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Screenshot for Upmetrics
G2 Logo 4.8
G2 Score
Number of reviews 25
Reviews

Overview

Upmetrics is a modern, AI-powered business plan software designed to simplify the traditional business planning process. It helps young entrepreneurs, startup founders, and small business owners create comprehensive yet professional business plans in just a few minutes. With its robust AI capabilities and user-friendly functionality, Upmetrics makes the entire planning process a breeze for its users.

Upmetrics also offers a wide range of industry-specific templates, 400+ sample plans, and collaborative features to guide you through every aspect of business planning. The platform’s AI writing assistant auto-writes sections of a business plan, including executive summary, financial projections, and detailed market analysis. Plus, its forecasting tool automates complex financial calculations, even if you don’t have any finance experience.

Further, Upmetrics’ subscription model comes with multilingual support so that you can translate your plan into 9+ different languages. And when it’s time to pitch your idea, it lets you build a visually appealing pitch deck that’s sure to grab investors' attention.

So, whether you’re starting a new business, seeking investment, or refining your existing strategy, Upmetrics gives you everything you need (at just $7) to make it happen!

Key features

  • AI business plan generator: Streamlines the process of creating a detailed business plan using powerful AI capability, enhancing content quality.
  • Financial forecasting: Develops accurate and realistic financial projections with ease, saving you time and helping you present a clear financial outlook.
  • AI pitch deck creator: Creates visually stunning pitch decks with the help of AI, ensuring you convey your vision and the key aspects of your business plan.
  • Extensive template library: Offers 400+ business plan templates for various industries and niches, helping users create detailed yet professional plans without any hassle.
  • Collaborative workspace: Allows multiple users to work together in real-time, keeping your team on the same page and ensuring everyone’s input is considered.
  • User-friendly interface: Involves a clean and intuitive layout that makes it easy to navigate, facilitating a smoother planning experience.

Pros section Pros

  • Comprehensive planning: Provides a complete suite of tools to help users prepare a business plan that covers all the necessary components.
  • Real-time collaboration: Allows team members, co-founders, or advisors to work together on a single plan in real-time, provide feedback, and make edits.
  • Enhanced accuracy: Comes with an in-built financial tool that handles complex calculations and reduces the risk of human errors.
  • Time-saving: With its AI capabilities and ready-made templates, you can create a solid business plan in minutes, saving valuable time.
  • Most affordable and reliable: Offers a cost-effective solution for business planning, starting at just $7, along with high-quality features and reliable support.

Cons section Cons

  • Learning curve: New users might need some time to fully understand all the advanced features available and get the most out of them.
  • Less suitable to large enterprises: Firms with more complex needs like multi-layered team collaboration or integrations with large-scale ERP systems might find Upmetrics less suitable.
  • Internet dependence: Since Upmetrics is cloud-based, users need a stable internet connection to access their plans and collaborate with team members.

FAQ

Can I customize the business plan templates?

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Yes, Upmetrics features fully customizable business plan templates that you can modify or customize as per your specific requirements, preferences, and priorities.

How does the AI business plan generator work?

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The Upmetrics AI business plan generator utilizes advanced AI capabilities to streamline the entire business planning process. By answering a few easy questions about your business idea, you can get a simple business plan ready in just 10 minutes. It's as simple as that.

What file formats can I export my business plan in?

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With Upmetrics, you can export your business plan in different file formats: PDF, DOC (Word), and Excel (especially financial projections and data)

Is there customer support available?

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Of course! You can reach out to customer support through various channels, including email, chat, as well as support tickets. The support team is there to help users get the most out of the software.

Is there a free trial or demo available?

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No, Upmetrics doesn’t offer a free trial or demo. But there are the most affordable subscription models available, along with a 15-day money-back guarantee.

Is Upmetrics suitable for startups and small businesses?

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Absolutely! Upmetrics is particularly well-suited for startups and small businesses that need to create professional, investor-ready business plans without requiring expensive business consultants or complex software.

How secure is the information I enter into the software?

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Upmetrics is the most reliable tool that takes your data security very seriously. It utilizes encryption protocols to keep your business plan information safe, whether it's being stored or shared. Plus, Upmetrics regularly updates its security features to stay up-to-date with the latest standards, so you can work on your business plans in a safe environment.

What is the cost of your business plan software?

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Upmetrics offers three subscription plans designed to accommodate different client needs and preferences. The Starter plan is available for $7 per month, providing essential features for those just beginning their business planning journey. For more advanced tools and functionalities, the Premium plan is priced at $14 per month, ideal for growing businesses looking to streamline their planning process. The Professional plan, available for $37 per month, includes the most comprehensive set of features, catering to businesses that require a more robust and detailed approach to their planning and management.
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