--- description: ¿Qué es y para qué sirve Upmetrics? Lee opiniones verificadas, descubre sus características, precios de planes, ventajas y desventajas. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: ¿Qué es Upmetrics? - Reseñas, precios y funciones - Capterra México 2026 --- Breadcrumb: [Inicio](/) > [Software para plan de negocios](/directory/30860/business-plan/software) > [Upmetrics](/software/171456/business-plan-software) # Upmetrics Canonical: https://www.capterra.mx/software/171456/business-plan-software Página: 1 de 6\ Siguiente: [Página siguiente](https://www.capterra.mx/software/171456/business-plan-software?page=2) > Upmetrics es un software de planes de empresa que revoluciona la planificación empresarial con IA y fomenta el crecimiento estratégico para otros emprendedores. > > Veredicto: 120 usuarios lo han valorado con **4.8/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa Upmetrics? Kit de herramientas de planificación empresarial que ayuda a las pequeñas y medianas empresas con la elaboración de planes de empresa, pronósticos de finanzas, modelado de lienzos y colaboración. ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.8/5** | 120 Opiniones | | Facilidad de uso | 4.8/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.7/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.7/5 | Basado en las opiniones generales | | Funciones | 4.7/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 90% | (9/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: UpMetrics ## Contexto comercial - **Precio inicial**: USD 14.00 - **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200 - **Despliegue y plataformas**: Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Linux (desktop) - **Idiomas admitidos**: alemán, español, francés, inglés, italiano, neerlandés, portugués - **Países disponibles**: Afganistán, Albania, Alemania, Andorra, Angola, Anguila, Antigua y Barbuda, Arabia Saudita, Argelia, Argentina, Armenia, Aruba, Australia, Austria, Azerbaiyán, Bahamas, Bangladés, Barbados, Baréin, Belice y 210 más ## Funciones - Análisis financiero - Balance contable y cuadro de resultados - Chart of Accounts - Contabilidad - Creación de informes financieros - Declaración de ganancias/pérdidas - Goal Setting/Tracking - Herramientas de colaboración - Importación y exportación de datos - Planificación estratégica - Plantillas de planes de empresa - Presupuestos/previsiones - Real-Time Data - Varias divisas - Visualización de datos ## Integraciones (en total: 2) - QuickBooks Online - Xero ## Opciones de asistencia - E-mail/Help Desk - Preguntas frecuentes/foro - Base de conocimientos - Asistencia telefónica - Chat ## Categoría - [Software para plan de negocios](https://www.capterra.mx/directory/30860/business-plan/software) ## Categorías relacionadas - [Software para plan de negocios](https://www.capterra.mx/directory/30860/business-plan/software) - [Libro general](https://www.capterra.mx/directory/32520/general-ledger/software) - [Software para pronóstico de ventas](https://www.capterra.mx/directory/30930/sales-forecasting/software) - [Software de informes financieros](https://www.capterra.mx/directory/30050/financial-reporting/software) - [Programas para hacer presupuestos](https://www.capterra.mx/directory/10003/budgeting/software) ## Alternativas 1. [LivePlan](https://www.capterra.mx/software/142049/liveplan) — 4.5/5 (200 reviews) 2. [IdeaBuddy](https://www.capterra.mx/software/204342/ideabuddy) — 4.7/5 (83 reviews) 3. [Intecplan](https://www.capterra.mx/software/199708/intecplan) — 4.9/5 (36 reviews) 4. [Xero](https://www.capterra.mx/software/169561/xero) — 4.4/5 (3330 reviews) 5. [NetSuite](https://www.capterra.mx/software/135757/netsuite) — 4.2/5 (2080 reviews) ## Opiniones ### "Great for projections and pitch decks, wish the design side was more editable" — 4.0/5 > **Julissa** | *17 de agosto de 2026* | Salud, bienestar y deporte | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 ----- ### "Make A Daunting Task Fun\!" — 5.0/5 > **Erin** | *20 de marzo de 2025* | Comercio minorista | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: The ease of use and the AI assistance in writing. > > **Puntos en contra**: 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. ----- ### "Good starting point, but not adequate for in-depth high quality business plans" — 3.0/5 > **Mohsen** | *23 de abril de 2025* | Comercio minorista | Valoración de la recomendación: 6.0/10 > > **Puntos a favor**: Implementation of AI in addressing business needs, especially in financial section of the platform. > > **Puntos en contra**: 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. ----- ### "Great Business Plan maker\!" — 5.0/5 > **Bernard** | *27 de junio de 2026* | Consultoría de gestión | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: Really easy to use, clean layout, and the templates made planning feel quick, simple, and organised. > > **Puntos en contra**: 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. ----- ### "Exceptional Tool for University Business Plan Courses – 70 Students, One Seamless Experience" — 5.0/5 > **Herbert** | *10 de diciembre de 2025* | Banca | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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. ----- Página: 1 de 6\ Siguiente: [Página siguiente](https://www.capterra.mx/software/171456/business-plan-software?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.mx/software/171456/business-plan-software) ## Esta página se encuentra disponible en los siguientes idiomas | Local | 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 | | ----- ## Datos estructurados