Upmetrics AI Assistant: Simplifying Business Planning through AI-Powered Insights. Learn How

Create a plan that will turn your idea into a reality

Monthly Yearly Up to 25% off on Yearly PlansSave up to 25%




Billed monthly

$108$84/per year

Billed annually (Save up to 25%)
  • Includes:
  • 400+ Business Plan Samples info-iconAccess a vast library of over 400+ sample plans spanning various industries.
  • 3-Year Financial Forecast info-iconProject your business finances with a comprehensive three-year forecast model.
  • Pitch Deck Creator info-iconCraft compelling pitch decks with our intuitive creation tool for impactful presentations.
  • 1 Workspace info-iconCentralize your planning with a dedicated workspace for all your strategic needs.
  • Up to 5 Team Members info-iconCollaborate efficiently by bringing up to five team members into your planning workspace.
  • Business Plan Course info-iconEnhance your planning skills with our structured course on business plan creation.
  • Export to PDF info-iconConveniently export your business plans and reports to PDF for easy sharing and printing.
  • Addons
  • Workspace at $5 per monthWorkspace at $7 per monthinfo-iconIf you need to plan for multiple businesses, you can buy addon workspaces with additional cost.
  • Member at $3 per monthMember at $5 per monthinfo-iconIf you need to invite more team members, you can buy addon members with additional cost.




Billed monthly

$228$168/per year

Billed annually (Save up to 25%)
  • Includes everything in Starter, plus:
  • AI Plan Writing & Assistance info-iconEmpower your business plan creation with AI—craft a comprehensive plan, refine sections, adjust length, set language tone, or translate content effortlessly.
  • 7-Year Financial Forecast info-iconExtend your financial outlook with an in-depth seven-year forecasting capability with AI sales forecasting suggestions.
  • Strategic Planning Tools info-iconUtilize advanced tools to formulate and align your long-term business strategy.
  • Multi-Versioning & Analytics info-iconTrack changes with multi-versioning and gain insights with integrated analytics.
  • Exports to PDF/Doc info-iconEasily export your documents to PDF or Word for versatile sharing options.
  • Exports to Excel info-iconExport detailed financial data and reports directly to Excel for further analysis.
  • Addons
  • Workspace at $5 per monthWorkspace at $7 per monthinfo-iconIf you need to plan for multiple businesses, you can buy addon workspaces with additional cost.
  • Member at $3 per monthMember at $5 per monthinfo-iconIf you need to invite more team members, you can buy addon members with additional cost.

Have questions on pricing plans? Want a personalized demo?

15 Day Money Back Guarantee



Worth the investment

I found the platform to be very user-friendly. When I was not utilizing the site, they checked on me and offered suggestions to move me forward.

- Sonya Epps

Owner, Epps Hauling & Tracking LLC

Awesome Software

The platform was easy to navigate. The templates were awesome. I like that each section provided examples for you to use as a guide.

- Antoine Mayfield

Founder, Antoine Mayfield clothing brand

Easy to use

As a business consultant and commercial loan broker, Upmetrics has been a gem of my business. It’s much better then Liveplan.

- Danielle Martin

President, The Smart Business Consultant

Everything you need to plan efficiently


Get Started
Monthly Yearly Up to 25% off on Yearly PlansSave up to 25%







The Basics
Active Workspaceinfo-icon
Your comprehensive business planning hub, featuring all the essential tools for a thorough strategy, including financial forecasts and collaborative options for full team engagement.



Team membersinfo-icon
Enhance your business planning by inviting team members to collaborate. Utilize diverse insights and expertise to refine and perfect your business strategy together.



Guest Accessinfo-icon
Effortlessly share your business plans and reports with stakeholders by granting them view access. Ensure informed decision-making with transparent communication.



Upmetrics AI
AI Assistantinfo-icon
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.

Writing Assistantinfo-icon
From concept to full-fledged business plan, our AI Writing Assistant crafts professional, investor-ready plan sections, streamlining your planning process.

Translation Assistanceinfo-icon
Break language barriers with our AI-powered Translation Assistance, enabling you to communicate your business plan effectively in multiple languages.

Content Refinementinfo-icon
Elevate your business narrative with AI-driven Content Refinement, ensuring your plan's tone, style, and grammar are impeccable and impactful.

Forecasting Guidanceinfo-icon
Our AI offers tailored suggestions for forecasting sales, expenses, and salaries and other financial components.

400+ Sample Plansinfo-icon
Jumpstart your planning with over 400 professionally crafted business plans. Find inspiration and best practices for your industry.

Step-By-Step Instructionsinfo-icon
Upmetrics simplifies business planning with clear, step-by-step instructions, ensuring a smooth planning experience from start to finish.

Automated Forecast Builderinfo-icon
Effortlessly project your finances with our automated forecast builder, simplifying the creation of accurate financial forecasts for informed decision-making.

What-If Scenario Planninginfo-icon
Future-proof your financials with dynamic scenario planning. Adjust key variables and immediately see the potential impact on your business's financial health.

Lender-Ready Reports

100+ Country Currency Formattinginfo-icon
Prepare for success with our comprehensive suite of lender-approved reports, including break-even analysis, profit & loss, balance sheets, cashflow and more.

Pitchdeck Builderinfo-icon
Effortlessly create compelling, investor-ready pitch decks with our AI-enhanced builder, designed to capture attention and funding.

Strategic Planninginfo-icon
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.

Export Planinfo-icon
Share your vision with the world. Export your business plan as a PDF or Doc, or present it online for immediate stakeholder access.



Export Pitchinfo-icon
Turn investors' heads with polished pitches, exportable as PDFs for convenient sharing, or present directly online for instant impact.



Export to Excelinfo-icon
Take command of your financial data with seamless Excel exports, making analysis and presentations straightforward and effective.

Dedicated email support from Monday to Saturday. Reach out with any questions and expect a helpful response within 24 hours.

Self-Service Knowledge Baseinfo-icon
Instantly find answers with our extensive help guide articles, enabling you to resolve issues quickly and keep moving forward.

Money-Back Guaranteeinfo-icon
We stand behind our service with a 15-day money-back guarantee. If you're not satisfied, we're committed to making it right.