LivePlan vs Upmetrics
Built to secure funding and grow: Why LivePlan beats Upmetrics
When funding is on the line, you need more than beginner tools. LivePlan provides industry benchmarks, true customization, and a platform purpose-built for securing capital.
All subscriptions come with a
35-Day Money-Back Guarantee
Trusted by over 1 million small businesses and leading business institutions
Why LivePlan?
4 reasons entrepreneurs choose LivePlan over Upmetrics
Smarter AI
LivePlan's AI is built on 30+ years of business planning expertise and includes real industry data (not AI guesses) that you can cite and trust.
Full customization
LivePlan lets you fully adjust any section, and reorganize content. Insert images, automatic charts and graphs, and adjust themes to reflect the uniqueness of your business.
Simple Interface
Stop fighting clunky menus and long workflows. LivePlan is designed to let you build faster, navigate easier, and focus on strategy instead of wrestling with the app.
Grows with you
LivePlan becomes your ongoing business management hub—track actuals vs. forecasts, manage cash flow, and adjust your strategy as your business evolves.
What makes LivePlan different
Smarter AI
AI built on expertise, context, and real data
Stop editing generic AI output. LivePlan's AI works within our proven business planning framework, using your uploaded reference files and real industry data to deliver suggestions tailored to your specific market and business model, not one-size-fits-all advice.
Full customization
Complete control over structure, content, and design
Your plan should reflect your strategy, not a one-size-fits-all format. LivePlan lets you fully control your plan's structure and design. Move sections around, add custom branding, insert images, and adjust every element to create a document that's uniquely yours.
Simple interface
Build faster with an interface that's simple to navigate
Upmetric users complain about clunky menus, confusing navigation, and workflows that require 'a good driver.'
LivePlan's app interface is intuitive from day one so you can focus on building your strategy, not figuring out where to find what you need.
Grows with you
Track performance, manage cash flow, and stay on course
Upmetrics stops at plan creation. LivePlan becomes your ongoing management platform. Connect your accounting software to track actuals vs. forecasts, monitor cash flow, and adjust your strategy as your business evolves. Make data-driven decisions with a tool that evolves with you.
Research data
Get real data from real sources
An AI research assistant that invents facts can't replace real data. LivePlan's industry data delivers actual benchmarks, competitive metrics, and financial data you can cite with confidence. Build a plan backed by credible sources, not generic market summaries.
Detailed feature comparison
| Features |  |  |
|---|---|---|
| Ai powered writing assistance | | |
| Online/cloud based access | | |
| Real industry benchmarks and financial metrics | | |
| Proven business planning framework | | |
| Progress indicators & tracking | | |
| 10 "what if" forecast scenarios | | |
| Complete template customization | | |
| Sleek, intuitive interface | | |
| 500+ sample business plans | | |
| SBA-approved formatting | | |
| Investor and lender-ready output | | |
Here’s what people are saying about LivePlan
“I learned more about running my small business from a week of focused work in [LivePlan] than I have from any other single source. It has fundamentally changed the way I view my business ventures.”
Matthew H
Capterra Review
“Great product and service. Good plan structure and AI prompts help you to formulate a lot of of thoughts into a coherent business plan structure. As an entrepreneur, I used it for a few of my startups, and found it to be very helpful.”
Jamie B
G2 Review
“LivePlan was a great help to design, work out, plan and strategically organize and think about all the ideas that go into developing a new project and business plan [...] Think about it like a coach guiding you through the process.”
Alvaro F
Shopper Approved Review
“I've been using LivePlan with Xero for a few months now and love it. It's given me visibility about how we're doing against Forecast like I've never had before...”
Rob Mackley
Xero App Store Review
“Before LivePlan, my team and I had no idea where or how to start [...] It helped us focus on and build every single area of our business strategy and recognize that some aspects of the company needed to be adjusted before we could launch.”
Ifeanyi K
Capterra Review
“LivePlan has eased my business planning processes and have provided me with easy access to credit from both banks and investors alike.”
Bashir T
Shopper Approved Review
“All businesses require solutions and tools [...] for control of expenses, spreadsheets were always the first option, but since the arrival of LivePlan, all work is easier and more automated.”
Maggie L
Trust Radius Review
“I didn't have a business plan and using LivePlan helped give me an easy tool to build a strong business plan for myself and clients. My clients have gone on to enhance their plans and grow their businesses.”
Gabriella B
G2 Review
“LivePlan made us feel confident and secure in our numbers and gave us a clear view of our past, present and future!”
Angela A
Capterra Review
“LivePlan provides the balance between stating your vision, the framework to support it, and the numbers.”
Mike R
Shopper Approved Review
“I learned more about running my small business from a week of focused work in [LivePlan] than I have from any other single source. It has fundamentally changed the way I view my business ventures.”
Matthew H
Capterra Review
“Great product and service. Good plan structure and AI prompts help you to formulate a lot of of thoughts into a coherent business plan structure. As an entrepreneur, I used it for a few of my startups, and found it to be very helpful.”
Jamie B
G2 Review
“LivePlan was a great help to design, work out, plan and strategically organize and think about all the ideas that go into developing a new project and business plan [...] Think about it like a coach guiding you through the process.”
Alvaro F
Shopper Approved Review
“I've been using LivePlan with Xero for a few months now and love it. It's given me visibility about how we're doing against Forecast like I've never had before...”
Rob Mackley
Xero App Store Review
“Before LivePlan, my team and I had no idea where or how to start [...] It helped us focus on and build every single area of our business strategy and recognize that some aspects of the company needed to be adjusted before we could launch.”
Ifeanyi K
Capterra Review
“LivePlan has eased my business planning processes and have provided me with easy access to credit from both banks and investors alike.”
Bashir T
Shopper Approved Review
“All businesses require solutions and tools [...] for control of expenses, spreadsheets were always the first option, but since the arrival of LivePlan, all work is easier and more automated.”
Maggie L
Trust Radius Review
“I didn't have a business plan and using LivePlan helped give me an easy tool to build a strong business plan for myself and clients. My clients have gone on to enhance their plans and grow their businesses.”
Gabriella B
G2 Review
“LivePlan made us feel confident and secure in our numbers and gave us a clear view of our past, present and future!”
Angela A
Capterra Review
“LivePlan provides the balance between stating your vision, the framework to support it, and the numbers.”
Mike R
Shopper Approved Review
Frequently asked questions
LivePlan offers both monthly and annual subscriptions with two different tier options, standard and premium. A monthly premium subscription for LivePlan starts at $40. A monthly professional subscription to Upmetrics starts at $49. Both also offer annual pricing options with additional savings.
LivePlan does not offer a free trial at the moment. Your subscription does come with a 35-day money-back guarantee. If you find that LivePlan isn't working for you, you can contact our team within your first 35 days and we'll happily refund you in full.
LivePlan has a world-class customer support team of wonderful humans. Our team members are LivePlan experts and can help you answer any questions you might have via chat or email. When you signup for LivePlan you also are invited to join a group onboarding session with our team and other LivePlan customers via video. Here you can ask all your LivePlan questions and connect with our team and other LivePlan customers directly!
Our most popular LivePlan tier is LivePlan Premium. It includes all the features a small business owner needs to create a professional business plan, and also continue to manage their business in the healthiest way. LivePlan Premium allows you to connect your accounting data in QuickBooks or Xero, and also provides you access to Industry Data and Benchmarks custom to your business.