“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 LorjeFounder & CEO at Agmondo
Business Plan Software
Build a Business Plan Investors Believe In.
Upmetrics is the AI business planning platform 110,000+ founders use to draft, forecast, and pitch, built for the way modern teams actually plan.
15-Day Money BackGuarantee
4.9
4.9
Inside Upmetrics
Four tools. One outcome each.
A fundable plan, a forecast that holds up under questions, a deck investors read, and a full first draft generated from a few answers.
Plan Builder
The blank page is the hardest part. Skip it.
Tell Upmetrics what you do, who you sell to, and how you make money. The executive summary, market analysis, operations, and financial sections write their own first draft. You spend the saved hours sharpening numbers and tightening claims, not searching for the right opening sentence.
Explore plan builderServices
Every Feature You Need To Convert A Great Business Idea Into A Reality
Plan, forecast, pitch, and track in one workspace. Every step of building your business plan, from idea to investor pitch.
Collaborative Workspaces
Team up in real-time with partners and advisors. Share your plan, get feedback, and iterate together in one unified workspace.
+3
5 editing nowMiaLeo
Interactive Financial Dashboards
Visualize your financial health with interactive dashboards. Track revenue, expenses, cash flow, and key metrics at a glance.
Net profit$3.18K
▲ 12.8%$48K
Revenue $48KExpenses $31K
Stunning Cover Pages
Create an impactful first impression with a selection of professionally designed cover pages for your business plan.
Business Model Templates
Select from templates like BMC, Lean Canvas, and SWOT analysis to structure your business model and validate your strategy.
BMC
Lean Canvas
SWOT
World Class Support
Experience dedicated assistance with our world-class support team, available to guide you through every step of your planning journey.
A
How do I link my forecast?
Happy to help! Here is a quick walkthrough...
How it works
From idea to funded in three steps.
No blank page, no spreadsheet rebuilds. Answer a few questions and let AI do the heavy lifting.
Sign up and answer a few questions
Tell Upmetrics what your business does, who it serves, and where you are in the lifecycle. Two minutes.
AI drafts your plan, forecast, and deck
Suggest Answers fills every section. Review, edit, and accept what fits your business.
Submit, track, and grow
Send the plan to your lender or investor. Connect QuickBooks or Xero and watch plan-vs-actuals update live.
Integrations
Connect QuickBooks or Xero. Skip the spreadsheets.
Live actuals flow into your forecast so plan-vs-actuals updates without a single export.
QuickBooks
Accounting
Xero
Accounting
Auto-syncPlan vs ActualsLive
Actuals
$48.2K
Forecast$45.0K
Live actuals flow from your accounting into Upmetrics, so plan-vs-actuals updates every month without a single CSV export.
Solutions
Upmetrics Makes Business Planning Easy For
Our solutions work perfectly for any business planning use case & almost any team size.
Secure Funding, Loans & Grants
Craft plans that attract and secure financial backing.
Business Consultant & Advisors
Coordinate planning across teams and clients.
Starting & Launching a Business
Navigate from startup ideas to successful operations.
Incubators & Accelerators
Empowering startups for growth.
Validate Your Business Idea
Evaluate and refine your business ideas effectively.
Business Schools & Educators
Integrate real-world planning into your curriculum.
E2 Visa Business Plan
Create a business plan to support your E2 - Visa.
Students & Learners
Master business planning fundamentals effortlessly.
Customer Stories
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 their stories.
“Upmetrics was crucial in building my fashion brand. Their business planning tools streamlined our process, and we prepared a business plan that became a roadmap for starting and launching our business.”
Sarah D
Business Owner at sarahdonofrio.com
Testimonials
Upmetrics users say..
Our users appreciate how Upmetrics streamlines their planning and enhances business operations.
“Hands down, the best business planning software I have ever used. It is extremely easy to use, intuitive, incorporates AI, guides you through it step by step, and it is extremely easy for others to collaborate.”
Cindy KennedyCEO at Metabolic Terrain Omics
“I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use. It simplifies the often complex process of creating financial projections and forecasts.”
Vaibhav KambleFounder at CloudOptimo
“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.Mobile Notary and Paralegal Services
“Love it, people are impressed! You made my dreams come true on paper fast! AI help and team response were amazing. It is awesome to use.”
Darin LeonardsonPresident and CEO, Transformed Culinary Solutions
“Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and generating reports take up a lot of a founder's time. Upmetrics removes all that friction.”
Deepak DhanakFounder at DocuX
“Upmetrics is my assistant for business planning. Over the years I have tried a few business plan tools, but Upmetrics hands down is the best. Their AI assistant has been a great feature, and the support team is excellent.”
Manasij GCo-founder & CEO, Zapscale
“The Upmetrics business plan tool stands out from the rest. Its financial forecasts are unmatched, with detailed reports on profit, loss, earnings, and breakeven points. User-friendly and adapts to any company.”
Mara CampbellOwner of Reading Sewing Bee
“Upmetrics streamlines business planning and pitch deck creation with sample templates. It excels at financial planning, making it effortless to integrate finance and funding details into your business plan.”
Aizat HFounder Praxis Sdn. Phd
FAQ
Frequently Asked Questions
Everything you need to know about Upmetrics.
Still have questions? Contact our team
Blog
View all postsLatest Updates & Insights
Lessons, frameworks, and field notes from founders building real businesses.
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