Upmetrics
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Business plan software

Build solid business plans in minutes — not hours

AI for everything
Automated financials
Step-by-step instructions
Done in minutes (not days)
110K+ Entrepreneurs trust Upmetrics with their plans.
15-Day Money BackGuarantee
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4.9
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4.9
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Everything you need to finish your plan today

Ai-powered insights & Auto writing assistance

Handover all the writing tasks to AI.

You can trust our AI-writing assistant to write the entire thing from scratch. Answer a few questions, and get your first draft ready in minutes with Upmetrics. Use AI to further refine and improve your plan to match your requirements.

“The great USP here is the AI feature I used, where I can write my idea in simple terms, and I use AI to reformulate it in a more persuasive way.”

Abdelraouf HammoudAbdelraouf Hammoud
Helpful tips and examples

Get assistance at every step of the process

Never feel lost in the planning process again! Upmetrics’ plan builder guides you through the entire planning process. Every section includes pointers and definitions to ensure clarity and precision in articulating your vision.

“I love how they are providing an explanation for every single step. You’ll get guided from the beginning to the end.”

Ingo HillenbrandIngo Hillenbrand
Design visually appealing sections

Design visually appealing sections

Text-heavy sections can be a tiresome read—make them visually compelling with Upmetrics. Select from an array of beautifully designed templates—SWOT Analysis, Market Size, Customer Persona, and more—designed for clarity & impact.

“Hands down, the best business planning software I’ve ever used. It’s intuitive, easy to use, guides you through the process and it’s extremely easy to collaborate.”

CindyCindy
Create projections without worrying about formulas

Make forecasts without clunky spreadsheets

Spreadsheets can often be tedious & time consuming. Upmetrics simplifies the process with AI-powered suggestions, built-in formulas, and an automated visual dashboard. From sales and expenses to cash flow, our builder helps you shape your financial strategy with confidence.

“Upmetrics amazed me with its robust financial forecasts and numerous options. The AI writer excels at creating impressive content with minimal input.”

Diala El AchkarDiala El Achkar

Create a plan and build your dream business

Start Planning Now

Loved by forward-thinking entrepreneurs and business owners

Check out what our customers have to say about their experience with Upmetrics.

5 starsCapterra
The great USP here is the AI feature I used, where I can write my idea in simple terms, and I use AI to reformulate it in a more persuasive way.
Abdelraouf Hammoud

Abdelraouf Hammoud

5 starsCapterra
I love how they are providing an explanation for every single step. You’ll get guided from the beginning to the end.
Ingo Hillenbrand

Ingo Hillenbrand

5 starsCapterra
Upmetrics amazed me with its robust financial forecasts and numerous options. The AI writer excels at creating impressive content with minimal input.
Diala El Achkar

Diala El Achkar

5 starsCapterra
I had a wonderful experience, I was able to cut down the time it takes me to write a business plan because the layout was already done and the AI feature was also really helpful.
Athena R.

Athena R.

Mobile Notary and Paralegal Services

5 starsCapterra
Having complete control over our business plan has been instrumental in being able to raise funds from investors. Upmetrics is an invaluable product that keeps getting better.
Jason Lorje

Jason Lorje

Founder & CEO at Agmondo

5 starsCapterra
Hands down, the best business planning software I have ever used. It is extremely easy to use, it’s intuitive, incorporates AI, guides you through it step by step and it’s extremely easy for others to collaborate.
Cindy Kennedy

Cindy Kennedy

CEO at Metabolic Terrain Omics

5 starsG2
Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and generating and publishing financial reports take up a lot of a founder’s time.
Deepak Dhanak

Deepak Dhanak

Founder at DocuX

5 starsG2
Great. I quickly onboarded and enjoyed the experience. I was provided a platform that took my business plan 10x better than what I could have done on my own, or even more so!
Aaron Schifman

Aaron Schifman

Technical Product Marketing Manager at AppDynamics

5 starsCapterra
I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use & understand. It simplifies the often complex process of creating financial projections and forecasts. Along with it, AI assistance worked wonders for me.
Vaibhav Kamble

Vaibhav Kamble

Founder at CloudOptimo

5 starsCapterra
The great USP here is the AI feature I used, where I can write my idea in simple terms, and I use AI to reformulate it in a more persuasive way.
Abdelraouf Hammoud

Abdelraouf Hammoud

5 starsCapterra
I love how they are providing an explanation for every single step. You’ll get guided from the beginning to the end.
Ingo Hillenbrand

Ingo Hillenbrand

5 starsCapterra
Upmetrics amazed me with its robust financial forecasts and numerous options. The AI writer excels at creating impressive content with minimal input.
Diala El Achkar

Diala El Achkar

5 starsCapterra
I had a wonderful experience, I was able to cut down the time it takes me to write a business plan because the layout was already done and the AI feature was also really helpful.
Athena R.

Athena R.

Mobile Notary and Paralegal Services

5 starsCapterra
Having complete control over our business plan has been instrumental in being able to raise funds from investors. Upmetrics is an invaluable product that keeps getting better.
Jason Lorje

Jason Lorje

Founder & CEO at Agmondo

5 starsCapterra
Hands down, the best business planning software I have ever used. It is extremely easy to use, it’s intuitive, incorporates AI, guides you through it step by step and it’s extremely easy for others to collaborate.
Cindy Kennedy

Cindy Kennedy

CEO at Metabolic Terrain Omics

5 starsG2
Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and generating and publishing financial reports take up a lot of a founder’s time.
Deepak Dhanak

Deepak Dhanak

Founder at DocuX

5 starsG2
Great. I quickly onboarded and enjoyed the experience. I was provided a platform that took my business plan 10x better than what I could have done on my own, or even more so!
Aaron Schifman

Aaron Schifman

Technical Product Marketing Manager at AppDynamics

5 starsCapterra
I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use & understand. It simplifies the often complex process of creating financial projections and forecasts. Along with it, AI assistance worked wonders for me.
Vaibhav Kamble

Vaibhav Kamble

Founder at CloudOptimo

How does Upmetrics AI work?

Answer a few simple questions, generate a business plan, and refine it to make it your own.

answer simple questions

Step 1

Answer simple questions

Tell us about your business—just fill in guided prompts.

generate your plan & financials

Step 2

Generate your plan & financials

Let our AI create a complete plan and guide for financials.

refine your plan

Step 3

Refine your plan

Refine content, adjust numbers, and polish your final business plan.

Start Planning Now
15-Day Money-Back Guarantee
Change Plans Anytime
Cancel Anytime

Functions that Ensure Simplified Plan Creation

Upmetrics is a modern, AI-powered planning tool engineered to simplify plan creation for startups & small businesses. These offerings are just a testament to that.

400+ sample business plans

400+ Sample Business Plans

Get inspired from industry-specific business plan templates to design your very own.

📑

Stunning Cover Pages

Make a great first impression with stunning cover page designs that stand out.

🤝

Easy Collaborate & Sharing

Work collaboratively with partners and team members, share plans, and gather feedback.

Virtual business advisor

Virtual Business Advisor

Improve writing, answer questions, or provide feedback — this AI does it all.

Export to doc pdf

Export to DOC/PDF

Export your business plan to Doc or PDF for easy sharing options.

📈

Visual Financial Dashboard

Present key financial metrics with interactive charts, reports, and real-time updates.

Write Your Business Plan in Hours, Not Weeks!

Start Planning Now

Frequently Asked Questions

Yes, we have designed Upmetrics to be as diverse as your needs. Upmetrics works for all industries: retail, real estate, SaaS, agriculture, hotel, finance, fashion, food, and more. Select and customize from 400+ sample business plan templates.

Upmetrics

Define Success for Your Business with Upmetrics AI

  • 15 Day money back guarantee
  • Change plans anytime
  • Cancel anytime
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