Rating
4.9
116 reviews
Starting price
$19
Flat Rate
Categories
6
Founded
2019
Employees
36
Upmetrics is an AI-powered business plan software designed to help entrepreneurs craft detailed, lender-ready business plans. Upmetrics simplifies the business planning process with comprehensive features including step-by-step guides, robust AI assistance, visually appealing templates & tools for detailed financial forecasting. The platform also offers 500+ sample plans and ready-to-use strategic planning templates equipping you with everything needed to validate ideas, launch businesses, and secure funding. Whether you're a small business owner, student, business consultant, or an incubator, Upmetrics provides tools for everything from lender-ready business planning to financial forecasting and strategic planning assistance. Starting at just $7 a month, Upmetrics offers usage-based flexible pricing and a 15-day money-back guarantee.
Ad spend / mo
$962
7 paid keywords
Paid visits / mo
172
Organic keywords
20,462
Organic visits / mo
3,858
Authority
39
4,749 ref domains
| Keyword they bid on |
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Creatives run
20
as Upmetrics Inc.
Active now
12
last 14 days
Advertising since
May 2024
2+ yrs running
Last seen
today
still active
The shared messaging across Financial Planning & Analysis (FP&A) Platform advertisers - the validated angles to copy. See the niche →
(116 reviews)
he platform made it much easier to organise my ideas, structure my financials, and think through important areas of the business that I may have otherwise overlooked. It gave me a clear framework and helped turn what initially felt overwhelming into something achievable and professional.
Pros: Upmetrics was an incredibly valuable tool throughout the process of creating my business plan. Without it, I honestly don’t think I would have been able to put together such a detailed and thorough plan. I would highly recommend Upmetrics to anyone starting or planning a business. It was a huge help in bringing my vision together.
Cons: The forecasting section was a little confusing at first, particularly for someone without an accounting background, but that’s probably to be expected given the complexity involved. Overall, the platform still made the process far easier and more manageable than doing it independently.
Kathrine B. · Founder · Leisure, Travel & Tourism · May 14, 2026
It's a solid tool for business planning with a great support team behind it. Even though I didn't get to use all the features, the platform seems very well-structured for entrepreneurs.
Pros: The interface is very intuitive and modern. I was particularly impressed by their customer support team; they are very responsive, empathetic, and professional when it comes to addressing user concerns.
Cons:
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| Business Plan | 1 | 2 | Ad |
Domain confidence 98%
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| upmetrics | $8.30 | 1 | 52.6% | upmetrics.co/ |
| tam sam and som | $3.20 | 1 | 29.5% | upmetrics.co/blog/tam-sam-som-market-size-metrics |
| upmetrics business plan | $10.00 | 1 | 4.2% | upmetrics.co/ |
| starting up a catering business | $2.75 | 5 | 0.0% | upmetrics.co/blog/starting-a-catering-business |
| upmetrics ai business plan generator | $0.00 | 1 | 0.0% | upmetrics.co/ |
Upmetrics
Build Your Business Plan — Upmetrics makes planning easy with templates for any type of business. Create your business plan quickly with templates and AI-powered guidance. Explore Resources. Check Solutions.
https://www.upmetrics.co
TAM SAM SOM: The Complete Market Sizing Guide for Startups
Learn how to calculate Tam, Sam, and SOM for your business plan using top-down and bottom-up approaches, along with practical examples.
https://www.upmetrics.co
Build Your Business Plan | Online Plan Generator
Use our simple step-by-step builder to complete your business plan fast.
https://www.upmetrics.co
Upmetrics
Create Your Business Plan Fast — Upmetrics makes planning easy with templates for any type of business. Create your business...
https://www.upmetrics.co
Upmetrics | Build Your Business Plan
Use our simple step-by-step builder to complete your business plan fast. Create your business plan quickly with templates and AI-powered guidance. View Pricing Details. Check Solutions.
https://www.upmetrics.co
Vladislav G. · - · Commercial Real Estate · April 14, 2026
Overall my experience has been positive. I found it very helpful to import information from other documents and organize everything into one structured business plan. The platform makes it easier to keep all the sections consistent and produces a professional-looking document.
Pros: The ability to generate accurate financial projections in a very intuitive way and the freedom of choosing from several diagramms which best represent the projection. I also appreciated the variety of templates available, depending on the type of business you are working on.
Cons: At the beginning, the platform takes a little time to get used to, especially when working with the financial forecasting tools, i wish there were a case study templates for the financial projection too. However, after some use, the workflow becomes much clearer.
Carlo C. · Founder · Apparel & Fashion · March 10, 2026
I have had an excellent experience so far. The program is very easy to understand and use. Corrections and adjustments are a breeze.
Pros: Upmetrics has been very easy to use and the AI component is excellent. I am a Finance professional and a previous client of mine asked me to do a business plan for his hydroponics business. I am good with numbers but didn't really know where to start. That's when Upmetrics came in. I also like the fact that the system integrates with Xero and Quickbooks accounting software so that when we do start the business we can easily transfer the figures over. Support has also been fantastic.
Cons: I don't think I have anything to criticise about Upmetrics. I am not sure if you can have more than one scenario?
Kay G. · Bookkeeper · Accounting · February 14, 2026
I would highly recommend this product for anyone looking to write a business plan from the ground up. It is a great software for hitting all the points needed to fully exam a business idea at a budget friendly cost.
Pros: Upmetrics software is intuitive, organized and budget friendly. I wrote a successful, full business plan with financials using this software for an SBA loan for our start up company. The structure provided was extremely helpful in organizing quickly the sections required in a business plan while allowing for easy addition of images and cut and paste text needed to explain the concept, industry, review competition, as well as develop the mission, vision and projected optional structure of the business.
Cons: I would have considered an annual membership; I did not see the pause button for the membership to reduce cost for the months not needed! You get busy and miss this...so be sure to check!
Jennifer U. · CEO · Logistics and Supply Chain · February 7, 2026
Fantastic!! I was very impressed with the integration of the components of the plan. It was the most pleasant experience writing a business plan that I have ever had...and I have writed a lot of them.
Pros: The process was great and easy to follow. The results were very detailed and complete. I especially liked the results of the AI-assisted completion. Very professional and well-presented.
Cons: I didn't have any problems. Revisions were easily done. The financial part was a bit quirky and someone without a financial statement background might have some challenges but I am confident assistance from the Upmetrics team can help resolve that.
Scott Y. · General Manager · Wireless · February 2, 2026
I am in Australia so i was skeptical about asking for assistance thinking someone would take a lot of time to respond, BUT I got a response within a couple minutes so i was able to complete my business plan.
Pros: very easy to use, even for someone old school like me :) I actually enjoyed using the program, the examples embedded in the template assisted me greatly and made it easy to understand.
Cons: Probably that you lose all your data when you unsubscribe, but it gives you the option of downloading a word document so if i decide it was time to review my plan i have a saved a copy of it and will update the next one. Probably would have been good to have AU option for Australia (possibly other currencies as well) instead of USD or even a conversion calculator to make the journey easier at checkout.
Marissa M. · Director · Health, Wellness and Fitness · January 28, 2026
Great experience. Will highly recommend and would love to have people know what to use it for because it really helped me
Pros: The AI feature really helped with the business plan. Also everything was so wasy to use and anybody can use it.
Cons: Expensive. I know that it does help a lot but $20 monthly is a lot for a platform maybe I would recommend to lower after first month.
William R. · Chiropractor · Health, Wellness and Fitness · January 20, 2026
Overall, a great experience. Highly recommended for those who don't have any idea about how to build a proper business plan and use that content/information to build deliverables that not only bring the vision to life but also make it easier to "sell" the idea to others. Aside from keeping the business plan development process super organized, it definitely opened our eyes to a lot of other aspects of business creation that we hadn't thought about. So, as an educational tool (outside of its direct function), it was pretty awesome. Highly recommended!
Pros: The tool is incredibly comprehensive and covers pretty much every base imaginable for building a business plan (and beyond) from start to finish. Not to mention, it makes collaboration across teams a breeze and is mostly easy to use – even for those who aren't used to doing this kind of a work in a tech-forward way. And finally, the UI is clean, intuitive, and well organized. Overall, a very strong tool for those who want to build solid business plans.
Cons: $93
Shayne T. · Marketing Lead · Cosmetics · December 14, 2025
As a Finance & Investments lecturer, I integrated Upmetrics into our entrepreneurship curriculum with excellent results. All 70 students successfully completed professional business plans, many of which are now competing in an Austrian business plan competition. The platform strikes an ideal balance between guidance and flexibility—structured enough for beginners, yet sophisticated enough to produce competition-ready documents. The learning curve was minimal, allowing us to focus on business strategy rather than software training. Highly recommended for academic and educational use.
Pros: Upmetrics proved invaluable for our university course at IMC Krems, Austria, where 70 students used the platform to develop comprehensive business plans for a national competition. The intuitive interface allowed students with varying levels of business planning experience to quickly get started. The financial forecasting tools are particularly well-designed, enabling students to create professional-grade projections without extensive Excel knowledge. The AI-assisted writing features helped non-native English speakers articulate their ideas clearly. Team collaboration worked seamlessly across multiple student groups working simultaneously.
Cons: Minor suggestions for improvement: Some advanced customization options for financial templates would benefit students working on highly specialized business models. Occasionally, the export formatting required small manual adjustments for competition submission standards.
Herbert R. · Lecturer · Banking · December 10, 2025
Pros: The Upmetrics tool made drafting my business plan very quick and easy. I used the business plan I created to secure an SBA loan for my business.
Cons: I don't have anything negative to share about my experience with the Upmetrics tool. It would have been nice for the system to ask if I was done with my plan so I wouldn't have been charged the last few months.
Alec C. · Managing Member · Entertainment · November 26, 2025
They resolved my issue within a matter of hours.
Pros: Without a doubt, you receive more than you paid for. It has greatly simplified my life and is incredibly user-friendly. They have excellent customer service.
Cons: So far, I haven’t found anything I dislike. Everything works smoothly and support is excellent. If anything changes, I’ll update this review.
Karina L. · Financial Manager · Civil Engineering · November 11, 2025
Pros: Veramente semplice e completo, altamente consigliato per chi ha un business plan da creare per una start up
Cons: La mancanza di traduzione in altre lingue, nel mio caso in italiano. Ma spero che gli sviluppatori inseriscano a breve multi lingua
Fabio F. · CEO · Information Services · October 4, 2025
Positive! I have had a good experience with creating my business plan here and sharing it with friends and business partners has been alright as well.
Pros: I like that I can easily share the plan with others, and the format always looks good in their rendered share url. The financial planning and charts is amazing.
Cons: I dislike the google docs export, it looks pretty bad there, and that it is hard to share it with more than 5 people. The other user edit comments aren't clear because they are based on sections. I also dislike citations and their AI can be improved.
Kirill L. · CEO · Health, Wellness and Fitness · September 26, 2025
it has been a very good learning software for my startup business. I have been able to capture all aspects of my startup exhaustively. I am really satisfied as a customer of Upmetrics.
Pros: Covers all aspects of business plan creation with a reporting tool. It gives value for money to the customers at all stages of business planning for many reasons. The templates are exhaustive.
Cons: Deficiency in the market and pricing trends of products. The financial tool is still lacking a bit; it's hard to customize it for some types of businesses.
Cyprian B. · Curian Kitchen · Food & Beverages · September 6, 2025
it is an amazing site that i wish i would have found sooner. Upmetrics has definitely changed my game plan for starting a business
Pros: Love the whole site and creators, design is amazing, ease of access and as a beginner without any instruction it is simple
Cons: nothing, there is absolutely nothing wrrong with upmetrics. The site has everything that i need. i do wish it was a little bit cheaper, but quality comes with price so i am not bothered
Laiken L. · owner · Design · August 29, 2025
SATISFIED, Overall, a smooth and productive experience with great tools for planning and team collaboration.
Pros: Rapidity, User-friendly interface, helpful templates, and smooth collaboration make planning easy and efficient.
Cons: finance is not developped enough Some features feel limited in customization, and occasional glitches affect the user experience.
Ali F. · MANAGEMENT CONTROLLER · Consumer Services · August 4, 2025
It was the best experience. I have learnt a lot about different kinds of business plans. i manage to compile fundable business plans
Pros: It made writing the business plan easier. I liked the AI assistance it made it easy for me to compile my business plans.
Cons: The financial planning is a bit complicated. also the fact that we cannot upload documents on the company profile.
Buyiswa M. · Consultant · Accounting · July 15, 2025
It was fantastic—the platform gave me a huge boost in my plan development, from overall business concept to market analysis and financial projection.
Pros: The process-based structure helps people with very little knowledge in business to develop their own plan, all with AI background support, which can be validated and tailored to the user's needs as required.
Cons: The user-friendly application appearance is well developed. Having big icons makes it easy to follow and apply its features.
Alexsandro S. · Partner · Management Consulting · July 5, 2025
Building the plan takes a great deal of thought and work and time. But it was absolutely worth it. I never would have been able to put together such an incredible plan on my own. I had compliments on the fantastic work and thorough plan.
Pros: They thought of everything you need for a phenomenal business plan. Step by step, every angle. It was easy to go through the process as they guide you through it all and provide examples.
Cons: It was a LOT of work! Doing a business plan is no joke. Upmetrics didn't make it difficult, it just made clear all of the things you need to think about and prepare for when building your business plan.
Sheri K. · Owner · Farming · June 19, 2025
Excellent to deal with a company that is truly customer-centric. Great value for money as well, which is a bonus
Pros: Very well designed product and hugely helpful in drafting a business plan. Easy to make changes if required.
Cons: Very little not to like. One small quibble was that when exporting reports to excel the numbers came over as text.
Kieran L. · Managing Director · Health, Wellness and Fitness · June 11, 2025
It was a pleasant experience that helped with creating my venture. It provided all the tools and options necessary for creating a definitive business plan and other tools of business creation.
Pros: The ease of use and the numerous options to help create and grow my business provided me with ample opportunities for creativity in business development.
Cons: The lack of step-by-step instructions for true newbies. For those with no prior business knowledge, it could be a bit overwhelming.
Serenity E. · Owner · Consumer Goods · May 30, 2025
"I used it to create a pitch deck and a business plan for a local startup competition. It saved me time and helped me explain my idea more effectively. "
Pros: It breaks the plan into manageable parts. I didn’t feel like I had to write a book in one sitting. The AI suggestions made it easier to get started and gave me confidence that I was on the right track.
Cons: Honestly, no complaints. Worked great for me. It’s been easy to use and does what I need. excellent product. Highly Recommended!
Kishan V. · Platform Specialist · Computer Software · May 23, 2025
"I needed a full plan for a grant application, and I didn’t have the time (or budget) to hire someone to help. Upmetrics helped me get everything down quickly and in a format that made sense. I went from scattered notes to a solid, ready-to-send plan without stressing out or second-guessing every step. It definitely saved me time and money.
Pros: I liked how the platform keeps everything in one place -- writing the plan, mapping out financial projections, even creating a pitch deck. I didn’t have to start from scratch or wonder what I was missing. The sample content and AI suggestions were super helpful when I didn’t know how to put my thoughts into words.
Cons: Smooth experience from start to finish. No issues on any features or product compatibility. everything is excellent
Pratham J. · QA Tester · Computer Software · May 22, 2025
Before this, I had a half-done plan sitting in different docs. Upmetrics helped me pull it all together in one place. Now I’ve got a clean, finished plan I can actually send to a lender or use for future planning.
Pros: "I was using a different tool before, but it felt slow and kind of overpriced. I switched to Upmetrics and honestly, it was a lot better. The layout is easier to follow, and the AI suggestions helped me get going without overthinking. It gave me a solid first draft, and from there, I just made small edits to make it fit my business."
Cons: Nothing so far. It’s been easy to use and does what I need. Their is nothing to point out for this product
Aarti P. · Platform Specialist Engineer · Computer Software · May 22, 2025
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