There is very good understanding and interlinks between your apps within your platform. The AI rewriting is fabulous. There are still some glitches as I remember, which we can discuss in details through your support, as we have already started. I hope you will implement my improvements suggested or requested. It will enhance dramatically the experiences of all your customers. ----- ### "Excellent customer support and intuitive platform" — 5.0/5 > **Vladislav** | *April 14, 2026* | Commercial Real Estate Software | Recommendation rating: 10.0/10 > > **Pros**: The interface is very intuitive and modern. I was particularly impressed by their customer support team; they are very responsive, empathetic, and professional when it comes to addressing user concerns. > > **Cons**: The subscription terms are quite strict regarding the refund window, but they are open to communication and individual cases if you reach out to them. > > It's a solid tool for business planning with a great support team behind it. Even though I didn't get to use all the features, the platform seems very well-structured for entrepreneurs. ----- Page: 1 / 6\ Next: [Next page](https://www.capterra.ca/software/171456/business-plan-software?page=2) ## Links - [View on Capterra](https://www.capterra.ca/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