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Upmetrics

Upmetrics is a modern, all-in-one business planning software designed to help entrepreneurs, startups, and small businesses.
Category: Business Intelligence
Pricing: Free & Paid
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Upmetrics
Upmetrics is a modern, all-in-one business planning software designed to help entrepreneurs, startups, and small businesses.
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Users Summarised Veiws

Upmetrics is an AI-powered, all-in-one platform designed for entrepreneurs and small businesses to streamline business planning, financial forecasting, and pitch deck creation. Its core strength lies in AI assistance and seamless integration between these components, offering a user-friendly experience and a large template library. Ideal for those seeking funding or structured growth, it simplifies complex tasks like financial modeling. However, note that some advanced AI and financial capabilities are tied to higher pricing tiers.

What is Upmetrics?

Upmetrics is a modern, all-in-one business planning software designed to help entrepreneurs, startups, and small businesses create essential documents faster and more efficiently. It assists users in developing comprehensive business plans, generating accurate financial forecasts, and building compelling pitch decks. Utilizing AI-powered features, the platform streamlines content generation, automates complex financial calculations, and provides step-by-step guidance. Upmetrics integrates various planning components, making it a central hub for navigating the roadmap to business success from initial idea to launching and growth.

Who is Upmetrics for?

Upmetrics is tailored for a broad audience involved in starting, growing, or advising businesses. Its primary users include entrepreneurs and small business owners launching new ventures or seeking funding. The platform’s ease of use makes it accessible even to those without a finance background. Additionally, it serves business consultants, advisors, incubators, accelerators, business schools, educators, and students. It is suitable for various use cases, such as securing funding, planning for internal operations, validating business ideas, and educational purposes, supporting teams of almost any size.

What makes Upmetrics unique?

Several features distinguish Upmetrics. Its robust AI capabilities for generating business plan content, financial forecasting suggestions, and auto-generating pitch decks directly from the business plan significantly speed up the planning process and overcome challenges like writer’s block or complex calculations. The seamless integration between the business plan, financial forecasts, and pitch deck ensures consistency and efficiency. Users frequently praise its user-friendly interface and exceptional support. The availability of over 400 sample business plans and customizable templates also provides a strong starting point for diverse business needs.

Key Features

  • Comprehensive all-in-one business planning software combining business plans, financial forecasting, and pitch decks for entrepreneurs.
  • AI-powered Business Plan Generator assists with content creation, writing, translation, and enhancing plan sections to overcome writer’s block.
  • Collaborative planning features allowing real-time teamwork with partners and advisors on business plans and financials.
  • Automated financial forecasting with AI suggestions, scenario planning (What-If Analysis), and integration of detailed financial reports and dashboards.
  • Pitch Deck Builder powered by AI to generate compelling investor-ready presentations quickly, with options to present live and share via links or download as PDF/DOC.
  • Interactive drag-and-drop Business Plan Builder with step-by-step guidance, over 400 customizable templates, and design tools for visually appealing sections.
  • Version tracking and task management to manage plan updates, assign sections, and track progress collaboratively.
  • Integrated reports and charts making financial data easy to visualize for stakeholders and investors.
  • Strategic planning tools to define, manage, and align organizational strategy with collaborative canvases and real-time updates.
  • Support for multinational users with multiple language options and currency customization.
  • Extensive resources including sample plans, strategic templates, webinars, and expert support available on demand.
  • 15-day money-back guarantee and cancellation flexibility to try the platform risk-free.

Use Case

  • Create detailed and investor-ready business plans quickly with AI assistance
  • Automate and simplify financial forecasting, modeling, and cash flow projections
  • Generate compelling pitch decks for investor presentations using AI
  • Collaborate in real-time with team members and advisors on business planning
  • Customize and use industry-specific business plan templates for various business types
  • Receive strategic planning tools to develop actionable business strategies on the go
  • Leverage AI writing assist to write, translate, and refine business plan content
  • Secure funding, loans, and grants by creating comprehensive business plans
  • Support startup launches and business growth through structured planning and forecasting
  • Use Upmetrics as an educational tool for students and business learners in business planning
  • Obtain expert services for business plan writing, review, financial forecasting, pitch deck creation, and SBA lending assistance

Pros & Cons

Pros

  • Easy integration of financial forecasting and reporting tools, straightforward for beginners. (Source: Capterra)
  • Advanced financial projections and reporting capabilities. (Source: Plannit.ai)
  • Strong focus on data and impact tracking. (Source: Plannit.ai)
  • User-friendly interface with collaborative features. (Source: Plannit.ai)
  • AI Assistant simplifies business plan writing, offering content generation, rewriting, and adjustment tools. (Source: G2)
  • Simple creation of financial projections, saving hours compared to manual spreadsheets. (Source: ValidateMySaaS)
  • Simplicity and intuitiveness augment workflows, enhancing user enjoyment. (Source: Trustpilot)
  • Implementation of AI addresses business needs effectively, especially in the financial section. (Source: Software Advice)
  • Economical solution offering personalized business plan templates with time-saving features. (Source: Medium)
  • High level of detail in business planning, extensive customization options, and robust AI assistance. (Source: GetApp Canada)

Cons

User Ratings

SourceRatingsNumber of Reviews
10Web4.825
Startupsavant4.8152
Trustpilot (via 10Web)4.8152

Average user rating: 4.8

Total Number of Reviews: 329

Positive Feedback:

  • Upmetrics offers a user-friendly and intuitive interface with a guided business planning process, enabling quick and easy creation of professional business plans and pitch decks.[1][2]
  • The platform has robust financial forecasting and modeling tools that simplify financial projections and provide impactful and easy-to-read reports.[1][2]
  • Real-time collaboration capabilities allow teams, co-founders, and advisors to work together efficiently within the platform.[1][2]
  • Upmetrics includes a large library of over 400 customizable industry-specific business plan templates.[5]
  • The AI-powered business plan generator and pitch deck creator save time and provide useful, foundational content for plans and presentations.[1][2]
  • Customers praise the responsive customer support and the platform’s overall time-saving effect for business plan creation.[1][2]

Negative Feedback:

  • Some users note a learning curve, especially for financial forecasting tools, requiring time to fully utilize advanced features.[1][2]
  • Limited customization options in some business plan modules restrict flexibility in template adjustments.[1][2]
  • The pitch deck tool is sometimes viewed as too text-heavy and lacking polished visual appeal for investors.[1]
  • As a cloud-based platform, Upmetrics requires a stable internet connection for full functionality.[5]
  • Some users are concerned about costs related to paying for additional workspaces for managing multiple businesses.[1][2]

Sources:

  1. https://www.unite.ai/upmetrics-review
  2. https://www.unite.ai/upmetrics-review
  3. https://10web.io/ai-tools/upmetrics
  4. https://10web.io/ai-tools/upmetrics
  5. https://10web.io/ai-tools/upmetrics
  6. https://10web.io/ai-tools/upmetrics
  7. https://10web.io/ai-tools/upmetrics
  8. https://10web.io/ai-tools/upmetrics
  9. https://10web.io/ai-tools/upmetrics
  10. https://10web.io/ai-tools/upmetrics

Pricing Plans

PlanPriceFeatures
Professional$1450 per year or $149 per monthUsers: 10
Impact Framework Builder: Build out your impact framework, outlining objectives and key impact indicators.
Impact Framework Templates: Selection of customizable framework templates.
Peer Framework Examples: Library of community-generated impact frameworks.
Data Tables: 10
CSV Uploads: Import data in CSV format.
Google Sheet Integration: Automated data updates.
Data Collector (Surveys): Mobile-friendly surveys.
Qualitative Story Collection: Anecdotes, testimonials, photos, etc.
Data Management Tools: Structure and organize data.
Data Manipulation Tools: Create formulas and calculations.
Data Table Connections: Create relational databases.
Dashboards: 1
Data Visualizations: Various customizable visualizations.
Dashboard & Widget Filters: Custom filters.
Benchmarking Tools: Set performance benchmarks.
Branding & Customization: Custom color palettes.
Customizable Impact Profile Page: Coming soon.
Export Impact Framework to PDF
Share Impact Framework via URL Link
Export Dashboard to PDF
Share Widgets or Dashboards via URL Link
Embed Visualization Widgets in External Websites
Single Sign-On: Paid add-on
ILC Participation: Eligible for Impact Learning Collectives
Premium$2400 per year or $249 per monthUsers: 15
Includes all Professional plan features
Data Tables: 20
Dashboards: 5
Enterprise$4300 per year or $449 per monthUsers: 20
Includes all Premium plan features
Data Tables: 40
Dashboards: 40
Elite$6250 per year or $650 per monthUsers: 100
Includes all Enterprise plan features
Data Tables: 200
Dashboards: 200
Starter PlanFreeFree, unlimited access to foundational features
Impact framework builder
Themed framework templates
Create and publish public profile page
Access requires scheduling a call with sales team for confirmation
Liveplan Standard Plan$15/month (billed annually) or $20 monthlyUp to 5 team members collaborate
Liveplan Assistant for writing and revenue suggestions
Step-by-step instructions
Lender-ready statements
550+ sample business plans
Export pitch/plan
Full financial forecasting
Email and chat support
Liveplan Premium Plan$30/month (billed annually) or $40 monthlyAll Standard plan features
What-if scenarios
Performance dashboard
Real-time cash and profit forecasting
Milestone planner
Accounting software integration (Xero, QuickBooks Online)
Industry benchmark data
Automatic forecast builder
Educational webinars
Upmetrics Starter Plan$7/month (billed annually, save up to 25%)Step-by-step instructions
Financial forecasting feature
Pitch deck creator
Business plan course
Sample business plans
Plan/pitch/canvas export to PDF
Upmetrics Premium Plan$14/month (billed annually, save up to 25%)Standard features plus
Upmetrics AI assistant
What if scenarios
Strategic planning
Plan versions
Export to Doc and Excel
Business plan analytics

Disclaimer: Please note that pricing information may not be up to date. For the most accurate and current pricing details, refer to the official website.

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