Upmetrics
AI business plan software that drafts plan sections, builds financial forecasts and generates pitch decks.
Upmetrics is business planning software with AI assistance. Upmetrics asks a few questions about a business, drafts each section of the plan, converts the entered numbers into a three-year financial forecast and produces a pitch deck. Users review and edit the drafts, share the plan, and can connect QuickBooks or Xero to compare forecast with actual results.
Best for Founders, small business owners and advisors preparing a business plan with financial projections for lenders, investors or a visa application.
- Platforms
- Web
- Pricing model
- Subscription
- Made by
- Upmetrics Inc.
- Added
Last verified: . Information taken from upmetrics.co.
What is Upmetrics?
Upmetrics is a web application for writing business plans and the financial models behind them. Its FAQ describes a single workspace holding five tools: a Lean Canvas for testing an idea, an AI plan writer, a forecasting module, a pitch deck builder and tracking of the plan against actual results. After a short questionnaire, a feature called Suggest Answers fills in the plan sections for the user to accept or edit, and revenue and cost inputs are turned into a three-year forecast without spreadsheet formulas. Dashboards chart revenue, expenses and cash flow, and a QuickBooks or Xero connection brings in live accounting figures. Teams and advisors can work on the same plan in real time. The product also supplies cover pages, templates such as the Business Model Canvas and SWOT analysis, and a library of more than 400 sample plans. The interface is available in seven languages, and purchases carry a 15-day money-back guarantee.
Key Features
AI Plan Writing
Drafts each section of a business plan from questionnaire answers through the Suggest Answers feature, leaving the user to review and edit.
Financial Forecasting
Builds a three-year projection from your inputs, covering cash flow, sales and profit, with no spreadsheet work.
AI Pitch Deck Generator
Creates an investor presentation that draws on the plan and the forecast.
Plan vs Actuals
Syncs QuickBooks or Xero so real accounting figures appear next to the forecast each month.
Collaborative Workspaces
Lets partners and advisors edit and comment on the same plan at the same time.
Business Model Templates
Provides Business Model Canvas, Lean Canvas and SWOT layouts for structuring and testing an idea.
How Upmetrics works
Answer a few questions
Sign up and describe what the business does, who its customers are and its current stage.
Let the AI draft
The software fills in the plan, the forecast and the deck; you accept or rewrite each part.
Share and track
Send the plan to a lender or investor, then link accounting software to follow actual results against it.
Screenshots
Use Cases
- Applying for a Loan or Grant
- Prepare a plan with financial projections in a format a lender can assess.
- Launching a Startup
- Move from an idea on a Lean Canvas to a full written plan.
- Advising Several Clients
- Coordinate plans for multiple businesses as a consultant or advisor.
- E-2 Visa Applications
- Draft the business plan that accompanies an E-2 visa filing.
- Teaching Business Planning
- Use real planning software in a business school course or accelerator programme.
Things to know
- Drafts need review
- AI-written sections are suggestions that the user is expected to check and adapt to the business.
- Money-back period
- A 15-day money-back guarantee is advertised on the site.
- Paid services are separate
- Plan writing, plan review, pitch deck creation and an SBA lending service are offered as services alongside the software.
FAQs
What is Upmetrics?
Upmetrics is business plan software that combines AI plan writing, financial forecasting, pitch deck creation and plan-versus-actuals tracking in one workspace.
How does the AI in Upmetrics work?
Upmetrics first asks about your business, its customers and its current stage, then its Suggest Answers feature drafts every section. You review, edit and accept the parts that fit.
How much does Upmetrics cost?
Upmetrics sells paid subscriptions with monthly and yearly billing. Current plan prices are shown on the official pricing page.
Does Upmetrics offer a refund?
Yes. Upmetrics advertises a 15-day money-back guarantee, and plans can be changed or cancelled at any time.
Can Upmetrics connect to accounting software?
Yes. Upmetrics integrates with QuickBooks and Xero so that actual figures flow into the forecast automatically.
Which languages is Upmetrics available in?
Upmetrics is available in English, French, German, Spanish, Italian, Portuguese and Dutch.
Who makes Upmetrics?
Upmetrics is made by Upmetrics Inc.
Who it's for
- Founders
- Small business owners
- Business consultants
- Students
- Incubators and accelerators
Read about it
Used in these workflows
- Opening an online store: where AI tools fit, stage by stageStage 1: Business plan and store name
- Starting a small business: which AI tools help at each step, and where they stopStage 2: Business plan and financial forecast
- Small business bookkeeping: where AI saves the typing and where you still need an accountantStage 5: Cash flow and forecasting
Each guide lists the stages of one job and the tools that help at each stage. All guides
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