Upmetrics
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About
Upmetrics is an AI-powered business planning software designed to help entrepreneurs, startups, and small businesses enhance their decision-making capabilities. It offers tools for strategic growth and operational excellence, transforming business ideas into actionable plans with financial forecasts, pitch deck creation, and AI-driven assistance. Key features include AI Plan Writing & Assistance, multi-year financial forecasting, strategic planning tools, and integrations with QuickBooks Online & XERO. The platform aims to make business planning accessible and understandable, providing a collaborative workspace for teams. Upmetrics also offers customer support through a help desk and email.
Platform
Features
• integrations
• financial forecasting
• ai assistants
• ai business plan generator
• quickbooks sync and compare with your quickbooks data strategic planningdevelop actionable strategic plans on-the-go ai pitch deck generator use ai to generate your investor deck xero sync
• ai research assist
• ai financial assist
• ai writing assist
FAQs
Should I sign up for the monthly plan or the annual plan?
You have both the options available, either choose monthly billing or go for annual. But we highly encourage our users to sign up for an annual plan. This is because you get the best value pricing on our business plan tools by saving up to 25% yearly.
Will Upmetrics work for my industry?
Of course. Upmetrics covers the most extensive market space to suit people from different industries such as SaaS, agriculture, beauty, transport, medicine, real estate, food, etc. Choose from ready-to-use and customizable 400+ sample plan templates.
Why should I consider the Premium package?
Upmetrics premium plan offers resourceful additions like AI assistance, strategic planning, plan analysis, and advanced file download and export feature, empowering you to make a well-researched and well-structured business plan. Moreover, a premium plan offers financial forecasting for up to 7 years.
How does the 15-day Money-back Guarantee work?
Upmetrics is an intuitive and actionable business plan tool. Still, if you are not satisfied with the service, we offer a 15-day money-back guarantee with no questions asked. Simply, contact us within 15 days of purchase to get your refund.
Can I change or cancel my plan after signing up?
Yes. Upmetrics service policy allows you to cancel, upgrade or downgrade your subscription anytime. Cancel the subscription to stop the next renewal and enjoy the services until the end of the current billing cycle.
Can I upgrade to a premium plan later?
Yes. Upmetrics allows you to upgrade your existing plan at any given time. Upgrade with a single click from within the app or simply contact our support, and someone from our team will assist you with the process.
How much AI Assistance credits I get? What is overage?
We provide Unlimited AI usage per Workspace to our Premium plan users every month. There is no usage cap.
What payment methods do you accept?
We accept payment through all major credit cards, including Visa, MasterCard, American Express, and Discover Credit cards. We also accept payments via PayPal. In case you have trouble subscribing to Upmetrics, contact us and someone from our team will guide you.
What is workspace?
A workspace holds all essential planning tools under one tab. Find everything you need to make an attractive and informative business plan in a workspace. It includes tools like pitch deck creator, financial planner, canvas modeling, progress tracker, and much more.
Can I work on more than one business plan?
Yes, you can work on multiple business plans with the Upmetrics business planning tool. Go to add-ons and buy additional workspace at just $5 per month.
Will my data be safe and private?
Your security and confidentiality of data is of utmost importance to us. No user can access your business plan without your permission. Upmetrics is committed to protecting your data. Stay assured of your business plan security when you join hands with us.
Is there any one-time purchase option available?
Upmetrics generally works on a subscription based pricing model, but you have the flexibility to cancel at any time. You can choose to purchase Upmetrics for a month, year, or however long you want to use.
Can I create my own custom business plan template on Upmetrics?
Yes! Upmetrics allows you to design your own customized business plan templates. You can tailor a template to your specific needs and share it with others, enabling them to leverage your template to create their own detailed business plans.
Pricing Plans
Starter
$9.00 / monthly• 400+ Business Plan Samples
• Up to 3-Year Financial Forecast
• Pitch Deck Creator
• 1 Workspace
• Up to 5 Team Members
• Business Plan Course
• Export to PDF
Premium
$19.00 / monthly• AI Plan Writing & Assistance
• Up to 7-Year Financial Forecast
• Strategic Planning Tools
• Multi-Versioning
• Exports to PDF/DOC/PPT
• Exports to Excel
• Connect to QuickBooks Online & XERO
Professional
$49.00 / monthly• 3 Workspaces
• Up to 10-Year Financial Forecast
• Custom Templates
• Manage Clients
• Transfer Workspaces
Job Opportunities
There are currently no job postings for this AI tool.
Ratings & Reviews
No ratings available yet. Be the first to rate this tool!
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