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

Business Consulting Software

Empowering Client Success: Integrated Planning for Consultants

Streamline your client strategies with collaborative workspaces and help grow their business with our tailored planning tools.
business-consultants-and-advisors
Trusted by
hyper manninvest keansa sinam Advancing-The-Seed

110K+

Customers
195 countries

4.8

4.8

4.9

guarantee
15-Day Money Back
Guarantee
15 Days Money Back
Guarantee

Deliver engaging business advisory services with our financial forecasting & planning tools

Provide impactful suggestions

Provide impactful suggestions

Help your clients make informed business decisions and achieve long-term success by providing actionable advice.
Make your process more efficient​

Make your process more efficient

Focus on advising, not on number-crunching. Our platform enhances your efficiency, letting you spend more time consulting with your clients on growth.
Grow your advisory practice

Grow your advisory practice

Our platform helps you serve more clients, build a stronger team, and diversify your consulting services.

Impress your clients with the platform purposely built for advisory

Manage all your clients in a single space​

Manage all your clients in a single space

Management of multiple clients is made easy with one unified platform. This is where you can create, collaborate, and communicate in dedicated workspaces tailored to each consulting engagement.

Upon completion of your consulting, transfer ownership of the workspace smoothly to your client. This transition empowers clients with control over their business plans, all within our secure, intuitive platform.

Create lender-ready business plans

Bring your advisory role to the next level with custom business plans tailored to lenders’ requirements. Our customizable templates and comprehensive financial tools allow you to tailor each plan to meet the investor’s requirements.

Whether your client requires a simple pitch deck for agile investors or an elaborate, detailed business plan for banks, our platform equips you to deliver exactly what’s needed.

Create lender-ready business plans​
Fast and accurate financial projections ​

Fast and accurate financial projections

Guide your clients through detailed three-way financial forecasts to provide them with the foresight they need. Step-by-step guides and examples ensure clients can develop their projections easily.

Rather than static spreadsheets, why not use dynamic forecasting? Our tool takes you beyond traditional methods, offering real-time insights, intuitive scenario planning, and error-free calculations.

Deliver insights your clients will love

Discover valuable insights into your clients’ performance metrics with our intuitive dashboard. Integrate essential charts and reports into the business plan to ensure clients understand their numbers.

Transform financial data into a compelling narrative with our visually striking reports. Guide clients through data-driven solutions, ensuring each meeting brings them closer to their business goals.

Deliver insights your clients will love​

Ready to take your business consulting services to the next level?

Loved by forward-thinking consultants and advisors

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

The all-in-one software combines actionable planning, real-time forecasting, and insightful reporting, making the entire process seamless and efficient. The AI-powered tools & forecasting calculators saved me a lot of time and effort.

Ali Elbireer

Ali Elbireer

Strategy Consultant at Diag Net Global Consulting

5 Start 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 Start User Review

I have been using Upmetrics and I must say, it is excellent software. The platform is incredibly easy to use, clear, and quite powerful, saving me a ton of time.

Zbigniew Labecki

Zbigniew Labecki

Partnership Consultant at Ragnarson

5 Start User Review

We at MGSP (Aruba) have been using Upmetrics now for almost a year and we are very happy and pleased with the interface. Anytime we have posted a question they have replied reply within a day (mostly within hours).

Dieter Graves

Dieter Graves

Partner at Maatschap Graves Schippers

5 Start 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 Start 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

Get a fully customizable plan for your business

Create your custom template
Sample plans for every industry
Strategic planning templates
david-butterworth

Discover how Manninvest uses Upmetrics to optimize its consulting practices

Manninvest utilized Upmetrics to streamline its consulting operations, reducing turnaround time by 30% and increasing client satisfaction. Learn from their success to boost your consultancy.

Read the Full Story

upms-symbol-50x50

Empower your clients with our Business Consulting Software

No Risk – Cancel at Any Time – 15 Day Money Back Guarantee