Compare LivePlan and Upmetrics 
At a Glance
Market Segments
Small-Business (86.2% of reviews)
Small-Business (88.0% of reviews)
Entry-Level Pricing
$20.00 Per Month
$7.00 Per Month
LivePlan
Star Rating
(31)4.1 out of 5
Market Segments
Small-Business (86.2% of reviews)
Entry-Level Pricing
$20.00 Per Month
Browse all 2 pricing plansUpmetrics
Star Rating
(25)4.8 out of 5
Market Segments
Small-Business (88.0% of reviews)
Entry-Level Pricing
$7.00 Per Month
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that LivePlan's budget management features, particularly the "Budget Periods" functionality, score a solid 9.3, but Upmetrics excels with its comprehensive "Budgeting" capabilities rated at 9.6, making it a better choice for users needing detailed budget oversight.
- Reviewers mention that while LivePlan offers decent "Templates" at a score of 7.9, Upmetrics shines with a score of 9.4, providing a wider variety of customizable templates that enhance user experience and streamline the planning process.
- G2 users highlight that LivePlan's "Progress Tracking" feature is rated at 7.6, which may not meet the needs of all users, whereas Upmetrics boasts a higher score of 9.6, indicating a more robust tracking system that helps users stay on top of their financial goals.
- Users on G2 indicate that LivePlan's "Quality of Support" is rated at 8.3, which is satisfactory, but Upmetrics stands out with a remarkable score of 9.5, suggesting that users may receive more timely and effective assistance when needed.
- Reviewers say that LivePlan's "Data Import" feature is rated at 9.5, which is strong, but Upmetrics offers superior "Data Management" capabilities with a score of 9.4, allowing for better data consolidation and validation processes.
- Users report that LivePlan's "Product Direction" is rated at 7.5, indicating some concerns about future updates, while Upmetrics impressively scores 9.5, suggesting a more positive outlook on ongoing development and feature enhancements.
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Pricing
Entry-Level Pricing
LivePlan
Monthly | Standard
$20.00
Per Month
For anyone who needs a professional business plan.
- Step-By-Step Instructions - Examples and detailed guidance help you write every section of your plan.
- Automatic Financial Statements - Built-in formulas make it easy to create financial reports lenders expect to see.
- Full Financial Forecast - Create accurate cash forecasts without complicated spreadsheets.
Upmetrics
Starter
$7.00
Per Month
- 400+ Sample business plans
- 3-Year Financial Forecast
- Pitch Deck Creator
Free Trial
LivePlan
No trial information availableUpmetrics
No trial information availableRatings
Meets Requirements
7.6
24
9.4
22
Ease of Use
8.3
25
9.6
23
Ease of Setup
9.0
8
9.6
12
Ease of Admin
9.0
7
9.6
9
Quality of Support
8.3
17
9.5
22
Has the product been a good partner in doing business?
9.0
5
10.0
9
Product Direction (% positive)
7.5
23
9.5
23
Features by Category
Budget Creation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
9.3
5
Not enough data
Budget Management
Not enough data
Not enough data
7.0
5
Not enough data
Not enough data
Not enough data
Forecasting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Management
Not enough data
9.5
7
Not enough data
9.4
6
Not enough data
9.3
5
Reporting Structure
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Standard Analytics
Not enough data
9.3
5
Not enough data
10.0
5
Not enough data
10.0
5
Not enough data
Not enough data
Custom Analytics
Not enough data
9.3
5
Not enough data
9.7
5
Not enough data
9.3
5
Not enough data
Not enough data
Not enough data
Not enough data
Cash Flow Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Cash Flow Forecasting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Financial Data Transfer
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Builder
7.9
7
9.4
8
7.7
5
9.6
8
7.6
7
9.6
8
7.5
6
9.4
8
Goals
6.9
7
9.4
9
7.7
5
9.6
8
Not enough data
9.8
8
Financials
7.1
7
9.6
8
6.4
7
9.8
8
8.7
5
9.8
8
Categories
Categories
Shared Categories
LivePlan and Upmetrics are categorized as Business Plan, Financial Analysis, and Budgeting and Forecasting
Reviews
Reviewers' Company Size
LivePlan
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Upmetrics
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Accounting
13.8%
Health, Wellness and Fitness
10.3%
Computer Software
10.3%
Management Consulting
6.9%
Information Technology and Services
6.9%
Other
51.7%
Computer Software
52.0%
Marketing and Advertising
12.0%
Consulting
4.0%
Staffing and Recruiting
4.0%
Publishing
4.0%
Other
24.0%
Most Helpful Reviews
LivePlan
Most Helpful Favorable Review
Craig C.
Verified User in Consulting
This software is excellent for both beginners and experienced individuals in business. As someone who advises firms on their structure and format, the design and outputs are user-friendly and easy to assemble. This allowed me to communicate effectively with...
Most Helpful Critical Review
Verified User in Events Services
very limited scope and restricted input space. Once signed in you cannot cancel this subscription and even if you do try and cancel online, it looks like that you have successfully unsubscribed but they will still keep charging you, God knows till what.
Upmetrics
Most Helpful Favorable Review
Vaibhav K.
Verified User in Computer Software
I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use & understand. It simplifies the often complex process of creating financial projections and forecasts. Along with it, AI assistance worked wonders for me.
Most Helpful Critical Review
Craig C.
Verified User in Consulting
This software is excellent for both beginners and experienced individuals in business. As someone who advises firms on their structure and format, the design and outputs are user-friendly and easy to assemble. This allowed me to communicate effectively with...
Vaibhav K.
Verified User in Computer Software
I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use & understand. It simplifies the often complex process of creating financial projections and forecasts. Along with it, AI assistance worked wonders for me.
Verified User in Events Services
very limited scope and restricted input space. Once signed in you cannot cancel this subscription and even if you do try and cancel online, it looks like that you have successfully unsubscribed but they will still keep charging you, God knows till what.
Discussions
LivePlan has no discussions with answers
Upmetrics has no discussions with answers
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