Upmetrics
upmetrics.coSummary
Ask questionsUpmetrics is an AI-powered business planning software that helps entrepreneurs create comprehensive business plans, financial forecasts, and pitch decks. It offers guided assistance, content refinement, and translation capabilities to streamline the planning process. The platform aims to simplify complex business strategy and financial modeling for small business owners and startups.
Features8/15
See allMust Have
4 of 5
Guided Tool Interface
Creative Presets & Styles
Tool Catalog & Categories
User Authentication & Subscriptions
Multi-Model Integration
Other
4 of 10
Search & Filter
Multi-Language Support
Mobile Responsive Design
In-App Resources & Tutorials
Favorites & History
Export & Integrations
Custom Prompt Templates
Collaboration & Sharing
Usage Analytics
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-powered platform primarily focused on business planning, financial forecasting, and research. It features a guided interface where users answer questions to generate content (guided-tool-interface). It provides various templates and suggestions for business plans and financial forecasts (creative-presets-and-styles). The platform categorizes its AI assistants and features (tool-catalog-and-categories) and has clear pricing tiers with user authentication and subscription management (user-auth-and-subscriptions). It also includes search and filter capabilities for sample plans and features (search-and-filter), supports multiple languages for content translation (multi-language-support), and appears to have a responsive design based on the navigation and layout (mobile-responsive-design). The presence of a 'Help Center' and 'Product Tour' indicates in-app resources and tutorials (in-app-resources-tutorials). However, there is no explicit mention of multi-model AI integration, which is a must-have feature for the concept.
