#1 Business Plan Software
Modern business plan software for modern founders
All the business planning features you expect in a renowned software
Helpful tips & plan examples
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.
- 400+ sample business plans
- Fill-in-the-blanks instructions
- Practical help tips & guidance
“I love how they are providing an explanation for every single step. You’ll get guided from the beginning to the end.”
Ingo Hillenbrand
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.
- 20+ pre-designed visual templates
- Drag-and-drop ease
- Professional & investor-ready
“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 Kennedy
Make forecasts without clunky spreadsheets
Navigate through business financials with Upmetrics’ automated tools—from revenue projections and cash flow to balance sheets and break-even analysis. Plan your finances without complexities of traditional spreadsheets.
“Upmetrics amazed me with its robust financial forecasts and numerous options. The AI writer excels at creating accurate content quickly.”
Jason Lorje
World-class support; Ask for help anytime
Whether you are new to business planning or a veteran, our team of experts is available to provide you with all the guidance and support you need. Schedule a call with our experts and get feedback on your plan.
- Free strategy call with experts
- Priority email & chat support
- Onboarding assistance
“What truly distinguishes Upmetrics is their exceptional customer support. They are always available and committed.”
Athena R.Create 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
“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
Technical Product Marketing Manager at AppDynamics
“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
Founder at CloudOptimo
“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
“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
Technical Product Marketing Manager at AppDynamics
“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
Founder at CloudOptimo
How does Upmetrics work?
Answer a few simple questions, generate a business plan, and refine it to make it your own.
Step 1
Answer simple questions
Tell us about your business—just fill in guided prompts.
Step 2
Generate your plan & financials
Let our AI create a complete plan and guide for financials.
Step 3
Refine your plan
Refine content, adjust numbers, and polish your final business plan.
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
Kickstart your planning journey with a vast library of sample business plans across all industries.
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
Improve writing, answer questions, or provide feedback — this AI does it all.
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 NowFrequently 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.
