“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 Strategic Planning
Pick a canvas. The AI fills it in.
Choose from 50+ strategic canvases like Business Model, Lean, GTM, and Sales Strategy. The AI asks a few questions, drops your answers into the right cells, and hands you back a finished plan in one sitting.
Trusted by founders, schools, and firms
How Upmetrics plans strategy
A strategic planning tool that does the thinking with you
50+ canvases, an AI that interviews you to fill them in, and a business assistant on standby for everything in between.
Canvas Library
50+ strategic canvases, one library
Open any framework you need and skip the blank page. Each canvas is laid out the way strategy practitioners actually use it.
- Business Model, Lean, GTM, Persona, OKR, Product Market Fit, and 45 more
- Search by name or filter by what you are trying to decide
- Every cell is editable, so the structure adapts to your business
AI Questionnaire
Answer a few questions, the AI fills the canvas
Pick a canvas and the AI takes it from there. A short interview built around that framework, and your plan is done.
- Plain questions about your business, customers, market, and goals
- Answers map straight to the right cells on the canvas
- Finish a complete strategic plan in one sitting, not weeks
AI Business Assistant
A built-in strategist to brainstorm with
Stuck on positioning, pricing, or how to phrase a value prop? The AI assistant brainstorms with you, in context.
- Asks back, challenges weak assumptions, suggests competitor angles
- Knows the canvas you are working on and what you have already filled in
- Rewrites any cell in a different tone, length, or angle on request
Collaboration
Bring everyone together, literally
Strategy works better when the whole team can see it. Pull colleagues, advisors, and stakeholders into the same canvas and align in one shared space.
- Invite teammates by link and work on the canvas together in real time
- Comments and mentions keep reviews in one place, not email threads
- Share a read-only link with advisors, investors, or your board
Build your strategic plan in one sitting with 50+ AI-powered canvases
15-Day Money BackGuarantee
4.9
4.9
How it works
From a blank canvas to a finished plan in four steps
01
Pick a canvas
Open the library and choose the framework that fits what you are planning. 50+ canvases including Business Model, Lean, GTM, B2B Opportunity, Persona, OKR, and Content Strategy.
02
Answer the AI's questions
The AI walks you through a short questionnaire built around that canvas. Answer in plain language about your business, customers, and goals.
03
Get a finished plan
By the time you reach the last question, your canvas is filled in end to end. Review it, tweak any cell by hand, and you are done.
04
Brainstorm with the AI assistant
Need to stress-test positioning or explore a new angle? The built-in AI business assistant knows your canvas and brainstorms with you in context.
Strategic canvas library
A canvas for every kind of plan
A look at nine of the canvases founders open most. There are 50+ in total.
Business Model Canvas
Map your value proposition, customers, channels, costs, and revenue streams in one view.
Lean Canvas
Pressure-test a new venture by zeroing in on problem, solution, and unfair advantage.
Value Proposition Canvas
Line up customer jobs, pains, and gains against the value your product delivers.
Product GTM Canvas
Plan a launch end to end: positioning, audience, channels, pricing, and success metrics.
B2B Opportunity Canvas
Qualify a B2B opportunity by mapping buyer, decision process, and value drivers.
Content Strategy Canvas
Plan content the way strategists do: audience, message, channels, and outcomes.
Persona Canvas
Build a sharp customer persona with behaviors, motivations, and objections in one frame.
OKR Canvas
Set objectives and key results that connect daily work back to the bigger strategy.
Startup Canvas
Walk through every layer of a new startup, from idea and market to team and traction.
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
FAQ
Frequently Asked Questions
Everything you need to know about AI strategic planning in Upmetrics.
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