---
description: Tudo sobre Upmetrics: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários graças à Capterra Portugal. Saiba mais!
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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

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> 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 116 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** | 116 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 (200 reviews)
2. [IdeaBuddy](https://www.capterra.pt/software/204342/ideabuddy) — 4.7/5 (83 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 (3292 reviews)
5. [NetSuite](https://www.capterra.pt/software/135757/netsuite) — 4.2/5 (2041 reviews)

## Avaliações

### "Highly Recommend" — 5.0/5

> **Cindy** | *18 de outubro de 2024* | Medicina alternativa | Recommendation rating: 10.0/10
> 
> **Vantagens**: It is extremely easy to use, it's intuitive, it guides you through it step by step and it's extremely easy for others to collaborate.
> 
> **Desvantagens**: I wish I could build the company org chart with titles and responsibilities and produce functional org charts.  In the business plan, some of the modules you can't change or adjust.
> 
> Hands down, the best business planning software I have ever used.

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### "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.

-----

### "Excellent customer support and intuitive platform" — 5.0/5

> **Vladislav** | *14 de abril de 2026* | Imóveis comerciais | Recommendation rating: 10.0/10
> 
> **Vantagens**: The interface is very intuitive and modern. I was particularly impressed by their customer support team; they are very responsive, empathetic, and professional when it comes to addressing user concerns.
> 
> **Desvantagens**: The subscription terms are quite strict regarding the refund window, but they are open to communication and individual cases if you reach out to them.
> 
> It's a solid tool for business planning with a great support team behind it. Even though I didn't get to use all the features, the platform seems very well-structured for entrepreneurs.

-----

### "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.

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### "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.

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## Links

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