--- description: ¿Qué piensan los usuarios de Upmetrics? Lee las reseñas y opiniones verificadas, descubre sus características y el nivel de usabilidad, consulta los precios y conoce las ventajas y desventajas de Upmetrics gracias a Capterra Costa Rica. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Upmetrics - Opiniones, precios y características - Capterra Costa Rica 2026 --- Breadcrumb: [Inicio](/) > [Software para plan de negocios](/directory/30860/business-plan/software) > [Upmetrics](/software/171456/business-plan-software) # Upmetrics Canonical: https://www.capterra.co.cr/software/171456/business-plan-software Página: 1 de 6\ Siguiente: [Página siguiente](https://www.capterra.co.cr/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: 119 usuarios lo han valorado con **4.9/5**. 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** | **4.9/5** | 119 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**: Codesket - **Constitución**: 2017 ## Contexto comercial - **Precio inicial**: USD 19,00 - **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, 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.co.cr/directory/30860/business-plan/software) ## Categorías relacionadas - [Software para plan de negocios](https://www.capterra.co.cr/directory/30860/business-plan/software) - [Libro general](https://www.capterra.co.cr/directory/32520/general-ledger/software) - [Software para pronóstico de ventas](https://www.capterra.co.cr/directory/30930/sales-forecasting/software) - [Software de informes financieros](https://www.capterra.co.cr/directory/30050/financial-reporting/software) - [Programas para hacer presupuestos](https://www.capterra.co.cr/directory/10003/budgeting/software) ## Alternativas 1. [LivePlan](https://www.capterra.co.cr/software/142049/liveplan) — 4.5/5 (200 reviews) 2. [IdeaBuddy](https://www.capterra.co.cr/software/204342/ideabuddy) — 4.7/5 (83 reviews) 3. [Xero](https://www.capterra.co.cr/software/169561/xero) — 4.4/5 (3306 reviews) 4. [Intecplan](https://www.capterra.co.cr/software/199708/intecplan) — 4.9/5 (36 reviews) 5. [NetSuite](https://www.capterra.co.cr/software/135757/netsuite) — 4.2/5 (2051 reviews) ## Opiniones ### "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. ----- ### "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. ----- ### "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. ----- ### "Efficient, AI-powered business planning with investor-ready outputs" — 5.0/5 > **Geoffroy** | *4 de junio de 2026* | Biotecnología | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 noviembre de 2024* | Tecnología y servicios de la información | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: It's like the Rolls-Royce of preparing such documents\!\! > > **Puntos en contra**: 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. ----- Página: 1 de 6\ Siguiente: [Página siguiente](https://www.capterra.co.cr/software/171456/business-plan-software?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.co.cr/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