Product Update October 2026: Import From QuickBooks & Xero, Pitch AI, and Read-Only Access

This month’s update brings three new features: importing your financials from QuickBooks or Xero, editing your pitch deck with Pitch AI, and read-only access to your plans after cancellation.

Here’s what’s new in Upmetrics’ October 2026 update:

Import your financials from QuickBooks or Xero

Suppose you have a running business and your accounting data is in QuickBooks or Xero.

For example, your revenue has grown 10% over the past year, your cost of sales is around 35% of revenue, and the rest of your costs, expenses, and financial data are already recorded there too.

Instead of exporting this data to Excel and uploading the file to Upmetrics, you can now bring it straight in.

Upmetrics takes up to 12 months of your past data from QuickBooks or Xero and builds your financial projections based on that data.

Pitch AI: Edit your pitch deck with a simple prompt

Pitch AI is now available inside your pitch deck editor. Just type what you want to change, and your deck updates automatically.

You can ask Pitch AI to:

• Redesign a particular slide
• Change the format
• Add or remove information
• Add new slides or remove existing ones
• Add charts

Choose whether to apply changes to the Current slide or the Whole pitch.

Read-only access after plan cancellation

Now, even if your plan has been cancelled, you can still log in and open your plans in read-only format.

That’s all for this update. Log in to Upmetrics to try these new features.

If you have any questions or need assistance, feel free to reach out to us at [email protected].

Until next time,

Happy business planning 🙂

The Upmetrics Team