---
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
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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 **4.8/5** by 120 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** | **4.8/5** | 120 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**: UpMetrics

## Commercial Context

- **Preço inicial**: 14,00 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, inglês, 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)

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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 (3330 reviews)
5. [NetSuite](https://www.capterra.pt/software/135757/netsuite) — 4.2/5 (2077 reviews)

## Avaliações

### "Great for projections and pitch decks, wish the design side was more editable" — 4.0/5

> **Julissa** | *17 de agosto de 2026* | Saúde, bem-estar e condicionamento físico | Recommendation rating: 8.0/10
> 
> **Vantagens**: The financial projections are the strongest part. I built out my whole forecast without touching a spreadsheet formula, and the structure walked me through numbers I should have been thinking about anyway. The pitch deck generation saved me real hours too. If you know your business but not the formatting conventions investors expect, this fills that gap.
> 
> **Desvantagens**: The design side is more locked down than I wanted. Cover page options are limited and I wanted more control over them. Same with customizing beyond the standard sections — building something like a pricing packet meant working around the templates instead of with them. More editability on layout and design elements would make this a 5.
> 
> I used Upmetrics for my business plan projections and a pitch deck. It did what I needed and did it fast. The financial side is genuinely easy for someone who isn't a finance person and doesn't want to be. My main frustration was wanting more design flexibility once the content was done. Still a great tool overall and I'd recommend it for the planning and forecasting side. Disclosure: Upmetrics offered me a $30 Amazon gift card for leaving a review — opinions are my own.Great for projections and pitch decks, wish the design side was more editable

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### "Make A Daunting Task Fun\!" — 5.0/5

> **Erin** | *20 de março de 2025* | Varejistas | Recommendation rating: 10.0/10
> 
> **Vantagens**: The ease of use and the AI assistance in writing.
> 
> **Desvantagens**: The resetting of the financials when you just needed to change a date.
> 
> Writing a business plan is a daunting task, but Upmetrics actually made it kind of fun.  It was like putting a puzzle together and at the end you had this beautiful piece of work.

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### "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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### "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.

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### "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.&#10;&#10;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.&#10;&#10;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.&#10;&#10;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.&#10;&#10;The final output quality was excellent, with a clear structure and a presentation that is well aligned with what venture capital investors expect.&#10;&#10;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.&#10;&#10;Overall, Upmetrics remains a highly effective tool that significantly accelerates and improves the business planning process.

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