--- description: Learn more about Upmetrics price, benefits, and disadvantages for businesses in Australia. Read reviews from verified users and discover similar 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 Cost & Reviews - Capterra Australia 2026 --- Breadcrumb: [Home](/) > [Business Plan Software](/directory/30860/business-plan/software) > [Upmetrics](/software/171456/business-plan-software) # Upmetrics Canonical: https://www.capterra.com.au/software/171456/business-plan-software Page: 1 / 6\ Next: [Next page](https://www.capterra.com.au/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 | 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 - Accounting - Budgeting/Forecasting - Business Plan Templates - Chart of Accounts - Collaboration Tools - Data Import/Export - Data Visualization - Financial Analysis - Financial Reporting - Goal Setting/Tracking - Income & Balance Sheet - Multi-Currency - Profit/Loss Statement - Real-Time Data - Strategic Planning ## Integrations (2 total) - QuickBooks Online - Xero ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Business Plan Software](https://www.capterra.com.au/directory/30860/business-plan/software) ## Related Categories - [Business Plan Software](https://www.capterra.com.au/directory/30860/business-plan/software) - [General Ledger Software](https://www.capterra.com.au/directory/32520/general-ledger/software) - [Sales Forecasting Software](https://www.capterra.com.au/directory/30930/sales-forecasting/software) - [Financial Reporting Software](https://www.capterra.com.au/directory/30050/financial-reporting/software) - [Business Budgeting Software](https://www.capterra.com.au/directory/10003/budgeting/software) ## Alternatives 1. [LivePlan](https://www.capterra.com.au/software/142049/liveplan) — 4.5/5 (200 reviews) 2. [Xero](https://www.capterra.com.au/software/169561/xero) — 4.4/5 (3296 reviews) 3. [IdeaBuddy](https://www.capterra.com.au/software/204342/ideabuddy) — 4.7/5 (83 reviews) 4. [Business Base](https://www.capterra.com.au/software/1034289/business-base) — 4.8/5 (57 reviews) 5. [Intecplan](https://www.capterra.com.au/software/199708/intecplan) — 4.9/5 (36 reviews) ## Reviews ### "Made Business Planning Far Less Overwhelming" — 5.0/5 > **Kathrine** | *14 May 2026* | Leisure, Travel & Tourism | Recommendation rating: 8.0/10 > > **Pros**: Upmetrics was an incredibly valuable tool throughout the process of creating my business plan. Without it, I honestly don’t think I would have been able to put together such a detailed and thorough plan. I would highly recommend Upmetrics to anyone starting or planning a business. It was a huge help in bringing my vision together. > > **Cons**: The forecasting section was a little confusing at first, particularly for someone without an accounting background, but that’s probably to be expected given the complexity involved. Overall, the platform still made the process far easier and more manageable than doing it independently. > > he platform made it much easier to organise my ideas, structure my financials, and think through important areas of the business that I may have otherwise overlooked. It gave me a clear framework and helped turn what initially felt overwhelming into something achievable and professional. ----- ### "CUSTOMER SUPPORT" — 5.0/5 > **Marissa** | *28 January 2026* | Health, Wellness & Fitness | Recommendation rating: 10.0/10 > > **Pros**: very easy to use, even for someone old school like me :) I actually enjoyed using the program, the examples embedded in the template assisted me greatly and made it easy to understand. > > **Cons**: Probably that you lose all your data when you unsubscribe, but it gives you the option of downloading a word document so if i decide it was time to review my plan i have a saved a copy of it and will update the next one. Probably would have been good to have AU option for Australia (possibly other currencies as well) instead of USD or even a conversion calculator to make the journey easier at checkout. > > I am in Australia so i was skeptical about asking for assistance thinking someone would take a lot of time to respond, BUT I got a response within a couple minutes so i was able to complete my business plan. ----- ### "Upmetrics helped tremendously with the business plan for my client" — 5.0/5 > **Kay** | *14 February 2026* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: Upmetrics has been very easy to use and the AI component is excellent. I am a Finance professional and a previous client of mine asked me to do a business plan for his hydroponics business. I am good with numbers but didn't really know where to start. That's when Upmetrics came in. I also like the fact that the system integrates with Xero and Quickbooks accounting software so that when we do start the business we can easily transfer the figures over. Support has also been fantastic. > > **Cons**: I don't think I have anything to criticise about Upmetrics. I am not sure if you can have more than one scenario? > > I have had an excellent experience so far. The program is very easy to understand and use. Corrections and adjustments are a breeze. ----- ### "Excellent Platform" — 5.0/5 > **Haydn** | *10 September 2024* | Facilities Services | Recommendation rating: 9.0/10 > > **Pros**: Ease of use, structured well for first time users. Great template features. > > **Cons**: No specific cons. The platform is straightforward, requiring minimal supervision and training. > > The product is easy to use and integrate with other team members requiring no steep learning curve. Recommend.. ----- ### "Exceptional Tool for University Business Plan Courses – 70 Students, One Seamless Experience" — 5.0/5 > **Herbert** | *10 December 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. ----- Page: 1 / 6\ Next: [Next page](https://www.capterra.com.au/software/171456/business-plan-software?page=2) ## Links - [View on Capterra](https://www.capterra.com.au/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