Upmetrics
- Android app
- Not listed
- Free plan
- No
- Paid plans from
- $14/mo
- Runs on
- api, Web
Summary
Upmetrics is business plan software for writing plans with AI, creating financial forecasts without spreadsheets, tracking results against targets, and keeping teams aligned. Its plan builder offers guided sections, more than 400 sample plans, and AI assistance in every chapter. The AI Plan Generator creates a first draft after users answer a few questions, and the AI Pitch Deck Generator turns a plan into an investor-ready deck. Financial Forecasting builds three- to five-year projections for revenue, expenses, cash flow, and balance sheets. A plan-vs-actuals connection with QuickBooks or Xero compares forecasts with live results. Teams can co-write in real time, comment inline, resolve threads, restore earlier drafts, and assign roles and permissions. Upmetrics says it uses industry-standard encryption and security measures; for third-party AI services, it says it sends anonymized data without personally identifiable information. There is no conventional free trial, though demo access lasts seven days, and a 15-day money-back guarantee is offered. Premium costs $19.00 USD per month; Professional costs $49.00 USD per month. Upmetrics serves entrepreneurs, startups, small businesses, consultants, educators, and incubators.
Who it is for
Upmetrics may suit entrepreneurs and small businesses preparing plans and forecasts, as well as consultants, educators, and incubators. Its collaboration and QuickBooks or Xero sync may help teams working together and tracking forecasts against results.
What is good
- Guided plan builder with 400+ sample plans
- AI draft and pitch deck generators
- Forecasts revenue, expenses, cash flow, and balance sheets
- Real-time co-writing and comments
- QuickBooks or Xero plan-vs-actuals sync
What to know first
- No free plan
- No conventional free trial
- Premium costs $19.00 USD per month
- Professional costs $49.00 USD per month
Verdict
Upmetrics combines plan writing, financial projections, pitch decks, and team collaboration in a web-based product. Note the paid plans and the distinction between its seven-day demo access and a conventional free trial.
Upmetrics plans and pricing
All plansCompared on business plan software
- Free plan
- Noupmetrics.co
- Financial projections
- Yesupmetrics.co
- Section guidance
- Yesupmetrics.co
- Template library
- Yesupmetrics.co
- Document export
- PDF, DOC, PPT, Excelupmetrics.co
- Scenario planning
- Yesupmetrics.co
- Team collaboration
- Yesupmetrics.co
- Platform support
- Webupmetrics.co
Facts
- What it does
- Upmetrics is business plan software that writes plans with AI, builds financial forecasts without spreadsheets, tracks performance against numbers, and keeps teams in sync.upmetrics.co · 1 Oct 2026
- Plan builder
- The business plan builder includes guided sections, 400+ sample plans, and AI in every chapter.upmetrics.co · 1 Oct 2026
- AI generation
- The AI Plan Generator creates a full first draft after users answer a few questions.upmetrics.co · 1 Oct 2026
- Pitch decks
- The AI Pitch Deck Generator turns a plan into an investor-ready pitch deck with one click.upmetrics.co · 1 Oct 2026
- Forecasting
- Financial Forecasting builds 3- to 5-year projections for revenue, expenses, cash flow, and balance sheet.upmetrics.co · 1 Oct 2026
- Integrations
- Plan-vs-actuals sync connects QuickBooks or Xero to compare forecasts with live results.upmetrics.co · 1 Oct 2026
- Collaboration
- Users can co-write in real time, leave inline comments, resolve threads, restore earlier drafts, and assign roles and permissions.upmetrics.co · 1 Oct 2026
- Security
- Upmetrics says it uses industry-standard encryption and security measures to safeguard data and personal information.help.upmetrics.co · 1 Oct 2026
- AI data handling
- When using third-party AI services, Upmetrics says it sends only anonymized data and no personally identifiable information.help.upmetrics.co · 1 Oct 2026
- Demo and refund
- Upmetrics has no conventional free trial, offers a 7-day demo access, and provides a 15-day money-back guarantee.help.upmetrics.co · 1 Oct 2026
- Support
- The company provides a help desk and support by email at [email protected].upmetrics.co · 1 Oct 2026
- Audience
- Upmetrics says it serves entrepreneurs, startups, small businesses, consultants, educators, and incubators.upmetrics.co · 1 Oct 2026
Company
- Founded
- 2019upmetrics.co · 23 Sept 2026
- Headquarters
- Los Angeles, California, United Statesupmetrics.co · 23 Sept 2026
Best Upmetrics alternatives
See all 20
Where it ranks on Everything Xiaomi
- Best Business Plan Software in 2026#14 of 39
Is Upmetrics yours?
Claim it for free: prove the domain, then correct facts, plans and screenshots. An editor reviews every change.
Sources
- upmetrics.co/features· checked 1 Oct 2026
- help.upmetrics.co/article/305-quick-help-faqs· checked 1 Oct 2026
- help.upmetrics.co/article/288-does-the-upmetrics-provide-· checked 1 Oct 2026
- upmetrics.co/contact-us· checked 1 Oct 2026
- upmetrics.co/llm-info· checked 1 Oct 2026
- upmetrics.co· checked 23 Sept 2026
- upmetrics.co· checked 1 Oct 2026