Upmetrics

AI-powered business planning software for creating investor-ready plans quickly.

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Upmetrics

What is Upmetrics?

Upmetrics is an AI-powered business planning software designed to help entrepreneurs, consultants, educators, and students create detailed, investor-ready business plans in minutes. It offers features like AI business plan generation, financial forecasting, strategic planning, and integration with QuickBooks and Xero. Upmetrics also provides AI assistants for writing, financial analysis, and research, along with over 400 sample business plans and templates.

How to use

Answer tailored questions about your business, and Upmetrics' AI assistant will generate a business plan in under 10 minutes. Review and refine the draft with AI assistance to ensure clarity and precision.

Core Features

  • AI Business Plan Generator
  • Financial Forecasting
  • Strategic Planning
  • AI Writing Assist
  • AI Financial Assist
  • AI Research Assist
  • QuickBooks and Xero Integration

Use Cases

  • Secure funding, loans, and grants
  • Start and launch a business
  • Validate a business idea
  • Create E2 Visa business plans
  • Plan with business consultants and advisors
  • Empower startups for growth in incubators and accelerators
  • Simplify business plan education for students

FAQ

How does the AI Business Plan Generator work?
The AI Business Plan Generator uses advanced AI to guide you through crafting a business plan. By answering a few targeted questions, you get a tailored, comprehensive first draft, making the planning process quick and efficient.
Can I customize the business plan created by AI?
Absolutely! The AI generates a solid draft, but you have complete flexibility to adjust and refine any part of your plan. The tool is designed for easy customization, allowing you to ensure the final plan reflects your unique vision and goals.
Is Upmetrics suitable for my industry?
Yes, our AI Business Plan Generator is versatile and designed to cater to a wide range of industries. Whether you’re in retail, tech, e-commerce, services, or manufacturing, the tool adapts to provide relevant advice and content tailored to your specific industry needs.
What makes Upmetrics different from free templates or other tools for creating business plans?
Upmetrics redefines the business planning process by providing more than just software or a static template. It guides entrepreneurs through every phase of creating a business plan with interactive tools, tailored advice, and AI assistance eliminating the need for cumbersome spreadsheets and manual chart creation. As your business grows, Upmetrics helps you monitor progress and set actionable tasks ensuring your strategy stays competitive. Experience unparalleled support and user-friendly guidance, making Upmetrics a superior choice for entrepreneurs crafting their business plans.
Does Upmetrics allow me to try it before signing up?
Certainly! Discover the full capabilities of Upmetrics with a free tour —no sign-up required. Get a firsthand look at how our AI enhances your planning process.

Pricing

Starter
$7/month billed annually or $9/month billed monthly
Includes 400+ Business Plan Samples, Up to 3-Year Financial Forecast, Pitch Deck Creator, 1 Workspace, Up to 5 Team Members, Business Plan Course, Export to PDF
Premium
$14/month billed annually or $19/month billed monthly
Includes everything in Starter, plus AI Plan Writing & Assistance, Up to 7-Year Financial Forecast, Strategic Planning Tools, Multi-Versioning, Exports to PDF/DOC/PPT, Exports to Excel, Connect to QuickBooks Online & XERO
Professional
$37/month billed annually or $49/month billed monthly
Includes everything in Premium, plus 3 Workspaces, Up to 10-Year Financial Forecast, Custom Templates, Manage Clients, Transfer Workspaces

Pros & Cons

Pros
  • AI-powered assistance to save time and effort
  • Affordable alternative to hiring business plan writers
  • Comprehensive tools for financial forecasting and strategy development
  • Step-by-step guidance and personalized assistance
  • Extensive collection of sample business plans and templates
  • 15-day money-back guarantee
Cons
  • Requires a subscription for full access to features
  • AI assistance may need refinement for specific business needs