Upmetrics
upmetrics.coSummary
Ask questionsUpmetrics is an AI-powered business planning and pitch deck generation platform. It helps entrepreneurs create detailed business plans and compelling investor presentations with guided assistance and AI-driven content generation. The platform also includes financial forecasting tools and offers various subscription tiers.
Features4/15
See allMust Have
2 of 5
Guided Tool Interface
User Authentication & Subscriptions
Creative Presets & Styles
Multi-Model Integration
Tool Catalog & Categories
Other
2 of 10
Export & Integrations
Multi-Language Support
Search & Filter
Favorites & History
Custom Prompt Templates
Collaboration & Sharing
Usage Analytics
Mobile Responsive Design
In-App Resources & Tutorials
API Access & Developer Portal
PricingSubscription
See allStarter
- 400+ Business Plan Samples Access a vast library of over 400+ sample plans spanning various industries.
- Up to 3-Year Financial Forecast Project your business finances with a comprehensive three-year forecast model.
- Pitch Deck Creator Craft compelling pitch decks with our intuitive creation tool for impactful presentations.
- 1 Workspace Centralize your planning with a dedicated workspace for all your strategic needs.
- Up to 5 Team Members Collaborate efficiently by bringing up to five team members into your planning workspace.
- Business Plan Course Enhance your planning skills with our structured course on business plan creation.
- Export to PDF Conveniently export your business plans and reports to PDF for easy sharing and printing.
Premium
- Includes everything in Starter, plus:
- AI Plan Writing & Assistance Empower your business plan creation with AI—craft a comprehensive plan, refine sections, adjust length, set language tone, or translate content effortlessly.
- Up to 7-Year Financial Forecast Extend your financial outlook with an in-depth seven-year forecasting capability with AI sales forecasting suggestions.
- Strategic Planning Tools Utilize advanced tools to formulate and align your long-term business strategy.
- Multi-Versioning Track changes with multi-versioning
- Exports to PDF/DOC/PPT Easily export your documents to PDF, PPT or WORD for versatile sharing options.
- Exports to Excel Export detailed financial data and reports directly to Excel for further analysis.
- Connect to QuickBooks Online & XERO Seamlessly integrate Upmetrics with QuickBooks Online and XERO to import actual financial data for precise forecasting and analysis.
Professional
- Includes everything in Premium, plus:
- 3 Workspaces Includes three dedicated workspaces, allowing users to organize and manage multiple business projects.
- Up to 10-Year Financial Forecast Extend your financial outlook with an in-depth 10-year forecasting capability with AI sales forecasting suggestions.
- Custom Templates Enables users to create and save custom business plan templates that can be reused across multiple client projects.
- Manage Clients Provides robust tools for client management, including the ability to invite clients to collaborate, assign specific permissions, and set up dedicated workspaces for each client.
- Transfer Workspaces Enables the easy transfer of workspace ownership, allowing users to hand off complete control of a workspace to another team member or client.
Rationale
Upmetrics offers an AI Pitch Deck Generator and AI Business Plan Generator, which align with the concept of AI-powered content creation. The platform uses a guided interface to help users create their documents, and it supports user authentication and subscriptions. It also offers export options for the generated content and multi-language support. However, it does not explicitly mention a wide catalog of 150+ specialized AI tools, creative presets/styles beyond basic templates, or multi-model AI integration.
