🌍 Upmetrics is now available in

English

Français

Deutsch

Español

Italian

Portuguese

Financial Spreadsheets vs. Upmetrics

Spreadsheets are daunting & time consuming—you need Upmetrics.

Capterra rating
Financial spreadsheets vs 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.
Spreadsheet logo
incorrect

Cluttered & disorganized spreadsheets

Lack of structure makes it hard to maintain consistency and accuracy in financial planning.

incorrect

Tiring, error-prone manual data-entry

Manually updating spreadsheets takes hours and increases the risk of miscalculations.

incorrect

Daunting & time-consuming process

Managing projections with static spreadsheets is slow, complex, and inefficient.

incorrect

Hard to interpret trends without charts

Spreadsheets provide raw numbers, making it difficult to spot trends or visually analyze data.

Upm site logo
correct

Guided financial forecasting tool

Follow step-by-step prompts to create accurate Financial forecasts without confusion.

correct

Built-in formulas & automated calculations

AI-powered tools & built-in formulas eliminate manual calculations, reducing human errors.

correct

AI-powered financial recommendations

Get AI revenue/expense stream suggestions or insights to optimize your financial projections.

correct

Interactive dashboard & automated reports

View real-time financial trends with visual reports, charts, and dynamic dashboards.

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.

Automated financial projections

Automated Financial Projections

Get inspired from industry-specific business plan templates to design your very own.

📑

Long-term Financial Forecasting

Plan a decade ahead with long-term (1-10 years) forecasting options.

🤝

Easy Collaborate & Sharing

Work collaboratively with partners and team members, share plans, and gather feedback.

Ai powered recommendations

AI-Powered Recommendations

AI-powered revenue/expense stream suggestions eliminate the manual guesswork.

🤝

Easy Collaborate & Sharing

Work collaboratively with partners and team members, share plans, and gather feedback.
Visual financial dashboard

Visual Financial Dashboard

Present key financial metrics with interactive charts, reports, and real-time updates.

📈

Compare Plan vs. Actual

Track performance, identify gaps, and adjust strategies with real-time analysis.

Build Accurate & Reliable Forecasts in Minutes

Do more in less time with Upmetrics

Remove spreadsheets — guesswork, manual data-entry, and complex formulas — out of financial planning. Upmetrics makes financial forecasting easier, faster, and fun.
AI-powered financial forecasting suggestions ​

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

Abdelraouf Hammoud​

Capterra Star

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​

Cindy

Capterra Star
Get a complete picture of your business' financials
What-If Analysis: Make sure you plan for every possibility

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
Diala El Achkar​
Capterra Star

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 hillenbrand
Ingo Hillenbrand
Capterra Star
Revenue Sources Suggestions

Plan Smarter & Faster with Upmetrics

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

Its financial forecasts are unmatched, offering detailed reports on profit, loss, earnings, and breakeven points.

Mara Campbell

Mara Campbell

Owner of Reading Sewing Bee

5 Star User Review

I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use & understand.

Vaibhav Kamble

Vaibhav Kamble

Founder at CloudOptimo

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 tool at a great price point, the financial portion of the product is also extremely easy to use and plug.

Samantha D

Samantha D

Student at University of Luxembourg

5 Star User Review

Its financial forecasts are unmatched, offering detailed reports on profit, loss, earnings, and breakeven points.

Mara Campbell

Mara Campbell

Owner of Reading Sewing Bee

5 Star User Review

I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use & understand.

Vaibhav Kamble

Vaibhav Kamble

Founder at CloudOptimo

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 tool at a great price point, the financial portion of the product is also extremely easy to use and plug.

Samantha D

Samantha D

Student at University of Luxembourg

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.
Spreadsheet logo

Plan

Free

$0.00/month

What’s included

Upm site logo
Plan

Premium

$14.00/month

Billed annually (Save up to 25%)

What’s included

Frequently Asked Questions

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.

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

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.

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.

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.

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. 

If you have any unanswered questions, feel free to contact us. Someone from our team will connect with you shortly.

upms-symbol-50x50

Start & Finish Your Business Plan Today

No Risk – Cancel at Any Time – 15-Day Money Back Guarantee