“Its financial forecasts are unmatched, offering detailed reports on profit, loss, earnings, and breakeven points.”
Mara CampbellOwner of Reading Sewing Bee
Financial Spreadsheets vs. Upmetrics
Spreadsheets are daunting & time consuming - you need Upmetrics.
No manual calculations
No cluttered spreadsheets
No frustrating data analysis
Done in hours (not days)
15-Day Money BackGuarantee
4.9
4.9
Why Upmetrics
Why choose Upmetrics over financial spreadsheets?
Preparing financials using traditional Excel/spreadsheets is tedious, frustrating, and time consuming. Upmetrics makes accurate & realistic financial projections easier.
Cluttered & disorganized spreadsheets
Lack of structure makes it hard to maintain consistency and accuracy in financial planning.
Tiring, error-prone manual data-entry
Manually updating spreadsheets takes hours and increases the risk of miscalculations.
Daunting & time-consuming process
Managing projections with static spreadsheets is slow, complex, and inefficient.
Hard to interpret trends without charts
Spreadsheets provide raw numbers, making it difficult to spot trends or visually analyze data.
Guided financial forecasting tool
Follow step-by-step prompts to create accurate financial forecasts without confusion.
Built-in formulas & automated calculations
AI-powered tools & built-in formulas eliminate manual calculations, reducing human errors.
AI-powered financial recommendations
Get AI revenue/expense stream suggestions or insights to optimize your financial strategy.
Interactive visual dashboard
Present key financial metrics with interactive charts, reports, and real-time updates.
Built to simplify
Functions that Ensure Simplified Financial Forecasting
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.
Easy Collaborate & Sharing
Work collaboratively with partners and team members, share plans, and gather feedback.
Long-term Financial Forecasting
Plan a decade ahead with long-term (1-10 years) forecasting options.
Compare Plan vs. Actual
Track performance, identify gaps, and adjust strategies with real-time analysis.
Work smarter
Do more in less time with Upmetrics
Remove spreadsheet guesswork, manual data-entry, and complex formulas out of financial planning. Upmetrics makes financial forecasting easier, faster, and fun.
Make financial projections without manual calculations
No more struggling with complex formulas or spreadsheet errors. Upmetrics automates financial projections, generating accurate forecasts for revenue, expenses, and cash flow in minutes. Simply input your numbers, and the built-in formulas and AI will handle the rest.
“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
Get a complete picture of your financials in one dashboard
Spreadsheets can be tiring for readers to comprehend. With Upmetrics, all your key financial metrics—cash flow, profit margins, revenue trends—are displayed in a visual dashboard. Easily track performance and adjust your strategy in real time.
“Hands down, the best business planning software I’ve ever used. It’s intuitive, easy to use, guides you through the process and it’s extremely easy to collaborate.”
Cindy
Consider all scenarios, plan for every possibility
What if sales slow down? What if expenses rise? Upmetrics’ scenario planning tools let you test multiple financial outcomes, helping you make informed decisions and mitigate risks before they happen.
“Upmetrics amazed me with its robust financial forecasts and numerous options. The AI writer excels at creating impressive content with minimal input.”
Diala El Achkar
Get smart recommendations from AI financial assist
Got a question? Need guidance? Our AI-powered assistant reviews your financial data, offering unique insights and optimization strategies. Whether you’re adjusting projections or planning for growth, AI ensures your financial forecasts stay accurate and reliable.
“I love how they are providing an explanation for every single step. You’ll get guided from the beginning to the end.”
Ingo HillenbrandTestimonials
Upmetrics users say..
Our users appreciate how Upmetrics streamlines their planning and enhances business operations.
“I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use & understand.”
Vaibhav KambleFounder at CloudOptimo
“Hands down, the best business planning software I have ever used. It is extremely easy to use, it’s intuitive, incorporates AI, and it’s extremely easy for others to collaborate.”
Cindy KennedyCEO at Metabolic Terrain Omics
“Great tool at a great price point, the financial portion of the product is also extremely easy to use.”
Samantha D.Student at University of Luxembourg
PRICING
Don't let 'Free' Spreadsheets cost you time & effort
A lower price doesn't always mean better value. Spreadsheets are complex, time-consuming, and prone to manual errors. Upmetrics saves you time and ensures accuracy.
Plan
Spreadsheets
$0/month
What's included:
- Several hours of work
- Manual calculations
- Tedious forecasting
- No collaboration
- No support
Plan
Upmetrics
$14/month
Billed annually (Save up to 25%)
What's included:
- AI Financial Assist
- Up to 7-Year Financial Forecast
- What-if analysis
- Up to 5 Team Members
- World-class customer support
- Connect with QuickBooks/XERO
FAQ
Frequently Asked Questions
Everything you need to know about planning with Upmetrics.
Still have questions? Contact our team
Ready to plan?
Start & Finish Your Business Plan Today
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