--- description: Detaillierte Informationen über Upmetrics zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Schweiz. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Upmetrics Kosten, Erfahrungen & Bewertungen - Capterra Schweiz 2026 --- Breadcrumb: [Startseite](/) > [Businessplan Software](/directory/30860/business-plan/software) > [Upmetrics](/software/171456/business-plan-software) # Upmetrics Canonical: https://www.capterra.ch/software/171456/business-plan-software Seite: 1 / 6\ Weiter: [Nächste Seite](https://www.capterra.ch/software/171456/business-plan-software?page=2) > Upmetrics ist eine Businessplansoftware, die die Geschäftsplanung mit KI revolutioniert und das strategische Wachstum von Unternehmern fördert. > > Bewertung: **4.9/5** von 114 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet Upmetrics? Geschäftsplanungs-Toolkit, das kleine und mittlere Unternehmen bei der Businessplanerstellung, Finanzprognose, Canvas-Modellierung und Zusammenarbeit unterstützt. ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.9/5** | 114 Nutzerbewertungen | | Bedienkomfort | 4.8/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.7/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.7/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.7/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 90% | (9/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: Codesket - **Gegründet**: 2017 ## Gewerblicher Kontext - **Startpreis**: $ 19.00 - **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200 - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop), Linux (Desktop) - **Unterstützte Sprachen**: Deutsch, Französisch, Italienisch, Niederländisch, Portugiesisch, Spanisch - **Verfügbare Länder**: Afghanistan, Albanien, Algerien, Amerikanisch-Samoa, Amerikanische Jungferninseln, Andorra, Angola, Anguilla, Antigua und Barbuda, Argentinien, Armenien, Aruba, Aserbaidschan, Australien, Bahamas, Bahrain, Bangladesch, Barbados, Belarus, Belgien und 210 weitere ## Funktionen - Buchhaltung - Budgetierung/Prognosen - Chart of Accounts - Daten-Import / -Export - Datenvisualisierung - Einkommen & Bilanz - Finanzanalyse - Finanzberichterstattung - Gewinn-und Verlustrechnung - Goal Setting/Tracking - Mehrere Währungen - Real-Time Data - Strategische Planung - Vorlagen für Geschäftspläne - Werkzeuge zur Zusammenarbeit ## Integrationen (2 insgesamt) - QuickBooks Online - Xero ## Optionen für Kundensupport - E-Mail/Helpdesk - FAQ/Forum - Wissensdatenbank - Telefon-Support - Chat ## Category - [Businessplan Software](https://www.capterra.ch/directory/30860/business-plan/software) ## Ähnliche Kategorien - [Businessplan Software](https://www.capterra.ch/directory/30860/business-plan/software) - [Hauptbuch](https://www.capterra.ch/directory/32520/general-ledger/software) - [Absatzplanung Software](https://www.capterra.ch/directory/30930/sales-forecasting/software) - [Financial Reporting Software](https://www.capterra.ch/directory/30050/financial-reporting/software) - [Budgeting Software](https://www.capterra.ch/directory/10003/budgeting/software) ## Alternativen 1. [IdeaBuddy](https://www.capterra.ch/software/204342/ideabuddy) — 4.7/5 (82 reviews) 2. [LivePlan](https://www.capterra.ch/software/142049/liveplan) — 4.5/5 (199 reviews) 3. [Intecplan](https://www.capterra.ch/software/199708/intecplan) — 4.9/5 (36 reviews) 4. [Xero](https://www.capterra.ch/software/169561/xero) — 4.4/5 (3273 reviews) 5. [NetSuite](https://www.capterra.ch/software/135757/netsuite) — 4.2/5 (2003 reviews) ## Nutzerbewertungen ### "Great tooling for entrepreneurs" — 5.0/5 > **Philippe** | *28. Januar 2025* | Medizinische Geräte | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: Very good generation of contents, seamless process > > **Nachteile**: Nothing specifically. I could perceive the management was very interested to improve incrementally the product > > Did one startup business plan, now in process to do a second one ----- ### "a practical tool for creating well structure Business plan" — 5.0/5 > **Carlo** | *10. März 2026* | Bekleidung & Mode | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. November 2024* | Informationstechnologie & -dienste | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: It's like the Rolls-Royce of preparing such documents\!\! > > **Nachteile**: 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. April 2025* | Einzelhandel | Empfehlungsbewertung: 6.0/10 > > **Vorteile**: Implementation of AI in addressing business needs, especially in financial section of the platform. > > **Nachteile**: 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. ----- ### "Exceptional Tool for University Business Plan Courses – 70 Students, One Seamless Experience" — 5.0/5 > **Herbert** | *10. Dezember 2025* | Bankwesen | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. ----- Seite: 1 / 6\ Weiter: [Nächste Seite](https://www.capterra.ch/software/171456/business-plan-software?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.ch/software/171456/business-plan-software) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | 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 | | ----- ## Strukturierte Daten