--- 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 114 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** | 114 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 (199 reviews) 2. [Xero](https://www.capterra.ca/software/169561/xero) — 4.4/5 (3273 reviews) 3. [IdeaBuddy](https://www.capterra.ca/software/204342/ideabuddy) — 4.7/5 (82 reviews) 4. [Business Base](https://www.capterra.ca/software/1034289/business-base) — 4.8/5 (56 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. ----- ### "a practical tool for creating well structure Business plan" — 5.0/5 > **Carlo** | *March 10, 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. ----- ### "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. ----- ### "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