Upmetrics
Upmetrics is AI-powered business plan software that simplifies planning for entrepreneurs and small business owners.
Its AI Assistant helps generate, rewrite, shorten, expand, and adjust content with ease.
The platform offers step-by-step guidance, 400+ sample plans, and automated financials to create polished, investor-ready business plans.
Beyond planning, Upmetrics supports financial forecasting, budgeting, and decision-making to fuel growth. Used by 110K+ entrepreneurs worldwide, it enables collaboration with remote teams, streamlines strategy development, and helps track projects effectively.
With customizable tools, you spend less time planning and more time driving business success.
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Empiraa
Empiraa is a white-labeled strategy execution platform built for professional services firms that manage business planning and growth for clients. Designed for consultants, advisors, and fractional CFOs, Empiraa replaces static documents and disconnected tools with a centralized system to build, track, and manage strategic plans in real time. The platform enables users to set clear goals, assign responsibilities, and integrate with tools like Xero, Google Sheets, and HubSpot for live performance tracking. With multi-client management, automation, and full brand customization, Empiraa helps firms deliver more value, improve client accountability, and scale their services efficiently. It also supports team collaboration, streamlines onboarding, and enables service providers to productize their offering with repeatable, tech-enabled strategy delivery. Whether you're managing five clients or fifty, Empiraa gives you the tools to grow with consistency, clarity, and control.
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Planium Pro
Premium Strategic Business Planning Software for professional users and individuals.
As a business advisor, accountant or consultant, create tailored plans for clients using Planium Pro’s powerful inbuilt analysis tools – without allocating excessive resources or extra staff.
Work from anywhere and create a business plan to optimize growth. Produce an investor ready winning business plan quickly and easily with the use of engaging charts, diagrams and comprehensive report.
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OnPlan
OnPlan's FAST and FLEXIBLE FP&A platform gives Finance powerful planning, budgeting, and forecasting capabilities, layering visualization, integration, and collaboration features on top of spreadsheets.
The OnPlan Engine is FAST TO DEPLOY with predesign best-practice Apps and FAST TO LEARN with spreadsheet syntax.
It's FLEXIBLE to handle your core FP&A tasks like juggling many scenarios, BvAs, and allocations.
And it AUTOMATES away annoying repetitive tasks like updating data from core systems like ADP, Quickbooks, Netsuite, Salesforce, and more; syncing structural changes everywhere; 1 click rollovers; and automatically toggling monthly, quarterly, yearly, and period-to-date summaries.
Give your budgeting spreadsheets superpowers with OnPlan.
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