--- 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: 115 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** | 115 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 (199 reviews) 2. [IdeaBuddy](https://www.capterra.co.cr/software/204342/ideabuddy) — 4.7/5 (82 reviews) 3. [Intecplan](https://www.capterra.co.cr/software/199708/intecplan) — 4.9/5 (36 reviews) 4. [Xero](https://www.capterra.co.cr/software/169561/xero) — 4.4/5 (3281 reviews) 5. [NetSuite](https://www.capterra.co.cr/software/135757/netsuite) — 4.2/5 (2006 reviews) ## Opiniones ### "a practical tool for creating well structure Business plan" — 5.0/5 > **Carlo** | *10 de marzo de 2026* | Ropa y moda | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: The ability to generate accurate financial projections in a very intuitive way and the freedom of choosing from several diagramms which best represent the projection. I also appreciated the variety of templates available, depending on the type of business you are working on. > > **Puntos en contra**: At the beginning, the platform takes a little time to get used to, especially when working with the financial forecasting tools, i wish there were a case study templates for the financial projection too. However, after some use, the workflow becomes much clearer. > > Overall my experience has been positive. I found it very helpful to import information from other documents and organize everything into one structured business plan. The platform makes it easier to keep all the sections consistent and produces a professional-looking document. ----- ### "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. ----- ### "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. ----- ### "CUSTOMER SUPPORT" — 5.0/5 > **Marissa** | *28 de enero de 2026* | Salud, bienestar y deporte | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: very easy to use, even for someone old school like me :) I actually enjoyed using the program, the examples embedded in the template assisted me greatly and made it easy to understand. > > **Puntos en contra**: Probably that you lose all your data when you unsubscribe, but it gives you the option of downloading a word document so if i decide it was time to review my plan i have a saved a copy of it and will update the next one. Probably would have been good to have AU option for Australia (possibly other currencies as well) instead of USD or even a conversion calculator to make the journey easier at checkout. > > I am in Australia so i was skeptical about asking for assistance thinking someone would take a lot of time to respond, BUT I got a response within a couple minutes so i was able to complete my business plan. ----- ### "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. ----- 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