Upmetrics

What Upmetrics is

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 a month; Professional costs $49 a month. Upmetrics serves entrepreneurs, startups, small businesses, consultants, educators, and incubators.