Upmetrics

Upmetrics is a modern business planning software that empowers entrepreneurs to write professional business plans, forecast financials, and create persuasive pitch decks in a matter of minutes. By harnessing the power of AI, Upmetrics streamlines the planning process by generating business plans, financial forecasts, and pitch decks with just a few clicks.

Upmetrics provides a range of key features to support business planning:

• AI Assistants: AI Writing Assist and AI Financial Assist help you refine content and get financial insights.
• AI Business Plan Generator: Generate a comprehensive business plan in under 10 minutes.
• Financial Forecasting: Automatically generate financial projections without tedious formulas or spreadsheets.
• Pitch Deck Builder: Create a persuasive pitch deck directly from your business plan.
• Integrations: Connect with Quickbooks and Xero for seamless data import.
• Collaborative Workspaces: Real-time collaboration tools for working with partners or advisors.
• Interactive Financial Dashboards: Visualize your financial health with snapshot metrics and performance indicators.
• Customizable Templates: Choose from a range of industry-specific templates for different business needs.
• Business Model Templates: Use structured templates like BMC and Lean Canvas for business modeling.
• Stunning Cover Pages: Make a lasting impression with eye-catching cover pages.
• World-Class Support: Dedicated support to help you overcome any obstacles.

Upmetrics is perfect for a variety of use cases, including:

• Secure Funding, Loans, Grants: Build plans that get financial support.
• Starting & Launching a Business: Plan from startup ideas to successful operations.
• Validate Your Business Idea: Run your business idea through the wringer and refine it.
• Business Consultant & Advisors: Coordinate planning across teams and clients.
• Business Schools & Educators: Bring real-world planning into your curriculum.
• Students & Learners: Learn business planning fundamentals with ease.

Upmetrics pricing is as follows:

• Starter: $9 per month (billed monthly), or $7 per month (billed annually, saving up to 25%). Includes 400+ business plan samples, 3-year financial forecast, pitch deck creator, and 1 workspace for up to 5 team members.
• Premium: $19 per month (billed monthly), or $14 per month (billed annually, saving up to 25%). Includes everything in Starter, plus AI plan writing and assistance, 7-year financial forecast, strategic planning tools, and exports to PDF, DOC, and PPT.
• Professional: $49 per month (billed monthly), or $37 per month (billed annually, saving up to 25%). Includes everything in Premium, plus 3 workspaces, custom templates, and manage client features.

Upmetrics offers a 15-day money-back guarantee, so you can try the software risk-free. The platform is designed to be easy to use, so business planning is accessible to entrepreneurs of all levels. With its comprehensive features and AI-driven insights, Upmetrics helps businesses create plans that drive growth and success.

Published on June 26, 2024