Audience
Entrepreneurs and business owners seeking a solution to improve their operations
About Upmetrics
Upmetrics is AI-powered business plan software that simplifies planning for entrepreneurs and small business owners.
Its AI Assistant helps generate, rewrite, shorten, expand, and adjust content with ease.
The platform offers step-by-step guidance, 400+ sample plans, and automated financials to create polished, investor-ready business plans.
Beyond planning, Upmetrics supports financial forecasting, budgeting, and decision-making to fuel growth. Used by 110K+ entrepreneurs worldwide, it enables collaboration with remote teams, streamlines strategy development, and helps track projects effectively.
With customizable tools, you spend less time planning and more time driving business success.
Other Popular Alternatives & Related Software
Planium Pro
Premium Strategic Business Planning Software for professional users and individuals.
As a business advisor, accountant or consultant, create tailored plans for clients using Planium Pro’s powerful inbuilt analysis tools – without allocating excessive resources or extra staff.
Work from anywhere and create a business plan to optimize growth. Produce an investor ready winning business plan quickly and easily with the use of engaging charts, diagrams and comprehensive report.
Learn more
ProAI
ProAI is an AI-powered business planning platform designed to help entrepreneurs and startups create comprehensive, investor-ready business plans in minutes. By answering a few questions, users receive a fully customized business plan, complete with financial forecasts, market research, and strategic insights. It offers tailored projections with exportable Excel models, encompassing profit and loss statements, cash flow analyses, balance sheets, and key metrics. ProAI's AI-driven approach leverages data from over 3,600 client projects, providing users with bespoke marketing, sales, and product plans. Additionally, it includes features such as an AI Business Advisor for personalized recommendations, access to a database of over 160,000 investors, and tools for creating pitch decks and conducting market research. ProAI's user-friendly interface and integration with various data sources streamline the business planning process.
Learn more
Empiraa
Empiraa is a white-labeled strategy execution platform built for professional services firms that manage business planning and growth for clients. Designed for consultants, advisors, and fractional CFOs, Empiraa replaces static documents and disconnected tools with a centralized system to build, track, and manage strategic plans in real time. The platform enables users to set clear goals, assign responsibilities, and integrate with tools like Xero, Google Sheets, and HubSpot for live performance tracking. With multi-client management, automation, and full brand customization, Empiraa helps firms deliver more value, improve client accountability, and scale their services efficiently. It also supports team collaboration, streamlines onboarding, and enables service providers to productize their offering with repeatable, tech-enabled strategy delivery. Whether you're managing five clients or fifty, Empiraa gives you the tools to grow with consistency, clarity, and control.
Learn more
Strategypoint
Strategypoint is a simple and flexible strategy management platform. It supports all popular strategy management best practices, and let’s you easily plan, set goals, and execute with your team.
Start with your existing strategic plan, or use a Strategypoint plan template. Align everyone in your organization with linked goals and work plans, and easily track progress.
Achieve your team's vision with Strategypoint!
Learn more
Pricing
Starting Price:
$14/month
Pricing Details:
Premium - $14
Professional - $37
Professional - $37
Integrations
No integrations listed.
Company Information
Upmetrics
Founded: 2019
United States
www.upmetrics.co
Videos and Screen Captures
Other Useful Business Software
MongoDB Atlas runs apps anywhere
MongoDB Atlas gives you the freedom to build and run modern applications anywhere—across AWS, Azure, and Google Cloud. With global availability in over 115 regions, Atlas lets you deploy close to your users, meet compliance needs, and scale with confidence across any geography.
Product Details
Platforms Supported
Cloud
Training
Documentation
Videos
Support
Phone Support
Online
Upmetrics Frequently Asked Questions
Upmetrics Product Features
Business Plan
Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Pitch Presentation
Social Sharing
Step-by-Step Wizard
Fundraising Management
Investor Management
