Top Upmetrics Alternatives

LivePlan

liveplan.com

LivePlan simplifies business planning, budgeting, forecasting, and performance tracking for small businesses and startups. Become a more confident business owner and strategically manage your business from day one and onward with LivePlan. LivePlan works for any business, at any stage. Whether you're looking to get your business plan or pitch together for funding, or you're currently a business owner looking to build a forecast as a roadmap for your future - LivePlan can help you plan, fund, and grow your business with ease. With step-by-step instructions, expert guidance, tutorials, webinars, and over 500+ sample business plans - creating a professional business plan has never been easier. No need for complex spreadsheets or number crunching. LivePlan's automated financials with built-in formulas means your projections and financials are razor accurate. Share a quick one-page pitch of your business model with lenders, investors, and internal teams - keeping everyone on the same page, without having to share your full business plan document. Budgets and sales forecasts are a critical element to business success. Bring these numbers to life with LivePlan's performance dashboard. These dashboards simplify your performance and creates impressive charts and graphs automatically. Sync QuickBooks or Xero with LivePlan to pull in your actual accounting data. Use this data as the foundation for your projections, budgets, and see how your current performance compares to your forecasted plan.

Promet AI

prometai.app

AI Business Plan Generator. Begin your business journey with PrometAI's AI business plan generator. It's designed to guide you through each step, ensuring clarity and ease in crafting your business blueprint. Start your success story today with a plan that sets the foundation for growth and achievement.

IdeaBuddy

ideabuddy.com

IdeaBuddy is an innovative business planning software that helps entrepreneurs and startups develop their ideas, create a business model, validate the business concept, and make an impressive business plan. All of this comes with step-by-step guides and editable templates. The tool is simple, easy, and fun to use!

Genius Sheets

geniussheets.com

Genius Sheets is a data integration solution that helps organizations connect their various financial resources through an off the shelf application. Genius Sheets lets you save time and focus on make critical decisions that improve your organizations bottom line

Spendesk

spendesk.com

Spendesk is the complete spend management platform that gives 100% visibility into company spend. With Spendesk, you get a 7-in-1 solution with corporate cards, invoice payments, expense reimbursements, budgets, approval, reporting, compliance, and pre-accounting in one simple, scalable solution. Trusted by thousands of businesses from start-ups to established brands, Spendesk is designed to save time and money across the entire spending process with 100% visibility, built-in automation, and an easily adopted approval process. Ultimately businesses that use Spendesk empower every employee to be accountable for the financial fitness of the company.

Anaplan

anaplan.com

Anaplan is a transformative way to see, plan, and run your business. Using its proprietary Hyperblock™ technology, Anaplan lets you contextualize real-time performance, and forecast future outcomes for faster, confident decisions. Anaplan enables connected strategy and planning across your enterprise to move your business forward. Based in San Francisco, Anaplan has over 200 partners and more than 2,000 customers worldwide. G2 categories include: Corporate Performance Management, Budgeting & Forecasting, Compensation Management, Sales & Ops Planning, Sales Performance Management, Sales Planning, Supply Chain Planning, and Workforce Management.

eDesk

edesk.com

eDesk helps online retailers and brands deliver seriously extraordinary customer service, everywhere they sell. eDesk offers a whole suite of award-winning eCommerce tools to streamline customer support processes and reporting for faster response times to dramatically improve productivity and profitability. Its customer support software has been designed specifically to give eCommerce businesses a unified view of all customers’ queries, centralizing all their support channels, social media, webstore and marketplace messages, with its Smart Inbox. It automatically prioritizes messages based on your business needs and assigns them using role based rules, so your team can reply to customers 5x faster, build loyalty and drive repurchase. When dealing with customer queries, its AI automation suggests the best answers and translations so your agents can respond easily, and in any local language. Businesses serious about selling online can scale customer service as they expand into new markets with confidence. eDesk natively integrates with and consolidates data from over 200 marketplace, webstore, social networks, communications, and logistics channels – more than any other customer support software provider – so you can access end-to-end order information at the click of a button. eDesk is also the only customer support solution on the Amazon and Walmart developer councils, helping online retailers and brands grow their businesses through new sales channels, well-connected to their customer support tools and processes.

Productive

productive.io

Productive is an end-to-end project management tool that comes with an integrated Sales Pipeline, Resource Planning, and powerful Project Management features. It is made for agencies and professional service business. Sales Pipeline Easily manage your sales funnel and win more deals with a simple CRM solution. You won't ever forget to follow up on that potential business opportunity. When the deal is won, convert it into a project, and continue working in the same tool. Project Management Assign work, collaborate, and organize agency projects. Project Management features are integrated with Time Tracking and Task Management so you will run projects faster and more elegantly. Resource Planning Organize and plan a work schedule for your entire agency. Find bottlenecks that cost money and consume time. Avoid collisions, burnouts, and overbooking with resource planning features. Powerful Business Insights Build customizable reports from scratch by focusing on what's important for you: Actual Utilization by People, Revenue & Profitability by Client, Invoiced Revenue by Months, Overtime by People, Profitability by Months, etc. Billing and Invoicing Automatically track invoiced amounts and be confident you’ve billed everything you need. Simply generate invoices using tracked time on billable services.

Vena

vena.io

Vena is the only Complete Planning platform that empowers and inspires business leaders and finance and operations professionals to Plan To Grow™. Vena leverages the familiarity and flexibility of an Excel interface within the Vena Growth Engine, the SaaS platform and methodology that powers your plans and guides your journey to growth. Over 1,500 of the world's leading companies grow with Vena, including Nike, Coca-Cola Consolidated and the Kansas City Chiefs. In addition, Vena works with over 100 world-class Partners. G2 categories include: Corporate Performance Management (CPM) Software, Budgeting and Forecasting Software, Financial Close Software, Sales Performance Management Software and more.

Vizologi

vizologi.com

Vizologi is an Artificial Intelligence-based tool designed to boost business strategy. The tool serves as a business plan generator, automating the crafting of business plans to save users time and provide insightful analysis. Vizologi aids users in generating an unlimited number of business ideas, offering a platform for brainstorming. It is equally efficient in providing insights on markets and competitors, thereby facilitating business intelligence. It uses Artificial Intelligence to accelerate the process of business plan creation, including elements such as research, market analysis, business design, and prototyping. An additional benefit of using Vizologi is the accessibility to a knowledge base, hence aiding in the identification of new business opportunities. Furthermore, this AI expert has been trained on strategies from leading companies, enhancing its capability to deliver accurate analytics and comprehensive feedback. Vizologi proves useful to a wide array of professionals including strategists, creatives, consultants, entrepreneurs, managers and students, thus making it a versatile tool.

Verint

verint.com

Verint helps the world’s most iconic brands build enduring customer relationships by connecting work, data, and experiences across the enterprise. With this approach, brands can navigate and thrive as they adapt to the future of work, eliminate the inefficiencies created by organizational and data silos, and consistently deliver differentiated experiences at scale across every interaction. Verint's solutions help brands close the gap created when they lack the resources required to deliver experiences that fulfill customer expectations. Closing this Engagement Capacity Gap™ helps them build lasting relationships with customers and drive real business results. The Verint Customer Engagement Platform draws on the latest advancements in artificial intelligence and analytics, open integration, and the science of customer engagement to meet ever-increasing, ever-shifting consumer interactions and demands. They help their customers to drive even greater value from their technology investments by working closely with a broad ecosystem of solutions and partners. With Verint, brands can finally unlock the potential of customer engagement across every area of the business to deliver consistently differentiated experiences to their customers and employees, and do so at scale to realize tangible business results. Global Presence • Headquartered in Melville, N.Y., with 40+ offices worldwide • Powered by 4,500 dedicated professionals and a global partner network Closing the Engagement Capacity Gap Brands today are challenged to deliver quality customer experiences across dozens of engagement channels, hundreds of customer journeys, and millions of interactions – all with the same team and resources. This results in an Engagement Capacity Gap. Verint solutions are uniquely geared toward closing this gap.

Celonis

celonis.cloud

Since 2011, Celonis has helped thousands of the world’s largest and most esteemed companies yield immediate cash impact, radically improve customer experience, and reduce carbon emissions. Its Process Intelligence platform uses industry-leading process mining technology and AI to present companies with a living digital twin of their end-to-end processes. For the first time, everyone in an organization has a common language for how the business runs, visibility into where value is hiding, and the ability to capture it. Celonis is headquartered in Munich, Germany and New York City, USA with more than 20 offices worldwide. Find out more at celonis.com

Causal

causal.app

Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand. In Causal, you build your models out of variables, which you can then link together in simple plain-English formulae. This makes your models easy to understand and quick to build, so you can spend minutes, not days, on your models. When you're done, you can share the link to your model with stakeholders. They'll be able to view your model's outputs in a visual dashboard, rather than a jumble of tabs and complex formulae. Causal makes it simple to incorporate advanced modelling techniques like scenario analysis, sensitivity analysis, and uncertainty in your inputs. You can also integrate all of your most important data sources, from spreadsheet software like Sheets and Excel, to accounting platforms like Xero and Quickbooks.

Jenji

jenji.io

Founded in 2015 in Paris, Jenji is a fast-growing startup. Jenji is one of the leaders in professional expense management and dematerialization solutions for companies. It offers management solutions for expense reports, lump-sum indemnities and professional expenses designed for medium and large companies. Jenji has reinvented expense management solutions by relying on Cloud and AI technologies to create a user interface accessible across devices, everywhere in the world, giving finance departments real-time and consistent data.

Finmark

finmark.com

Finmark is financial planning software for startups. Create and share financial plans, manage burn rate, and forecast revenue and expenses—without spreadsheets.

COMMITLY

commitly.com

Liquidity planning software - developed for entrepreneurs With COMMITLY you plan and monitor the cash flows and liquidity of your company easily and effortlessly. Put an end to tedious Excel files, don't wait for the bookkeeping! Liquidity and financial planning helps you to make decisions at any time. Simply better liquidity planning!

Runway Financial

runway.com

Runway is the modern and intuitive way to model, plan, and align your business for everyone on your team. High-growth companies, including Superhuman, AngelList, and 818 Tequila trust Runway to manage their financial operations and drive strategic decision-making with confidence.

Jedox

jedox.com

Planning your business with better insights and decisions. Accelerate planning, forecasting and reporting through automation and predictive analytics in one unified solution. Jedox provides you with a flexible platform for enterprise performance management. Automate repetitive tasks, strengthen collaboration, and transform your business through the power of AI.

Rho

rho.co

Rho is the all-in-one financial platform organizations can bank on. We combine AP automation and banking products with world-class software that traditional financial institutions don’t offer to help companies manage expenses, AP, banking, treasury, and month-end close with greater speed and efficiency. Designed to sync with your accounting software, Rho’s full-stack finance platform empowers corporate finance teams and leaders with the technology they need to drive greater workflow efficiency, control, and visibility over how money moves in and out of their organizations.

Planful

planful.com

Planful is the Cloud FP&A Platform for Continuous Planning. You, the FP&A team, are on the frontline rapidly planning and analyzing how to navigate your organization through frequent and complex business changes. Your expertise and skill-set are made for moments like this and we are here for you.

Fluidly

fluidly.com

Fluidly is fundamentally rethinking the way businesses plan and manage their finances, from cashflow to funding. So whether you’re a business looking for an effortless way to keep on top of your cash, or an accountant who wants to better serve their clients – we can help.

Planium Pro

planiumpro.com

Whether you are a business advisor, accountant, or consultant, Planium Pro allows you to create new revenue streams for your business without allocating excessive resources or extra staff members. With the help of our engaging, well-design dashboard, automated tables of contents, appendices, high-resolution dynamic diagrams, Knowledge Base, educational resources and sample plans, communication channel and industry benchmarks, Planium Pro covers all of your clients strategic planning needs.

Bizplan

bizplan.com

Build Your Plan, Grow Your Business. Stop guessing. Use our guided business plan creator and get funded.

Maus

maus.com

Strategic Planning and execution that multiplies business value. Maus is an all-in-one platform for strategic, financial, and exit planning that turns big ideas into action. In one easy-to-use platform, you can plan, implement, measure and grow your business. It’s not enough to simply create a plan. With Maus, you can turn your strategy into the roadmap for success while aligning with your financial and business value goals

Reach Reporting

reachreporting.com

Upgrade to Reach Reporting. Automation for your financial and non-financial data. Makes reporting, forecasting & budgeting easy with powerful dashboards and enhanced visuals. Automate repetitive tasks to make better data-driven decisions in minutes. Gain valuable insights into your business trajectory with our 3-Way Forecasting feature. By connecting your P&L, Balance Sheet, and Cash Flow Statement, you can create a comprehensive view of your financials with automated cash flow forecasting. Financial managers, accountants, and advisors estimate that 48% of their time is spent preparing financial reports and dashboards. Reports and dashboards dynamically update as data flows through each month. Visualize data in just a few clicks.

Phocas Software

phocassoftware.com

Need to feel good about your data? If your business needs to move faster with more certainty, Phocas can help. We have an all-in-one business planning and analytics platform for companywide use. A single governed source of truth fed directly from your ERP, accounting, and other systems. Phocas solves the pains mid-market businesses have with gaining insights, reporting, tracking performance, managing sales teams, planning spend, managing cashflow, building budgets, forecasting and doing month end. Whether you’re a big picture thinker or go straight to the detail, with Phocas you lead the way in discovering data - with confidence that results will be in real time and accurate. Phocas follows your train of thought to answer critical business questions as fast as your brain (or your boss) comes up with them. Phocas not only answers your questions; it uncovers new questions and opportunities you had never even thought of! Designed for non-technical users, Phocas delivers powerful analytical and time saving financial reporting capabilities. It brings up data in seconds on local, regional or global sales, inventory, forecasts, prices, profit margins, budgets and more. Phocas enables you to carry out ad-hoc data interrogation or associate and consolidate data, identify trends, conduct modelling and stay ahead of the competition. Any Phocas user can easily and quickly build interactive dashboards, collaborate with them and revise then on the spot without help from the IT department. Phocas dashboards let you do more than scratch the surface. Unlike many BI tools, you can go straight from your dashboard to underlying business data, right down to an individual transaction. You decide how much detail you want to see and how you want to see it. Smart security allows you to apply or remove restrictions to the data that different users can see, saving the IT department hours of time building individual dashboards for your users. Our Financial Statements automate month end reporting (say goodbye to repetitive excel wrangling) as well as simplifies consolidation of multiple entities. Phocas Budgeting and Forecasting allows you to easily revise budgets and provides a more dynamic process to help finance leaders keep up with changing business and economic climates. Incorporate additional data sources to build driver based budgets, track actual performance against forecasts and more. Phocas successfully integrates with all major ERP or CRM programs (and just about any other data source your business might use) to give you a quick start that can easily be customized to your specific needs. Our governed implementation and business-based user security provide the solutions to let you and your IT staff stay productive and dedicated to your core business. Phocas also brings you the ability to combine transactional and geospatial data on an easy to view map. Show profitability by plotting the top 10 customers in a city, regional or country on a map. Pinpoint a particular location or use a heat map to show data for multiple locations. Phocas mapping can be used with OpenStreetMap or Google API. Phocas delivers a full Business Intelligence suite for mobile use. Taking Phocas on the road gives you a real-time data interrogation capability wherever you are. Access your data anywhere, anytime. In your car, at the airport, overseas or on the beach! Customers have consistently rated Phocas highly in the annual BARC survey since 2013.

Fathom

fathomhq.com

Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth and other key performance indicators (KPIs). Fathom seamlessly integrates with Xero, QuickBooks Online/Desktop and MYOB; or import financials & non-financials via Excel. Create beautiful reports and dashboards: Whether presenting to a client, reporting to the bank, or updating your management team, you'll always be prepared with Fathom. On-the-fly benchmarking: Fathom helps you easily compare, rank and benchmark your companies, clients or franchisees. Consolidated reporting... made easy: Fathom enables you to group your related companies together to create consolidated reports for an organisation. So, in addition to reporting for an individual company, you can easily track and monitor the performance of a group to which a company belongs. Alert monitoring: Using Fathom you can easily setup alerts for your companies or clients, then monitor when key financial metrics miss targets or exceed critical alert levels... plus much more!

Datarails

datarails.com

Datarails is the AI-powered Financial Planning and Analysis platform for Excel users. Datarails allows finance teams to continue to reap all the benefits you love from Excel, while bringing data consolidation, advanced visualization, reporting and AI capabilities to uncover strategic business insights.

Jirav

jirav.com

Jirav is the next generation of business planning software. Our all-in-one Budgeting, Forecasting, Reporting, and Dashboarding solution offers faster implementation and a more intuitive interface at total cost that better meets the needs of businesses between 5 to 500 employees. Jirav offers the fastest time to value through native integrations that help to automatically connect in minutes to systems including NetSuite, Intacct, QuickBooks, and Xero so you can start planning right away.

Cuttles

cuttles.io

How dreamers and entrepreneurs develop ideas and build startups Create your pitch deck. Write your business plan. Do your finances. Plan your roadmap. Get startup schooled and present everything to anyone. It’s simpler, faster and more impactful than ever to start a business.