Run every client engagement out of one platform. Dedicated client workspaces, white-label deliverables, and financial models that don't break. Bill the same hours, deliver twice the work.
Trusted by founders, schools, and firms
Every advisory firm we talk to fights the same three battles. Different clients in different docs, a team that can't co-edit, and a feedback loop that lives in someone's inbox.
One workspace fixes all three.
Drive folders, Word files, Excel models, Slack threads. Switching between clients eats hours you should be billing.
Strategists, analysts, and reviewers all touch the plan, but the merge happens by email. Versions drift and edits get lost.
Comments scattered across PDFs, calls, and inboxes. Revisions stretch for weeks and approvals slip past deadline.
Stop juggling shared docs and renamed spreadsheets. Each engagement gets its own workspace with the plan, financials, and comments scoped to that client.
Your IP stays yours. Their plan goes with them. No more email chains, no more lost versions.
Whether your client needs an SBA application, a bank loan package, or an investor deck, the same source-of-truth document outputs all three in the format each audience expects.
One source of truth, three polished deliverables. No rewriting the plan for every conversation.
Skip the spreadsheet builds. Plug in client inputs and Upmetrics generates the three-statement model, scenarios, and break-even analysis with the math already correct.
When the loan officer asks 'where did this number come from,' the answer is in the model, not buried in cell H47.
Beyond the plan, deliver an ongoing dashboard the client checks between meetings. Plan-vs-actuals, KPI cards, and visual reports keep your advice tied to the numbers.
Advice tied to live numbers is advice clients keep paying for. Every report is a reason to renew.
See why business consultants and advisors choose Upmetrics to plan, forecast, and grow their clients' businesses.
“For incubators and business plan consultants, Upmetrics provides a feature for designing your own customized business plan template for your clients. Upmetrics is the most comprehensive, complete, flexible, and easy-to-use tool ever used.”
“Using Upmetrics made the task of Business Planning so much easier. Its design application is absolutely amazing. As a professional using Upmetrics, I am well pleased. In addition, every question I raised was promptly answered/responded to in a detailed and easily understood way. Highly recommended.”
“Great tool, easy to use, at a great price point, the financial portion of the product is also extremely easy to use and plug + play with the combination of utilizing excel spreadsheets.”
“I lucked up finding Upmetrics. I am an educator that decided to open my own business. I have little to know background in Business Management and I don't have time to relearn the wheel. Upmetrics has made this process smooth. I am excited every time I work on my business plan.”
“Great software. I tried and used other business plan softwares and apps, but I was really impressed by Upmetrics. The financial forecast section has excellent features none others have. I found it all very easy to use, the graphics are impactful and easy to read.”
“Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and publishing financial reports take up a lot of a founder's time.”
Your own template, a 400+ sample library, and proven strategic frameworks. Three ways Upmetrics keeps your team from rebuilding the same plan structure for every new client.
Lock in your sections, your voice, your financial assumptions. Apply it to every new client workspace in one click.
Need a head start for an unfamiliar industry? Pull from a library of complete, real-world plans and rebrand to your firm.
Bring proven strategic frameworks into any client plan. No rebuilding them from scratch, no copy-pasting from PDFs.
“Upmetrics is the most comprehensive, complete, flexible, and easy-to-use tool we've ever used. We can design a custom business plan template once and reuse it across every client engagement.”
From the first kickoff workspace to the final hand-off, every tool your advisory practice needs is already built in.
Everything you need to know about running your client engagements on Upmetrics.
Still have questions? Contact our team
