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Upmetrics AI

Writing. Forecasting. Advising: Plan the next big thing.

From crafting precise text with our Auto-Writing Assistant to strategic guidance from your AI Business Co-Pilot, and insightful financial forecasting, our AI features streamline your planning process.

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What the AI does for you

A smarter way to plan your business with AI

Writing, forecasting, and strategic advice, all built into one planning workspace, so you can focus on the decisions that matter.

AI Writing Assistant

Your vision, Our words: No more writer's block

With our AI Writing Assistant, you will be able to write a compelling business plan in a matter of moments. Writer's block is no longer an issue as AI seamlessly assists you with:

  1. Intelligent auto-writing that brings your ideas to life.
  2. Rewrite your content as brief or detailed as you want.
  3. Language translation for a global audience at your fingertips.
  4. A professional, persuasive, or academic tone for your business narrative.

Write flawlessly with AI, from section creation to tone selection – elevating your business plan without effort.

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Your Vision, Our Words: No more writer's block
AI Forecasting

AI-powered financial forecasting suggestions

Step into the world of AI-enhanced forecasting and leave the guesswork behind. With the help of our intelligent assistant, you can navigate the complexities of financial prediction seamlessly, offering suggestions on:

  1. What types of expenses should I anticipate?
  2. What are the potential revenue streams for my model?
  3. What are the realistic costs of my product line?

Instantly add suggested items to your forecast and watch as your financial model becomes a robust and reliable roadmap to success.

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AI-powered financial forecasting suggestions
AI Co-Pilot

AI Co-Pilot: your on-demand business consultant

Get all the answers to your strategic questions with AI Copilot, your companion for business planning. This AI business mentor offers real-time, conversational support for a range of planning questions:

  1. How can I enhance my business strategy?
  2. When will my business reach its break-even point?
  3. How much funding do we require by the end of 2025?

From refining strategies to predicting financial milestones, your AI copilot is your dedicated advisor, simplifying complex planning into actionable advice.

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AI Co-Pilot: your on-demand business consultant

Experience how AI can simplify your planning

Testimonials

Upmetrics users say..

Our users appreciate how Upmetrics streamlines their planning and enhances business operations.

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 LorjeFounder & CEO at Agmondo
Capterra

Hands down, the best business planning software I have ever used. It is extremely easy to use, intuitive, incorporates AI, guides you through it step by step, and it is extremely easy for others to collaborate.

Cindy Kennedy
Cindy KennedyCEO at Metabolic Terrain Omics
Capterra

I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use. It simplifies the often complex process of creating financial projections and forecasts.

Vaibhav Kamble
Vaibhav KambleFounder at CloudOptimo
G2

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
Capterra

Love it, people are impressed! You made my dreams come true on paper fast! AI help and team response were amazing. It is awesome to use.

Darin Leonardson
Darin LeonardsonPresident and CEO, Transformed Culinary Solutions
Capterra

Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and generating reports take up a lot of a founder's time. Upmetrics removes all that friction.

Deepak Dhanak
Deepak DhanakFounder at DocuX
G2

Upmetrics is my assistant for business planning. Over the years I have tried a few business plan tools, but Upmetrics hands down is the best. Their AI assistant has been a great feature, and the support team is excellent.

Manasij G
Manasij GCo-founder & CEO, Zapscale
G2

The Upmetrics business plan tool stands out from the rest. Its financial forecasts are unmatched, with detailed reports on profit, loss, earnings, and breakeven points. User-friendly and adapts to any company.

Mara Campbell
Mara CampbellOwner of Reading Sewing Bee
Capterra

Upmetrics streamlines business planning and pitch deck creation with sample templates. It excels at financial planning, making it effortless to integrate finance and funding details into your business plan.

Aizat H
Aizat HFounder Praxis Sdn. Phd
G2
How to use

Here's how to write your first business plan draft using AI

Start by providing basic information about your business. I.e. your business name, and your business model. This foundational data sets the stage for a tailored AI-driven planning process.

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AI powered business plan builder
FAQ

Frequently Asked Questions

Everything you need to know about Upmetrics AI.

Yes, Upmetrics' AI features are included in all Premium and Professional plans. You'll get access to AI-powered writing assistance, content suggestions, and forecasting support to make planning easier.

Still have questions? Contact our team

Ready to plan?

Finish your plan faster with Upmetrics AI

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