Upmetrics

Upmetrics is a cloud business planning platform that combines AI plan writing, financial forecasting and pitch deck generation in a single workspace. The AI drafts each section of a business plan, suggests answers to fill the gaps, produces industry research reports from public sources and builds a pitch deck, while an automated forecast builder generates multi year projections without spreadsheets. Plans export to PDF, Word and PowerPoint in formats accepted by investors, lenders and visa officers. It is used by founders seeking funding or loans, consultants and advisors managing several clients, students and educators, incubators and accelerators, and established businesses launching new ventures. The workspace offers more than 400 sample plans, step by step instructions, what if scenario planning, lender ready reports, currency formatting for over 100 countries, strategic planning tools, branded cover pages and real time collaboration. QuickBooks Online and Xero sync live actuals into the forecast for plan versus actual tracking, and the interface is available in seven languages. Pricing is in US dollars with a 25 percent saving on annual billing. Premium is $19 per month, or $14 per month billed annually, for one workspace, up to five team members, a seven year forecast, AI writing, research and pitch deck tools, exports and accounting integrations. Professional is $49 per month, or $37 per month annually, for three workspaces, a ten year forecast, custom templates, client management and workspace transfers. Add ons include extra workspaces at $7 per month ($5 annually), extra team members at $5 ($3 annually) and white label at $249 ($185 annually). Every plan carries a 15 day money back guarantee.