Financial Forecasting Software

Financial forecasting & reporting simplified for everyone

Create accurate financial projections to raise investment, secure loans, or plan for internal operations. Our automated forecast calculators & AI suggestions make it easy and fun.

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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: 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.

Present a complete financial picture to lenders and investors with Upmetrics. Our forecasts compile essential reports—from sales projections and budgets to profit & loss statements and cash flow—ensuring a comprehensive and credible financial strategy.

What-If Analysis: Make sure you plan for every possibility

Empower your financial strategy with our scenario planning. Effortlessly toggle between financial components—revenues, expenses, assets, funding—to simulate the impact of key decisions

Test various financial scenarios and be ready for the future, Our intuitive tools enable you to test multiple outcomes, ensuring you’re equipped for any financial situation.

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.

Say goodbye to tedious spreadsheets—discover a new perspective on your financial data that’s both insightful and straightforward. It’s not just data—it’s your strategy visualized.

Build your first projections in minutes

Loved by forward-thinking entrepreneurs and business owners

Check out what our customers have to say about their experience with Upmetrics.

Upmetrics amazed me with its robust financial forecasts and numerous options. The AI writer excels at creating impressive content with minimal input. Truly the best value for AI-driven business plan writing.

Diala El Achkar

Bookkeeper at Convergence

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 Upmetrics business plan tool stands out from the rest. Its financial forecasts are unmatched, offering detailed reports on profit, loss, earnings, and breakeven points. User-friendly with clear, impactful graphics, it adapts to any company.

Mara Campbell

Owner of Reading Sewing Bee

The great USP here is the AI feature I used, where I can write my idea in simple terms, and I use AI to reformulate it in a more persuasive way where I saw the difference in the pitching level.

Abdelraouf Hammoud

Solutions Design Manager at DHL Supply Chain

The Upmetrics platform is perfect for someone looking to start a business and has a range of tools to assist with planning from financial forecasting to AI-assisted business plans. Strongly recommend.

Jarred Bouffier

BDM at Mandoe

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. Phd

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.

Every component to Forecast your financials

Frequently Asked Questions

What kind of financial reports can I generate with Upmetrics?

Our platform enables you to create comprehensive financial reports including cash flow statements, balance sheets, profit & loss statements, break-even analyses, and more.

Can I compare actual performance against forecasts in Upmetrics?

Absolutely. With upcoming integrations like QuickBooks and Xero, you’ll be able to sync your actual data to compare against your forecasts directly in the Upmetrics dashboard.

Can I include Upmetrics’ financial reports in my business plan?

Yes, Upmetrics allows you to embed detailed financial reports and charts directly into your business plan, showcasing the viability and profitability of your idea.

In which countries is Upmetrics available?

Upmetrics is accessible globally, offering the flexibility to create financial plans in various major currencies. Entrepreneurs and business owners from over 80 countries around the world trust us for their business planning needs.

Does Upmetrics offer assistance if I get stuck?

Our support team is always ready to help you navigate any challenges you may encounter while using our forecasting tools.

Is financial expertise required to use Upmetrics?

Not at all. Upmetrics is designed for both financial professionals and business owners without a finance background. Our platform simplifies financial planning with intuitive tools and automated processes that make sense of your business finances for you.

What forecast lengths does Upmetrics support?

Upmetrics can accommodate various planning needs with support for forecast lengths of up to 3, 5, and 7 years, providing flexibility for short-term operational planning and long-term strategic vision.

What is financial forecasting software?

Financial forecasting software is a tool designed to help entrepreneurs and businesses predict their future financial performance based on historical business data, current trends, statistical models, and other relevant factors.

The goal of financial forecasting software is to provide businesses with insights that enable them to make informed decisions, plan for the future, and manage risks effectively.

With this type of software, you can create financial projections, including revenue, expenses, and cash flow, over a specific period of time.

Moreover, the key features and capabilities of tools like Upmetrics include AI-powered forecasting suggestions, automated financial reports, visual financial dashboards, and financial forecasting calculators.

How does financial forecasting software benefit businesses?

Using financial forecasting software has several distinct benefits. Here’s how Upmetrics’ financial forecasting software can benefit your business:

Can help you build accurate and reliable financial projections by utilizing historical data and current business trends.
Automated financial calculations eliminate spreadsheets and manual calculations helping you save time and resources.
It helps businesses identify potential risks by modeling various scenarios.
Can help produce detailed financial reports and visual dashboard for better stakeholder communication.
Ability to forecast future cash positions can help businesses efficiently manage their cash.
Businesses can make more strategic decisions regarding investments, expansions, cost-cutting, and other financial strategies with detailed forecasts and analyses.

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Ready for automated financial forecasting?