Upmetrics
About Upmetrics
Upmetrics is an AI-powered business plan software designed to help entrepreneurs develop comprehensive, lender-ready business plans.
The intuitive business planning suite includes a sophisticated business plan builder, customizable templates, a financial forecasting tool, strategic planning tools, and the all-new AI Assistant, ensuring each plan meets specific business requirements.
While the Upmetrics AI assistant helps you write/refine your plan and forecast financials, the AI co-pilot offers real-time, conversational support for a range of planning questions.
The software also includes powerful financial forecasting tools that allow for detailed 3-year or 7-year projections aiding users in budget planning, calculating startup costs, and assessing funding requirements without needing prior accounting knowledge.
The platform provides access to essential tools like the SWOT analysis, Lean Canvas, and Business Model Canvas, etc which help in mapping out the key elements of a business strategy.
Users can create collaborative workspaces where they invite team members to contribute in real-time. This fosters a dynamic environment for sharing ideas and receiving feedback, crucial for refining business strategies.
Upmetrics is not only a tool for individual entrepreneurs but also serves educational institutions by providing students and educators with valuable resources for academic projects and business plan competitions. Moreover, business consultants find Upmetrics invaluable for delivering expert advice through strategic planning tools and in-depth market analysis capabilities.
It just starts at $7 a month and offers a 15-day money-back guarantee, underscoring its commitment to quality and customer trust.
Whether starting a new venture or seeking funding, Upmetrics provides all the tools necessary to create detailed, professional business plans efficiently.
Join thousands of users who have propelled their business ventures to success with Upmetrics.
Key benefits of Upmetrics
1. Access the library of 500+ sample business plans
2. Use an industry-specific template or use AI to create your own plan.
3. AI-powered business plan builder with drag-and-drop capabilities
4. Automated financial forecasting tool for accurate projections
5. Integrate your real-time accounting data by syncing Upmetrics with QuickBooks or Xero and compare actual vs. forecasts.
6. Collaborate with clients, team members, and colleagues in real-time
7. Easily download & share your plan with investors, partners, or stakeholders.
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Reviews
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- Industry: Computer Software
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
One tool to rule them all: Business Planner Builder!
Reviewed on 2021/05/17
Overall experience is pleasant. The software is easy to use, straightforward even. I think anyone...
Overall experience is pleasant. The software is easy to use, straightforward even. I think anyone can learn how to use it immediately.
Pros
This web-app simplifies the heavy lifting of thinking/planning of writing a business plan, a pitch deck and many more. It comes with samples template, helpful tips, and a very well written documentations.
One of the most important section in a business plan is the financial planning. Upmetrics made it easy for me to put up my finance, funding, and other financial related things into the business plan.
The template gives me an idea about what I should include and how to write them. Making my template, there are useful hints/ tips throughout the page.
Imagine a website builder but for business plan. A business plan builder. How amazing is that?
The web-app itself is very smooth to load, it's not lagging at all, very responsive. This is important as we are not working on a software installed on our computers but a web-based application.
I hope soon they will introduce more integrations with other web-apps.
The support responds to emails and questions quickly, this is important too! I have high hopes that they will include many outstanding features in the future.
Cons
So far nothing but I wish they will include more templates example. The existing templates are ok, but with more examples, it helps for someone like me who is not so experienced in writing a business plan.
Upmetrics FAQs
Below are some frequently asked questions for Upmetrics.Q. What type of pricing plans does Upmetrics offer?
Upmetrics offers the following pricing plans:
- Starting from: US$7.00/month
- Pricing model: Subscription
- Free Trial: Not Available
15 Days money back guarantee (No hidden fees).
Q. Who are the typical users of Upmetrics?
Upmetrics has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500
Q. What languages does Upmetrics support?
Upmetrics supports the following languages:
English, French, German, Spanish
Q. Does Upmetrics support mobile devices?
Upmetrics supports the following devices:
Q. What other apps does Upmetrics integrate with?
Upmetrics integrates with the following applications:
QuickBooks Online, Xero
Q. What level of support does Upmetrics offer?
Upmetrics offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
Related categories
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Business Plan Software
