Upmetrics AI Assistant:
Create a plan that will turn your idea into a reality
- 15-Day Money-Back Guarantee
- Change Plans Anytime
- Cancel Anytime
Starter
- Includes:
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400+ Business Plan Samples
Access a vast library of over 400+ sample plans spanning various industries.
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Up to 3-Year Financial Forecast Project your business finances with a comprehensive three-year forecast model.
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Pitch Deck Creator Craft compelling pitch decks with our intuitive creation tool for impactful presentations.
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1 Workspace Centralize your planning with a dedicated workspace for all your strategic needs.
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Up to 5 Team Members Collaborate efficiently by bringing up to five team members into your planning workspace.
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Business Plan Course Enhance your planning skills with our structured course on business plan creation.
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Export to PDF Conveniently export your business plans and reports to PDF for easy sharing and printing.
Premium
- Includes everything in Starter, plus:
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AI Plan Writing & Assistance
Empower your business plan creation with AI—craft a comprehensive plan, refine sections, adjust length, set language tone, or translate content effortlessly.
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Up to 7-Year Financial Forecast Extend your financial outlook with an in-depth seven-year forecasting capability with AI sales forecasting suggestions.
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Strategic Planning Tools Utilize advanced tools to formulate and align your long-term business strategy.
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Multi-Versioning & Analytics Track changes with multi-versioning and gain insights with integrated analytics.
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Exports to PDF/DOC/PPT Easily export your documents to PDF, PPT or WORD for versatile sharing options.
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Exports to Excel Export detailed financial data and reports directly to Excel for further analysis.
Professional
- Includes everything in Premium, plus:
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3 Workspaces Includes three dedicated workspaces, allowing users to organize and manage multiple business projects.
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Up to 10-Year Financial Forecast Extend your financial outlook with an in-depth 10-year forecasting capability with AI sales forecasting suggestions.
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Custom Templates Enables users to create and save custom business plan templates that can be reused across multiple client projects.
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Manage Clients Provides robust tools for client management, including the ability to invite clients to collaborate, assign specific permissions, and set up dedicated workspaces for each client.
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Transfer Workspaces Enables the easy transfer of workspace ownership, allowing users to hand off complete control of a workspace to another team member or client.
Add-ons for enhanced planning
Additional Workspaces
If you need to plan for multiple businesses, you can buy addon workspaces with additional cost.
Seamlessly manage business planning for multiple projects 
Team Members
If you need to invite more team members, you can buy addon members with additional cost.
Add more team members to enhance collaborative efforts
White-label
Opt for our white-label solution to personalize and brand your planning platform, making it uniquely yours.
Make your planning experience more personalized and branded
Have questions on pricing plans? Want a personalized demo?
15 Day Money Back Guarantee
- Save up to 25% on yearly subscription
- Upgrade & downgrade plans easily
- No hidden fees
- No contracts
Loved by forward-thinking entrepreneurs and business owners
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
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
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
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 created a fantastic business plan in 1/4 the time with much more professionalism than without Upmetrics. I especially liked the templates I could work from.
Tom Brune
President at Ventures Lending Technologies
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
Compare Plans
Features
Monthly
Yearly
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Starter$7/mo |
Premium$14/mo |
Professional$37/mo |
| The Basics | |||
| Active Workspace Your comprehensive business planning hub, featuring all the essential tools for a thorough strategy, including financial forecasts and collaborative options for full team engagement. |
1 |
1 |
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| Team members Enhance your business planning by inviting team members to collaborate. Utilize diverse insights and expertise to refine and perfect your business strategy together. |
5 / Workspace |
5 / Workspace |
5 / Workspace |
| Guest Access Effortlessly share your business plans and reports with stakeholders by granting them view access. Ensure informed decision-making with transparent communication. |
Unlimited |
Unlimited |
Unlimited |
| Upmetrics AI | |||
| AI Assistant Tap into the power of AI for on-demand business consulting. Ask any question and let our AI delve into research, providing you with insightful, data-driven advice. |
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| Writing Assistant From concept to full-fledged business plan, our AI Writing Assistant crafts professional, investor-ready plan sections, streamlining your planning process. |
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| Translation Assistance Break language barriers with our AI-powered Translation Assistance, enabling you to communicate your business plan effectively in multiple languages. |
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| Content Refinement Elevate your business narrative with AI-driven Content Refinement, ensuring your plan's tone, style, and grammar are impeccable and impactful. |
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| Forecasting Guidance Our AI offers tailored suggestions for forecasting sales, expenses, and salaries and other financial components. |
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| Features | |||
| 400+ Sample Plans Jumpstart your planning with over 400 professionally crafted business plans. Find inspiration and best practices for your industry. |
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| Step-By-Step Instructions Upmetrics simplifies business planning with clear, step-by-step instructions, ensuring a smooth planning experience from start to finish. |
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| Automated Forecast Builder Effortlessly project your finances with our automated forecast builder, simplifying the creation of accurate financial forecasts for informed decision-making. |
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| Forecasting Years Choose your required forecasting period and generate accurate financial forecasts tailored to your business needs, ensuring informed decision-making and strategic planning. |
Up to 3-Year |
Up to 7-Year |
Up to 10-Year |
| What-If Scenario Planning Future-proof your financials with dynamic scenario planning. Adjust key variables and immediately see the potential impact on your business's financial health. |
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| Lender-Ready Reports Prepare for success with our comprehensive suite of lender-approved reports, including break-even analysis, profit & loss, balance sheets, cashflow and more. |
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| 100+ Country Currency Formatting |
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| Pitchdeck Builder Effortlessly create compelling, investor-ready pitch decks with our AI-enhanced builder, designed to capture attention and funding. |
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| Strategic Planning Unlock your business's potential with our suite of strategic planning tools, including business model canvas, lean canvas, and more, for in-depth strategy development. |
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| Export Plan Share your vision with the world. Export your business plan as a PDF or Doc, or present it online for immediate stakeholder access. |
PDF/DOC |
PDF/DOC |
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| Export Pitch Turn investors' heads with polished pitches, exportable as PDFs or PPTs for convenient sharing, or present directly online for instant impact.
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PDF/DOC/PPT |
PDF/DOC/PPT |
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| Export to Excel Take command of your financial data with seamless Excel exports, making analysis and presentations straightforward and effective. |
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| Consultants / Incubators | |||
| Custom Templates Enables users to create and save custom business plan templates that can be reused across multiple client projects. |
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| Transfer Workspaces Enables the easy transfer of workspace ownership, allowing users to hand off complete control of a workspace to another team member or client. |
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| Manage Clients Provides robust tools for client management, including the ability to invite clients to collaborate, assign specific permissions, and set up dedicated workspaces for each client. |
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| Support | |||
| Email Dedicated email support from Monday to Saturday. Reach out with any questions and expect a helpful response within 24 hours. |
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| Self-Service Knowledge Base Instantly find answers with our extensive help guide articles, enabling you to resolve issues quickly and keep moving forward.
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| Money-Back Guarantee We stand behind our service with a 15-day money-back guarantee. If you're not satisfied, we're committed to making it right. |
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Start Planning
15-day money-back guarantee
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Start Planning
15-day money-back guarantee
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Start Planning
15-day money-back guarantee
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We have a special discount for Students & non-profits
AI Assistance
Your go-to business mentor for better write-ups, accurate forecasts, and more.
Step-by-Step Guide
Custom Branding
Pitch Deck Creator
Financial Planning
Canvas Modeling
Frequently Asked Questions
Will Upmetrics work for my industry?
Of course. Upmetrics covers the most extensive market space to suit people from different industries such as SaaS, agriculture, beauty, transport, medicine, real estate, food, etc. Choose from ready-to-use and customizable 400+ sample plan templates.
Should I sign up for the monthly plan or the annual plan?
You have both the options available, either choose monthly billing or go for annual. You may just select preferred billing option by toggle button. But we highly encourage our users to sign up for an annual plan. This is because you get the best value pricing on our business plan tools by saving up to 25% yearly.
Why should I consider the Premium package?
Upmetrics premium plan offers resourceful additions like AI assistance, strategic planning, plan analysis, and advanced file download and export feature, empowering you to make a well-researched and well-structured business plan. Moreover, a premium plan offers financial forecasting for up to 7 years.
For a fixed subscription, a premium plan proves to be a worthy investment for anyone wanting to craft a well-structured, and actionable business plan.
How does the 15-day Money-back Guarantee work?
Upmetrics is an intuitive and actionable business plan tool. Still, if you are not satisfied with the service, we offer a 15-day money-back guarantee with no questions asked. Simply, contact us within 15 days of purchase to get your refund. Learn more about our money-back guarantee.Â
Can I change or cancel my plan after signing up?
Yes. Upmetrics service policy allows you to cancel, upgrade or downgrade your subscription anytime. Cancel the subscription to stop the next renewal and enjoy the services until the end of the current billing cycle.
Upmetrics does not bind you to any annoying contracts.
Can I upgrade to a premium plan later?
Yes. Upmetrics allows you to upgrade your existing plan at any given time. Upgrade with a single click from within the app or simply contact our support, and someone from our team will assist you with the process.
How much AI Assistance credits I get? What is overage?
We provide Unlimited AI usage per Workspace to our Premium plan users every month. There is no usage cap.Â
What payment methods do you accept?
We accept payment through all major credit cards, including Visa, MasterCard, American Express, and Discover Credit cards.
We also accept payments via PayPal. In case you have trouble subscribing to Upmetrics, contact us and someone from our team will guide you.
What is workspace?
A workspace holds all essential planning tools under one tab. Find everything you need to make an attractive and informative business plan in a workspace.
It includes tools like pitch deck creator, financial planner, canvas modeling, progress tracker, and much more. Learn more about the workspace here.
Can I work on more than one business plan?
Yes, you can work on multiple business plans with the Upmetrics business planning tool.
Go to add-ons and buy additional workspace at just $5 per month.
Will my data be safe and private?
Your security and confidentiality of data is of utmost importance to us. No user can access your business plan without your permission.
Upmetrics is committed to protecting your data. Stay assured of your business plan security when you join hands with us.
Is there any one-time purchase option available?
Can I create my own custom business plan template on Upmetrics?
Yes! Upmetrics allows you to design your own customized business plan templates. You can tailor a template to your specific needs and share it with others, enabling them to leverage your template to create their own detailed business plans. Please note, this feature is exclusively available with the Professional plan.
My question isn’t mentioned here.
Have more queries? Contact us and someone from our team will reach out to you shortly.
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