AI Financial Forecasting Software

Not at all. Upmetrics is designed for founders and small business owners, not finance teams. The AI suggests revenue streams and expense categories for you, applies the accounting rules behind the scenes, and the AI Financial Analyst is there to answer questions if you get stuck. No CFO required.

Spreadsheets give you a blank grid and ask you to wire up the formulas. Upmetrics gives you AI-suggested revenue and expense streams, generates the P&L, cash flow, and balance sheet automatically, and keeps every report tied out. No VLOOKUPs, no #REF! errors, no broken totals when you change an assumption.

It’s a built-in assistant that reads your forecast. Ask it any financial question in plain English and it explains what’s driving the numbers, flags inputs that look over-optimistic or inconsistent, and points out gaps an investor or lender is likely to ask about. Every answer is grounded in your actual forecast, not generic advice.

Yes. Connect QuickBooks or Xero and Upmetrics pulls your actuals into the same view as your forecast so you can run plan-vs-actual comparisons, see variance by line item, and rebase the forecast without rebuilding it.

Yes. Build best, realistic, and worst case in the same forecast and compare them side by side across the P&L, cash flow, and balance sheet. Switching between scenarios is one click, and every report updates with it.

Upmetrics offers monthly and annual plans with a 15-day money-back guarantee. Visit our pricing page for current plan details, included features, and team seat options.

Yes. Every report (cash flow, P&L, balance sheet, sales projections) can be exported to PDF or Excel, and your full forecast is embedded directly into the business plan you share with investors and lenders.

Your data is encrypted in transit and at rest, hosted on secure cloud infrastructure with regular backups, and never shared with third parties. Workspace controls let you decide who on your team can view or edit each plan.

You can generate cash flow statements, balance sheets, profit & loss statements, sales projections, break-even analyses, and budget reports. Every report is generated automatically from the assumptions you enter, with no spreadsheet work.

Yes. Your forecast auto-syncs into the business plan builder, so the financials chapter pulls from the same numbers. Update once and the plan updates with it.

Upmetrics supports financial forecasts ranging from 1 to 10 years, so you can plan for both short-term operations and long-term growth.

Upmetrics is available globally. Our platform supports multiple currencies and is used by entrepreneurs and businesses worldwide.