“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
Startup Cost Calculator
Make accurate startup cost estimates using AI.
Startup cost worksheets can be tedious and time consuming. Calculate your startup costs in minutes with our built-in formulas and AI suggestions.
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No formulas, no spreadsheets
You don't need to worry about complex formulas and spreadsheets
Transform financial forecasting with Upmetrics. No complex formulas needed. Just input data and let our tool handle the rest.
Automated Forecasts
Automated Forecasts: we do all the hard work for you
Forget the daunting spreadsheets and let us simplify your financial forecasts. Our AI delivers powerful suggestions, transforming raw data into clear, actionable insights without the hassle of complex calculations.
- Sales projections and budgets compiled in one place
- Profit & loss statements ready for lenders and investors
- Cash-flow visibility without manual calculations
What-If Analysis
What-If Analysis: Make sure you plan for every possibility
Empower your financial strategy with our scenario planning. Effortlessly toggle between financial components, including revenues, expenses, assets, and funding, to simulate the impact of key decisions.
- Toggle revenue, expense, asset, and funding inputs
- Test multiple financial scenarios side by side
- Be ready for any financial situation, not just the base case
Visual Dashboard
Get a complete picture of your business' financials
Dive into the financial story of your business with our powerful dashboard. Our visual tools turn numbers into narratives, charting your growth journey in vibrant graphs and actionable reports.
- Vibrant graphs and actionable reports at a glance
- Insightful, straightforward view of your financial data
- Strategy visualized, not a wall of spreadsheets
Build your first projections in minutes
Testimonials
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
Forecasting toolkit
Every tool you need to plan for your business financials
Long-Term Forecasting
Plan a decade ahead with 1-10 year financial projections.
Visual Analysis
Gain actionable insights with dynamic charts and financial summaries.
What-If Analysis
Evaluate financial outcomes with scenario planning tools.
Real-Time Collaboration
Share and update your financial plans instantly, across any device.
Integrated Reports
Directly embed detailed financials into your business plan.
Ready-to-Use Templates
Jump-start with industry-specific financial plan templates.
3-way forecasting
Generate detailed three-way financial statements effortlessly.
Profitability Analysis
Gain clarity on your breakeven point and safety margins.
Actuals vs forecast
Analyze your actual performance against your forecast in real-time.
Seamless workflow
Every component to Forecast your financials
FAQ
Frequently Asked Questions
Everything you need to know about Upmetrics financial forecasting.
Still have questions? Contact our team
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