Audience

Entrepreneurs and business owners seeking a solution to improve their operations

About 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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Pricing

Starting Price:
$14/month
Pricing Details:
Premium - $14
Professional - $37

Integrations

No integrations listed.

Ratings/Reviews - 1 User Review

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 4.0 / 5
More Reviews Write a Review

Company Information

Upmetrics
Founded: 2019
United States
www.upmetrics.co

Videos and Screen Captures

Play Video AI business plan builder Financial forecasting 400+ Sample business plans
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Put your $300 in credit toward real workloads, then keep building with free monthly usage for 20+ products. No commitment and no charge until you upgrade.
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Product Details

Platforms Supported
Cloud
Training
Documentation
Videos
Support
Phone Support
Online

Upmetrics Frequently Asked Questions

Q: What kinds of users and organization types does Upmetrics work with?
Q: What languages does Upmetrics support in their product?
Q: What kind of support options does Upmetrics offer?
Q: What type of training does Upmetrics provide?
Q: How much does Upmetrics cost?

Upmetrics Product Features

Business Plan

Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Pitch Presentation
Social Sharing
Step-by-Step Wizard
Fundraising Management
Investor Management

Upmetrics Verified User Reviews

Write a Review
  • Selma K.
    Business Plan Writer
    Used the software for: Less than 6 months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Simple and useful for building a business plan"

    Posted 2026-08-11

    Pros: Upmetrics makes business planning much easier, especially if you are starting from scratch. I liked the templates and step-by-step structure because they helped me organize my ideas without feeling overwhelmed. The AI writing tools are also useful for getting a first draft started, while the financial planning features make it easier to understand the numbers and projections.

    Cons: Some of the AI-generated content can feel a little general, so I had to edit parts of the plan to make them more specific to my business. The pricing may also be a little high for someone who only needs a business plan once.

    Overall: Overall, Upmetrics is a helpful tool for entrepreneurs and small business owners who want to create a professional business plan without starting with a blank document. I found the interface easy to follow, and having the writing, templates, financial forecasts, and other planning tools in one place saves a lot of time. It is especially useful for people who are not comfortable building financial projections on their own.

    Read More...
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