Business Plan Collaboration

Collaborate on client business plans with control

Invite teammates and clients into structured workspaces. Assign roles to protect edits, keep feedback in context, and move plans from draft to investor-ready fast.

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Collaborate on client business plans with control

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The problem

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.

Built for collaboration

Upmetrics makes planning faster, consistent, and collaborative!

Single workspace

Manage multiple clients in single space

Keep all your clients’ plans, forecasts, and pitch decks neatly organized in dedicated workspaces. Everything stays in one place, so it’s easier for you and your team to track progress and updates without losing context.

Role-based access

Assign tasks with role-based access

Set clear roles like Admin, Editor, or Viewer for every client and teammate. This keeps control in your hands, while still making it simple for others to review, comment, or contribute without confusion.

Real-time feedback

Reduce back-and-forth with real-time feedback

Collect feedback directly on each section of the plan instead of over email. Everyone sees the same thing in real time, helping reviews move faster and keeping decisions easy to follow.

Secure share links

Share your plan instantly with a secure link

Create a single link to share your plan, forecasts, or pitch deck with clients and investors. They can open it in their browser anytime, ensuring they always see the latest version without messy file exchanges.

Reusable templates

Build reusable, custom plan templates

Save hours by creating templates tailored to your style and process. Every client plan starts with the right structure, so you can spend time refining ideas and content rather than fixing layouts.

Create a plan and build your dream business

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Testimonials

Upmetrics users say..

Our users appreciate how Upmetrics streamlines their planning and enhances business operations.

“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

“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.”