“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.”
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.
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.
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:
- Intelligent auto-writing that brings your ideas to life.
- Rewrite your content as brief or detailed as you want.
- Language translation for a global audience at your fingertips.
- 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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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:
- What types of expenses should I anticipate?
- What are the potential revenue streams for my model?
- 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 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:
- How can I enhance my business strategy?
- When will my business reach its break-even point?
- 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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Experience how AI can simplify your planning
Upmetrics users say..
Our users appreciate how Upmetrics streamlines their planning and enhances business operations.
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”

Frequently Asked Questions
Everything you need to know about Upmetrics AI.
Still have questions? Contact our team