---
description: Learn more about Upmetrics. We provide Australian business users the most detailed information on pricing, benefits, and disadvantages of software that will make your choice easier.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Upmetrics Reviews, Cost & Features | GetApp Australia 2026
---

Breadcrumb: [Home](/) > [Business Plan Software](/directory/319/business-plan/software) > [Upmetrics](/software/111605/upmetrics)

# Upmetrics

Canonical: https://www.getapp.com.au/software/111605/upmetrics

Page: 1 / 6\
Next: [Next page](https://www.getapp.com.au/software/111605/upmetrics?page=2)

> Upmetrics is modern, AI-powered business plan software that simplifies planning for entrepreneurs and small business owners. Equipped with industry-specific templates, a drag-and-drop builder, and an automatic forecasting tool, Upmetrics helps you create a business plan in less than an hour.
> 
> Verdict: Rated **4.9/5** by 115 users. Top-rated for **Likelihood to recommend**.

-----

## Overview

### Key benefits of Upmetrics

1\. Access the library of 500+ sample business plans&#10;2. Use an industry-specific template or use AI to create your own plan.&#10;3. AI-powered business plan builder with drag-and-drop capabilities&#10;4. Automated financial forecasting tool for accurate projections&#10;5. Integrate your real-time accounting data by syncing Upmetrics with QuickBooks or Xero and compare actual vs. forecasts.&#10;6. Collaborate with clients, team members, and colleagues in real-time&#10;7. Easily download \&amp; share your plan with investors, partners, or stakeholders.

## 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**: USD 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

- "What If" Scenarios
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Budgeting/Forecasting
- Business Plan Templates
- Cash Flow Management
- Chart of Accounts
- Collaboration Tools
- Commenting/Notes
- Competitive Analysis
- Configurable Workflow
- Currency Management
- Customizable Fields
- Customizable Reports
- Dashboard
- Data Import/Export
- Data Visualization
- Drag & Drop
- Expense Tracking

## Integrations (2 total)

- QuickBooks Online
- Xero

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Business Plan Software](https://www.getapp.com.au/directory/319/business-plan/software)

## Related Categories

- [Business Plan Software](https://www.getapp.com.au/directory/319/business-plan/software)
- [Financial Reporting Software](https://www.getapp.com.au/directory/247/reporting/software)
- [General Ledger Software](https://www.getapp.com.au/directory/2511/general-ledger-software/software)
- [Business Budgeting Software](https://www.getapp.com.au/directory/241/budgeting/software)
- [Sales Forecasting Software](https://www.getapp.com.au/directory/584/sales-forecasting/software)

## Alternatives

1. [LivePlan](https://www.getapp.com.au/software/20501/liveplan) — 4.5/5 (199 reviews)
2. [IdeaBuddy](https://www.getapp.com.au/software/134183/ideabuddy) — 4.7/5 (82 reviews)
3. [Business Base](https://www.getapp.com.au/software/2060857/business-base) — 4.8/5 (56 reviews)
4. [Intecplan](https://www.getapp.com.au/software/2052907/intecplan) — 4.9/5 (36 reviews)
5. [Xero](https://www.getapp.com.au/software/1671/xero) — 4.4/5 (3278 reviews)

## Reviews

### "Upmetrics make our business plan very easy and trackable" — 5.0/5

> **Alpesh** | *13 December 2023* | Human Resources | Recommendation rating: 10.0/10
> 
> **Pros**: Upmetrics has make our business plan very easy and trackable. we have been using upmetric for business plan tracking and managing. its easy to implement and financial forcasting is great. additions to AI tools is great plus point for us.
> 
> **Cons**: it took us some time to learn platform but it been great once you learn it. adding tutorial on dashboard can help person to learn faster.
> 
> it has been solving our business plan problem and financial tracking. its very easy to use and having lots of options which help us to make our business plan easily and they have given lots of templated which help us to make more meaning full additions to our business plan.

-----

### "Excellent product with exceptional customer support" — 5.0/5

> **Rush** | *21 May 2025* | Management Consulting | Recommendation rating: 9.0/10
> 
> **Pros**: Software is very easy to use and the layout is simple and intuitive. The customer service and technical support that comes with it is really exceptional. Fast response to queries from a real and experienced person with excellent technical support skills- no problem too small and will work with you to solve any issue. Truly fantastic and a game changer
> 
> **Cons**: Slightly confusing when you want to make changes. The way it deletes information is unusual ( to me at least). Whole sections of inputs can be deleted without warning and I had to re input data again on more than one occasion. I would prefer more options on the detail shown in the financial plan for better clarity rather than the aggregation that presently happens.
> 
> The system is easy to use and largely intuitive. It is however the support it comes with that makes a HUGE difference. Response is very rapid, informed and helpful and you are dealing with a real person. Exceptional customer service and support - rapid helpful and effective

-----

### "This was very helpful" — 5.0/5

> **Asia** | *29 May 2024* | Wholesale | Recommendation rating: 3.0/10
> 
> **Pros**: The efficiency was extremely convenient\!
> 
> **Cons**: There is nothing that I disliked about upmetrics
> 
> I needed upmetrics to create a business plan that I had to turn in the same day. It was a life saver and it got the job done\!

-----

### "Intuitive AI Savior" — 5.0/5

> **Aaron** | *14 November 2024* | Apparel & Fashion | Recommendation rating: 10.0/10
> 
> **Pros**: The simplicity and intuitiveness to help augment my workflow were exactly what I was looking for. As professional as I am, it is always nice to “enjoy” working, and Upmetrics does just that for me. Also, I had a couple of support issues which were addressed with lightening speed. This is a huge factor and they at Upmetrics have customer service nailed.
> 
> **Cons**: Upmetrics is not perfect. There are some quirky things as with all software and systems. What I did not like was the menus always requiring me to re-hide them when switching sections. There are a few other minor areas of UX improvements that could happen, but I do not have a big fish to complain about.
> 
> Great. I quickly onboarded and enjoyed the experience. I was provided a platform that took my business plan 10x better than what I could have done on my own, or even more so\!

-----

### "Upmetrics Review" — 5.0/5

> **Kieran** | *11 June 2025* | Health, Wellness & Fitness | Recommendation rating: 10.0/10
> 
> **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.
> 
> Excellent to deal with a company that is truly customer-centric. Great value for money as well, which is a bonus

-----

Page: 1 / 6\
Next: [Next page](https://www.getapp.com.au/software/111605/upmetrics?page=2)

## Links

- [View on GetApp](https://www.getapp.com.au/software/111605/upmetrics)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.getapp.de/software/111605/upmetrics> |
| de-AT | <https://www.getapp.at/software/111605/upmetrics> |
| en | <https://www.getapp.com/operations-management-software/a/upmetrics/> |
| en-AE | <https://www.getapp.ae/software/111605/upmetrics> |
| en-AU | <https://www.getapp.com.au/software/111605/upmetrics> |
| en-CA | <https://www.getapp.ca/software/111605/upmetrics> |
| en-GB | <https://www.getapp.co.uk/software/111605/upmetrics> |
| en-IE | <https://www.getapp.ie/software/111605/upmetrics> |
| en-NZ | <https://www.getapp.co.nz/software/111605/upmetrics> |
| en-SG | <https://www.getapp.sg/software/111605/upmetrics> |
| en-ZA | <https://www.getapp.za.com/software/111605/upmetrics> |
| es | <https://www.getapp.es/software/111605/upmetrics> |
| es-CL | <https://www.getapp.cl/software/111605/upmetrics> |
| es-CO | <https://www.getapp.com.co/software/111605/upmetrics> |
| es-MX | <https://www.getapp.com.mx/software/111605/upmetrics> |
| fr | <https://www.getapp.fr/software/111605/upmetrics> |
| fr-BE | <https://fr.getapp.be/software/111605/upmetrics> |
| fr-CA | <https://fr.getapp.ca/software/111605/upmetrics> |
| pt | <https://www.getapp.com.br/software/111605/upmetrics> |
| pt-PT | <https://www.getapp.pt/software/111605/upmetrics> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"GetApp Australia","address":{"@type":"PostalAddress","addressLocality":"Sydney","addressRegion":"NSW","postalCode":"2060","streetAddress":"Level 18 40 Mount Street North Sydney NSW 2060 Australia"},"description":"Review, Compare and Evaluate small business software. GetApp Australia has software offers, SaaS and Cloud Apps, independent evaluations and reviews.","email":"info@getapp.com.au","url":"https://www.getapp.com.au/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@type":"Organization","@id":"https://www.getapp.com.au/#organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/getapp","https://www.facebook.com/GetAppcom","https://www.linkedin.com/company/getapp-com-a-gartner-company/","https://www.instagram.com/getappcom/","https://www.youtube.com/c/GetAppCom"]},{"name":"Upmetrics","description":"Upmetrics is an AI-powered business plan software designed to help entrepreneurs develop comprehensive, lender-ready business plans.\n\nThe intuitive business planning suite includes a sophisticated business plan builder, customizable templates, a financial forecasting tool, strategic planning tools, and the all-new AI Assistant, ensuring each plan meets specific business requirements.\n\nWhile the Upmetrics AI assistant helps you write/refine your plan and forecast financials, the AI co-pilot offers real-time, conversational support for a range of planning questions.\n\nThe software also includes powerful financial forecasting tools that allow for detailed 3-year or 7-year projections aiding users in budget planning, calculating startup costs, and assessing funding requirements without needing prior accounting knowledge.\n\nThe platform provides access to essential tools like the SWOT analysis, Lean Canvas, and Business Model Canvas, etc which help in mapping out the key elements of a business strategy. \n\nUsers can create collaborative workspaces where they invite team members to contribute in real-time. This fosters a dynamic environment for sharing ideas and receiving feedback, crucial for refining business strategies. \n\nUpmetrics is not only a tool for individual entrepreneurs but also serves educational institutions by providing students and educators with valuable resources for academic projects and business plan competitions. Moreover, business consultants find Upmetrics invaluable for delivering expert advice through strategic planning tools and in-depth market analysis capabilities.\n\nIt just starts at $7 a month and offers a 15-day money-back guarantee, underscoring its commitment to quality and customer trust. \n\nWhether starting a new venture or seeking funding, Upmetrics provides all the tools necessary to create detailed, professional business plans efficiently. \n\nJoin thousands of users who have propelled their business ventures to success with Upmetrics.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/f1d295fa-cfae-4a89-b214-5dea2030a741.png","url":"https://www.getapp.com.au/software/111605/upmetrics","@type":"SoftwareApplication","@id":"https://www.getapp.com.au/software/111605/upmetrics#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.getapp.com.au/#organization"},"aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":115,"ratingValue":4.9},"offers":{"price":"19","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Linux"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Business Plan Software","position":2,"item":"/directory/319/business-plan/software","@type":"ListItem"},{"name":"Upmetrics","position":3,"item":"/software/111605/upmetrics","@type":"ListItem"}],"@id":"https://www.getapp.com.au/software/111605/upmetrics#breadcrumblist"}]}
</script>
