Powered by AI

Creating a Business Plan is easier than ever

Start planning with $7 per month
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110K+

Customers
195 countries

4.8

4.8

4.9

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15-Day Money Back
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15 Days Money Back
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The World's Best Ai-powered Business Planning Tool

You can finally create a professional business plan in less than 1 day
collaborative workspace

Your AI Assistant

  • AI writing assistant for effortless plan creation.
  • Expert strategy guidance from AI advisor.
  • AI offers guidance and suggestions at each step.
collaborative workspace

Automatic financials​

  • Built-in financial formulas, so no lengthy computations.
  • Easy long-term accurate forecasting options.
  • Automatic charts and graphs for a clear understanding.
collaborative workspace

Planning with team​

  • To work with a team is effortless now.
  • Multiple users per account to team up.
  • Assign member access as per your project’s needs.
collaborative workspace

Seamless presentation​

  • Export to Word document or PDF.
  • Visual elements for a better representation.
  • Share with investors readily just with a link.

You will be guided for every step of your business planning

You will get step-by-step instructions and examples for each step of the planning process with our collaborative business planning tool.
Helpful tips and examples

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.

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.

Ai-powered insights & Auto writing assistance
Design visually appealing sections

Design visually appealing sections

Transform your business plan from concept to visual masterpiece. With Upmetrics, select from an array of beautifully designed templates—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.

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—no manual calculations required.

Create projections without worrying about formulas

Create a plan and build your dream business​

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

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 where I saw the difference in the pitching level.

Abdelraouf Hammoud

Abdelraouf Hammoud

Solutions Design Manager at DHL Supply Chain

5 Star User Review

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

Jason Lorje

Founder & CEO at Agmondo

5 Star User Review

The Upmetrics platform is perfect for someone looking to start a business and has a range of tools to assist with planning from financial forecasting to AI-assisted business plans. Strongly recommend.

Jarred Bouffier

Jarred Bouffier

BDM at Mandoe

5 Star User Review

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

Deepak Dhanak

Founder at DocuX

5 Star User Review

I created a fantastic business plan in 1/4 the time with much more professionalism than without Upmetrics. I especially liked the templates I could work from.

Tom Brune

Tom Brune

President at Ventures Lending Technologies

5 Star User Review

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

Vaibhav Kamble

Founder at CloudOptimo

A Better Planning Starts Here

Monthly Yearly Up to 25% off on Yearly PlansSave up to 25%

Starter

$9/mo

 


Billed monthly
$9$7/mo

Billed annually (Save up to 25%)
  • Includes:
  • 400+ Business Plan Samples info-iconAccess a vast library of over 400+ sample plans spanning various industries.
  • 3-Year Financial Forecast info-iconProject your business finances with a comprehensive three-year forecast model.
  • Pitch Deck Creator info-iconCraft compelling pitch decks with our intuitive creation tool for impactful presentations.
  • 1 Workspace info-iconCentralize your planning with a dedicated workspace for all your strategic needs.
  • Up to 5 Team Members info-iconCollaborate efficiently by bringing up to five team members into your planning workspace.
  • Business Plan Course info-iconEnhance your planning skills with our structured course on business plan creation.
  • Export to PDF info-iconConveniently export your business plans and reports to PDF for easy sharing and printing.

Premium

$19/mo

 


Billed monthly
$19$14/mo

Billed annually (Save up to 25%)
  • Includes everything in Starter, plus:
  • AI Plan Writing & Assistance info-iconEmpower your business plan creation with AI—craft a comprehensive plan, refine sections, adjust length, set language tone, or translate content effortlessly.
  • 7-Year Financial Forecast info-iconExtend your financial outlook with an in-depth seven-year forecasting capability with AI sales forecasting suggestions.
  • Strategic Planning Tools info-iconUtilize advanced tools to formulate and align your long-term business strategy.
  • Multi-Versioning & Analytics info-iconTrack changes with multi-versioning and gain insights with integrated analytics.
  • Exports to PDF/DOC/PPT info-iconEasily export your documents to PDF, PPT or WORD for versatile sharing options.
  • Exports to Excel info-iconExport detailed financial data and reports directly to Excel for further analysis.

Professional

$49/mo

 


Billed monthly
$49$37/mo

Billed annually (Save up to 25%)
  • Includes everything in Premium, plus:
  • 3 Workspaces info-iconIncludes three dedicated workspaces, allowing users to organize and manage multiple business projects.
  • Custom Templates info-iconEnables users to create and save custom business plan templates that can be reused across multiple client projects.
  • Manage Clients info-iconProvides robust tools for client management, including the ability to invite clients to collaborate, assign specific permissions, and set up dedicated workspaces for each client.
  • Transfer Workspaces info-iconEnables the easy transfer of workspace ownership, allowing users to hand off complete control of a workspace to another team member or client.

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.
Long-Term Forecasting

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.
Integrated Reports

Education

Our top quality blogs and resources allow you to gain expertise & clarity to help make your business plan writing journey smooth. ​
Real-Time Collaboration

Knowledge center​

Visit our detailed help guides & upgrade yourself with extensive knowledge. Plan with ease by taking the help of knowledge center.​

Here's How Our Business Plan Sample Looks Like

sample plan

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 200+ 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.

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