Upmetrics
AI business plan software with automated financials
Upmetrics is business plan software that combines AI-assisted writing, financial forecasting, pitch deck generation, and performance tracking in a single workspace. It addresses the need to move from a business idea to a structured plan with financial projections without relying on spreadsheets or formulas, and to keep that plan current as the business operates.
Core capabilities include the AI Plan Generator, AI Pitch Deck Generator, Business Plan Builder with sample plans, Industry Research, Strategic Planning, and an AI Assistant for section-level writing. Financial tools cover 3- to 5-year projections, cash flow and sales forecasting, financial modeling, startup cost calculation, and an AI Financial Forecasting Assistant. Collaboration features include real-time editing, version history, roles and permissions, secure sharing, PDF and Word export, and a White Label Solution. QuickBooks and Xero integrations sync live actuals for plan-versus-actuals comparison, with multilingual support available.
The product is aimed at entrepreneurs, startups, small businesses, consultants and advisors, incubators, educators, and students, with specific use cases for funding applications and E2 visa business plans. It is packaged with a 15-day money-back guarantee, no credit card required, and the ability to cancel or change plans at any time.
12 alternatives to Upmetrics
Ranked by how well each tool replaces Upmetrics: shared features, audience, price and popularity.
- 64 out of 100 matchContact sales
Business planning, forecasting and financial performance tracking software for small and m
Covers 0 of 15 key features.
64 out of 100 match$15/moFinancial planning and analysis software for accounting firms and small to midsize SMBs
Covers 8 of 15 key features.
62 out of 100 match$50/moOne app for tasks, docs, chat and goals.
Covers 2 of 15 key features and has a free plan.
Free plan60 out of 100 match$7/moTurn ideas into plans, and plans into action
Covers 5 of 15 key features and has a free plan.
Free plan60 out of 100 matchContact salesAI-native financial planning and analysis platform for finance teams
Covers 7 of 15 key features.
58 out of 100 match—AI website builder with domains, email, and reselling tools.
Covers 5 of 15 key features and has a free plan.
Free plan58 out of 100 matchFree- 58 out of 100 matchFree
- 58 out of 100 match—