--- description: Upmetrics : qu'en pensent les utilisateurs ? Lisez les avis clients sur Upmetrics, consultez les prix, tarifs, abonnements et découvrez ses fonctionnalités. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Upmetrics - Avis, notes, prix et abonnements - Capterra France 2026 --- Breadcrumb: [Accueil](/) > [Logiciels de business plan](/directory/30860/business-plan/software) > [Upmetrics](/software/171456/business-plan-software) # Upmetrics Canonical: https://www.capterra.fr/software/171456/business-plan-software Page : 1/6\ Suivant: [Page suivante](https://www.capterra.fr/software/171456/business-plan-software?page=2) > Upmetrics est un outil de planification d'entreprise basé sur l'IA qui permet de créer des business plans, de préparer des projections financières et des stratégies à long terme. > > Conclusion : 117 utilisateurs lui ont donné la note de **4.9/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**. ----- ## Présentation ### Qui utilise Upmetrics ? Les entrepreneurs, les petites entreprises, les éducateurs, les étudiants et les consultants en affaires utilisent Upmetrics pour créer des projections commerciales et financières, des présentations et des plans stratégiques pour leurs besoins uniques. ## Statistiques et notes | Métrique | Notation | En détail | | **Note globale** | **4.9/5** | 117 Avis | | Simplicité d’utilisation | 4.8/5 | D'après l'ensemble des avis | | Support client | 4.7/5 | D'après l'ensemble des avis | | Rapport qualité-prix | 4.7/5 | D'après l'ensemble des avis | | Fonctionnalités | 4.7/5 | D'après l'ensemble des avis | | Pourcentage de recommandation | 90% | (9/10 Probabilité de recommander le produit) | ## À propos de l'éditeur - **Société**: Codesket - **Entreprise fondée en**: 2017 ## Contexte commercial - **Prix à partir de**: 19,00 $US - **Public cible**: Auto-entrepreneur, 2–10, 11–50, 51–200 - **Déploiement et plateformes**: Cloud, SaaS, web, Mac (ordinateur), Windows (ordinateur), Linux (ordinateur) - **Langues**: allemand, espagnol, français, italien, néerlandais, portugais - **Pays disponibles**: Afghanistan, Afrique du Sud, Albanie, Algérie, Allemagne, Andorre, Angola, Anguilla, Antigua-et-Barbuda, Arabie saoudite, Argentine, Arménie, Aruba, Australie, Autriche, Azerbaïdjan, Bahamas, Bahreïn, Bangladesh, Barbade et 210 de plus ## Fonctionnalités - Analyse financière - Budgétisation et prévision - Chart of Accounts - Comptabilité - Compte de résultat - Goal Setting/Tracking - Importation et exportation de données - Modèles de plans commerciaux - Outils de collaboration - Planification stratégique - Prise en charge de plusieurs devises - Real-Time Data - Reporting financier - Revenu et bilan comptable - Visualisation de données ## Intégrations (2 au total) - QuickBooks Online - Xero ## Ressources d'aide - Service client/e-mail - FAQ/forums - Base de connaissances - Support téléphonique - Chat ## Category - [Logiciels de business plan](https://www.capterra.fr/directory/30860/business-plan/software) ## Catégories connexes - [Logiciels de business plan](https://www.capterra.fr/directory/30860/business-plan/software) - [Logiciels de grand livre général](https://www.capterra.fr/directory/32520/general-ledger/software) - [Logiciels de prévision des ventes](https://www.capterra.fr/directory/30930/sales-forecasting/software) - [Logiciels de reporting financier](https://www.capterra.fr/directory/30050/financial-reporting/software) - [Logiciels de gestion budgétaire](https://www.capterra.fr/directory/10003/budgeting/software) ## Logiciels similaires 1. [LivePlan](https://www.capterra.fr/software/142049/liveplan) — 4.5/5 (200 reviews) 2. [IdeaBuddy](https://www.capterra.fr/software/204342/ideabuddy) — 4.7/5 (83 reviews) 3. [Intecplan](https://www.capterra.fr/software/199708/intecplan) — 4.9/5 (36 reviews) 4. [Xero](https://www.capterra.fr/software/169561/xero) — 4.4/5 (3301 reviews) 5. [NetSuite](https://www.capterra.fr/software/135757/netsuite) — 4.2/5 (2046 reviews) ## Avis ### "Efficient, AI-powered business planning with investor-ready outputs" — 5.0/5 > **Geoffroy** | *4 juin 2026* | Biotechnologie | Taux de recommandation : 10.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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. ----- ### "Comprehensive collaborative business plan development tool\! Highly recommended\!" — 5.0/5 > **Shayne** | *14 décembre 2025* | Cosmétiques | Taux de recommandation : 10.0/10 > > **Avantages**: The tool is incredibly comprehensive and covers pretty much every base imaginable for building a business plan (and beyond) from start to finish. Not to mention, it makes collaboration across teams a breeze and is mostly easy to use – even for those who aren't used to doing this kind of a work in a tech-forward way. And finally, the UI is clean, intuitive, and well organized. Overall, a very strong tool for those who want to build solid business plans. > > **Inconvénients**: The ONLY downsides is the one-size-fits-all approach (which, for some business ideas, may be too complex as a starting point). While I realize that there are some best practices to follow – which this tool definitely captures – a lot of entrepreneurs with a business idea don't have all the answers right out the gate. What could be an interesting evolution of this tool would be to provide "beginner," "intermediate," and "advanced" options – depending on the stage of the business idea. Or perhaps, starting with the "foundational" elements first (aka, beginner) and then having the option to add on more advanced areas of the plan development as you go. I only suggest this because, for some, trying to tick every box may seem overwhelming and, as a result, cause people to stop using the tool. For better adoption, I'd say, make it super accessible to all – and then let those with a more baked business idea go the distance. (At least, that's how we felt – we appreciated the comprehensiveness of the tool but were equally overwhelmed by how much ground to cover...that we weren't quite yet ready to cover.) > > Overall, a great experience. Highly recommended for those who don't have any idea about how to build a proper business plan and use that content/information to build deliverables that not only bring the vision to life but also make it easier to "sell" the idea to others. Aside from keeping the business plan development process super organized, it definitely opened our eyes to a lot of other aspects of business creation that we hadn't thought about. So, as an educational tool (outside of its direct function), it was pretty awesome. Highly recommended\! ----- ### "Excellent outil pour une planification d’entreprise simple et efficace \!" — 5.0/5 > **Eugenie** | *20 avril 2025* | Transport routier/ferroviaire | Taux de recommandation : 9.0/10 > > **Avantages**: Très convivial, design épuré, modèles utiles pour la planification d'entreprise. > > **Inconvénients**: Certaines options de personnalisation sont un peu limitées. > > Upmetrics m’a permis d’organiser et de présenter mes idées commerciales de manière beaucoup plus claire. ----- ### "Solution d'un problème" — 5.0/5 > **Anna** | *20 janvier 2025* | Logiciels | Taux de recommandation : 10.0/10 > > **Avantages**: L'équipe a été réactive et rapide pour résoudre mon problème > > **Inconvénients**: tout était positif je n'ai aucun point négatif merci > > équipe à l'écoute et très réactive. mon problème a été rapidement résolu grâce à la réactivité de l'équipe ----- ### "Exceptional Tool for University Business Plan Courses – 70 Students, One Seamless Experience" — 5.0/5 > **Herbert** | *10 décembre 2025* | Banque | Taux de recommandation : 10.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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. ----- Page : 1/6\ Suivant: [Page suivante](https://www.capterra.fr/software/171456/business-plan-software?page=2) ## Liens - [Afficher sur Capterra](https://www.capterra.fr/software/171456/business-plan-software) ## Cette page est disponible dans les langues suivantes. | Langue | 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 | | ----- ## Données structurées