Business Plan Collaboration
Collaborate on client business plans with control
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Supporting multiple entrepreneurs with planning is often slow, inconsistent, and frustrating for advisors and consultants.
- Going back and forth on emails and files makes it hard to track the latest draft.
- Fixing messy formats takes more time than focusing on the actual plan.
- Spreadsheets slow things down and leave clients stuck instead of moving forward.
Upmetrics makes planning faster, consistent, and collaborative!
Manage multiple clients in single space
Assign tasks with role-based access
Reduce back-and-forth with real-time feedback
Share your plan instantly with a secure link
Build reusable, custom plan templates
Create a plan and build your dream business
Loved by forward-thinking entrepreneurs and business owners
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
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 financial forecast section has excellent features none others have, like reports showing profit and loss, earnings, and break even information. I found it all very easy to use, the graphics are impactful and easy to read, and the information is easy to change and adapt to your company's needs.
Mara Campbell
Owner of Reading Sewing Bee
Great tool, easy to use, at a great price point, the financial portion of the product is also extremely easy to use and plug + play with the combination of utilizing excel spreadsheets.
Samantha Dula
Student at University of Luxembourg
The seamless integration between business plan and forecasting. When rapidly iterating business plans and models, having the two sync together helps keep things on track.
Benjamin D.
Founder at Biotechnology
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. Bhd
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
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 financial forecast section has excellent features none others have, like reports showing profit and loss, earnings, and break even information. I found it all very easy to use, the graphics are impactful and easy to read, and the information is easy to change and adapt to your company's needs.
Mara Campbell
Owner of Reading Sewing Bee
Great tool, easy to use, at a great price point, the financial portion of the product is also extremely easy to use and plug + play with the combination of utilizing excel spreadsheets.
Samantha Dula
Student at University of Luxembourg
The seamless integration between business plan and forecasting. When rapidly iterating business plans and models, having the two sync together helps keep things on track.
Benjamin D.
Founder at Biotechnology
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. Bhd
Every tool you need to plan for your business financials
Business Plan Builder
Guided builder with templates that simplify drafting complete business plans.
Financial Forecasting
Automated 3–10 year projections with clear dashboards and accurate reports.
AI Business Plan Generator
Generate, refine, and translate business plans with AI-powered assistance.
Pitch Deck Creator
Turn plans into professional, investor -ready pitch decks in minutes using AI.
Strategic Plan Templates
Pre-built templates for growth strategies,
GTM, marketing plans, and more.
While Label Software
Offer Upmetrics under your own brand to strengthen your brand identity.
Every Section you need to Plan for your Business
