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Creating a business plan is easier than ever

Start planning with $7 per month

The World's Easiest Business Planning Tool

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

Just fill in the blanks

  • Clear & detailed instructions at each step.
  • Explanation of key business terms.
  • Flexible outline so you can customize smoothly.

Automatic financials

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

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.

Seamless presentation

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

No credit card required

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

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.

Athena R.

Mobile Notary and Paralegal Services

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

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

Cindy Kennedy

CEO at Metabolic Terrain Omics

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

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

Aaron Schifman

Technical Product Marketing Manager at AppDynamics

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

5 Star User Review

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.

Athena R.

Mobile Notary and Paralegal Services

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

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

Cindy Kennedy

CEO at Metabolic Terrain Omics

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

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

Aaron Schifman

Technical Product Marketing Manager at AppDynamics

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

Upmetrics AI Assistance

Writing a business plan can be overwhelming… Here is a key to your problem; try Upmetrics AI Assistant and write your business plan effortlessly. Seven features to sharpen your content with our AI assistant:

  • Auto-write sections for your business plan.
  • Re-format sections to expand or shorten.
  • Auto-improve the content to make it crisp.
  • Adjust the tone of your content to academic, persuasive, or professional.

 

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A Complete Business Plan walkthrough

Professional cover pages

Make your business idea stand out by selecting a stunning cover page for your business plan

Step-by-step guidance

We will guide you by providing real business examples & thorough guides for personalized experience

Customizable business plans

Customizing business plan was never as easy. Create apt plan that caters to specific business needs

Say bye to Complex financial calculations

Automate financial forecasting

Enter the number, & we will do the calculations for you. Get realistic financial projections & save time

5 years financial forecast

Set realistic long-term goals and visualize them. Create future plans and stick to them financially

Accurate financial report

Create reliable data of all your business areas & evaluate the financial health of your enterprise

financial forecast cta
Help Your Clients Get Funding With Investment-Ready Pitch

Create perfect pitch & raise funds

Pitch presentation

Communicate your ideas effectively & convince others of your business viability by making an ideal pitch

Pitch template

A business pitch template with all necessary slides like traction, milestone, financial forecasting, etc.

Download and share

Download your business pitch in PDF & JPEG format and can share it online easily with your investors

Our Customer Success Stories

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.
  • Up to 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.
  • Up to 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 info-iconTrack changes with multi-versioning
  • 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.
  • Connect to QuickBooks Online & XERO info-iconSeamlessly integrate Upmetrics with QuickBooks Online and XERO to import actual financial data for precise forecasting and 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.
  • Up to 10-Year Financial Forecast info-iconExtend your financial outlook with an in-depth 10-year forecasting capability with AI sales forecasting suggestions.
  • 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.

Have questions?

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

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[at]upmetrics[dot]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. 

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.
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.

If you have any unanswered questions, feel free to contact us. Someone from our team will connect with you shortly.

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Define Success For Your Business