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Upmetrics

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About

Upmetrics is an innovative AI-assisted business planning platform designed to help entrepreneurs, startups, and small businesses streamline their planning processes. Key features include an AI Business Plan Generator, automated financial forecasting, a pitch deck builder, and various templates tailored for diverse industries. The software offers integration with financial tools like QuickBooks and Xero, and emphasizes collaborative planning, custom branding, and exceptional customer support. With a focus on making business planning accessible, Upmetrics helps users transform their ideas into actionable plans backed by real-time insights and data-driven recommendations.

Platform

Keywords

collaboration ai business planning financial forecasting pitch deck

Task

business planning

Features

• collaboration tools

• custom branding

• real-time financial insights

• financial forecasting

• ai business plan generator

• integration with quickbooks and xero

• pitch deck builder

FAQs

Will Upmetrics work for my industry?

Of course. Upmetrics covers the most extensive market space to suit people from different industries such as SaaS, agriculture, beauty, transport, medicine, real estate, food, etc.

Should I sign up for the monthly plan or the annual plan?

Both options are available, but we encourage users to sign up for an annual plan for the best value.

What is a workspace?

A workspace holds all essential planning tools under one tab. It includes tools like pitch deck creator, financial planner, canvas modeling, and more.

How does the 15-day Money-back Guarantee work?

If you are not satisfied, you can request a refund within 15 days of purchase.

Pricing Plans

Starter

USD9.00 / per month

• 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 / per month

• Everything in Starter

• AI Plan Writing & Assistance

• Up to 7-Year Financial Forecast

• Strategic Planning Tools

• Multi-Versioning & Analytics

• Exports to PDF/DOC/PPT

• Connect to QuickBooks Online & XERO

Professional

USD49.00 / per month

• Everything in Premium

• 3 Workspaces

• Up to 10-Year Financial Forecast

• Custom Templates

• Manage Clients

• Transfer Workspaces

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