---
description: Learn more about Upmetrics price, benefits, and disadvantages for businesses in South Africa. Read reviews from verified users and discover similar tools.
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title: Upmetrics Price, Reviews & Features - Capterra South Africa 2026
---

Breadcrumb: [Home](/) > [Business Plan Software](/directory/30860/business-plan/software) > [Upmetrics](/software/171456/business-plan-software)

# Upmetrics

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> 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 114 users. Top-rated for **Likelihood to recommend**.

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## 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** | 114 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 Visualization
- 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.za/directory/30860/business-plan/software)

## Related Categories

- [Business Plan Software](https://www.capterra.co.za/directory/30860/business-plan/software)
- [General Ledger Software](https://www.capterra.co.za/directory/32520/general-ledger/software)
- [Sales Forecasting Software](https://www.capterra.co.za/directory/30930/sales-forecasting/software)
- [Financial Reporting Software](https://www.capterra.co.za/directory/30050/financial-reporting/software)
- [Business Budgeting Software](https://www.capterra.co.za/directory/10003/budgeting/software)

## Alternatives

1. [LivePlan](https://www.capterra.co.za/software/142049/liveplan) — 4.5/5 (199 reviews)
2. [IdeaBuddy](https://www.capterra.co.za/software/204342/ideabuddy) — 4.7/5 (82 reviews)
3. [Business Base](https://www.capterra.co.za/software/1034289/business-base) — 4.8/5 (56 reviews)
4. [Intecplan](https://www.capterra.co.za/software/199708/intecplan) — 4.9/5 (36 reviews)
5. [ProAI](https://www.capterra.co.za/software/1059548/proai) — 4.9/5 (52 reviews)

## Reviews

### "Exceptional Value and Service\!" — 5.0/5

> **Karina** | *11 November 2025* | Civil Engineering | Recommendation rating: 10.0/10
> 
> **Pros**: Without a doubt, you receive more than you paid for. It has greatly simplified my life and is incredibly user-friendly. They have excellent customer service.
> 
> **Cons**: So far, I haven’t found anything I dislike. Everything works smoothly and support is excellent. If anything changes, I’ll update this review.
> 
> They resolved my issue within a matter of hours.

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### "Business planning" — 5.0/5

> **Buyiswa** | *15 July 2025* | Accounting | Recommendation rating: 10.0/10
> 
> **Pros**: It made writing the business plan easier. I liked the AI assistance it made it easy for me to compile my business plans.
> 
> **Cons**: The financial planning is a bit complicated. also the fact that we cannot upload documents on the company profile.
> 
> It was the best experience. I have learnt a lot about different kinds of business plans. i manage to compile fundable business plans

-----

### "Awesome tool" — 5.0/5

> **Toinette** | *15 October 2024* | Food & Beverages | Recommendation rating: 10.0/10
> 
> **Pros**: Very easy to use. Great price. Saved me a lot of time.
> 
> **Cons**: Wish I knew about Upmetrics sooner. Would be nice to be able to use on mobile.
> 
> Extremely pleased with Upmetrics. Will definitely use again.

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### "Ideal for advisors and coaches to help their clients fast track business planning." — 5.0/5

> **Dr Gary** | *19 January 2025* | Management Consulting | Recommendation rating: 10.0/10
> 
> **Pros**: An excellent tool that is very user-friendly.
> 
> **Cons**: There is nothing I can comment here, I have only good things to say about the platform.
> 
> I have had an excellent experience, using it with coaching clients, and they have also provided nothing but positive feedback.

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### "No business plan dont fret Upmetrics will hook you UP" — 5.0/5

> **Dr. Phindi** | *25 February 2025* | Food Production | Recommendation rating: 10.0/10
> 
> **Pros**: The user friendliness of the system and templates
> 
> **Cons**: there really is nothing that I did not like apart from the fact that you have to  different ones for the various companies I have
> 
> I found it very easy to navigate for a person with limited business writing

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## Links

- [View on Capterra](https://www.capterra.co.za/software/171456/business-plan-software)

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