LivePlan vs Upmetrics
LivePlan
liveplan.com
Upmetrics
upmetrics.coSide by side
| Figure | LivePlan | Upmetrics |
|---|---|---|
| Price from | $15/mo | $14/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | — | Yes |
| Plans published | 6 | 4 |
| Spec score · Business Plan Software | 8.4 (#4) | 7.1 (#30) |
| Collaboration | Accounts support up to five contributors, guest access controls and simultaneous work with section-level editing locks. | Users can co-write in real time, leave inline comments, resolve threads, restore earlier drafts, and assign roles and permissions. |
| Founded | 2011 | 2019 |
| Headquarters | Eugene, Oregon, United States | Los Angeles, California, United States |
| Integrations | The documented accounting integrations are QuickBooks Online and Xero. | Plan-vs-actuals sync connects QuickBooks or Xero to compare forecasts with live results. |
| Pitch decks | Plans can be converted into editable pitch presentations and exported to PDF or PowerPoint. | The AI Pitch Deck Generator turns a plan into an investor-ready pitch deck with one click. |
| Security | LivePlan says data is written to multiple disks immediately, backed up daily and stored in multiple locations. | Upmetrics says it uses industry-standard encryption and security measures to safeguard data and personal information. |
| Support | LivePlan provides weekday live chat and email support plus group onboarding and a help center. | The company provides a help desk and support by email at [email protected]. |
| What it does | LivePlan is a cloud business-planning service for creating plans, financial forecasts, market research and performance tracking. | Upmetrics is business plan software that writes plans with AI, builds financial forecasts without spreadsheets, tracks performance against numbers, and keeps teams in sync. |
Plans
LivePlan
- Standard$15 a month
- Premium$30 a month
- LivePlan Expert$30 a month
- LivePlan Expert (add-on)$30 a month
- Standard$180 a year
- Premium$360 a year
Upmetrics
- Premium$19 a month
- Professional$49 a month
- Premium$168 a year
- Professional$444 a year
In their own words
LivePlan
LivePlan is a web-based service for creating business plans and monitoring financial performance. Its income statement, cash flow, and balance sheet forecasts are connected, so changing an assumption updates them together. The service includes AI-based idea validation and geography-specific market research that LivePlan says draws on more than 50 verified sources. Users can turn plans into presentations, edit them in LivePlan, and export them as PDF or PowerPoint files. QuickBooks Online and Xero connections bring accounting data into forecasts and dashboards, and the service includes more than 550 sample plans. Standard and Premium each list one active company, five contributors, and unlimited guests; only one company may be active at a time. LivePlan works on Android, iOS, macOS, web, and Windows, but requires an internet connection for all functions and has no mobile app. It lists chat and weekday email support. There is no free trial; LivePlan advertises a 35-day money-back guarantee. Standard is $20 a month and Premium is $40 a month, both billed monthly.