---
description: Upmetricsを実際に使用したユーザーのレビューから、製品の機能や価格、メリットデメリットをご覧いただけます。類似製品との比較も簡単、ぴったりのSaaSが見つかるはず！
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title: Upmetricsとは？ | 機能や料金、導入事例をご紹介【キャプテラ】
---

現在地表示: [ホーム](/) > [事業計画作成ツール](/directory/30860/business-plan/software) > [Upmetrics](/software/171456/business-plan-software)

# Upmetrics

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> Upmetricsは、AIにより事業計画に革命をもたらし、起業家の戦略的成長を促進する事業計画ソフトウェアです。
> 
> 評価：119人のユーザーによる評価は**4.9/5**。**おすすめ度**で最高の評価。

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## 概要

### Upmetricsの対象ユーザー

中小企業の事業計画の作成、財務予測、キャンバスモデリング、コラボレーションを支援する事業計画ツールキットです。

## 簡単な統計と評価

| 測定基準 | 評価 | 詳細 |
| **総合評価** | **4.9/5** | 119 レビュー |
| 使いやすさ | 4.8/5 | レビュー全体に基づく |
| カスタマー・サポート | 4.7/5 | レビュー全体に基づく |
| 価格の妥当性 | 4.7/5 | レビュー全体に基づく |
| 機能 | 4.7/5 | レビュー全体に基づく |
| おすすめ率 | 90% | (9/10 おすすめ度) |

## 企業情報

- **キャプテラについて**: Codesket
- **設立**: 2017

## ビジネスコンテキスト

- **価格プラン**: $19.00
- **対象となる企業**: 自営業, 2～10, 11～50, 51～200
- **デプロイとプラットフォーム**: クラウド、SaaS、ウェブベース, Mac（デスクトップ）, Windows（デスクトップ）, Linux（デスクトップ）
- **サポートされる言語**: イタリア語, オランダ語, スペイン語, ドイツ語, フランス語, ポルトガル語
- **利用可能な国**: アイスランド, アイルランド, アゼルバイジャン, アフガニスタン, アメリカ合衆国, アラブ首長国連邦, アルジェリア, アルゼンチン, アルバ, アルバニア, アルメニア, アンギラ, アンゴラ, アンティグア・バーブーダ, アンドラ, イエメン, イギリス, イスラエル, イタリア, イラク さらに210件

## 機能

- Chart of Accounts
- Goal Setting/Tracking
- Real-Time Data
- コラボレーションツール
- データのインポート／エクスポート
- データの可視化
- ビジネスプランのテンプレート
- 予算設定、予測
- 利益／損失ステートメント
- 多通貨
- 戦略的計画
- 損益計算書・貸借対照表
- 経理
- 財務分析
- 財務報告

## 統合 (合計2件)

- QuickBooks Online
- Xero

## サポートのオプション

- メール/ヘルプデスク
- FAQ/フォーラム
- ナレッジベース
- 電話サポート
- チャット対応有

## Category

- [事業計画作成ツール](https://www.capterra.jp/directory/30860/business-plan/software)

## 関連カテゴリー

- [事業計画作成ツール](https://www.capterra.jp/directory/30860/business-plan/software)
- [総勘定元帳](https://www.capterra.jp/directory/32520/general-ledger/software)
- [販売予測ソフトウェア](https://www.capterra.jp/directory/30930/sales-forecasting/software)
- [財務報告ソフト](https://www.capterra.jp/directory/30050/financial-reporting/software)
- [予算管理システム](https://www.capterra.jp/directory/10003/budgeting/software)

## 代替製品

1. [IdeaBuddy](https://www.capterra.jp/software/204342/ideabuddy) — 4.7/5 (83 reviews)
2. [LivePlan](https://www.capterra.jp/software/142049/liveplan) — 4.5/5 (200 reviews)
3. [Xero](https://www.capterra.jp/software/169561/xero) — 4.4/5 (3307 reviews)
4. [Intecplan](https://www.capterra.jp/software/199708/intecplan) — 4.9/5 (36 reviews)
5. [NetSuite](https://www.capterra.jp/software/135757/netsuite) — 4.2/5 (2052 reviews)

## レビュー

### "Used upmetric for business plan" — 5.0/5

> **Sodbileg** | *2025年2月21日* | 事務用品、事務機器 | おすすめ評価：10.0/10
> 
> **良いポイント**: Easy to use, saved me a lot of effort and time
> 
> **改善点**: The product is great and I didn't find any downside
> 
> I went through lot of business plans and models

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### "Exceptional Tool for University Business Plan Courses – 70 Students, One Seamless Experience" — 5.0/5

> **Herbert** | *2025年12月10日* | 銀行 | おすすめ評価：10.0/10
> 
> **良いポイント**: 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.
> 
> **改善点**: 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 \&amp; 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.

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### "Great Business Plan maker\!" — 5.0/5

> **Bernard** | *2026年6月27日* | 経営コンサルティング | おすすめ評価：10.0/10
> 
> **良いポイント**: Really easy to use, clean layout, and the templates made planning feel quick, simple, and organised.
> 
> **改善点**: 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.

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### "Good starting point, but not adequate for in-depth high quality business plans" — 3.0/5

> **Mohsen** | *2025年4月23日* | 小売 | おすすめ評価：6.0/10
> 
> **良いポイント**: Implementation of AI in addressing business needs, especially in financial section of the platform.
> 
> **改善点**: 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.

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### "Efficient, AI-powered business planning with investor-ready outputs" — 5.0/5

> **Geoffroy** | *2026年6月4日* | バイオテクノロジー | おすすめ評価：10.0/10
> 
> **良いポイント**: 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.&#10;&#10;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.&#10;&#10;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.
> 
> **改善点**: 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.&#10;&#10;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.&#10;&#10;The final output quality was excellent, with a clear structure and a presentation that is well aligned with what venture capital investors expect.&#10;&#10;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.&#10;&#10;Overall, Upmetrics remains a highly effective tool that significantly accelerates and improves the business planning process.

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