Upmetrics
upmetrics.coSummary
Ask questionsUpmetrics is an AI-powered platform designed to assist entrepreneurs and businesses in creating comprehensive business plans, financial forecasts, and investor pitch decks. It offers guided tools, templates, and AI assistance to streamline the planning process, helping users to quickly generate professional documents and projections for their ventures.
Features9/15
See allMust Have
4 of 5
Guided Tool Interface
Creative Presets & Styles
Tool Catalog & Categories
User Authentication & Subscriptions
Multi-Model Integration
Other
5 of 10
Search & Filter
Export & Integrations
Custom Prompt Templates
Collaboration & Sharing
Multi-Language Support
Favorites & History
Usage Analytics
Mobile Responsive Design
In-App Resources & Tutorials
API Access & Developer Portal
PricingSubscription
See allStarter
- 400+ Business Plan Samples
- Up to 3-Year Financial Forecast
- Pitch Deck Creator
- 1 Workspace
- Up to 5 Team Members
- Business Plan Course
- Export to PDF
Premium
- Includes everything in Starter, plus:
- AI Plan Writing & Assistance
- Up to 7-Year Financial Forecast
- Strategic Planning Tools
- Multi-Versioning
- Exports to PDF/DOC/PPT
- Exports to Excel
- Connect to QuickBooks Online & XERO
Professional
- Includes everything in Premium, plus:
- 3 Workspaces
- Up to 10-Year Financial Forecast
- Custom Templates
- Manage Clients
- Transfer Workspaces
Rationale
Upmetrics offers AI-powered tools for business planning, financial forecasting, and pitch deck generation. It features a guided interface with tailored questions and suggestions, akin to 'guided tool interface' and 'creative presets & styles'. The platform categorizes its AI assistants (Financial Assist, Writing Assist, Pitch Deck Generator, Business Plan Generator) which aligns with 'tool catalog & categories'. It clearly has user authentication and subscription tiers ('user-auth-and-subscriptions'). The ability to export plans to PDF, DOC, PPT, and Excel matches 'export-and-integrations'. The 'Professional' plan mentions 'Custom Templates' for business plans, which aligns with 'custom-prompt-templates'. Collaboration features for team members and client management are present, matching 'collaboration-and-sharing'. The website also offers multi-language support (English, Spanish, French, German), which aligns with 'multi-language-support'. While it uses AI, there's no explicit mention of routing tasks to 'the most suitable underlying AI model' (multi-model integration), nor is there a clear 'search and filter' for individual AI tools beyond general navigation. The focus is more on comprehensive business planning rather than a broad 'AI playground' with 150+ specialized tools.