Upmetrics AI Assistant:
Business Consulting Software
Empowering Client Success: Integrated Planning for Consultants
110K+
4.8
4.8
4.9
Deliver engaging business advisory services with our financial forecasting & planning tools
Provide impactful suggestions
Make your process more efficient
Grow your advisory practice
Impress your clients with the platform purposely built for advisory
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
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.
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.
Ready to take your business consulting services to the next level?
What other entrepreneurs have to say about us
“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.”
“Upmetrics simplifies the heavy lifting for planning for business plans. It comes with 400+ sample templates, helpful tips, and detailed documentation. The only tool you ever need!”
“I've tried most apps including LivePlan, Bizplan, and Cuttles, and found them all missing something critical. If you are a serious entrepreneur, Upmterics is the only app you need."
Get a fully customizable plan for your business
Create your custom template
Sample plans for every industry
Strategic planning templates
Empower your clients with our Business Consulting Software
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