--- 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 119 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** | 119 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. [Xero](https://www.capterra.pt/software/169561/xero) — 4.4/5 (3306 reviews) 4. [Intecplan](https://www.capterra.pt/software/199708/intecplan) — 4.9/5 (36 reviews) 5. [NetSuite](https://www.capterra.pt/software/135757/netsuite) — 4.2/5 (2051 reviews) ## Avaliações ### "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. ----- ### "Great Business Plan maker\!" — 5.0/5 > **Bernard** | *27 de junho de 2026* | Consultoria de gestão | Recommendation rating: 10.0/10 > > **Vantagens**: Really easy to use, clean layout, and the templates made planning feel quick, simple, and organised. > > **Desvantagens**: Honestly didn’t hit any issues. For what I needed, everything worked smoothly without hassles, and this was the first time I used it. > > A solid, straightforward tool that made the process easier. I’d happily use it again for similar work. ----- ### "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. ----- ### "Efficient, AI-powered business planning with investor-ready outputs" — 5.0/5 > **Geoffroy** | *4 de junho de 2026* | Biotecnologia | Recommendation rating: 10.0/10 > > **Vantagens**: What I liked most about Upmetrics was its ease of use and the significant time savings it provided when building a startup business plan. The platform offers well-structured templates that help create a coherent and professional business plan from the outset, making the overall process much more efficient than working with separate Word and Excel files. I also found the financial planning tools very useful, as they are integrated directly into the business planning workflow and help maintain consistency between the narrative and financial sections. The AI features are another strong advantage, helping to draft, improve, and rephrase content in a way that is better suited for investors and external stakeholders. Overall, Upmetrics enabled me to produce a more polished document, with a clearer structure and a better presentation, while considerably reducing the time required to complete the business plan. > > **Desvantagens**: The financial modeling features could be improved in terms of flexibility and depth, especially for more advanced or complex scenarios. That said, this limitation was not blocking in my case, as the tool still provides a solid and efficient framework for building a startup business plan. Overall, it remains a very usable solution despite this area for improvement. > > My overall experience with Upmetrics has been very positive, even impressive. The platform delivered a massive time saving compared to building a business plan with traditional tools. The combination of structured templates, financial planning features, and AI assistance provided a very smooth end-to-end experience. It effectively guided me through the entire process of formalising a startup business plan, from initial structure to investor-ready narrative and financial projections. The final output quality was excellent, with a clear structure and a presentation that is well aligned with what venture capital investors expect. One area for improvement would be better guidance on structuring the table of contents and controlling the overall length of the business plan. My first draft ended up significantly too long (around 100 pages), whereas VC expectations were closer to 20 pages. More built-in guidance or constraints on scope and structure would be valuable. Overall, Upmetrics remains a highly effective tool that significantly accelerates and improves the business planning process. ----- ### "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. ----- 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