Upmetrics is a business planning platform built for startups that want clarity, not complexity. It helps founders turn rough ideas into structured business plans, realistic financial forecasts, and clear pitch decks without getting lost in spreadsheets or templates.

What makes Upmetrics useful is how it guides you through the entire planning process. Instead of guessing what to write next, you’re led step by step, with smart suggestions that help shape your thinking. From understanding your costs and revenue to preparing for investors, everything stays connected and easy to update.

Features Of Upmetrics

AI Business Plan Generator

Starting a business plan can feel overwhelming, but Upmetrics makes it easy by guiding you step by step. Its AI helps you write a complete, professional plan without staring at a blank page.

Financial Forecasting

Understanding your numbers doesn’t have to be complicated. Upmetrics helps you quickly estimate revenue, expenses, and cash flow so you can see where your business is headed.

QuickBooks

If you already use QuickBooks, Upmetrics fits right in. You can pull in your financial data automatically, which saves time and keeps your numbers accurate.

Strategic Planning

Planning for the future feels simpler with Upmetrics. It helps you set clear goals, track milestones, and turn big ideas into practical steps.

AI Pitch Deck Generator

Pitching to investors gets easier when your story is clear. Upmetrics turns your business plan into a clean, ready-to-use pitch deck that highlights what really matters.

Xero

For businesses using Xero, Upmetrics connects smoothly to your accounting data. This keeps your financial plans in sync with your real numbers.

White Label

Consultants and agencies can make Upmetrics their own. The white-label option lets you offer business planning services under your own brand.

AI Writing Assist

Writing doesn’t have to be perfect on the first try. Upmetrics’ AI Writing Assist helps clean up your language, improve clarity, and make your ideas sound more polished.

AI Industry Research

Research can take hours, but Upmetrics speeds it up. The platform gives you helpful industry insights so you can understand your market without digging through endless reports.

Use Cases Of Upmetrics

Business Consultants

Business consultants use Upmetrics to turn messy client ideas into structured, presentable plans.

Incubators and Accelerators

Manage entire startup cohorts in one place. Mentors can review plans, compare financials, and give targeted feedback without chasing documents or spreadsheets.

Business Schools

Professors can track progress, review financial logic, and evaluate business ideas beyond theory and slides.

Students

It helps them understand how revenue models, costs, and market assumptions actually fit together.

SBDC Advisors

SBDC advisors can use Upmetrics during live advising sessions to build plans alongside entrepreneurs. 

How To Use Upmetrics

• Sign up and choose your business type.
• Enter basic details about your startup idea.
• Follow the guided steps to build your business plan.
• Use AI suggestions to write and improve sections.
• Add financial forecasts using built-in tools.
• Review and adjust numbers as needed.
• Generate a pitch deck from your plan.
• Export your plan or share it with others.

What We Like About Upmetrics

• Saves a lot of time compared to writing plans manually.
• Breaks complex planning into clear, manageable steps.
• Financial forecasting is beginner-friendly.
• QuickBooks and Xero integrations reduce manual data entry.
• Works well for startups, consultants, and students.

What We Don't Like About Upmetrics

• Financial assumptions still require user understanding
• AI-generated content needs review and customization
• Some advanced features are only available on paid plans
• Not ideal for users who want a completely hands-off tool

Upmetrics Pricing Plans

Premium Plan

Designed for individuals and small businesses

Costs $14/month, billed annually

Best for users who want advanced planning tools without managing multiple clients

Includes 1 workspace

Comes with AI plan writing and assistance

Offers AI-powered industry research reports

Supports up to 7-year financial forecasts

Includes strategic planning tools

Allows collaboration with up to 5 team members

Supports multi-version planning

Enables exports to PDF, DOC, PPT, and Excel

Connects with QuickBooks Online and Xero

Provides multilingual support

Professional Plan

Built for consultants, organizations, and teams

Costs $37/month, billed annually

Ideal for managing multiple clients and business plans

Includes 3 workspaces

Extends financial forecasting up to 10 years

Allows use of custom templates

Makes it easy to manage multiple clients

Supports workspace transfer between teams or clients

Includes everything available in the Premium plan

FAQs About Upmetrics

Is Upmetrics suitable for beginners?

Yes, it guides beginners step by step.

Can I use Upmetrics to pitch investors?

Yes, it creates investor-ready plans and pitch decks.

Does Upmetrics support financial forecasting?

Yes, it offers built-in multi-year financial forecasts.

Can consultants manage multiple clients?

Yes, multiple clients can be managed with separate workspaces.

Does Upmetrics integrate with accounting software?

Yes, it integrates with QuickBooks and Xero.

Conclusion

Upmetrics is a powerful yet practical business planning platform that combines AI assistance with real financial modeling. It works well for startups, consultants, students, and advisors who need a clear structure without unnecessary complexity. While users still need to review and refine AI-generated content, the time saved and clarity gained make Upmetrics a strong choice for anyone serious about planning, pitching, and growing a business.