Finish Faster & Accurate Projections: Forecast with AI

Streamline financial forecasting with AI. Upmetrics Assist suggests revenue sources, startup costs, and payroll, reading financial statements to provide key insights from your accounting data.

Trusted by

4.8

4.9

15-Day Money Back

Guarantee

15 Days Money Back

Guarantee

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

Experience how AI can transform your approach, making it faster, more accurate, and tailored to your unique business needs.

Revenue Sources Suggestions

Upmetrics Assist provides dynamic revenue stream suggestions tailored to your business needs. It simplifies the forecasting process by analyzing your business model and market trends to offer the most viable revenue options.

For instance, The AI suggests diverse revenue options for logistics businesses like freight billing, warehousing fees, and value-added services, ensuring a comprehensive view of possible income sources.

Startup Cost Suggestions

Let’s get intelligent suggestions on essential startup expenses associated with your business such as initial inventory, equipment, licensing fees, office space leasing etc.

For instance, To plan a typical logistics business Upmetrics AI highlights likely expenditures such as fleet vehicles, fuel costs, warehouse leasing, and technology for inventory management.

Payroll Forecasting suggestions

Tailored to your business needs, Our AI assist provides automated suggestions for setting up your payroll structure, factoring in various employee roles from entry-level to executive positions.

In logistics, Upmetrics AI assists with the payroll expenses for roles critical to operations, such as drivers, warehouse staff, administrative personnel, etc. So you don’t miss any personnel expenses to consider in your budget.

Your business plan co-pilot: Just Ask Questions

Get direct answers to your questions. Your business plan co-pilot, translates complex data into actionable insights, enabling you to grasp your financial health quickly and accurately. Whether you’re assessing profitability, cash flow, or expense management, our conversational AI ensures you have all the necessary information at your fingertips.

Your co-pilot can answer your queries:

1. By when I’ll be profitable?
2. How many units i am going to sell in Feb 2025?
3. How much funding do we require by the end of 2025?

Join over 500k+ entrepreneurs and experience how AI can simplify your financial planning

Loved by forward-thinking entrepreneurs and business owners

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

Upmetrics amazed me with its robust financial forecasts and numerous options. The AI writer excels at creating impressive content with minimal input. Truly the best value for AI-driven business plan writing.

Diala El Achkar

Bookkeeper at Convergence

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

Deepak Dhanak

Founder at DocuX

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

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

Mara Campbell

Owner of Reading Sewing Bee

The great USP here is the AI feature I used, where I can write my idea in simple terms, and I use AI to reformulate it in a more persuasive way where I saw the difference in the pitching level.

Abdelraouf Hammoud

Solutions Design Manager at DHL Supply Chain

I created a fantastic business plan in 1/4 the time with much more professionalism than without Upmetrics. I especially liked the templates I could work from.

Tom Brune

President at Ventures Lending Technologies

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

Founder Praxis Sdn. Phd

Frequently Asked Questions

How does Upmetrics AI help with financial planning?

Upmetrics AI helps transform your ideas into practical forecasts, suggesting diverse revenue streams, expenses, and payroll options to ensure no financial aspect is overlooked. It assists in crafting comprehensive, investor-ready forecasts, enhancing your planning with innovative and insightful suggestions.

How does Upmetrics AI utilize my financial data?

The financial data you input through the AI Assist feature is utilized exclusively to generate and return a response from our AI model. This information is not employed for model training. All data submissions and usage adhere strictly to Upmetrics’ AI Privacy Policy, safeguarding your information to ensure it remains private and secure.

Ready for automated financial forecasting?