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Financial Modeling Software

Build solid financial models without spreadsheets

Struggling with complex financial planning and uncertain projections? Simplify forecasting, scenario analysis, and decision-making with AI-assisted financial modeling—helping you build smarter financial models with confidence.
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Upmetrics for Cash Flow Management: Fewer Challenges () Greater Rewards ()

With Spreadsheets

  • Tedious & time consuming
  • Manual data entry
  • Outdated, complex formulas
  • No scenario planning
  • Lack of flexibility

With Upmetrics

  • Fast & automated cash flow forecasting
  • Sync accounting data and eliminate manual data entry.
  • Build-in formulas and automated calculations
  • Plan for multiple scenarios and stay ahead
  • Ask AI for feedback and cash flow suggestions

Upmetrics makes financial modeling easier, less intimidating & fun!

Automated Forecasts: we do all the hard work for you

Automate financial modeling calculations

Daunting spreadsheets, complex formulas, and guesswork that drain energy—Upmetrics automates it all. AI eliminates all guesswork, built-in formulas ease calculations, and accounting software integration helps in scenario planning and strategic decision-making.

Test multiple financial outcomes (or scenarios)

Prepare for even the most uncertain times by modeling different financial scenarios. Compare best-case, worst-case, and expected outcomes to make informed decisions, mitigate risks, and adapt your business strategy.
What-If Analysis: Make sure you plan for every possibility
Your business plan co-pilot: Just Ask Questions

Chat with your personalized AI financial advisor

Get instant insights with your AI-powered financial advisor. Ask questions about valuation, forecasting, budgeting, or scenario analysis, and receive data-driven recommendations to refine your models and enhance financial decision-making.

Present numbers with interactive visual dashboard

Turn raw financial data into dynamic financial models with easy-to-read charts and reports. Interactive dashboards help visualize revenue forecasts, cost structures, and key financial metrics for investors and stakeholders.
present numbers with interactive visual dashboard
export or share your financial model in one click

Export or share your financial model in one click

Export or share financial models instantly with one click. Upmetrics simplifies complex models with clear, structured reports—ideal for investor decks, board presentations, and financial planning collaboration.

Make accurate financial models effortlessly with Upmetrics

Get Started

Loved by forward-thinking entrepreneurs and business owners

Check out what our customers have to say about their experience with Upmetrics.
5 Star User Review

Love it, people are impressed! You made my dreams come true on paper fast! AI help and team response were amazing. It's awesome to use.

Darin Leonardson

Darin Leonardson

President and CEO, Transformed Culinary Solutions

5 Star User Review

This web-app simplifies the heavy lifting of thinking/planning of writing a business plan, a pitch deck and many more. I think anyone can learn how to use it immediately.

Aizat H

Aizat H

Founder Praxis Sdn. Bhd

5 Star User Review

Great tool, easy to use, at a great price point, the financial portion of the product is also extremely easy to use and plug + play with the combination of utilizing excel spreadsheets.

Samantha Dula

Samantha Dula

Student at University of Luxembourg

5 Start User Review

The thing that we appreciated the most is we were able to communicate with the support team on some key elements, and they were very very accommodating in all respects.

Larry Meek

Larry Meek

Owner at Carefree Home Watch

5 Star User Review

Hands down, the best business planning software I have ever used. It is extremely easy to use, it's intuitive, incorporates AI, guides you through it step by step and it's extremely easy for others to collaborate.

Cindy Kennedy

Cindy Kennedy

CEO at Metabolic Terrain Omics

5 Star User Review

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

Vaibhav Kamble

Founder at CloudOptimo

5 Star User Review

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.

Athena R.

Mobile Notary and Paralegal Services

5 Star User Review

Love it, people are impressed! You made my dreams come true on paper fast! AI help and team response were amazing. It's awesome to use.

Darin Leonardson

Darin Leonardson

President and CEO, Transformed Culinary Solutions

5 Star User Review

This web-app simplifies the heavy lifting of thinking/planning of writing a business plan, a pitch deck and many more. I think anyone can learn how to use it immediately.

Aizat H

Aizat H

Founder Praxis Sdn. Bhd

5 Star User Review

Great tool, easy to use, at a great price point, the financial portion of the product is also extremely easy to use and plug + play with the combination of utilizing excel spreadsheets.

Samantha Dula

Samantha Dula

Student at University of Luxembourg

5 Start User Review

The thing that we appreciated the most is we were able to communicate with the support team on some key elements, and they were very very accommodating in all respects.

Larry Meek

Larry Meek

Owner at Carefree Home Watch

5 Star User Review

Hands down, the best business planning software I have ever used. It is extremely easy to use, it's intuitive, incorporates AI, guides you through it step by step and it's extremely easy for others to collaborate.

Cindy Kennedy

Cindy Kennedy

CEO at Metabolic Terrain Omics

5 Star User Review

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

Vaibhav Kamble

Founder at CloudOptimo

5 Star User Review

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.

Athena R.

Mobile Notary and Paralegal Services

Build a Reliable Financial Model with the Right Tools

Automatic financial projections

Dynamic Financial Forecasting

Build multi-year projections with automated, real-time updates.

visual dashboard

Visual Dashboard

Gain financial insights with easy-to-read interactive charts.

ai financial advisor

AI Financial Advisor

Get AI-powered suggestions to improve financial decisions.

scenario planning

Scenario Planning

Test multiple financial scenarios to prepare for uncertainties.
Integrated Reports

Accounting Integration

Sync financial data seamlessly with QuickBooks, Xero, and more.
expert support

Expert Support

Access professional financial modeling guidance when needed.

break even analysis

Break-even Analysis

Know when your business will become profitable.

collaborative-planning

Real-Time Collaboration

Share and update your financial models instantly, across any device.

instant sharing

Instant Sharing

Share financial models with investors & stakeholders in one click.

Every component to Forecast your financials

integration seamless workflow

Frequently Asked Questions

A financial modeling software is a cloud-based application that helps businesses, startups, and finance professionals build structured financial models. It allows users to create detailed financial projections, analyze different business scenarios, and evaluate financial performance using real-time data.

With features like automated forecasting, scenario planning, valuation analysis, and AI-powered insights, financial modeling software simplifies complex calculations, eliminates manual errors, and helps users make data-driven strategic decisions.

It is widely used for business planning, investment analysis, budgeting, and risk assessment—helping companies forecast revenue, expenses, cash flow, and profitability with greater accuracy.

Yes, Upmetrics allows you to model different financial scenarios, test assumptions, and analyze potential risks to make confident, data-driven decisions.
No, you don’t need a financial background or expertise to use Upmetrics for financial modeling. AI assistance, automated calculations, and guided templates make financial modeling easy and intuitive.

Upmetrics supports various forecasting methods, including historical trend analysis, scenario-based forecasting, and AI-powered projections for accurate financial planning.

Yes, you can easily export your financial models in multiple formats, share them with stakeholders, or integrate them into investor presentations and reports.
Upmetrics prioritizes data security with encryption, secure cloud storage, and compliance with industry standards to protect your financial information.
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.

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