Business Plan Template vs. Upmetrics
Templates are generic & outdated, you need Upmetrics
- No manual writing
- No complex calculations
- No frustrating formatting
- Done in hours (not weeks)
Why choose Upmetrics over a generic template?
Cluttered & disorganized process
No structured framework, making it difficult to maintain consistency across sections.
Hours of tedious manual writing efforts
Requires hours of manual effort to draft, format, and refine the plan.
Daunting & time-consuming spreadsheets
Managing projections with static spreadsheets is complex and prone to errors.
No interactive guidance or AI support
Users have to rely on their own research and expertise, making the process overwhelming.
Guided plan builder & help tips
Follow step-by-step prompts to create a professional business plan without guesswork.
Write your entire plan with AI
Generate a well-structured plan with AI-powered insights And pre-designed templates.
Automated financial forecasting
Build accurate financial forecasts & reports without complex formulas & clunky spreadsheets.
AI assistance & customer support
Your in-built AI assistant and our expert support are here whenever you need help with your plan.
Functions that Ensure Simplified Plan Creation
Upmetrics is a modern, AI-powered planning tool engineered to simplify plan creation for startups & small businesses. These offerings are just a testament to that.
400+ Sample Business Plans
Get inspired from industry-specific business plan templates to design your very own.
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Stunning Cover Pages
Make a great first impression with stunning cover page designs that stand out.
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Easy Collaborate & Sharing
Work collaboratively with partners and team members, share plans, and gather feedback.
Virtual Business Advisor
Improve writing, answer questions, or provide feedback — this AI does it all.
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Easy Collaborate & Sharing
Work collaboratively with partners and team members, share plans, and gather feedback.
Export to DOC/PDF
Export your business plan to Doc or PDF for easy sharing options.
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Compare Plan vs. Actual
Track performance, identify gaps, and adjust strategies with real-time analysis.
Write Your Business Plan in Hours, Not Weeks!
Do more in less time with Upmetrics
You will get step-by-step instructions and examples for each step of the planning process with our collaborative business planning tool.
Create your first draft in minutes with AI
“The great USP here is the AI feature I used, where I can write my idea in simple terms, and I use AI to reformulate it in a more persuasive way.”
Abdelraouf Hammoud
Design visually appealing sections
Text-heavy sections can be a tiresome read—make them visually compelling with Upmetrics. Select from an array of beautifully designed templates—SWOT Analysis, Market Size, Customer Persona, and more—designed for clarity & impact.
Cindy
Make projections without complex spreadsheets
Get assistance at every step of the process
Never feel lost in the planning process again! Upmetrics’ plan builder guides you through the entire planning process. Every section includes pointers and definitions to ensure clarity and precision in articulating your vision.
Ask AI to review, refine, and suggest improvements
Plan Smarter & Faster with Upmetrics
Loved by forward-thinking entrepreneurs and business owners
The great USP here is the AI feature I used, where I can write my idea in simple terms, and I use AI to reformulate it in a more persuasive way where I saw the difference in the pitching level.
Abdelraouf Hammoud
Solutions Design Manager at DHL Supply Chain
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
Founder & CEO at Agmondo
The Upmetrics platform is perfect for someone looking to start a business and has a range of tools to assist with planning from financial forecasting to AI-assisted business plans. Strongly recommend.
Jarred Bouffier
BDM at Mandoe
Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and generating and publishing financial reports take up a lot of a founder's time.
Deepak Dhanak
Founder at DocuX
I created a fantastic business plan in 1/4 the time with much more professionalism than without Upmetrics. I especially liked the templates I could work from.
Tom Brune
President at Ventures Lending Technologies
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
Founder at CloudOptimo
The great USP here is the AI feature I used, where I can write my idea in simple terms, and I use AI to reformulate it in a more persuasive way where I saw the difference in the pitching level.
Abdelraouf Hammoud
Solutions Design Manager at DHL Supply Chain
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
Founder & CEO at Agmondo
The Upmetrics platform is perfect for someone looking to start a business and has a range of tools to assist with planning from financial forecasting to AI-assisted business plans. Strongly recommend.
Jarred Bouffier
BDM at Mandoe
Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and generating and publishing financial reports take up a lot of a founder's time.
Deepak Dhanak
Founder at DocuX
I created a fantastic business plan in 1/4 the time with much more professionalism than without Upmetrics. I especially liked the templates I could work from.
Tom Brune
President at Ventures Lending Technologies
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
Founder at CloudOptimo
Don’t let the “free” word fool you
A lower price doesn’t always mean better value. Time and effort matter too. Choose a tool that saves you both, not just your money.
Plan
Free
$0.00/month
What’s included
- Several hours of work
- Tiring writing process
- Tedious forecasting
- No collaboration
- No support
Premium
$14/month
Billed annually (Save up to 25%)
What’s included
- AI Plan Writing & Assistance
- Up to 7-Year Financial Forecast
- Strategic Planning Tools
- Up to 5 Team Members
- World-class customer support
- Connect with QuickBooks/XERO
Frequently Asked Questions
Should I sign up for the monthly plan or the annual plan?
To enjoy Upmetrics at its best value, sign up for the annual plan and get up to a 25% OFF discount. If you are new to business planning or simply want to try out Upmetrics, we recommend starting with the yearly plan to save more.
What is Money Back Guarantee?
We strive to make Upmetrics the most helpful business plan tool for you. But if you are not happy with the service, you can contact us within 15 days of purchase at support@upmetrics.co to receive a full refund. Terms & Conditions Apply
Will Upmetrics work for my industry?
Yes, we have designed Upmetrics to be as diverse as your needs. Upmetrics works for all industries: retail, real estate, SaaS, agriculture, hotel, finance, fashion, food, and more. Select and customize from 400+ sample business plan templates.
Can I change or cancel my plan after signing up?
Yes, you can upgrade, downgrade, or cancel your subscription at any time. Upmetrics does not ask you to sign any annoying long-term agreements. If you choose to cancel, your subscription will stop at the end of the current billing cycle.
What happens if I want to downgrade my plan?
If you choose to downgrade your plan, you will need to remove the number of workspaces you currently have to that which is allowed by your desired plan. Your amount due for the next billing cycle will be adjusted accordingly.
What forms of payment do you accept?
We accept all major credit cards such as Visa, MasterCard, American Express, and Discover credit cards. Please contact us if you would like to pay via Paypal.
My question isn’t mentioned here.
If you have any unanswered questions, feel free to contact us. Someone from our team will connect with you shortly.
Start & Finish Your Business Plan Today