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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
Capterra rating - Excellent 4.9/5.0
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Why Upmetrics

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
Guided planning

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.”

Ingo HillenbrandIngo Hillenbrand
Helpful tips and examples

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 HammoudAbdelraouf Hammoud
AI-powered insights and auto writing assistance

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.”

CindyCindy
Design visually appealing sections

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.”

Diala El AchkarDiala El Achkar
Create projections without worrying about formulas

Create a plan and build your dream business

Support

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.

Pricing

A Better Planning Starts Here

Price in USD

Premium

Most Popular

For individuals and businesses needing advanced planning tools and AI features.

$19$14/mo

Billed annually (Save up to 25%)

Start Planning

Professional

For organizations, consultants, and teams managing multiple clients and plans.

$49$37/mo

Billed annually (Save up to 25%)

Start Planning

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
Business plan sample preview

Start planning your business today

FAQ

Frequently Asked Questions

Everything you need to know about Upmetrics.

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.

Still have questions? Contact our team

Ready to plan?

Define success for your business

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