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)

Why choose Upmetrics over financial spreadsheets?

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 projections.

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
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 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
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

Make financial projections without manual calculations
“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
“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.”

Get smart recommendations from AI financial assist
“I love how they are providing an explanation for every single step. You’ll get guided from the beginning to the end.”


Plan Smarter & Faster with Upmetrics
Loved by forward-thinking entrepreneurs and business owners
Its financial forecasts are unmatched, offering detailed reports on profit, loss, earnings, and breakeven points.

Mara Campbell
Owner of Reading Sewing Bee
I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use & understand.

Vaibhav Kamble
Founder at CloudOptimo
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
CEO at Metabolic Terrain Omics
Great tool at a great price point, the financial portion of the product is also extremely easy to use and plug.

Samantha D
Student at University of Luxembourg
Its financial forecasts are unmatched, offering detailed reports on profit, loss, earnings, and breakeven points.

Mara Campbell
Owner of Reading Sewing Bee
I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use & understand.

Vaibhav Kamble
Founder at CloudOptimo
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
CEO at Metabolic Terrain Omics
Great tool at a great price point, the financial portion of the product is also extremely easy to use and plug.

Samantha D
Student at University of Luxembourg
Don't let "Free" Spreadsheets cost you time & effort

Plan
Free
$0.00/month
What’s included
- Several hours of work
- Manual calculations
- Tedious forecasting
- No collaboration
- No support
Premium
$14.00/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
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