#1 AI business plan generator
Build solid business plans in minutes — not hours
- AI for everything
- Step-by-step instructions
- Automated financials
- Done in minutes (not days)
- 110K+ Entrepreneurs trust Upmetrics with their plans.
15-Day Money Back
4.9
Everything you need to finish your plan today
Handover all the writing tasks to 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
Get assistance at every step of the process
“I love how they are providing an explanation for every single step. You’ll get guided from the beginning to the end.”
Design visually appealing sections
“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
Make forecasts without clunky spreadsheets
“Upmetrics amazed me with its robust financial forecasts and numerous options. The AI writer excels at creating impressive content with minimal input.”
Create a plan and build your dream business
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.
Mobile Notary and Paralegal Services
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
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
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
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
Technical Product Marketing Manager at AppDynamics
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
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.
Mobile Notary and Paralegal Services
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
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
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
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
Technical Product Marketing Manager at AppDynamics
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
How does Upmetrics AI work?
Answer a few simple questions, generate a business plan, and refine it to make it your own.
Step 1
Answer simple questions
Tell us about your business—just fill in guided prompts.
Step 2
Generate your plan & financials
Step 3
Refine your plan
- 15-Day Money-Back Guarantee
- Change Plans Anytime
- Cancel Anytime
A Better Planning Starts Here
Starter
Billed annually (Save up to 25%)
- Includes:
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400+ Business Plan Samples
Access a vast library of over 400+ sample plans spanning various industries.
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Up to 3-Year Financial Forecast Project your business finances with a comprehensive three-year forecast model.
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Pitch Deck Creator Craft compelling pitch decks with our intuitive creation tool for impactful presentations.
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1 Workspace Centralize your planning with a dedicated workspace for all your strategic needs.
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Up to 5 Team Members Collaborate efficiently by bringing up to five team members into your planning workspace.
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Business Plan Course Enhance your planning skills with our structured course on business plan creation.
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Export to PDF Conveniently export your business plans and reports to PDF for easy sharing and printing.
Premium
Billed annually (Save up to 25%)
- Includes everything in Starter, plus:
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AI Plan Writing & Assistance
Empower your business plan creation with AI—craft a comprehensive plan, refine sections, adjust length, set language tone, or translate content effortlessly.
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Up to 7-Year Financial Forecast Extend your financial outlook with an in-depth seven-year forecasting capability with AI sales forecasting suggestions.
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Strategic Planning Tools Utilize advanced tools to formulate and align your long-term business strategy.
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Multi-Versioning Track changes with multi-versioning
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Exports to PDF/DOC/PPT Easily export your documents to PDF, PPT or WORD for versatile sharing options.
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Exports to Excel Export detailed financial data and reports directly to Excel for further analysis.
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Connect to QuickBooks Online & XERO Seamlessly integrate Upmetrics with QuickBooks Online and XERO to import actual financial data for precise forecasting and analysis.
Professional
Billed annually (Save up to 25%)
- Includes everything in Premium, plus:
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3 Workspaces Includes three dedicated workspaces, allowing users to organize and manage multiple business projects.
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Up to 10-Year Financial Forecast Extend your financial outlook with an in-depth 10-year forecasting capability with AI sales forecasting suggestions.
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Custom Templates Enables users to create and save custom business plan templates that can be reused across multiple client projects.
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Manage Clients Provides robust tools for client management, including the ability to invite clients to collaborate, assign specific permissions, and set up dedicated workspaces for each client.
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Transfer Workspaces Enables the easy transfer of workspace ownership, allowing users to hand off complete control of a workspace to another team member or client.
Our 100% No-Risk 15-Day Money-Back Guarantee! 👍
If Upmetrics doesn’t simplify your business planning experience within the next 15 days, we’ll give you a full refund—no questions asked. Your satisfaction is our priority!
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.
📑
Stunning Cover Pages
Make a great first impression with stunning cover page designs that stand out.
🤝
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.
🤝
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.
📈
Visual Financial Dashboard
Present key financial metrics with interactive charts, reports, and real-time updates.
Write Your Business Plan in Hours, Not Weeks!
Frequently Asked Questions
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.
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
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.
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 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.
What languages does Upmetrics support?
Upmetrics is available in English, French, German, Spanish, Italian, and Portuguese, so you can present your business plan professionally in your preferred language. You can also customize your financial data with any currency symbol you need.
How do Upmetrics business planning tool differs from others?
Unlike generic AI plan generators, Upmetrics lets you quickly generate a draft using AI and further refine it using AI assistance and customization options. From in-depth financial forecasting to collaborative editing and industry-specific templates, Upmetrics has everything to help you build detailed business plans faster.
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.
Define Success for Your Business with Upmetrics AI
- 15 Day money back guarantee
- Change plans anytime
- Cancel anytime