“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 Financial Forecasting Software
Financial forecasts without the spreadsheet headache.
The AI-assisted alternative to building forecasts in Excel. Get revenue and expense suggestions, plug in your assumptions, and let Upmetrics produce the cash flow, P&L, and balance sheet investors expect.
Trusted by founders, schools, and firms
How Upmetrics forecasts
From a blank sheet to a complete financial model
Four things Upmetrics does for you that a spreadsheet can't.
01AI Suggestions
Never start from a blank sheet again
Tell Upmetrics what your business does. The AI suggests the revenue streams and expense categories that actually fit your model.
- AI-generated revenue and expense categories for your industry
- Edit, remove, or add your own line items
- Plug in your assumptions and watch the numbers populate
02Scenario Planning
Run best, realistic, and worst case in parallel
Build all three scenarios in one forecast and compare them side by side. Switch between them with a click and every report updates with it.
- Best, realistic, and worst case in the same forecast
- Side-by-side comparison across P&L, cash flow, and balance sheet
- Toggle revenues, expenses, hiring, or funding to test any assumption
03AI Financial Analyst
An AI co-pilot that reads every line
Ask any financial question in plain English. The AI Financial Analyst explains your numbers and flags inputs that look over-optimistic.
- Plain-English answers grounded in your actual forecast
- Flags errors, inconsistencies, and over-optimistic assumptions
- Highlights the questions investors and lenders are likely to ask
04Plan vs. Actual
Compare your plan to your real numbers
Link QuickBooks or Xero and Upmetrics pulls your actuals next to your forecast. See variance line by line, no CSV imports needed.
- QuickBooks and Xero integrations, no CSV imports
- Variance reports across revenue, expenses, and cash position
- Update assumptions and re-forecast the rest of the year in place
Build your first forecast in under an hour
Spreadsheets vs Upmetrics
Forecasting that doesn't punish you for not being an accountant
Four things that look different the moment you stop using Excel.
- Blank spreadsheets with no starting point
- Intimidating and error-prone manual forecasting
- Overwhelming tabs for every scenario
- Time-consuming number checks and fixes
- AI suggests revenue & expense streams
- Statements build themselves, fully tied out
- Best, realistic, worst case in one forecast
- AI co-pilot reviews every line
Connected across Upmetrics
Your forecast is the source of truth everywhere else
Auto-syncs into your business plan
Every report you build here, including P&L, cash flow, balance sheet, and sales projections, flows straight into the financials chapter of your business plan. Change a number once and the plan updates with it.
Learn more about the business plan builderPowers your pitch deck financials
When you generate a pitch deck, Upmetrics pulls revenue, growth, and runway numbers directly from your forecast. No more reconciling three different versions of the model before a meeting.
Learn more about the AI pitch deck generatorTestimonials
From spreadsheet panic to investor-ready in days
See how founders and operators use Upmetrics to forecast faster.
“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
Everything included
Everything else you'd expect, included
The tactical tools that round out the forecasting workflow.
Long-term forecasting
Build a forecast that runs from 1 to 10 years out, not just next quarter.
3-way forecasting
P&L, cash flow, and balance sheet generated in one go, fully tied out.
Visual dashboard
Read your forecast as charts and summaries built for investors, not auditors.
Profitability & break-even
See exactly when the business turns the corner and what margin of safety you have.
Real-time collaboration
Share the forecast with your co-founders or accountant; everyone sees the same numbers.
Industry-specific templates
Start from a template tuned to SaaS, retail, services, restaurants, and more.
FAQ
Frequently Asked Questions
Everything you need to know about financial forecasting in Upmetrics.
Still have questions? Contact our team
Discover more
Explore the rest of Upmetrics
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Forecast without spreadsheets
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