Upmetrics
AI Business Plan Software With Automated Financial Forecasting
by Upmetrics Inc. · Los Angeles, CA, USA · Founded 2019
What is Upmetrics?
Upmetrics is an AI-powered business planning platform that helps entrepreneurs create investor-ready business plans, financial forecasts, and pitch decks from a single workspace.
Founded in 2019, it offers AI writing assistants that generate complete plan drafts from guided questionnaires, automated financial projections up to 10 years without spreadsheet formulas, and one-click pitch deck creation. With 400+ industry-specific sample plans, QuickBooks and Xero integrations, and strategic planning canvases, Upmetrics serves over 110,000 users across 160 countries for fundraising, lending, and growth planning.
Upmetrics — AI Business Plan Software With Automated Financial Forecasting Whether you're evaluating Upmetrics for your team or comparing it to alternatives in the AI Productivity Tools category, this in-depth review covers everything: features, pricing, real user reviews, pros and cons, integrations, and direct comparisons against competitors.
Key Features 8
Who Is Upmetrics For
Pros & Cons
- Formula-Free Financial Forecasting
- Exceptional Customer Support Team
- 400+ Industry-Specific Templates
- Unlimited AI Usage Per Workspace
- Limited Cover Page Customization
- AI Suggestions Sometimes Generic
- No Native Mobile App
Frequently Asked Questions
5 questionsUpmetrics uses a guided questionnaire approach where users input their business idea in simple terms. The AI then generates a complete first draft covering all plan sections, which users can refine using specialized assistants for writing, financials, compliance, and market research.
Upmetrics automatically generates profit and loss statements, cash flow projections, balance sheets, break-even analysis, and lender-ready financial reports. Users only input numerical data while the platform handles all calculations and chart creation.
Yes, Upmetrics supports English, French, German, Spanish, Italian, and Portuguese. The AI Translation Assistance feature can help translate business plan content across these supported languages within the workspace.
Upmetrics differentiates itself with AI-powered draft generation from questionnaires, formula-free automated forecasting, and integrated pitch deck building. It also offers strategic planning canvases and AI industry research reports that LivePlan does not include natively.
Yes, the Professional plan includes client management tools, custom template creation, workspace transfer capabilities, and an optional white-label solution at $185/mo (annual) for branding the platform under the consultant's own identity.
Who is Upmetrics for?
Upmetrics is most useful for Startup Founders, Business Consultants, Small Business Owners and Educators Teaching Entrepreneurship.
Upmetrics pricing
Upmetrics is a paid product. Pricing: From $14/mo. For the current tier breakdown and any limits, see the pricing section above or check the vendor's pricing page directly — limits and prices change.
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Upmetrics Pricing
From $14/mo
- 1 Active Workspace
- Up To 7-Year Financial Forecast
- AI Writing & Translation Assistance
- 400+ Sample Plans
- 3 Active Workspaces
- Up To 10-Year Financial Forecast
- Custom Templates
- Transfer Workspaces
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