“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 LorjeFounder & CEO at Agmondo
AI Business Plan Generator
Answer a few questions. Get your first draft.
Share the basics, drop in any documents the AI should read, and answer a tailored set of questions. The generator turns it all into a full first draft, section by section.
Trusted by founders, schools, and firms
How it works
From a blank page to a full first draft, in four steps
The generator handles the intake. The builder takes over for editing. Here's exactly what the generator does before it hands off.
Step 01
Onboarding that takes 60 seconds
A handful of essential questions about your business: what you do, who it's for, where you operate. Have a website? Drop the URL and the AI pulls what it needs, so you're not retyping things it can read for itself.
- Short, plain-language intake (no forms with 40 fields)
- Auto-fill from your website URL
- Edit anything the AI pulled before moving on
Step 02
Bring your own context
Upload anything the AI should know about: a pitch deck, market research, a prior plan, customer interview notes, financial assumptions. The AI reads it and pulls from it when drafting, so the plan sounds like your business instead of a template.
- Pitch decks, research, prior plans, notes - drop them all in
- AI references your documents when writing each section
- Optional - skip it and the generator still works
Step 03
AI-generated Q&A you can edit
Based on what it knows, the AI generates the specific questions worth asking about your business. Edit the wording, remove what doesn't fit, or add your own. You're shaping the brief, not filling out a fixed form.
- Questions tailored to your industry and model
- Edit, remove, or add your own questions
- Skip anything you'd rather answer later
Step 04
Finalize the outline, then it writes
Lock the outline of sections you want included. Tell the AI who's reading the plan, why it's being written, and how long it should be. It pulls from steps 1-3 to write a first draft you can open in the builder.
- Pick purpose, audience, and target length
- Reorder or drop sections before generation
- Hand off to the builder to edit, restyle, and export
Once the draft is ready, it opens in the builder.
See the business plan builderTurn your idea into a full first draft in minutes
15-Day Money BackGuarantee
4.9
4.9
Why the generator
What makes the generator different
Tailored intake, your own research, and a clean hand-off — not a static template you fill out alone.
Tailored questions, not a generic form
The Q&A is built around your business, your industry, and the documents you uploaded. You answer what actually matters for your plan, not a one-size-fits-all checklist.
Brings your own research along
Upload pitch decks, market research, prior plans, or notes. The AI reads them and pulls from them while drafting, so the plan reflects work you have already done.
Hands off cleanly to the builder
Your first draft opens in the Upmetrics builder, ready to edit, restyle, add financials to, and export — no copy-pasting between tools.
After the draft
You're not on your own once the draft lands
AI writing assistant in every section
Once the draft is ready, the writing assistant lives inside each section. Rewrite, tighten, or expand a paragraph without leaving the editor.
Learn about the AI writing assistantAI business advisor on call
Stuck on pricing, the risk section, or how to size a market? Ask the business advisor and get an answer grounded in your plan, not a generic chatbot reply.
Learn about the AI business advisorTestimonials
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.”
Cindy KennedyCEO at Metabolic Terrain Omics
“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 KambleFounder 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 Services
“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 LeonardsonPresident and CEO, Transformed Culinary Solutions
“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 DhanakFounder at DocuX
“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 GCo-founder & CEO, Zapscale
“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 CampbellOwner of Reading Sewing Bee
“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 HFounder Praxis Sdn. Phd
FAQ
Frequently Asked Questions
Everything you need to know about the AI Business Plan Generator.
Still have questions? Contact our team
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