upmetrics Reviews

I have used liveplan before, and while it has great bones, the AI component of Upmetrics reduces a lot of time in creating at least a foundation to build upon. The business plan is easy to use with clear organization. The financial services offerd was a huge help in doing what would have otherwise taken us a year or more to complete. It has been helpful to review our dreams vs reality and now with benchmarks in the financial forcast we can adjust as needed to stay on track or exceed expectations.

I had the pleasure of working with Kaylee and Jay on the financial analysis portion of my business plan, and their expertise was crucial! From the beginning, their focus on detail significantly enhanced my plan's quality. They took the time to understand my business model and provided valuable insights on financial projections that aligned with my vision.

The support and resources from Kaylee and Jay were essential, ensuring accuracy in every figure and solid data backing every assumption. Their professionalism made the process smoother than expected. I highly recommend Kaylee for anyone needing help with business planning.

Overall: 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!

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.

I couldn’t have wrote my Business plan without Upmetrics. I had no idea what to write and it was very helpful using the AI, guides and samples. I absolutely recommend.

I required a business plan for the bank within a couple of days. I found Upmetrics and I didn’t know what to expect, but I’m so glad I found them as the business plan was so easy to create with the help of AI too. The bank approved the funding so it confirms how good it was.

I used various Business Plan Development software over the past 15 years and have been greatly impressed by Upmetrics. The AI function is a lifesaver. I assist various small businesses developing their Business Plans and they are also very impressed. GREAT product. Love it.

Best setup for business plan
Great website for business anning and ideas. The value proposition is great. I will use them again. the

I had minimal experience writing business plans before using this service, and I struggled to understand what I needed to include when submitting to the SBA. Upmetrics streamlined the process by providing broken-down sections, AI-upgraded insights, and beginner-friendly correction options, which made the whole process much easier for me. Overall, I highly recommend this service for creating your business plans, as it has helped my business partner and me to receive the funding we needed to acquire the business, and the lender loved our business plan.

The platform offers a lot of structure and lots of help. It was a great experience

Upmetrics helped us define our idea in the business plan in a systematic and concise manner. It's easy to use. Simplicity and accurancy of this tool is what makes upmetrics worth it.