Upmetrics
Upmetrics is an AI-powered business planning platform that enables users to create comprehensive business plans, financial forecasts, and pitch decks through guided templates and automated tools.
The platform offers three subscription tiers: Starter, Premium, and Professional. Starter provides access to over 400 business plan samples, three-year financial forecasts, pitch deck creation, one workspace, collaboration for up to five members, a business plan course, and PDF exports. Premium includes all Starter features plus AI plan writing, seven-year forecasts with AI sales projections, strategic tools, multi-versioning, exports to PDF, DOC, PPT, and Excel, and integrations with QuickBooks Online and Xero. Professional adds three workspaces, ten-year forecasts, custom templates, client management, and workspace ownership transfer.
Key features include the AI Business Plan Generator, which drafts plans from user prompts; financial modeling for profit/loss, cash flow, and balance sheets; and the AI Pitch Deck Generator for slide creation. Users import data via integrations for accurate projections. The system supports real-time collaboration with comments and version history. Templates cover industries like retail, tech, and services, with tools for SWOT analysis and Lean Canvas.
Competitors include LivePlan, which emphasizes performance tracking and benchmarks but offers less AI content generation; and Enloop, focused on text-based plans with scoring but limited financial depth and no pitch tools. Upmetrics pricing starts lower than LivePlan’s entry tier while providing comparable forecasting and more AI assistance.
Users appreciate the intuitive interface, time savings from AI drafts, and export options for professional outputs. Financial dashboards update dynamically with input changes, aiding scenario analysis. Collaboration suits small teams, and samples provide benchmarks. Some report menu resets disrupting workflow, limited mobile optimization, and occasional generic AI outputs requiring edits. The platform lacks advanced API customizations found in enterprise tools.
Surprise elements include the free business plan course and unlimited AI usage on Premium, plus add-ons for extra workspaces. General pricing remains competitive, with annual discounts versus monthly, and a 15-day refund policy.
For best results, input detailed prompts for AI accuracy, integrate accounting data early, and use samples as references before customizing.
Video Overview ▶️
What are the key features? ⭐
- AI Business Plan Generator: Uses prompts to draft complete plans with sections like executive summary and market analysis, speeding up content creation.
- Financial Forecasting: Automates projections up to 10 years, including profit/loss and cash flow, with integrations for real data import.
- Pitch Deck Builder: Converts plans into investor-ready slides with AI assistance and one-click exports to PDF or PowerPoint.
- Collaboration Workspaces: Enables real-time editing and comments for teams, supporting up to five members on basic plans.
- Strategic Planning Tools: Includes templates for SWOT, Lean Canvas, and business model canvases to validate ideas and strategies.
Who is it for? 🤔
Examples of what you can use it for 💭
- Startup Founder: Uses AI generator and financial tools to create investor-ready plans and pitch decks for funding rounds.
- Small Business Owner: Integrates accounting data for ongoing forecasts and strategic canvases to adapt to market changes.
- Business Consultant: Manages multiple client workspaces with custom templates and collaboration for efficient advisory services.
- Student or Educator: Leverages sample plans and courses for classroom projects or competitions to learn planning basics.
- Incubator Manager: Tracks portfolio progress with shared workspaces and analytics to guide mentored ventures.
Pros & Cons ⚖️
- Easy AI drafting
- Strong financial tools
- Real-time collaboration
- No mobile app
