Creating a business plan is easier than ever
- AI Assistance & step by step guidance
- 400+ Business plan templates & examples
- Virtual business advisor (Al Co-pilot)
- World class support
- All subscriptions come with a 15-day money-back guarantee.
15-Day Money Back
4.9
The Only AI Business Planning Tool You Need
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
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.”
Abdelraouf Hammoud
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.
Cindy
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 a plan and build your dream business
Loved by forward-thinking entrepreneurs and business owners
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
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!
It’s already easy to use. But we’re still here for you.
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.Here's How Our Business Plan Sample Looks Like
- Realistic financial forecasts
- Converted ideas into actionable strategies
- 360° business plan comprises of all key factors
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 [email protected] 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.
What languages does Upmetrics support?
How do Upmetrics business planning tool differs from others?
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.