Upmetrics
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About
Upmetrics is an AI-powered business planning software that helps entrepreneurs and small businesses create comprehensive business plans, financial forecasts, and pitch decks. It offers a variety of features, including AI-assisted writing, translation, and content refinement; strategic planning tools; and integrations with QuickBooks Online and Xero. Upmetrics provides various pricing plans to suit different needs and budgets, including a 15-day money-back guarantee. The platform also offers a library of 400+ sample business plans and various resources to assist users.
Platform
Features
• ai writing assistance
• financial forecasting
• ai business plan generator
• strategic planning tools
• 400+ sample business plans
• quickbooks online & xero integration
• pitch deck creator
• ai financial forecasting
FAQs
Should I sign up for the monthly plan or the annual plan?
Both monthly and annual billing options are available; however, annual plans offer the best value, with savings of up to 25% yearly.
Will Upmetrics work for my industry?
Upmetrics caters to diverse industries, including SaaS, agriculture, beauty, transport, medicine, real estate, food, etc. Choose from 400+ sample plan templates.
Why should I consider the Premium package?
The Premium package includes AI assistance, strategic planning tools, advanced file export features, and up to 7-year financial forecasting.
How does the 15-day Money-back Guarantee work?
Upmetrics offers a 15-day money-back guarantee with no questions asked. Contact them within 15 days of purchase for a refund.
Can I change or cancel my plan after signing up?
Yes, you can cancel, upgrade, or downgrade your subscription anytime. Cancellation stops future renewals but maintains service until the end of the current billing cycle.
Can I upgrade to a premium plan later?
Yes, you can upgrade your plan at any time, either through the app or by contacting support.
How much AI Assistance credits I get? What is overage?
Premium plans offer unlimited AI usage per workspace, with no usage cap.
What payment methods do you accept?
Upmetrics accepts major credit cards (Visa, MasterCard, American Express, Discover) and PayPal.
What is workspace?
A workspace centralizes all planning tools for creating business plans, including pitch deck creation, financial planning, canvas modeling, and more.
Can I work on more than one business plan?
Yes, you can work on multiple business plans by purchasing additional workspaces for $5 per month.
Will my data be safe and private?
Upmetrics prioritizes data security and privacy. No unauthorized access to your plan is permitted.
Is there any one-time purchase option available?
Upmetrics primarily uses a subscription model, but you can cancel at any time.
Can I create my own custom business plan template on Upmetrics?
Yes, the Professional plan allows you to create and customize your own business plan templates.
Pricing Plans
Starter
USD9.00 / monthly• 400+ Business Plan Samples
• Up to 3-Year Financial Forecast
• Pitch Deck Creator
• 1 Workspace
• Up to 5 Team Members
• Business Plan Course
• Export to PDF
Starter
USD7.00 / yearly• 400+ Business Plan Samples
• Up to 3-Year Financial Forecast
• Pitch Deck Creator
• 1 Workspace
• Up to 5 Team Members
• Business Plan Course
• Export to PDF
Premium
USD19.00 / monthly• Everything in Starter
• AI Plan Writing & Assistance
• Up to 7-Year Financial Forecast
• Strategic Planning Tools
• Multi-Versioning & Analytics
• Exports to PDF/DOC/PPT
• Exports to Excel
• Connect to QuickBooks Online & XERO
Premium
USD14.00 / yearly• Everything in Starter
• AI Plan Writing & Assistance
• Up to 7-Year Financial Forecast
• Strategic Planning Tools
• Multi-Versioning & Analytics
• Exports to PDF/DOC/PPT
• Exports to Excel
• Connect to QuickBooks Online & XERO
Professional
USD49.00 / monthly• Everything in Premium
• 3 Workspaces
• Up to 10-Year Financial Forecast
• Custom Templates
• Manage Clients
• Transfer Workspaces
Professional
USD37.00 / yearly• Everything in Premium
• 3 Workspaces
• Up to 10-Year Financial Forecast
• Custom Templates
• Manage Clients
• Transfer Workspaces
Job Opportunities
SaaS Sales Executive
AI-powered business planning software for creating plans, forecasts, and pitch decks.
Benefits:
Quality-driven environment
Healthy work-life balance
Parent-friendly company culture
Remote-friendly environment
Competitive compensation
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Content Editor
AI-powered business planning software for creating plans, forecasts, and pitch decks.
Benefits:
Quality-driven environment
Healthy work-life balance
Parent-friendly company culture
Remote-friendly environment
Competitive compensation
Show more details
Jr. Content Writer
AI-powered business planning software for creating plans, forecasts, and pitch decks.
Benefits:
Quality-driven environment
Healthy work-life balance
Parent-friendly company culture
Remote-friendly environment
Competitive compensation
Show more details
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