Upmetrics

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Upmetrics is an AI-powered business planning software facilitating business plan creation, financial forecasts, and pitch decks with real-time collaboration.

Pricing Model: Not Disclosed
Updated: 05/22/2025

Our numbers

Not Disclosed
Employees
Not Disclosed
Founded in
Not Disclosed
Funding Series
$80.7B
Funding Amount

Upmetrics is a comprehensive AI-driven software designed to enhance the creation of business plans, financial forecasts, and pitch decks. This platform is tailored for entrepreneurs, startups, and businesses looking to efficiently secure funding or refine business strategies. By leveraging AI, Upmetrics simplifies the business planning process, enabling users to generate detailed business plans, perform financial analyses, and create compelling presentations for investors. The software provides collaborative tools that allow teams to work across locations, making real-time adjustments and decisions. With integrations like QuickBooks and Xero, Upmetrics ensures users have access to accurate financial data for better strategy development.

From developing strategic plans to validating business concepts and managing team collaboration, Upmetrics caters to a broad range of use cases. Its user-friendly interface ensures that users can navigate the software with ease, regardless of their technical expertise, while robust support ensures any issues encountered are promptly addressed.

Pros:

  • AI-powered business planning tools
  • Automated financial forecasting
  • Real-time collaboration features
  • User-friendly interface

Cons:

  • Pricing details are not clearly disclosed
  • Depends on integration with third-party platforms
  • No public customer reviews available

Features:

  • AI-powered business plan generator - Streamlines plan creation with AI assistance
  • Financial forecasting tools - Provides automated and accurate projections
  • Collaborative planning - Allows real-time team and advisor collaboration
  • Pitch deck creation - Generates investor presentations using AI

Integrations:

  • QuickBooks - Integration for financial data comparison
  • Xero - Integration for seamless financial insights

Pricing:

  • 15-day money-back guarantee
  • Specific plan pricing not disclosed

Implementation Timeline

Not Disclosed

Onboarding

Not Disclosed

Sandbox

No

Compliance

Not Disclosed

Buying Persona

CRO, CFO, Director, VP, FP&A Manager

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