Upmetrics AI
AI-powered business planning software that generates plans, financial forecasts, and pitch decks from your ideas.
| What is it | AI-powered business planning software that generates plans, financial forecasts, and pitch decks from your ideas. |
|---|---|
| Pricing | Paid — from $19/mo |
| Free tier | No |
| Platform | Web Application |
| API | Yes |
| Best for | creating a business plan for investors, developing financial projections for a new venture |
| Domain registered | 2016 |
Data updated Aug. 1, 2026
What does Upmetrics AI do?
Upmetrics AI is a comprehensive business planning platform that helps entrepreneurs transform their ideas into actionable business plans, financial forecasts, and investor pitch decks. The tool uses artificial intelligence to guide users through the entire planning process, from initial concept to presentation-ready documents. It's designed specifically for business planning rather than being a general-purpose AI writing tool.
The platform stands out by integrating multiple business planning functions into one cohesive system. The AI helps overcome writer's block by generating content for business plan sections, while the financial forecasting tools automate complex calculations that typically require spreadsheet expertise. What makes Upmetrics AI particularly useful is how the different components work together—your business plan automatically syncs with financial projections, and both can be turned into a pitch deck with AI assistance.
This tool is ideal for first-time entrepreneurs who need structured guidance, as well as experienced business owners looking to streamline their planning process. Real-world applications include preparing documentation for bank loans, creating investor presentations for funding rounds, and developing strategic plans for business growth. The collaborative features make it valuable for teams working with advisors or co-founders, ensuring everyone contributes to and aligns on the business strategy.
Key features
What makes it stand outWho is Upmetrics AI for?
Who benefits most from this toolPricing
Premium
- 1 Workspace
- AI Plan Writing & Assistance
- Up to 7-Year Financial Forecast
- Strategic Planning Tools
- Up to 5 Team Members
- Multi-Versioning
- Exports to PDF/DOC/PPT
- Exports to Excel
- Connect to QuickBooks Online & XERO
- Multilingual Support
Professional
Everything in Premium, plus:
- 3 Workspaces
- Up to 10-Year Financial Forecast
- Custom Templates
- Manage Clients
- Transfer Workspaces
Trust & presence
Gallery
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