--- description: Learn more about Upmetrics price, benefits, and disadvantages for businesses in New Zealand. Read verified software reviews and find 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 Pricing, Reviews & Features - Capterra New Zealand 2026 --- Breadcrumb: [Home](/) > [Business Plan Software](/directory/30860/business-plan/software) > [Upmetrics](/software/171456/business-plan-software) # Upmetrics Canonical: https://www.capterra.co.nz/software/171456/business-plan-software Page: 1 / 6\ Next: [Next page](https://www.capterra.co.nz/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 115 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** | 115 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**: US$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 & 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 Visualisation - 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.co.nz/directory/30860/business-plan/software) ## Related Categories - [Business Plan Software](https://www.capterra.co.nz/directory/30860/business-plan/software) - [General Ledger Software](https://www.capterra.co.nz/directory/32520/general-ledger/software) - [Sales Forecasting Software](https://www.capterra.co.nz/directory/30930/sales-forecasting/software) - [Financial Reporting Software](https://www.capterra.co.nz/directory/30050/financial-reporting/software) - [Business Budgeting Software](https://www.capterra.co.nz/directory/10003/budgeting/software) ## Alternatives 1. [LivePlan](https://www.capterra.co.nz/software/142049/liveplan) — 4.5/5 (199 reviews) 2. [IdeaBuddy](https://www.capterra.co.nz/software/204342/ideabuddy) — 4.7/5 (82 reviews) 3. [Business Base](https://www.capterra.co.nz/software/1034289/business-base) — 4.8/5 (56 reviews) 4. [Intecplan](https://www.capterra.co.nz/software/199708/intecplan) — 4.9/5 (36 reviews) 5. [Xero](https://www.capterra.co.nz/software/169561/xero) — 4.4/5 (3281 reviews) ## Reviews ### "a practical tool for creating well structure Business plan" — 5.0/5 > **Carlo** | *10 March 2026* | Apparel & Fashion | Recommendation rating: 9.0/10 > > **Pros**: The ability to generate accurate financial projections in a very intuitive way and the freedom of choosing from several diagramms which best represent the projection. I also appreciated the variety of templates available, depending on the type of business you are working on. > > **Cons**: At the beginning, the platform takes a little time to get used to, especially when working with the financial forecasting tools, i wish there were a case study templates for the financial projection too. However, after some use, the workflow becomes much clearer. > > Overall my experience has been positive. I found it very helpful to import information from other documents and organize everything into one structured business plan. The platform makes it easier to keep all the sections consistent and produces a professional-looking document. ----- ### "Dr Luudovic Krundel on fantastic Upmetrics' experiences" — 4.0/5 > **Ludovic** | *14 November 2024* | Information Technology & Services | Recommendation rating: 9.0/10 > > **Pros**: It's like the Rolls-Royce of preparing such documents\!\! > > **Cons**: Unfortunately, that Rolls-Royce needs a very good driver. > > There is very good understanding and interlinks between your apps within your platform. The AI rewriting is fabulous. There are still some glitches as I remember, which we can discuss in details through your support, as we have already started. I hope you will implement my improvements suggested or requested. It will enhance dramatically the experiences of all your customers. ----- ### "Good starting point, but not adequate for in-depth high quality business plans" — 3.0/5 > **Mohsen** | *23 April 2025* | Retail | Recommendation rating: 6.0/10 > > **Pros**: Implementation of AI in addressing business needs, especially in financial section of the platform. > > **Cons**: The business plan output was quite basic and much of the work had to be done through typing\! I would expect it to be more conversational, the AI asking questions, writing down, asking questions, etc. For each section and sub-section of the plan. > > I wasn't really satisfied with the product, but it gave me a relatively good starting point for writing my own business plan. ----- ### "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. ----- ### "Make A Daunting Task Fun\!" — 5.0/5 > **Erin** | *20 March 2025* | Retail | Recommendation rating: 10.0/10 > > **Pros**: The ease of use and the AI assistance in writing. > > **Cons**: The resetting of the financials when you just needed to change a date. > > Writing a business plan is a daunting task, but Upmetrics actually made it kind of fun. It was like putting a puzzle together and at the end you had this beautiful piece of work. ----- Page: 1 / 6\ Next: [Next page](https://www.capterra.co.nz/software/171456/business-plan-software?page=2) ## Links - [View on Capterra](https://www.capterra.co.nz/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