Creating a business plan is easier than ever
The Only AI Business Planning Tool You Need
Forget spending weeks—create investor-ready plans in less than a day.
AI-powered planning
- Write your entire business plan using AI
- Get instant writing help from AI writing assist
- AI Simplify plan research with research assist
Automatic financial projections
- AI-powered revenue/expense forecasting
- Automated visual dashboard & reports
- Built-in formulas, no manual calculations
Guided plan builder
- Fill-in-the-blanks instructions
- 400+ industry-specific templates
- Practical help tips & examples
Real-time collaboration
- Work collaboratively with team members
- Manage multiple projects & workspaces
- Share with investors readily just with a link
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
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.
“I love how they are providing an explanation for every single step. You’ll get guided from the beginning to the end.”
Ingo Hillenbrand
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 create polished, professional narratives.
“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
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.
“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.”
Cindy
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.
“Upmetrics amazed me with its robust financial forecasts and numerous options. The AI writer excels at creating impressive content with minimal input.”
Diala El AchkarCreate a plan and build your dream business
Start Planning NowLoved by forward-thinking entrepreneurs and business owners
Check out what our customers have to say about their experience with Upmetrics.
“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.
Mobile Notary and Paralegal Services
“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
Founder & CEO at Agmondo
“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
CEO at Metabolic Terrain Omics
“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
Founder at DocuX
“people are impressed! You made my dreams come true on paper fast! AI help and in response were amazing. It's awesome.”
Darin Leonardson
President and CEO, Transformed Culinary Solutions
“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.”
Vaibhav Kamble
Founder at CloudOptime
“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.
Mobile Notary and Paralegal Services
“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
Founder & CEO at Agmondo
“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
CEO at Metabolic Terrain Omics
“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
Founder at DocuX
“people are impressed! You made my dreams come true on paper fast! AI help and in response were amazing. It's awesome.”
Darin Leonardson
President and CEO, Transformed Culinary Solutions
“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.”
Vaibhav Kamble
Founder at CloudOptime
It's already easy to use. But we're still here for you.
Because you shouldn't have to figure it out all on your own.
24/7 Customer Support
We are always ready to solve all & any query you might have assuring that you can make the most of our business plan software.
Education
Our top quality blogs and resources allow you to gain expertise & clarity to help make your business plan writing journey smooth.
Knowledge center
Visit our detailed help guides & upgrade yourself with extensive knowledge. Plan with ease by taking the help of knowledge center.
Here's How Our Business Plan Sample Looks Like
- Realistic financial forecasts
- Converted ideas into actionable strategies
- 360° business plan comprises of all key factors
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.
