Upmetrics Pros and Cons

The AI co-pilot of Upmetrics really works as a partner to my business. I never felt stuck about what to do next with Upmetrics. The best part is, the tool not only helps with writing but with financial forecasting too. So, for me, this is an amazing business planning software. Review collected by and hosted on G2.com.

I haven't encountered any major issues so far, but I would appreciate more customizable template options for cover page designs. Review collected by and hosted on G2.com.

As a founder of a software development agency, I didn't find any relevant templates or resources to write my business plan. Then, I found Upmetrics. It is amazing. Its step-by-step guidance and AI assistant helped me write the plan in just a day, saving me time to focus on other aspects of business. Review collected by and hosted on G2.com.

It would be great if they could provide more customizations and discount options on yearly plans. Review collected by and hosted on G2.com.

We found the single page business plan very helpful in aligning the entire team towards our missions and goals. Removed all excess fat and help the team focus Review collected by and hosted on G2.com.

Would be helpful if they could integrate with account softwares and CRM. Can really be a force multiplier Review collected by and hosted on G2.com.

Upmetrics provides a comprehensive platform that simplifies the process of securing funding. The detailed financial modeling tools and business plan templates are extremely helpful in presenting a compelling case to investors and lenders. Review collected by and hosted on G2.com.

While the platform is robust, it could benefit from more interactive tutorials to help new users maximize its features quickly. Review collected by and hosted on G2.com.

Saves a lot of time in the business planning and forecasting activities. As a founder raising funds, this also helps a lot in making sure I am not making any obvious gaps in the plan to be shared with prospective investors, making us look well prepared and diligent Review collected by and hosted on G2.com.

Sometimes the ideas from its AI engine could be too generic, but they offer a good starting point Review collected by and hosted on G2.com.

We like the AI feature and forecasting tool of upmetrics Review collected by and hosted on G2.com.

I would like to see more business templates. Review collected by and hosted on G2.com.

Have tried many business plan tools, but Upmetrics worked best for us.

2 Highlights for me:

1. AI tools that helps me to easy create the business plan and write things quickly.

2. They have an incredible support team. They are quick and to the point in responding. Review collected by and hosted on G2.com.

Would have loved, if they would integrate from Quickbooks to pickup our financial data and create accurate forecasting plans. Review collected by and hosted on G2.com.

For us, Upmetrics stands out for their AI-powered business plan assistance. They are helping us simplifying the planning. Support is their big plus, its one of the best I've come across Review collected by and hosted on G2.com.

AI Assistant is exclusive only to the premium users Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Upmetrics offers advanced financial forecasting and it has significantly improved our planning process. We're able to make more confident decisions based on the accurate insights and data we get via Upmetrics.

The neatly visualized and automated reports are just another reason for us to use this tool consistently and say goodbye to chaotic spreadsheets. Review collected by and hosted on G2.com.

Every capability is thoughtfully designed and adopting the tool was easy. The support is prompt and we frequently share our feedback with the team. Review collected by and hosted on G2.com.