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%

Starter

$9/mo

 


Billed monthly
$9$7/mo

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.

Premium

$19/mo

 


Billed monthly
$19$14/mo

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/PPT info-iconEasily export your documents to PDF, PPT or WORD for versatile sharing options.
  • Exports to Excel info-iconExport detailed financial data and reports directly to Excel for further analysis.

Professional

$49/mo

 


Billed monthly
$49$37/mo

Billed annually (Save up to 25%)
  • Includes everything in Premium, plus:
  • 3 Workspaces info-iconIncludes three dedicated workspaces, allowing users to organize and manage multiple business projects.
  • Custom Templates info-iconEnables users to create and save custom business plan templates that can be reused across multiple client projects.
  • Manage Clients info-iconProvides robust tools for client management, including the ability to invite clients to collaborate, assign specific permissions, and set up dedicated workspaces for each client.
  • Transfer Workspaces info-iconEnables 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

Monthly Yearly
Additional Workspaces

Additional Workspaces info-icon If you need to plan for multiple businesses, you can buy addon workspaces with additional cost.

Seamlessly manage business planning for multiple projects
$7 $5/mo $7/mo
team members

Team Members info-icon
If you need to invite more team members, you can buy addon members with additional cost.

Add more team members to enhance collaborative efforts

$5 $3/mo $5/mo
White Label

White-label info-icon
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

$99 $75/mo $99/mo

Have questions on pricing plans? Want a personalized demo?

15 Day Money Back Guarantee

Loved by forward-thinking entrepreneurs and business owners

Check out what our customers have to say about their experience with Upmetrics.
5 Star User Review

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

Abdelraouf Hammoud

Solutions Design Manager at DHL Supply Chain

5 Star User Review

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

Jason Lorje

Founder & CEO at Agmondo

5 Star User Review

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

Jarred Bouffier

BDM at Mandoe

5 Star User Review

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

Deepak Dhanak

Founder at DocuX

5 Star User Review

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

Tom Brune

President at Ventures Lending Technologies

5 Star User Review

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

Vaibhav Kamble

Founder at CloudOptimo

Compare Plans

Features

Get Started
Monthly Yearly

Starter

$9/mo

$7/mo

Premium

$19/mo

$14/mo

Professional

$49/mo

$37/mo

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.

1

1

3

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.

5 / Workspace

5 / Workspace

5 / Workspace

Guest Accessinfo-icon
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 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.

Features
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 Reportsinfo-icon
Prepare for success with our comprehensive suite of lender-approved reports, including break-even analysis, profit & loss, balance sheets, cashflow and more.

100+ Country Currency Formatting

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.

PDF

PDF/DOC

PDF/DOC

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

PDF

PDF/DOC/PPT

PDF/DOC/PPT

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

Consultants / Incubators
Custom Templatesinfo-icon
Enables users to create and save custom business plan templates that can be reused across multiple client projects.

Transfer Workspacesinfo-icon
Enables the easy transfer of workspace ownership, allowing users to hand off complete control of a workspace to another team member or client.

Manage Clientsinfo-icon
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.

Support
Emailinfo-icon
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.

 
Start Planning Start Planning 15-day money-back guarantee
Start Planning Start Planning 15-day money-back guarantee
Start Planning Start Planning 15-day money-back guarantee
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We have a special discount for Students & non-profits

Whether you’re earning while learning or simply trying to make the world a better place, we are here to help. Upmetrics offers a special 30% off for all eligible students and registered nonprofits.
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AI Assistance

Your go-to business mentor for better write-ups, accurate forecasts, and more.

Step-by-Step Guide

Guided business plan creator to help you every step of the way.

Custom Branding

Impress your investors and stakeholders with a branded cover page.

Pitch Deck Creator

Build a stellar business pitch to present to investors and get funding.

Financial Planning

Simply input your numerical data and get instant tables, charts, and reports.

Canvas Modeling

A simple one-page business plan to give you a bird’s-eye view of all key elements.

Frequently Asked Questions

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.

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.

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.

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. 

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.

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.

We provide Unlimited AI usage per Workspace to our Premium plan users every month. There is no usage cap. 

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.

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.

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.

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.

Upmetrics generally works on a subscription based pricing model, but you have the flexibility to cancel at any time. You can choose to purchase Upmetrics for a month, year, or however long you want to use.

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.

Have more queries? Contact us and someone from our team will reach out to you shortly.

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Business planning has never been easier

Grow your business with precise planning & forecasting with Upmetrics.