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AI Business Plan Generator

Get your professional Business Plan ready in Minutes

4.9+ rating on

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Capterra

110K+ Users

Yulija K Maire R Athena R Nav Jutthi
Trusted by over 110K+ startups and small business owners
manninvest hampton-university hyper keansa kennesaw-edu netgen

See how it works

Go from free draft to investor-ready plan in four clear steps with Upmetrics AI.

1

Generate Your Free Plan Draft

Answer a few prompts and get a structured AI-powered plan to clarify your idea and business model instantly.
2

Review & Refine Your Plan

Edit sections, improve clarity, and unlock full customization and guided planning tools in your workspace (premium).
3

Add Financials & Visuals

Build financial forecasts, then add charts, visuals, formatting, and a professional cover page.
4

Finalize & Share w/ Confidence

Polish your plan, validate assumptions, and export or share it with investors, lenders, or collaborators.

More than a generic AI plan generator

Unlike generic plan builders, Upmetrics is built around a structured planning workflow. You control inputs and edits while the system helps draft and refine a complete business plan.

Simplest way to start writing your plan

Simplest way to start writing your plan

No blank page to begin with

No blank page to begin with

Start with guided questions instead of an empty document. The platform walks you through key business details so you never feel stuck.

Ai assisted plan questionnaire

AI-assisted plan questionnaire

Prompts help you think through your business model, value proposition, and finances, including areas you may not have fully considered yet.

Outline before drafting begins

Outline before drafting begins

An organized outline is generated from your responses, which you can review, modify, or approve before turning it into a complete first draft.

Customize every part of your plan

Flexible length and structure

Flexible length and structure

Choose the depth of your plan, from short summaries to detailed versions, and adjust sections without losing alignment across the document.

Edit any section anytime

Edit any section anytime

Update content, refine assumptions, or reorganize sections without breaking formatting, ensuring your plan evolves naturally

Visual and layout controls

Visual and layout controls

Add charts, visuals, and cover pages using built-in blocks, and customize fonts and formatting to present a professional, audience-ready plan.

Customize every part of your plan
Writing help wheneve you need it

Writing help whenever you need it

Rewrite and refine instantly

Rewrite and refine instantly

Improve clarity, adjust phrasing, or restructure content without manual rewriting. Preserving the meaning and intent of your original input.

Adapt tone and audience

Adapt tone and audience

Modify tone to suit investors, lenders, partners, or internal teams, ensuring your message aligns with the expectations of different readers.

Expand shorten or translate

Expand, shorten, or translate

Control section length, add depth where needed, or translate your plan while maintaining consistent meaning and structure.

Financials you can explain & defend

Ai powered revenue and expense suggestions

AI-powered revenue and expense suggestions

Get relevant revenue, cost, and expense suggestions based on your business model to structure financial inputs more completely.

Automated financial statements

Automated financial statements

Generate all the required financial statements automatically, with calculations handled and assumptions remaining transparent.

Intuitive visual dashboard

Intuitive visual dashboard

Present financial data through structured dashboards and charts that make your forecasts easier to review and explain.

Financials you can explain & defend
Built for shared & collaborative planning

Built for shared & collaborative planning

Invite team members easily

Invite team members easily

Share access with partners and team members, so they can contribute insights and stay aligned throughout the planning process.

Comment and review workflow

Comment and review workflow

Enable feedback through shared comments, keeping communication centralized instead of scattered across multiple documents or emails.

Plan together in real time

Plan together in real time

Collaborate on revisions and improvements within a shared workspace, ensuring everyone works from the latest version of your business plan.

Every AI planning feature you need

Auto write rewrite

Auto write/rewrite

Generate new sections instantly or rewrite existing content to improve clarity, structure, and flow without starting over.

Shorten expand

Shorten/Expand

Adjust the length of any section by condensing key points or expanding ideas while keeping structure and meaning intact.

Tone style options

Tone & style options

Switch writing tone or style to match investors, lenders, or internal audiences without rewriting content manually.
Audience specific options

Audience specific options

Adapt sections to specific audiences by adjusting messaging focus, level of detail, and presentation style.

Revenue expense suggestions

Revenue/expense suggestions

Get AI-powered suggestions for relevant revenue streams and expense categories based on your business model.

Financial q and a support

Financial Q&A support

Ask finance-related questions and get explanations about projections and financial statements within your plan.

Plan analysis and guidance

Plan analysis & guidance

Get structured guidance on plan sections, clarity, and logical consistency to strengthen your overall business narrative.

Plan reviewer

Plan reviewer

Review your completed plan to identify gaps, unclear sections, and areas that need refinement or stronger justification.

Market research

Market research

Access contextual market insights and trends relevant to your industry to support positioning and strategy.

Industry research reports

Industry research reports

Request AI-built industry research reports that provide background data and context to strengthen your business case.

Compliance analysis

Compliance analysis

Identify common licenses, permits, and regulatory considerations relevant to your business type and location.

Competitor analysis

Competitor analysis

Analyze competitor offerings, positioning, and differentiation opportunities to refine your market strategy.

Simplify business planning with our AI-assisted workflow

Upmetrics vs. Other AI Plan Generators

Other Generators
Structured planning workflow Yes No
Advanced financial forecasting Yes No
Plan review & analysis features Yes No
AI industry research reports Yes No
Collaboration & shared access Yes No
Customization flexibility Yes No
Investor/lender focus Yes No
Demo/ customer support Yes No

Planning Tool for Every Kind of Entrepreneur

First-Time Founders

First time founders

Turn your idea into a structured plan with guided inputs and AI-assisted financial forecasting.

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Fundraising Startups

Fundraising startups

Create investor-ready plans with clear assumptions and realistic, defensible financial projections.

dot

Small Business Owners

Small business owners

Plan growth, expansion, or operational changes with structured strategy and forecasting tools.

dot

Consultants & Advisors

Consultants and advisors
Work with clients in a shared workspace to draft, review, and deliver professional business plans.
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Loved by forward-thinking entrepreneurs and business owners

Check out what our customers have to say about their experience with Upmetrics.
5 Star User Review

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.

Athena R.

Mobile Notary and Paralegal

5 Star User Review

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 Lorje

Jason Lorje

Founder & CEO at Agmondo

5 Star User Review

Hands down, the best business planning software I have ever used. It is extremely easy to use, it's intuitive, incorporates AI, guides you through it step by step and it's extremely easy for others to collaborate.

Cindy Kennedy

Cindy Kennedy

CEO at Metabolic Terrain Omics

5 Star User Review

Great. I quickly onboarded and enjoyed the experience. I was provided a platform that took my business plan 10x better than what I could have done on my own, or even more so!

Aaron Schifman

Aaron Schifman

Technical Product Marketing Manager at AppDynamics

5 Star User Review

I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use & understand. It simplifies the often complex process of creating financial projections and forecasts. Along with it, AI assistance worked wonders for me.

Vaibhav Kamble

Vaibhav Kamble

Founder at CloudOptimo

5 Star User Review

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.

Athena R.

Mobile Notary and Paralegal

5 Star User Review

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 Lorje

Jason Lorje

Founder & CEO at Agmondo

5 Star User Review

Hands down, the best business planning software I have ever used. It is extremely easy to use, it's intuitive, incorporates AI, guides you through it step by step and it's extremely easy for others to collaborate.

Cindy Kennedy

Cindy Kennedy

CEO at Metabolic Terrain Omics

5 Star User Review

Great. I quickly onboarded and enjoyed the experience. I was provided a platform that took my business plan 10x better than what I could have done on my own, or even more so!

Aaron Schifman

Aaron Schifman

Technical Product Marketing Manager at AppDynamics

5 Star User Review

I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use & understand. It simplifies the often complex process of creating financial projections and forecasts. Along with it, AI assistance worked wonders for me.

Vaibhav Kamble

Vaibhav Kamble

Founder at CloudOptimo

Top-Rated for Simplicity and Ease of Use

Highly Recommeded on Capterra & GetApp

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110K+

Business Plans Created

4.8

Rated on Capterra

195+

Countries Served Worldwide

Frequently Asked Questions

Investors and banks care more about the quality and structure of your business plan than whether it’s AI-generated. As long as your plan is realistic, well-presented, and answers the key questions investors and lenders have, you’re fine.

Absolutely. At Upmetrics, we take user security and data privacy very seriously. All business and financial data is encrypted, both during storage and transmission. Rest assured, we do not share your data with any third-party vendors.

Yes! You can make changes to your plan after it’s generated. While the free version generates a basic, lean plan, the premium version lets you edit and improve it with compelling visuals, charts, and detailed financial projections.

Unlike most of the basic AI business plan generators that offer generic, uneditable text, Upmetrics provides a fully editable plan. You can customize your plan, improve its design, and add detailed financial forecasts. This is what makes Upmetrics truly different from the rest.

Yes, you can create a business plan tailored to any industry. The tool is flexible and adaptable to various business models.

Yes, you can export your plan in PDF format, making it easy to share or print.

Yes, the basic version is free. However, if you need a more detailed business plan with compelling visuals and advanced forecasts, you can choose our paid plan.

It takes about 5-10 minutes to answer the prompted questions, and the basic plan is generated in 1-2 minutes. If you decide to expand it into a detailed, investor-ready plan, with visuals and forecasts, it may take a few hours.

You don’t need a lot of information to begin with. If you have your business basics clear—like your business model, product/service offerings, and revenue streams—you’re good to go. Just answer the questions, and the plan will be generated for you.