Creating a business plan is easier than ever
AI assistance, 400+ templates, a virtual business advisor, and world-class support, everything you need to plan with confidence.
- AI assistance & step-by-step guidance
- 400+ business plan templates & examples
- Virtual business advisor (AI co-pilot)
- World-class support
The Only AI Business Planning Tool You Need
Forget spending weeks, create investor-ready plans in less than a day.
AI-powered planning
- Write your entire business plan using AI
- Get instant writing help from AI writing assist
- AI Simplify plan research with research assist
Automatic financial projections
- AI-powered revenue/expense forecasting
- Automated visual dashboard & reports
- Built-in formulas, no manual calculations
Guided plan builder
- Fill-in-the-blanks instructions
- 400+ industry-specific templates
- Practical help tips & examples
Real-time collaboration
- Work collaboratively with team members
- Manage multiple projects & workspaces
- Share with investors readily just with a link
You will be guided for every step of your business planning
Step-by-step instructions and examples for every part of the planning process.
Helpful tips and examples
With practical tips and examples, the builder guides you through the process of creating a business plan. Every section includes pointers and definitions to ensure clarity and precision in articulating your vision.
Dive into an extensive collection of over 400+ tailored sample plans across various industries, providing you with abundant resources to get inspired.
“I love how they are providing an explanation for every single step. You'll get guided from the beginning to the end.”

AI-powered insights & auto writing assistance
Our conversational AI assistant analyzes your business plan and offers tailored advice and strategic recommendations that align with your objectives.
The Auto Writing Assistant stands by to articulate your ideas into compelling business plan sections, learning from your input to create polished, professional narratives.
“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.”

Design visually appealing sections
Transform your business plan from concept to visual masterpiece. With Upmetrics, select from an array of beautifully designed templates, including SWOT Analysis, Market Size, Customer Persona, and more, tailored for clarity and impact.
Each template is a canvas for your data, ready to be customized and filled with ease. With each section you craft, your business narrative unfolds visually, making your plan not only informative but also captivating.
“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.”

Create projections without worrying about formulas
Our automated calculators and AI-powered suggestions streamline the projection process, freeing you from the complexities of spreadsheets and formulas. Whether it's sales, expenses, or cash flow, our builder offers predictive insights to shape your financial strategy with confidence.
Unlock the power of data-driven projections and let Upmetrics unveil the trajectory of your success, with no manual calculations required.
“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
It's already easy to use. But we're still here for you.
Because you shouldn't have to figure it out all on your own.
24/7 Customer Support
We are always ready to solve all & any query you might have assuring that you can make the most of our business plan software.
Education
Our top quality blogs and resources allow you to gain expertise & clarity to help make your business plan writing journey smooth.
Knowledge center
Visit our detailed help guides & upgrade yourself with extensive knowledge. Plan with ease by taking the help of knowledge center.
A Better Planning Starts Here
Premium
Most PopularFor individuals and businesses needing advanced planning tools and AI features.
Billed annually (Save up to 25%)
Start PlanningProfessional
For organizations, consultants, and teams managing multiple clients and plans.
Billed annually (Save up to 25%)
Includes everything in Premium, plus:
- 3 Workspaces
- Up to 10-Year Financial Forecast
- Custom Templates
- Manage Clients
- Transfer Workspaces
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!
Here's what our business plan sample looks like
- Realistic financial forecasts
- Converted ideas into actionable strategies
- A 360-degree business plan covering all key factors

Start planning your business today
Frequently Asked Questions
Everything you need to know about Upmetrics.
Still have questions? Contact our team