Upmetrics

LivePlan vs. Upmetrics

Don't let LivePlan slow you down—Upmetrics makes planning faster & more flexible.

Guided Plan Builder
Accounting Software Integration
1 to 10-Year Forecasting
Plans Starting at $14/mo
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Capterra rating
Upmetrics vs LivePlan

Why choose Upmetrics over LivePlan?

LivePlan offers AI writing help, step-by-step guidance, financial forecasting, and collaboration. But for founders who want speed, flexibility, and more powerful planning control, Upmetrics takes things further.

LivePlan

Guided AI suggestions only

1-5 year financial Planning — LivePlan forecast is between 1 to 5 years in length and can have up to 3 years of monthly detail.

One-page pitch summary only

Only generates a short pitch summary, not a full, customizable investor-ready pitch deck.

No live editing or real-time sync

Allows only one person to edit a section at a time—others see it locked, making simultaneous edits impossible.

Higher starting price

LivePlan starts at $20/month, which may not suit startups looking for affordable planning tools.

Limited support experience

Users report slow support and refund responses. Email or chat requests often take days.

Upmetrics

Guided plan builder & help tips

Step-by-step plan builder with built-in tips and AI suggestions to make edits in a particular section. Ideal for beginners.

Up to 10-year forecasting

Plan with flexible 10-year forecasts, monthly breakdowns, and scenario planning that goes beyond basics.

Full pitch deck creator

Create a polished, investor-ready pitch deck with full control over layout, content, design, and export options.

Real-time collaboration

Work seamlessly with co-founders, partners, or advisors to edit plans, share feedback, and stay aligned.

Budget-friendly plans

Upmetrics starts at just $14/month, offering a more affordable option for early-stage businesses.

World-class support

Get timely assistance from Upmetrics' dedicated support team via live chat or email without any delays.

Everything You Need to Make Planning Easier

Upmetrics is a modern, AI-powered planning tool designed to simplify the plan creation process for startups & small businesses. These features are a clear reflection of that purpose.

AI Business Plan Generator

AI Business Plan Generator

Answer a few questions and get a full plan ready in minutes. Customize it anytime.

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Full Pitch Deck Builder

Craft professional pitch decks that clearly reflect your business goals and strategy.

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Guided Plan Builder

Helps you create a business plan with clear steps, helpful pointers, and definitions.

AI Business Assistant

AI Business Assistant

Improve writing, get financial suggestions, and gain instant feedback—AI does it all.

Realistic Financial Forecasting

Realistic Financial Forecasting

Easily create 10-year financial forecasts with AI suggestions and built-in formulas.

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Easy Collaboration & Sharing

Invite partners or team members to edit, comment, and get feedback instantly.

Find All the Right Features to Create Polished, Professional Plans

Upmetrics and LivePlan are both powerful business planning platforms, but Upmetrics stands out by offering features that drive real results. Upmetrics gives you a faster, more flexible way to create investor-ready business plans and forecasts.

Features
LivePlan
Upmetrics
Step-by-step Plan Builder
AI Business Plan Generator
Business Plan Outline
AI Assistance
Pitch Deck Builder
1 page only
Full deck
Sample Business Plans
Task Management
Strategic Planning Tools
AI Research Analyst
Limited

PRICING

Get More Value for Half the Price

Why pay double for fewer features? Upmetrics gives you everything you need to plan better, at half the cost of LivePlan's premium plan, without the limitations.

LivePlan

Plan

Premium

$30/mo

Billed annually (Save 25%)

What's included:

  • 5 contributors + unlimited guests
  • 35-Day Money Back Guarantee
  • LivePlan Assistant
  • Full Financial Forecast
  • One-Page Pitch Builder
Upmetrics

Plan

Premium

$14/mo

Billed annually (Save up to 25%)

What's included:

  • 1 workspace
  • 5 contributors + unlimited guests
  • 15-Day Money Back Guarantee
  • AI Plan Writing & Assistance
  • 7-year financial forecasts
  • Multi-Versioning

REVIEWS

Why People Love Upmetrics Over LivePlan?

LivePlan
George Konstantinidis

George Konstantinidis

1 star

I never used it after the trial, but they kept charging me $40/month for 10 months with no reminder emails. Feels like they profit from people forgetting to cancel.

Majid Nasirinejad

Majid Nasirinejad

2 stars

I canceled my LivePlan account a month ago, but my credit card was charged again. I requested a refund, which was denied. Relying on unauthorized charges is a poor business practice.

Charlie Dominguez

Charlie Dominguez

2 stars

I like the overall layout and section flow—it's well organized. But it feels too limited when it comes to adding or importing graphs from other tools. Also, ChatGPT performs much better than the built-in AI feature.

Turkiye Simge Goorany

Turkiye Simge Goorany

1 star

They use refund only as a sales strategy. I realized within 24hrs that I accidentally stayed on premium instead of standard. When I reached out for a downgrade refund they refused.

Upmetrics
Mara Campbell

Mara Campbell

5 stars

The Upmetrics business plan tool stands out from the rest. Its financial forecasts are unmatched, offering detailed reports on profit, loss, earnings, and breakeven points.

Crystal Chason

Crystal Chason

5 stars

The website helped me write an excellent business plan. I was able to obtain a significant amount of financing to start my hospice agency. The website was easy to use for someone who is not a business expert.

Hichson Mc Thebe

Hichson Mc Thebe

5 stars

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.

Zbigniew Labecki

Zbigniew Labecki

5 stars

I have been using Upmetrics, and I must say, it is an excellent software. The platform is incredibly easy to use, clear, and quite powerful, saving me a ton of time.

Build Investor-Ready Business Plans using Upmetrics

Try Upmetrics Now

Elevate Your Business Planning Experience with Upmetrics

Upmetrics simplifies your planning process with simple yet powerful tools to create, refine, and track your strategy in real time. Get actionable insights that help drive your business forward and accelerate success.

Polish Your Plan: Tailored Enhancements with AI

Efficiently build and perfect your business plan with AI

Let Upmetrics' AI assistant take care of the entire process. Simply answer a few questions, and your draft will be ready in minutes. With the help of AI, you can effortlessly refine and customize your plan to match your business needs perfectly.

Make your plan engaging & visually appealing

Make your content more engaging with Upmetrics. Turn text-heavy sections into clear, visually engaging content. Choose from expertly designed templates such as SWOT Analysis, Market Size, and Customer Persona for clarity and impact.

Design visually appealing sections
AI-powered financial forecasting suggestions

Make accurate projections without complex calculations

Generate reliable financial projections quickly, without the hassle of complex formulas. Upmetrics uses AI insights and built-in formulas to forecast revenue, expenses, and cash flow. Easily track performance and refine your strategy as you go.

Test scenarios and make informed decisions

Plan for every situation. What if sales slow down or costs go up? With Upmetrics, you can easily test different scenarios and make smart decisions to stay on track, even when things don't go as planned.

What-If Analysis: Make sure you plan for every possibility
World class support ask for help anytime

Get quick, reliable customer support as needed

Don't get stuck in the planning process. Upmetrics offers world-class support whenever you need it. With a dedicated team just a message away, you'll receive quick email responses, access to a comprehensive knowledge base, and expert chat assistance at every step.

Enhance Your Strategy & Scale Faster with Upmetrics

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Frequently Asked Questions

Upmetrics offers a more modern, user-friendly interface with AI-powered tools to help you create, track, and refine your business plan in real time. LivePlan, on the other hand, focuses more on traditional planning with fewer automation features.

Upmetrics

Start & Finish Your Business Plan Today

  • No Risk
  • Cancel at Any Time
  • 15-Day Money Back Guarantee