Upmetrics AI

#AI#Productivity#Planning#Finance#Content

Product information

Upmetrics AI is an advanced business plan software designed to streamline the planning process for entrepreneurs and teams through the power of artificial intelligence. The platform offers a comprehensive suite of tools to create detailed business plans, precise financial forecasts, engaging pitch decks, and strategic plans.

Key features include an AI Business Plan Generator, which helps users draft business plans quickly and efficiently, and AI Financial Assist, which provides automated financial forecasts and recommendations. Additionally, Upmetrics integrates seamlessly with QuickBooks and Xero, allowing users to sync and compare their financial data effortlessly.

The software is particularly beneficial for various use cases such as securing funding, starting and launching a business, validating business ideas, and creating E2 Visa business plans. It also caters to different types of users including business consultants, incubators, accelerators, business schools, and students.

Upmetrics stands out for its user-friendly interface, collaborative features, and data-driven insights. The platform is designed to facilitate real-time collaboration, enabling team members and advisors to work together efficiently. Moreover, the AI-powered content generation tools help users overcome writer’s block by assisting in writing, translating, and refining text.

Financial planning is made simple with Upmetrics' automatic financials, intuitive dashboards, and easy-to-create financial charts and graphs. The AI Pitch Deck Generator further enhances the user experience by enabling the creation of compelling pitch decks that meet investor expectations.

With a strong focus on customer support, Upmetrics ensures that users have access to assistance whenever needed. The platform also provides a variety of customizable templates, interactive financial dashboards, and world-class support to help users navigate the complexities of business planning.

In summary, Upmetrics AI is a versatile and powerful tool that helps entrepreneurs and business owners plan, launch, and grow their businesses efficiently, backed by AI-driven insights and comprehensive planning tools.

Pricing

Upmetrics offers three pricing plans:

  • Starter: $9/month billed monthly or $7/month billed annually. Includes 400+ business plan samples, 3-year financial forecast, pitch deck creator, 1 workspace, up to 5 team members, business plan course, and PDF export.

  • Premium: $19/month billed monthly or $14/month billed annually. Includes everything in Starter plus AI plan writing, 7-year financial forecast, strategic planning tools, multi-versioning & analytics, export to PDF/DOC/PPT/Excel, and QuickBooks/Xero integration.

  • Professional: $49/month billed monthly or $37/month billed annually. Includes everything in Premium plus 3 workspaces, 10-year financial forecast, custom templates, client management tools, and workspace transfer.

Add-ons are available for additional workspaces ($7/month or $5/month billed annually), team members ($5/month or $3/month billed annually), and white-label solutions ($99/month or $75/month billed annually). Discounts of up to 25% are available on yearly plans, and students and non-profits can receive a 30% discount. A 15-day money-back guarantee is also offered.