Upmetrics: Business Plan Software with Automated Financials
Upmetrics: Business Plan Software with Automated Financials 图标

Upmetrics: Business Plan Software with Automated Financials

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Upmetrics is a modern business planning software that helps entrepreneurs create winning business plans, accurate forecasts, and compelling pitch decks faster.

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详细内容

Business Plan Software

Plan, Launch, and Grow your Business

Navigate the roadmap to success with our all-in-one business planning software that combines actionable planning, real-time forecasting, and insightful reporting.

Start Planning Now

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Capterra rating

sinam

core-states-group

goodtalent

keansa

netgen

manninvest

hyper

hampton-university

kennesaw-edu

sinam

core-states-group

goodtalent

keansa

netgen

manninvest

hyper

hampton-university

kennesaw-edu

sinam

core-states-group

goodtalent

keansa

netgen

guarantee

15-Day Money Back

Guarantee

4.9

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4.9

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Why Upmetrics?

collaborative-planning

Collaborative Planning

Team up for success. Our collaborative features allow you to work together with partners or advisors in real time, ensuring everyone is on the same page.

Ai powered insights

Data-Driven Insights

Make informed decisions with our comprehensive data analysis tools. Get real-time financial forecasts to ensure your business strategy is backed by solid numbers.

User friendly interface

User-Friendly Interface

Navigate the planning process effortlessly. Our platform is designed for easy entry, making the creation of your business plan as straightforward as possible.

Expert guidance

Exceptional Support on Demand

Whenever you need assistance, Our support team is ready to help. With direct access to our team any questions or hurdles you encounter are quickly resolved.

ai-business-plan-generator

AI-Powered Business Planning

Turn your entrepreneurial ideas into a solid business plan with our AI Business Plan Generator.

Learn more\
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No Writer’s Block: AI-Powered Content Generation

Say goodbye to the blank-page dilemma. Let our AI help you write, translate, and enhance each section of your plan.

Step-by-Step Guidance to Professional Planning

Navigate your business plan creation with clear instructions, examples, and templated sections.

Collaborate and Share Effortlessly

Invite stakeholders to review and contribute directly to the platform. Keep everyone aligned with real-time updates and version control.

AI-Powered Business Plan Builder

Capterra Star

Athena R.

Capterra Logo

I had a wonderful experience, I was able to cut down the time it takes me to write a business plan because the layout was already done and the AI feature was also really helpful.

More than business plan software

Get started with Upmetrics today and experience the power of AI-driven business planning.

Start Your Plan

financial-forecasting-tool

Financial Forecasting & Reporting

Effortlessly create detailed financial projections without the need for complex formulas, spreadsheets and number crunching.

Learn more\
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Automatic Financials

Our automatic financials and AI-powered forecasting suggestions let you focus on strategy, not number crunching.

Dashboard and Reporting

Navigate your financial journey with an intuitive dashboard. Access essential reports to visualize your financial data with clarity and impact.

Financial Charts and Graphs

Enhance your business plan with easy-to-create charts and graphs that investors and lenders love to see in your business plan.

Financial Forecasting Made Simple

Capterra Star

Benjamin D.

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The seamless integration between business plan and forecasting. When rapidly iterating business plans and models, having the two sync together helps keep things on track.

Empower Your Financial Planning

Start your free trial today and explore the future of financial forecasting with Upmetrics.

Start My Forecast

pitchdeck-builder

Pitch Deck Builder

Create a standout pitch deck with our AI Pitch deck Generator. Our tool ensures you hit all the key points investors are looking for.

Learn more\
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Generate Your Deck with AI

Leverage our AI to auto-generate a compelling pitch deck directly from your business plan.

One-Click Presentation

Ready to present? Deliver a powerful online presentation to investors and stakeholders with just one click.

Share and Download with Ease

Easily share your pitch deck online with investors and lenders, ensuring you’re always pitch-ready. Download your deck in PDF or DOC formats.

Create Pitch Decks in Minutes​

Capterra Star

Aizat H.

Capterra Logo

This web-app simplifies the heavy lifting of thinking/planning of writing a business plan, a pitch deck and many more. I think anyone can learn how to use it immediately.

Elevate Your Pitch Today

Get started with our AI Pitchdeck Generator and turn your business plan into an impressive pitch deck ready to win over investors.

Create your Pitch Deck

Loved by forward-thinking entrepreneurs and business owners

Check out what our customers have to say about their experience with Upmetrics.

5 Star User Reviewreview_logo

I had a wonderful experience, I was able to cut down the time it takes me to write a business plan because the layout was already done and the AI feature was also really helpful.

Athena R.

Athena R.

Mobile Notary and Paralegal Services

5 Star User Reviewreview_logo

Having complete control over our business plan has been instrumental in being able to raise funds from investors. Upmetrics is an invaluable product that keeps getting better.

Jason Lorje

Jason Lorje

Founder & CEO at Agmondo

5 Star User Reviewreview_logo

Hands down, the best business planning software I have ever used. It is extremely easy to use, it's intuitive, incorporates AI, guides you through it step by step and it's extremely easy for others to collaborate.

Cindy Kennedy

Cindy Kennedy

CEO at Metabolic Terrain Omics

5 Star User Reviewreview_logo

Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and generating and publishing financial reports take up a lot of a founder's time.

Deepak Dhanak

Deepak Dhanak

Founder at DocuX

5 Star User Reviewreview_logo

Love it, people are impressed! You made my dreams come true on paper fast! AI help and team response were amazing. It's awesome to use.

Darin Leonardson

Darin Leonardson

President and CEO, Transformed Culinary Solutions

5 Star User Reviewreview_logo

I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use & understand. It simplifies the often complex process of creating financial projections and forecasts. Along with it, AI assistance worked wonders for me.

Vaibhav Kamble

Vaibhav Kamble

Founder at CloudOptimo

5 Star User Reviewreview_logo

I had a wonderful experience, I was able to cut down the time it takes me to write a business plan because the layout was already done and the AI feature was also really helpful.

Athena R.

Athena R.

Mobile Notary and Paralegal Services

5 Star User Reviewreview_logo

Having complete control over our business plan has been instrumental in being able to raise funds from investors. Upmetrics is an invaluable product that keeps getting better.

Jason Lorje

Jason Lorje

Founder & CEO at Agmondo

5 Star User Reviewreview_logo

Hands down, the best business planning software I have ever used. It is extremely easy to use, it's intuitive, incorporates AI, guides you through it step by step and it's extremely easy for others to collaborate.

Cindy Kennedy

Cindy Kennedy

CEO at Metabolic Terrain Omics

5 Star User Reviewreview_logo

Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and generating and publishing financial reports take up a lot of a founder's time.

Deepak Dhanak

Deepak Dhanak

Founder at DocuX

5 Star User Reviewreview_logo

Love it, people are impressed! You made my dreams come true on paper fast! AI help and team response were amazing. It's awesome to use.

Darin Leonardson

Darin Leonardson

President and CEO, Transformed Culinary Solutions

5 Star User Reviewreview_logo

I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use & understand. It simplifies the often complex process of creating financial projections and forecasts. Along with it, AI assistance worked wonders for me.

Vaibhav Kamble

Vaibhav Kamble

Founder at CloudOptimo

Every Feature You Need To Convert A Great Business Idea Into A Reality

collaborative workspace

Collaborative Workspaces

Team up in real-time with partners and advisors in collaborative workspaces designed for seamless planning.

interactive financial dashboard

Interactive Financial Dashboards

Visualize your financial health with interactive dashboards that offer snapshots of key metrics and performance indicators.

customizable templates icon

Customizable Templates

Choose from a range of customizable templates that cater to various industries and business needs.

business-model-templates

Business Model Templates

Select from templates like BMC, Lean Canvas, and more for a structured approach to your business model.

stunning cover pages

Stunning Cover Pages

Create an impactful first impression with a selection of eye-catching cover pages that make your business plan stand out.

world-class-support

World Class Support

Experience dedicated assistance with our world-class support team, ready to help you navigate any challenges in your journey.

Upmetrics helps the world’s most innovative business owners plan better, daily

More than 110K entrepreneurs have used Upmetrics from securing funding to launching their ventures, read compelling case studies.

Launching a Business

Raising Funds

Business Advisory

Education

Students

Launching a Business

Seeking Funding

Business Advisory

Education

Students

Launching a Business

Sarah Donofrio Logo

“The Upmetrics was crucial in building my fashion brand. Their business planning tools streamlined our planning process, We have prepared a business plan that becomes a roadmap for starting and launching our business.”

Ssarah Donofrio

Sarah D

Business Owner at

sarahdonofrio.com

Read Sarah’s Story

sarah

Seeking Funding

Stream Academy

“It was particularly challenging for us to raise capital since we didn’t know how to prepare a lender-centered business plan. Through Upmetrics, we prepared a business plan that raised funding for our company.”

Tammy Edwards

Tammy Edward

Founder and Administrator,

STREAM Academy

Read STREAM Academy’s Story

Tammy Edwards

Business Advisory

Manninvest

“Clients and I faced challenges such as complex business planning, which was time-consuming and required expertise. Upmetrics will continue to play a crucial role in my consultancy services by further streamlining business planning and financial modeling processes.”

David

David Butterworth

Chief Executive Officer,

Manninvest

Read MANNINVEST’s Story

david-butterworth

Education

vwiec

“At our incubation center, Upmetrics has been pivotal in transforming how our entrepreneurs approach business planning. It’s user-friendly and has all the required features and tools that make business planning straightforward and effective.”

Glenda

Dr. Glenda Evans

Director of Operations at VWIEC,

Hampton University

Read Hampton University’s Story

Glenda Phd

Students

IMC krems logo

“Upmetrics helped us turn a difficult academic challenge into a rewarding experience. Its AI-guided features, ready-to-use templates, and financial tools made business planning simple and taught us useful real-world skills. We created a professional, investor-ready business plan!”

agnes messilanika groiß

Anika Groiß and Agnes Meissl

Students at IMC Krems University of Applied Sciences

Read Anika & Agnes’ Story

Anika Agnes

Read all customer stories

Upmetrics Makes Business Planning Easy For

Our solutions work perfectly for any business planning use case & almost any team size

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Secure Funding, Loans, Grants \
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Craft plans that attract and secure financial backing.
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Starting & Launching a Business \
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Navigate from startup ideas to successful operations.
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Validate Your Business Idea \
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Evaluate and refine your business ideas effectively.
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E2 Visa Business Plan \
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Create a business plan to support your E2 - Visa.

business-consultants-and-advisors\
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Business Consultant & Advisors \
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Coordinate planning across teams and clients.
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Incubators & Accelerators \
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Empowering startups for growth.
educators-and-business-schools\
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Business Schools & Educators \
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Integrate real-world planning into your curriculum.
students-and-scholars\
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Students & Learners \
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Master business planning fundamentals effortlessly.

Give A Head Start To Your Business With 400+ Business Plan Templates

We have created a library of sample business plans to help you get started with your writing.

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Clothing Line Business Plan Template
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Restaurant Business Plan Template
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Coffee Shop Business Plan Template

Explore the real-world business plan examples

Featured In

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Master Business Planning With These Resources

Advice, tools and tips curated by experts to help entrepreneurs plan & grow their businesses.

Write a Business Plan\
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Comprehensive guide on writing a business plan\
\
Read More
Write a financial section\
\
Write a financial section for your startup business plan?\
\
Read More
AI Business Plan Generators\
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The top 10 AI business plan generators\
\
Read More

See more resources

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Write your business plans 2x faster with Upmetrics

  • No risk
  • Cancel at any time
  • 15 Day money back guarantee

Get Started

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