Upmetrics

Upmetrics business plan software for entrepreneurs and small teams to draft plans, build forecasts, and create pitch decks with AI and automatic financials.

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Overview

Upmetrics is business plan software for entrepreneurs and small teams that need to write plans, build forecasts, and prepare pitch decks in one place. It combines AI-assisted drafting, financial forecasting, and presentation tools so users can move from an idea to a working plan without switching between separate apps.

The product is positioned around practical planning workflows: a guided business plan builder, automatic financials and reporting, and a pitch deck generator that produces investor-ready slides. The site also emphasizes collaboration, with real-time sharing for partners, advisors, and team members, plus a money-back guarantee on paid plans.

Core features

AI business plan generation

Generate a first draft by answering a short set of questions, sharing a website URL, and optionally uploading supporting documents for the AI to read.

Financial forecasting and reporting

Build revenue, expense, and projection outputs without manual spreadsheet work, with automatic financials that update as the plan changes.

Pitch deck builder

Create an investor-ready deck from a blank canvas or from AI prompts about purpose and tone, then edit it in a designer-style workspace.

Collaborative planning

Work with partners, advisors, and team members in real time so several people can review and contribute to the same plan.

Step-by-step planning guidance

Use guided prompts, examples, and industry-specific suggestions to move through each section even if you do not have prior planning experience.

AI editing assistant

Refine writing, stress-test ideas, and adjust plan content with an AI assistant inside the workflow.

Common use cases

Drafting a business plan quickly
Use the AI generator to turn a short description, website URL, or uploaded notes into a first business plan draft that you can then edit in the builder.
Creating financial projections
Build forecasts and reporting without spreadsheet-heavy work when you need financial projections that stay in sync with the plan text.
Building a pitch deck for fundraising
Prepare an investor presentation by generating a deck with common funding slides, then restyle it in one of the designed layouts.
Collaborative planning and review
Invite advisors, partners, or team members to review the same plan when multiple stakeholders need to comment or contribute.

Pros and Cons

Pros

Combines business plan writing, forecasting, and pitch deck creation in one product.
AI can generate a first draft from short prompts, a website URL, or uploaded documents.
Collaborative features support real-time review and contribution from partners or advisors.
Financials update automatically as the business plan changes, reducing manual spreadsheet work.
The pitch deck builder includes layout-based editing and slide structures for common investor sections.

Cons

The source does not show supported third-party integrations or connected apps.
Pricing structure is only partially described on the public page, so plan differences and user limits are not clear from the available evidence.

FAQ

What does Upmetrics do?

Upmetrics is an online business planning platform that combines AI business plan generation, financial forecasting, and pitch deck creation in one workflow.

Can multiple people work on a plan together?

Yes. The source says the platform includes collaborative features that let partners, advisors, and team members review and contribute in real time.

How does the AI business plan generator start a draft?

The AI plan generator can start from a few questions, a website URL, and optional documents such as pitch decks, research, prior plans, notes, or financial assumptions.

What does Upmetrics cost?

The pricing page says plans start at $7 a month and include a 15-day no-questions-asked money-back guarantee. It also mentions discounts based on business stage and annual subscriptions.

Quick Facts

Category: Business plan software
Primary users: Entrepreneurs, founders, and small teams
Core workflows: Business planning, financial forecasting, pitch decks
Source domain: upmetrics.co
Pricing: Starts at $7/month; 15-day money-back guarantee
Platform: Web app