“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
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.
Trusted by founders, schools, and firms
No formulas, no spreadsheets
Upmetrics makes financial modeling easier, less intimidating & fun!
Forget complex formulas and tangled spreadsheets. Just input your data and let Upmetrics handle the rest.
Automated Forecasts
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.
What-If Analysis
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.
AI Financial Advisor
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.
Visual Dashboard
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.
One-Click Sharing
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
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
Financial modeling toolkit
Build a Reliable Financial Model with the Right Tools
Dynamic Financial Forecasting
Build multi-year projections with automated, real-time updates.
Visual Dashboard
Gain financial insights with easy-to-read interactive charts.
AI Financial Advisor
Get AI-powered suggestions to improve financial decisions.
Scenario Planning
Model best-case, worst-case, and expected financial outcomes.
Accounting Integration
Sync with QuickBooks or Xero for real-time financial data.
Expert Support
Access professional financial modeling guidance when needed.
Break-even Analysis
Know when your business will become profitable.
Real-Time Collaboration
Share and update your financial models instantly, across any device.
Instant Sharing
Share financial models with investors & stakeholders in one click.
Seamless workflow
Every component to Forecast your financials
FAQ
Frequently Asked Questions
Everything you need to know about Upmetrics financial modeling.
Still have questions? Contact our team
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