--- 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 119 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** | 119 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. [Xero](https://www.capterra.ca/software/169561/xero) — 4.4/5 (3306 reviews) 5. [Intecplan](https://www.capterra.ca/software/199708/intecplan) — 4.9/5 (36 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. ----- ### "Exceptional Tool for University Business Plan Courses – 70 Students, One Seamless Experience" — 5.0/5 > **Herbert** | *December 10, 2025* | Banking | Recommendation rating: 10.0/10 > > **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. > > As a Finance \& Investments lecturer, I integrated Upmetrics into our entrepreneurship curriculum with excellent results. All 70 students successfully completed professional business plans, many of which are now competing in an Austrian business plan competition. The platform strikes an ideal balance between guidance and flexibility—structured enough for beginners, yet sophisticated enough to produce competition-ready documents. The learning curve was minimal, allowing us to focus on business strategy rather than software training. Highly recommended for academic and educational use. ----- ### "Great Business Plan maker\!" — 5.0/5 > **Bernard** | *June 27, 2026* | Management Consulting | Recommendation rating: 10.0/10 > > **Pros**: Really easy to use, clean layout, and the templates made planning feel quick, simple, and organised. > > **Cons**: Honestly didn’t hit any issues. For what I needed, everything worked smoothly without hassles, and this was the first time I used it. > > A solid, straightforward tool that made the process easier. I’d happily use it again for similar work. ----- ### "Good starting point, but not adequate for in-depth high quality business plans" — 3.0/5 > **Mohsen** | *April 23, 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. ----- 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