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Creating a Business Plan is easier than ever

AI Assistance& step by step guidance
400+ Real sample business plans
World class support
Start planning with just $14 per month
Money back guaranteeAll plans come with a 15-day money-back guarantee.
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You will be guided for every step of your business planning

You will get step-by-step instructions and examples for each step of the planning process with our collaborative business planning tool.

Helpful tips and examples

Helpful tips and examples

With practical tips and examples, the builder guides you through the process of creating a business plan. Every section includes pointers and definitions to ensure clarity and precision in articulating your vision.

Dive into an extensive collection of over 400+ tailored sample plans across various industries, providing you with abundant resources to get inspired.

AI-powered insights and auto writing assistance

Ai-powered insights & Auto writing assistance

Our conversational AI assistant analyzes your business plan and offers tailored advice and strategic recommendations that align with your objectives.

The Auto Writing Assistant stands by to articulate your ideas into compelling business plan sections, learning from your input to craft content that’s both professional and personal.

Design visually appealing sections

Design visually appealing sections

Transform your business plan from concept to visual masterpiece. With Upmetrics, select from an array of beautifully designed templates—SWOT Analysis, Market Size, Customer Persona, and more—tailored for clarity and impact.

Each template is a canvas for your data, ready to be customized and filled with ease. With each section you craft, your business narrative unfolds visually, making your plan not only informative but also captivating.

Create projections without worrying about formulas

Create projections without worrying about formulas

Our automated calculators and AI-powered suggestions streamline the projection process, freeing you from the complexities of spreadsheets and formulas. Whether it’s sales, expenses, or cash flow, our builder offers predictive insights to shape your financial strategy with confidence.

Unlock the power of data-driven projections and let Upmetrics unveil the trajectory of your success—no manual calculations required.

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
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 starsCapterra
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 starsG2
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
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 starsCapterra
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 starsG2
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

Every feature you need to plan your business effectively

Business Planning

Business Planning
  • Interactive builder
  • Financial projections
  • Strategic planning

AI Assistance

AI Assistance
  • AI writing assist
  • AI financial assist
  • AI business advisor

Support

Support
  • Email
  • Self-service knowledge base
  • Money-back guarantee

Frequently Asked Questions

To enjoy Upmetrics at its best value, sign up for the annual plan and get up to a 25% OFF discount. If you are new to business planning or simply want to try out Upmetrics, we recommend starting with the yearly plan to save more.

Upmetrics

Define Success for Your Business with Upmetrics AI

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