G2 Vendor Directory

Basis vs. Upmetrics

A side-by-side comparison based on G2 review data.

MetricBasis

by Basis Finance

Upmetrics

by Upmetrics

Overall rating4.94.7
Review count1229
Ease of use9.79.3
Ease of setup10.09.4
Quality of support10.09.2
Meets requirements10.09.2
NPS10086.206897
Small Business83.3%86.2%
Mid-Market16.7%13.8%
Enterprise0.0%0.0%
Total page views227435
Total LLM citations5933,985

Basis

Basis is a strategic finance platform that finance teams use to bring together financial and operational data, create and maintain data-integrated planning models, and build self-serve reports and dashboards.

Pros

    Upmetrics

    Upmetrics is an AI-powered business planning software that helps entrepreneurs and small business owners create professional business plans, forecast finances, and plan their next steps with greater clarity. With the Upmetrics AI Business Plan Generator, you can build and refine each section of your plan with step-by-step guidance, AI-assisted writing, industry research, and 400+ sample business plans for reference. Upmetrics isn’t limited to writing business plans.

    Pros

    • Ease of Use
    • Forecasting
    • Forecasting Efficiency
    • Financial Management
    • Time-saving
    • Capabilities