Upmetrics

Upmetrics is ranked #18 of 39 in business plan software on The Geeks Club. It runs on API, Web. There is no free plan. Paid plans start at $1.17/mo.

Upmetrics plans and pricing

All plans

Premium $14/yr Billed annually 1 Workspace · Up to 5 Team Members · Up to 7-Year Financial Forecast · PDF/DOC/PPT and Excel exports · QuickBooks Online & Xero upmetrics.co · 1 Oct 2026

Premium $19/mo 1 Workspace · Up to 5 Team Members · Up to 7-Year Financial Forecast · PDF/DOC/PPT and Excel exports · QuickBooks Online & Xero upmetrics.co · 1 Oct 2026

Professional $37/yr Billed annually 3 Workspaces · Up to 10-Year Financial Forecast · Custom Templates · Manage Clients · Transfer Workspaces upmetrics.co · 1 Oct 2026

Professional $49/mo 3 Workspaces · Up to 10-Year Financial Forecast · Custom Templates · Manage Clients · Transfer Workspaces upmetrics.co · 1 Oct 2026

Compared on business plan software

Free plan: No
Financial projections: Yes
Section guidance: Yes
Template library: Yes
Document export: PDF, DOC, PPT, Excel
Scenario planning: Yes
Team collaboration: Yes
Platform support: Web

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Upmetrics

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.
Plan builder: The business plan builder includes guided sections, 400+ sample plans, and AI in every chapter.
AI generation: The AI Plan Generator creates a full first draft after users answer a few questions.
Pitch decks: The AI Pitch Deck Generator turns a plan into an investor-ready pitch deck with one click.
Forecasting: Financial Forecasting builds 3- to 5-year projections for revenue, expenses, cash flow, and balance sheet.
Integrations: Plan-vs-actuals sync connects QuickBooks or Xero to compare forecasts with live results.
Collaboration: Users can co-write in real time, leave inline comments, resolve threads, restore earlier drafts, and assign roles and permissions.
Security: Upmetrics says it uses industry-standard encryption and security measures to safeguard data and personal information.
AI data handling: When using third-party AI services, Upmetrics says it sends only anonymized data and no personally identifiable information.
Demo and refund: Upmetrics has no conventional free trial, offers a 7-day demo access, and provides a 15-day money-back guarantee.
Support: The company provides a help desk and support by email at [email protected].
Audience: Upmetrics says it serves entrepreneurs, startups, small businesses, consultants, educators, and incubators.
Founded: 2019
Headquarters: Los Angeles, California, United States
Price from: $1.17/mo

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Where it ranks on The Geeks Club

Best Business Plan Software in 2026#18 of 39

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Sources

upmetrics.co/features· checked 1 Oct 2026
help.upmetrics.co/article/305-quick-help-faqs· checked 1 Oct 2026
help.upmetrics.co/article/288-does-the-upmetrics-provide-· checked 1 Oct 2026
upmetrics.co/contact-us· checked 1 Oct 2026
upmetrics.co/llm-info· checked 1 Oct 2026
upmetrics.co· checked 23 Sept 2026
upmetrics.co· checked 1 Oct 2026