One workspace for the entire business planning journey
Write your plan with AI, build financial forecasts without spreadsheets, track performance against your numbers, and share with your team. Every tool, connected from idea to growth.
Where do you want to start?
Pick the part of the journey you're on
Plan your business
Turn an idea into a clear, investor-ready plan. AI handles the writing, the research, and the structure — you stay in the driver's seat.
Business Plan Builder
Drag-and-drop builder with guided sections, 400+ sample plans, and AI baked into every chapter.
AI Plan Generator
Answer a few questions and get a full first draft of your plan in minutes.
AI Pitch Deck Generator
Turn your plan into an investor-ready pitch deck with one click.
Upmetrics AI Assistant
Section-by-section AI that writes, rewrites, and improves every part of your plan.
Industry Research
Pull accurate market size, trends, and benchmarks for your industry, instantly.
Strategic Planning
Set goals, link them to KPIs, and keep the team aligned on what matters.
Forecast and grow your business
Move from a written plan to running the business. Build forecasts without spreadsheets, model scenarios, and compare what's actually happening to what you planned.
Financial Forecasting
Build 3- to 5-year financial projections — revenue, expenses, cash flow, balance sheet — without spreadsheets.
Cash Flow Forecasting
See exactly when cash comes in, goes out, and where the gaps will be.
Financial Modeling
Model pricing changes, scenarios, and what-ifs side by side.
Sales Forecasting
Project revenue by product, segment, or channel with built-in assumptions.
Plan vs Actual
Sync QuickBooks or Xero and compare your forecast to live results.
Collaborate and share with confidence
Bring the team in, share with investors, or run an entire client practice. The right people see the right view, on the latest version, every time.
Real-time Collaboration
Invite teammates, co-write in real time, leave inline comments, and resolve threads — all in one place.
Version History
Every change auto-saved. Restore an earlier draft in two clicks — no lost work.
Roles & Permissions
Set viewer, commenter, or editor access per teammate or per plan.
Secure Sharing & Export
Share via password-protected link or export to polished PDF and Word.
White Label Solution
Run Upmetrics under your own brand for advisors, consultants, and agencies.
Start planning, forecasting, and growing with Upmetrics