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Upmetrics
What Upmetrics is
Upmetrics is business plan software for drafting plans with AI, creating financial forecasts, tracking performance, and coordinating teams. Its guided builder includes more than 400 sample plans and AI assistance in every chapter. The AI Plan Generator creates a first draft after users answer questions, while the AI Pitch Deck Generator turns a plan into an investor-ready presentation. Financial Forecasting produces three- to five-year projections for revenue, expenses, cash flow, and the balance sheet. QuickBooks or Xero connections compare forecasts with live results through plan-vs-actuals syncing. Teams can co-write in real time, comment inline, resolve threads, restore earlier drafts, and assign roles and permissions. Exports include PDF, DOC, PPT, and Excel, and scenario planning is supported. Upmetrics offers seven-day demo access and a 15-day money-back guarantee, but no conventional free trial or free plan. Premium costs $19 a month; Professional costs $49 a month.
Who it suits
Upmetrics suits entrepreneurs, startups, small businesses, consultants, educators, and incubators developing plans and forecasts. It also fits teams that need collaboration, accounting connections, and multiple export formats.
What it does well
- AI assistance throughout the plan builder
- 400+ sample plans
- Three- to five-year financial projections
- QuickBooks and Xero syncing
- Real-time team collaboration
What to know first
- No conventional free trial
- No free plan
- Demo access lasts seven days
- Professional plan costs $49.00 monthly
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Premium | $168.00 per year (= $14.00/month, billed annually) · 1 Workspace · Up to 5 Team Members · Up to 7-Year Financial Forecast · PDF/DOC/PPT and Excel exports · QuickBooks Online & Xero | $168 a year |
| Premium | 1 Workspace · Up to 5 Team Members · Up to 7-Year Financial Forecast · PDF/DOC/PPT and Excel exports · QuickBooks Online & Xero | $19 a month |
| Professional | $444.00 per year (= $37.00/month, billed annually) · 3 Workspaces · Up to 10-Year Financial Forecast · Custom Templates · Manage Clients · Transfer Workspaces | $444 a year |
| Professional | 3 Workspaces · Up to 10-Year Financial Forecast · Custom Templates · Manage Clients · Transfer Workspaces | $49 a month |
As upmetrics.co lists them, read 1 Oct 2026. The maker's own page has the final word.
Verdict
Upmetrics combines AI-assisted planning, forecasting, pitch-deck creation, accounting synchronization, and collaborative editing. Its short demo period and paid-only model should be considered before adoption.
Facts from Upmetrics's own pages
- AI data handling
- When using third-party AI services, Upmetrics says it sends only anonymized data and no personally identifiable information. · help.upmetrics.co, 1 Oct 2026
- AI generation
- The AI Plan Generator creates a full first draft after users answer a few questions. · upmetrics.co, 1 Oct 2026
- Audience
- Upmetrics says it serves entrepreneurs, startups, small businesses, consultants, educators, and incubators. · upmetrics.co, 1 Oct 2026
- Collaboration
- Users can co-write in real time, leave inline comments, resolve threads, restore earlier drafts, and assign roles and permissions. · upmetrics.co, 1 Oct 2026
- Demo and refund
- Upmetrics has no conventional free trial, offers a 7-day demo access, and provides a 15-day money-back guarantee. · help.upmetrics.co, 1 Oct 2026
- Forecasting
- Financial Forecasting builds 3- to 5-year projections for revenue, expenses, cash flow, and balance sheet. · upmetrics.co, 1 Oct 2026
- Founded
- 2019 · upmetrics.co, 23 Sept 2026
- Headquarters
- Los Angeles, California, United States · upmetrics.co, 23 Sept 2026
- Integrations
- Plan-vs-actuals sync connects QuickBooks or Xero to compare forecasts with live results. · upmetrics.co, 1 Oct 2026
- Pitch decks
- The AI Pitch Deck Generator turns a plan into an investor-ready pitch deck with one click. · upmetrics.co, 1 Oct 2026
- Plan builder
- The business plan builder includes guided sections, 400+ sample plans, and AI in every chapter. · upmetrics.co, 1 Oct 2026
- Security
- Upmetrics says it uses industry-standard encryption and security measures to safeguard data and personal information. · help.upmetrics.co, 1 Oct 2026
- Support
- The company provides a help desk and support by email at [email protected]. · upmetrics.co, 1 Oct 2026
- What it does
- Upmetrics is business plan software that writes plans with AI, builds financial forecasts without spreadsheets, tracks performance against numbers, and keeps teams in sync. · upmetrics.co, 1 Oct 2026
Where Upmetrics stands on Freedom251
- Business Plan Software#35 of 39