--- description: Tudo sobre Upmetrics: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários graças à Capterra Portugal. Saiba mais! image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Upmetrics - Preço, avaliações e classificação - Capterra Portugal 2026 --- Breadcrumb: [Home](/) > [Software para Plano de Negócios](/directory/30860/business-plan/software) > [Upmetrics](/software/171456/business-plan-software) # Upmetrics Canonical: https://www.capterra.pt/software/171456/business-plan-software Page: 1 / 6\ Seguinte: [Next page](https://www.capterra.pt/software/171456/business-plan-software?page=2) > O Upmetrics é um software de plano de negócios que faz planejamento de negócios com IA, promovendo o crescimento estratégico de colegas empreendedores. > > Verdict: Rated **4.9/5** by 114 users. Top-rated for **Probabilidade de recomendação**. ----- ## Resumo ### Quem usa Upmetrics? Kit de ferramentas de planejamento de negócios que auxilia pequenas e médias empresas na elaboração de planos de negócios, previsão financeira, modelagem de tela e colaboração. ## Quick Stats & Ratings | Metric | Classificação | Detail | | **Geral** | **4.9/5** | 114 Avaliações | | Praticidade | 4.8/5 | Based on overall reviews | | Suporte ao cliente | 4.7/5 | Based on overall reviews | | Relação qualidade/preço | 4.7/5 | Based on overall reviews | | Recursos | 4.7/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Probabilidade de recomendação) | ## Sobre o fornecedor - **Empresa**: Codesket - **Founded**: 2017 ## Commercial Context - **Preço inicial**: 19,00 US$ - **Target Audience**: Profissional autônomo, 2 - 10, 11 - 50, 51 - 200 - **Deployment & Platforms**: Nuvem, SaaS, baseado na web, Mac (desktop), Windows (desktop), Linux (desktop) - **Idiomas**: alemão, espanhol, francês, italiano, neerlandês, português - **Available Countries**: Afeganistão, Alanda, Albânia, Alemanha, Andorra, Angola, Anguila, Antígua e Barbuda, Argentina, Argélia, Arménia, Aruba, Arábia Saudita, Austrália, Azerbaijão, Baamas, Bangladeche, Barbados, Barém, Belize and 210 more ## Recursos - Análise financeira - Chart of Accounts - Contabilidade - Demonstrativo de lucros e perdas - Ferramentas de colaboração - Geração de relatórios financeiros - Goal Setting/Tracking - Importação/exportação de dados - Modelos para planos de negócios - Múltiplas moedas - Orçamentos/Previsões - Planejamento estratégico - Real-Time Data - Receitas e balanço - Visualização de dados ## Integrations (2 total) - QuickBooks Online - Xero ## Opções de suporte - Email/Help Desk - FAQs/Fórum - Base de conhecimento - Suporte por telefone - Bate-papo ## Category - [Software para Plano de Negócios](https://www.capterra.pt/directory/30860/business-plan/software) ## Categorias relacionadas - [Software para Plano de Negócios](https://www.capterra.pt/directory/30860/business-plan/software) - [Software de Contabilidade Geral](https://www.capterra.pt/directory/32520/general-ledger/software) - [Sistemas de Previsão de Vendas](https://www.capterra.pt/directory/30930/sales-forecasting/software) - [Ferramentas de Relatórios Financeiros](https://www.capterra.pt/directory/30050/financial-reporting/software) - [Programas de Orçamento](https://www.capterra.pt/directory/10003/budgeting/software) ## Alternativas 1. [LivePlan](https://www.capterra.pt/software/142049/liveplan) — 4.5/5 (199 reviews) 2. [IdeaBuddy](https://www.capterra.pt/software/204342/ideabuddy) — 4.7/5 (82 reviews) 3. [Intecplan](https://www.capterra.pt/software/199708/intecplan) — 4.9/5 (36 reviews) 4. [Xero](https://www.capterra.pt/software/169561/xero) — 4.4/5 (3273 reviews) 5. [NetSuite](https://www.capterra.pt/software/135757/netsuite) — 4.2/5 (2003 reviews) ## Avaliações ### "a practical tool for creating well structure Business plan" — 5.0/5 > **Carlo** | *10 de março de 2026* | Roupa e moda | Recommendation rating: 9.0/10 > > **Vantagens**: 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. > > **Desvantagens**: 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 de novembro de 2024* | Serviços e tecnologia da informação | Recommendation rating: 9.0/10 > > **Vantagens**: It's like the Rolls-Royce of preparing such documents\!\! > > **Desvantagens**: 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 de abril de 2025* | Varejistas | Recommendation rating: 6.0/10 > > **Vantagens**: Implementation of AI in addressing business needs, especially in financial section of the platform. > > **Desvantagens**: 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. ----- ### "Exceptional Tool for University Business Plan Courses – 70 Students, One Seamless Experience" — 5.0/5 > **Herbert** | *10 de dezembro de 2025* | Bancos | Recommendation rating: 10.0/10 > > **Vantagens**: Upmetrics proved invaluable for our university course at IMC Krems, Austria, where 70 students used the platform to develop comprehensive business plans for a national competition. The intuitive interface allowed students with varying levels of business planning experience to quickly get started. The financial forecasting tools are particularly well-designed, enabling students to create professional-grade projections without extensive Excel knowledge. The AI-assisted writing features helped non-native English speakers articulate their ideas clearly. Team collaboration worked seamlessly across multiple student groups working simultaneously. > > **Desvantagens**: Minor suggestions for improvement: Some advanced customization options for financial templates would benefit students working on highly specialized business models. Occasionally, the export formatting required small manual adjustments for competition submission standards. > > As a Finance \& Investments lecturer, I integrated Upmetrics into our entrepreneurship curriculum with excellent results. All 70 students successfully completed professional business plans, many of which are now competing in an Austrian business plan competition. The platform strikes an ideal balance between guidance and flexibility—structured enough for beginners, yet sophisticated enough to produce competition-ready documents. The learning curve was minimal, allowing us to focus on business strategy rather than software training. Highly recommended for academic and educational use. ----- ### "Ease of use and peace of mind\!" — 5.0/5 > **Aaron** | *7 de novembro de 2024* | Vinhos e licores | Recommendation rating: 10.0/10 > > **Vantagens**: While Upmetrics is praised for affordability and comprehensive features, some users mention that the financial tools may require time to master and that it lacks a dedicated mobile app. However, its strengths in planning efficiency, collaboration, and AI-driven insights make it a valuable resource for many business planning needs > > **Desvantagens**: Overall, while Upmetrics is powerful, these limitations may impact its ease of use and accessibility for some businesses, especially those needing mobile solutions or more in-depth customization options. > > The overall experience with Upmetrics is generally positive, especially for startups, small businesses, and consultants looking to streamline business planning. Many users find it intuitive and effective, with standout features that save time and improve plan quality. ----- Page: 1 / 6\ Seguinte: [Next page](https://www.capterra.pt/software/171456/business-plan-software?page=2) ## Links - [View on Capterra](https://www.capterra.pt/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