Upmetrics

Business Plan Builder

Build your business plan with a drag-and-drop builder

Start from a proven structure, write each section with AI built into the editor, and turn your numbers into financials without a single spreadsheet formula. 400+ sample plans included.

Capterra rating - Excellent 4.9/5.0

Trusted by

ManninvestHampton UniversityHyperKeansaKennesaw State UniversityNetgen

What you get

A guided builder that does the heavy lifting

Each section walks you through what to write, the AI helps you say it, and the financials build themselves.

Guided structure, never a blank page

Every section opens with instructions, definitions, and a worked example, so you always know what to write next. Borrow from 400+ real sample plans across industries when you want a head start.

  • Inline tips and definitions on every section
  • 400+ industry sample plans to learn from
  • Reorder, add, or remove sections to fit your business
Guided business plan structure with section navigation
AI assistant writing a business plan section

AI ASSISTANT

AI built into every section

Ask the assistant to draft a section in your words, tighten what you wrote, or suggest what's missing. It reads the rest of your plan, so the advice fits your business instead of a generic template.

  • Draft any section from a short prompt
  • Rewrite and tighten copy you already have
  • Context-aware suggestions based on your full plan

Turn sections into visuals

Drop in ready-made blocks for SWOT, market size, customer persona, and more. Each one is a template you fill with your data, so the plan reads like a designed document, not a wall of text.

  • Pre-built SWOT, market size, and persona blocks
  • Editable charts and tables, no design work
  • Consistent layout across the whole plan
Visually designed business plan sections

Financials without the formulas

Enter your assumptions and the builder works out sales, expenses, and cash flow for you. Projections and charts update on their own and flow straight into the plan.

  • Automated sales, expense, and cash-flow projections
  • Charts and reports that update as you edit
  • No spreadsheet formulas to maintain
Automated financial projection dashboard

From idea to a plan you can hand over

01

Pick a starting point

Open one of 400+ industry sample plans, or start from a blank section structure.

Sample-plan picker with industry filters in Upmetrics
02

Draft with AI

Answer a few prompts and let the assistant write a first pass of every section.

AI assistant drafting a business plan section in Upmetrics
03

Make it yours

Rework copy, reorder sections, and drop in SWOT, market size, and persona blocks.

Editor with sections being reordered and SWOT block inserted
04

Add financials and export

Projections build from your assumptions. Download as a Doc or PDF.

Financial projections dashboard with Doc and PDF export options

Your plan can be investor-ready by the end of the week.

Start Planning
15-Day Money BackGuarantee
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4.9
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4.9
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Loved by forward-thinking entrepreneurs and business owners

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

5 starsCapterra
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.

Athena R.

Mobile Notary and Paralegal Services

5 starsCapterra
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

Jason Lorje

Founder & CEO at Agmondo

5 starsCapterra
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

Cindy Kennedy

CEO at Metabolic Terrain Omics

5 starsG2
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

Deepak Dhanak

Founder at DocuX

5 starsCapterra
people are impressed! You made my dreams come true on paper fast! AI help and in response were amazing. It's awesome.
Darin Leonardson

Darin Leonardson

President and CEO, Transformed Culinary Solutions

5 starsG2
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.
Vaibhav Kamble

Vaibhav Kamble

Founder at CloudOptime

5 starsCapterra
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.

Athena R.

Mobile Notary and Paralegal Services

5 starsCapterra
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

Jason Lorje

Founder & CEO at Agmondo

5 starsCapterra
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

Cindy Kennedy

CEO at Metabolic Terrain Omics

5 starsG2
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

Deepak Dhanak

Founder at DocuX

5 starsCapterra
people are impressed! You made my dreams come true on paper fast! AI help and in response were amazing. It's awesome.
Darin Leonardson

Darin Leonardson

President and CEO, Transformed Culinary Solutions

5 starsG2
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.
Vaibhav Kamble

Vaibhav Kamble

Founder at CloudOptime

Make the plan truly yours

Let AI write the first version

Tell the AI about your business and it writes a full first draft, section by section, in your industry's language. You're editing real content from the first minute instead of staring at empty pages. Change anything you want; the AI just gives you the running start.

AI-generated business plan draft

More in the builder

Built for teams, not just documents

The plan is the start. Collaboration, versioning, and export keep it useful long after the first draft.

Real-time collaboration

Work on the plan together. Co-founders, advisors, and your team edit the same document and see changes as they happen.

AI assistant

A writing partner that drafts, rewrites, and pressure-tests each section against the rest of your plan.

Share and publish online

Publish your plan as a private link investors and lenders can open in the browser. No PDF email chains.

Version history

Every revision is saved. Compare against an earlier draft or roll back without losing the current one.

Task management

Assign sections to the people who own them and track what's done, in progress, and still open.

Export to Doc and PDF

Download the finished plan as an editable Doc or a polished PDF, ready for a bank or a board meeting.

Every section your plan needs is already here

Every section investors and lenders expect is built in, ready to fill, reorder, or remove.

Generate my plan with AI
Executive Summary
Company Overview
Product & Services
Market Analysis
Management Team
Marketing & Sales Plan
Funding Request
Financial Projections
Appendix

Frequently Asked Questions

A business plan builder is a dynamic tool designed to simplify the creation of a comprehensive business plan. It provides a set of features, such as guided instructions, essential section templates, financial calculators, and more. With Upmetrics’ builder, you will be able to create a professional and personalized plan that is highly customizable and AI-assisted.

Upmetrics

Start building a plan you'll actually finish

  • 15 Day money back guarantee
  • Change plans anytime
  • Cancel anytime