Create a plan that will turn your idea into a reality
- 15-Day Money-Back Guarantee
- Change Plans Anytime
- Cancel Anytime
Starter
$108$84/per year
Billed annually (Save up to 25%)- 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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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.
- Addons
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Workspace at $5 per monthWorkspace at $7 per monthIf you need to plan for multiple businesses, you can buy addon workspaces with additional cost.
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Member at $3 per monthMember at $5 per monthIf you need to invite more team members, you can buy addon members with additional cost.
Premium
$228$168/per year
Billed annually (Save up to 25%)- 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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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 Easily export your documents to PDF 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.
- Addons
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Workspace at $5 per monthWorkspace at $7 per monthIf you need to plan for multiple businesses, you can buy addon workspaces with additional cost.
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Member at $3 per monthMember at $5 per monthIf 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
- Save up to 25% on yearly subscription
- Upgrade & downgrade plans easily
- No hidden fees
- No contracts
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
Features
Monthly
Yearly
Save up to 25% |
Starter$7/mo |
Premium$14/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. |
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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. |
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| 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 |
| 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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| 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 |
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| 100+ Country Currency Formatting 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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| 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 |
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| Export Pitch Turn investors' heads with polished pitches, exportable as PDFs for convenient sharing, or present directly online for instant impact.
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JPEG/PDF |
JPEG/PDF |
| Export to Excel Take command of your financial data with seamless Excel exports, making analysis and presentations straightforward and effective. |
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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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“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.
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
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.
Should I sign up for the monthly plan or the annual plan?
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.
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.
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 200+ sample plan templates.
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.
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.
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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