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Upmetrics' AI Assistants

Get AI help with planning, writing, forecasting, and research.

Built-in AI assistants that help at every stage of planning, from drafting to forecasting and research. You get context-aware support while staying in control of your plan.

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The assistants

AI assistance across the planning lifecycle

From the first draft to forecasting and research, an assistant is on hand at every stage, working from your inputs.

AI Plan Generator

Build a complete business plan using structured AI assistance

Use our AI plan builder to create a complete first draft from structured inputs about your business. The system generates relevant Q&A to capture context, then builds a structured plan you can review, edit, and refine.

AI plan generator
AI Writing Assist

Instantly improve your business plan with our writing assist

Use the writing assistant to improve your plan as you work. Rewrite, shorten, expand, translate, or adjust tone across sections while keeping full control, so changes fit your plan's context and audience.

AI writing assist
AI Research Assist

Support your plan with relevant, up-to-date market insight

Back your plan with current market insights. The research assistant gathers market and competitor information tied to your business context, so research stays focused, usable, and connected to your planning decisions.

AI research assist
AI Business Assist

Get answers to all your strategy and planning questions

Get strategic guidance and answers to plan-related questions while you build. The assistant helps you think through decisions, risks, and next steps using your inputs, without replacing your judgment or taking control.

AI business assist
AI Forecasting Assist

Get AI-powered financial suggestions and forecasting support

Get suggestions for relevant revenue and expense streams, ask finance-related questions, and review your assumptions, so projections stay transparent and aligned with your inputs.

AI forecasting assist

Simplify business planning with our AI-assisted workflow

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Virtual business advisor

Task-specific AI agents, each trained for the job

Pick the agent for the job. Each one is trained on a specific part of the plan, so you get focused, on-topic answers.

Plan AnalystOnline
Does my Executive Summary cover what investors expect?
You
Your summary covers the business overview, mission, and team well. Two gaps worth addressing: it doesn't mention your target market size and skips the funding ask. Want me to draft those two paragraphs?
Ask Plan Analyst anything...
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FAQ

Frequently Asked Questions

Everything you need to know about Upmetrics AI assistants.

Yes. The Upmetrics AI assistant starts by collecting basic details about your business idea, then asks tailored questions for you to answer. Based on your responses, it drafts a full business plan that gives you a solid starting point.
Yes. Upmetrics AI can write or translate your plan content into multiple languages, so you can adapt your plan for international audiences without switching tools.
Yes. Upmetrics includes a fully customizable business plan builder. You can edit and refine any AI-generated content so it matches your business goals and planning requirements.
Yes. The Upmetrics AI assistant is available on every subscription plan, so every user can use AI for their business planning.
You can reach the AI assistant across the platform. Look for the "Write with AI" button inside text sections of your plan or pitch documents for content suggestions. AI is also built into the forecasting tools to suggest categories, and the AI business co-pilot sits at the top of the plan builder for conversational support.
Yes. We keep adding to Upmetrics AI and building new features that make the planning process simpler, so you can spend more time starting, funding, managing, and growing your business.
Yes. Upmetrics AI suggests categories for revenue, expenses, and costs, and the conversational co-pilot can analyze your financial data and statements to surface insights that help you make informed decisions.
You can create business plans for any industry. Our AI models are trained across a wide range of sectors, so the plans they help build fit the specific needs of your industry.
Yes. The AI writing assistant helps you write individual sections of your plan. It can also refine your text, expand on your ideas, and translate your content into multiple languages.
The data you enter through the AI Assist feature is used only to generate a response from the AI model. It is not used for model training. All submitted data is handled according to Upmetrics' Privacy Policy, so your information stays private and secure.

Still have questions? Contact our team

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