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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A smarter way to plan your business - with AI-powered planning

A smarter way to plan your business – with AI-powered planning

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.

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.

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.

Experience how AI can simplify your planning

Loved by forward-thinking entrepreneurs and business owners

Check out what our customers have to say about their experience with Upmetrics.

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.

Mobile Notary and Paralegal

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

Founder & CEO at Agmondo

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

CEO at Metabolic Terrain Omics

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

Technical Product Marketing Manager at AppDynamics

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

Founder at CloudOptimo

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.

Mobile Notary and Paralegal

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

Founder & CEO at Agmondo

Cindy Kennedy

CEO at Metabolic Terrain Omics

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

Technical Product Marketing Manager at AppDynamics

Vaibhav Kamble

Founder at CloudOptimo

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

Start with the Basics

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.

Answer tailor-made questions

Answer your business-specific questions designed by AI to delve deeper into your business strategy. This personalized inquiry ensures your plan covers all critical aspects.

Get your first draft

With the information provided, AI compiles your first business plan draft. Experience how AI constructs a comprehensive outline from your responses.

Refine your plan

Review and refine your draft. AI assists in fine-tuning your document, suggesting improvements for clarity, precision, and impact to ensure your plan is investor-ready.

Frequently Asked Questions

Is Upmetrics AI available with all subscription packages?

Upmetrics AI features are exclusive to our premium plan packages. If you’re currently on a starter plan and wish to leverage the full capabilities of AI assistance, upgrading to one of our premium plans is necessary.

How does Upmetrics AI utilize my data?

The data you input through the AI Assist feature is used solely to generate and return a response from the AI model. It is not used for model training. All submitted data and usage are handled strictly with Upmetrics’ Privacy Policy, ensuring your information remains private and secure.

How do I use the Upmetrics AI features?

You can access the Upmetrics AI Assistant across various parts of our platform. Look for the “Write with AI” button within text sections of your business plan or pitch documents to get AI-driven content suggestions. Additionally, AI is integrated into the forecasting tools to suggest categories. For conversational support, the AI business co-pilot is available at the top of your business plan builder, ready to assist with any queries or guidance you may need.

Will new features continue to be added to Upmetrics AI?

Absolutely! We are committed to continuously enhancing Upmetrics AI, and developing new features that simplify and enrich the business planning process. Our goal is to make planning more insightful and enjoyable, allowing you to focus more on starting, funding, managing, and growing your business.

Can Upmetrics AI help with financial projections and analysis?

Yes, Upmetrics AI plays a crucial role in financial planning by suggesting categories for revenue, expenses, and costs. Additionally, our conversational AI co-pilot can provide various financial insights by analyzing your financial data and statements, helping you make informed decisions based on your financial landscape.

What types of business plans can I create with Upmetrics AI?

With Upmetrics AI, you can create business plans for any industry. Our AI models are trained across a wide range of sectors, ensuring you can craft tailored business plans that meet specific industry requirements and standards, no matter your focus area.

Can I customize the AI-generated content to fit my business needs?

Yes, the AI-generated content in Upmetrics is fully customizable to align with your specific business requirements. Our AI tools help you auto-write sections of your business plan and refine them. Additionally, you can adjust the language tone and make other modifications to ensure the content precisely matches your business’s tone and strategy, allowing for a personalized and effective business plan.

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Finish your plan faster with Upmetrics AI