Upmetrics’ AI Assistants

AI support for planning, writing, forecasting, and research.

Built-in AI assistants that help at every stage of planning, from drafting to forecasting and research, offering context-aware support while you remain in control.

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AI Assistance Across the Planning Lifecycle

Build a complete business plan using structured AI assistance

Use our AI plan builder to create a complete first draft from structured inputs about your business. The system generates relevant Q&A to capture context and then builds a structured business plan you can review, edit, and refine.

Instantly improve your business plan with our writing assist

Use the writing assistant to improve your plan as you work. Rewrite, shorten, expand, translate, or adjust tone across sections while keeping full control over content and ensuring changes fit your plan’s context and audience.

Support your plan with relevant & latest market insight

Support your plan with up-to-date market insights. Our research assistant helps gather market and competitor information tied to your business context, so research stays focused, usable, and connected to planning decisions.

Get answers to all your strategy and planning questions

Get strategic guidance and answers to plan-related questions while building your plan. The AI assistant helps you think through decisions, risks, and next steps using your inputs, without replacing your judgment or taking control.

AI-powered financial suggestions & forecasting support

Our AI forecasting assistant suggests relevant revenue and expense streams, answers finance-related questions, and helps review assumptions, keeping projections transparent and aligned with your inputs.

Simplify business planning with our AI-assisted workflow

Loved by forward-thinking entrepreneurs and business owners

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

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

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 Lorje

Founder & CEO at Agmondo

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

CEO at Metabolic Terrain Omics

Great. I quickly onboarded and enjoyed the experience. I was provided a platform that took my business plan 10x better than what I could have done on my own, or even more so!

Aaron Schifman

Technical Product Marketing Manager at AppDynamics

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

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

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 Lorje

Founder & CEO at Agmondo

Cindy Kennedy

CEO at Metabolic Terrain Omics

Great. I quickly onboarded and enjoyed the experience. I was provided a platform that took my business plan 10x better than what I could have done on my own, or even more so!

Aaron Schifman

Technical Product Marketing Manager at AppDynamics

Vaibhav Kamble

Founder at CloudOptimo

Upmetrics’ virtual business advisor with task-specific AI agents

Plan Analyst

Helps answer plan–related questions, explains the structure, and guides section-level decisions based on your input, ensuring clarity, consistency, and alignment across the entire business plan.

Financial Analyst

Helps review financial forecasts, explain numbers and assumptions, and answer finance-related questions while keeping all calculations and final decisions under your control.

Compliance Analyst

Helps identify common licenses, permits, and compliance considerations based on your business type and location, supporting planning awareness without providing legal advice or guaranteeing regulatory approvals.

Market Research Assistant

Helps with market sizing, trends, and industry research tied to your business context, supporting informed planning decisions without validating demand or predicting market success.

Competitive Research Assistant

Helps analyze competitors, offerings, and positioning within your target market to inform differentiation and planning, without defining your competitive strategy or making strategic choices for you.

Frequently Asked Questions

Can I generate a complete business plan using the AI writing assistant?

Absolutely! The Upmetrics AI assistant starts by collecting basic details about your business idea and then poses tailored questions for you to answer. Based on your responses, it crafts a comprehensive draft of your business plan, ensuring a solid starting point for your venture.

Which languages can I translate my business plan into using Upmetrics?

Upmetrics AI supports 90+ global languages, including popular ones like English, French, German, Spanish, Italian, Portuguese, Dutch, Russian, Thai, and Chinese. This allows you to easily adapt your business plan for global audiences and meet international needs.

Can I customize the AI-generated content to fit my specific needs?

Yes, Upmetrics features a fully customizable business plan builder. You can fine-tune and modify AI-generated content to ensure it aligns perfectly with your business goals and planning requirements, making it a tailored fit for your unique strategy.

Is Upmetrics AI available with all subscription packages?

Yes, Upmetrics’ AI features are included in both the Premium and Professional plans. You’ll get access to AI-powered writing assistance, content suggestions, and forecasting support to make planning easier.

How do I use the Upmetrics AI features?

You can access the Upmetrics AI Assistant across various parts of our platform. Look for the “Write with AI” button within text sections of your business plan or pitch documents to get AI-driven content suggestions. Additionally, AI is integrated into the forecasting tools to suggest categories. For conversational support, the AI business co-pilot is available at the top of your business plan builder, ready to assist with any queries or guidance you may need.

Will new features continue to be added to Upmetrics AI?

Absolutely! We are committed to continuously enhancing Upmetrics AI, and developing new features that simplify and enrich the business planning process. Our goal is to make planning more insightful and enjoyable, allowing you to focus more on starting, funding, managing, and growing your business.

Can Upmetrics AI help with financial projections and analysis?

Yes, Upmetrics AI plays a crucial role in financial planning by suggesting categories for revenue, expenses, and costs. Additionally, our conversational AI co-pilot can provide various financial insights by analyzing your financial data and statements, helping you make informed decisions based on your financial landscape.

What types of business plans can I create with Upmetrics AI?

With Upmetrics AI, you can create business plans for any industry. Our AI models are trained across a wide range of sectors, ensuring you can craft tailored business plans that meet specific industry requirements and standards, no matter your focus area.

Can the AI assist with writing parts of the business plan?

Yes, we have an AI writing assistant to help you write different sections of your plan. In addition to writing assistance, it can also help refine your text, expand on your ideas, and even translate your content into multiple languages.

How does Upmetrics AI utilize my business data?

The data you input through the AI Assist feature is used solely to generate and return a response from the AI model. It is not used for model training. All submitted data and usage are handled strictly according to Upmetrics’ Privacy Policy, ensuring your information remains private and secure.

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Finish your plan faster with Upmetrics AI