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 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.
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?
Loved by forward-thinking consultants and advisors
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
Strategy Consultant at Diag Net Global Consulting
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
Solutions Design Manager at DHL Supply Chain
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
Partnership Consultant at Ragnarson
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
Partner at Maatschap Graves Schippers
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
BDM at Mandoe
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
Founder at DocuX
Get a fully customizable plan for your business
Create your custom template
Sample plans for every industry
Strategic planning templates
Discover how Manninvest uses Upmetrics to optimize its consulting practices
Manninvest utilized Upmetrics to streamline its consulting operations, significantly reducing turnaround time and increasing client satisfaction. Learn from their success to boost your consultancy.
Empower your clients with our Business Consulting Software
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