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Upmetrics AI

Updated Jun 05, 2025

Upmetrics AI helps you write business plans easily with step-by-step AI guidance, pitch decks, finance tools, and real-time team collaboration.

AI Categories:
Finance
Pricing Model:
Paid, $9/mo

What is Upmetrics AI?

Upmetrics AI is a smart tool that helps individuals and small businesses create professional business plans. It offers AI guidance, easy templates, financial forecasting, and over 500 sample plans. With team collaboration, pitch decks, and industry flexibility, Upmetrics makes planning simple. It also includes a 15-day money-back guarantee and flexible plans to fit your needs.

Key Features:

  • 400+ Business Plan Samples: Get inspired with a wide range of industry-specific business plan examples to kickstart your own plan.
  • AI-Powered Business Plan Writing: AI guides you through writing a detailed, professional, and lender-ready business plan step by step.
  • Instant AI-Generated Plans: Quickly generate complete business plans using AI, saving time while maintaining structure and clarity.
  • 7-Year Financial Forecasting: Create accurate financial projections for up to 7 years to plan growth and attract investors confidently.
  • AI-Based Pitch Deck Creation: Design impressive investor-ready pitch decks in less than an hour using AI assistance.

Pros:

  • Offers all-in-one tools to build detailed, lender-ready business plans with ease.
  • Enables team collaboration in real-time with shared editing and feedback options.
  • Built-in financial tools ensure accurate forecasts and reduce manual errors.
  • AI and templates help users create business plans quickly and efficiently.
  • Provides high-value features at just $7, making it budget-friendly for startups.

Cons:

  • New users may need time to understand its full range of features.
  • May not meet the complex needs of large enterprises or corporations.
  • Requires an internet connection to access and collaborate on plans.
  • Lacks a mobile app, limiting convenience for users on the go.
  • Fewer integrations with major accounting tools like QuickBooks.

Who is Using Upmetrics AI?

Upmetrics AI is used by freelancers, startups, and small to mid-sized businesses to create business plans and pitch decks.

Pricing:

  • Starter Plan: $9/month – Includes 400+ plan samples, 3-year forecasting, pitch deck creator, 1 workspace, and PDF export.
  • Premium Plan: $19/month – Adds AI writing, 7-year forecasting, exports to PDF/DOC/PPT/Excel, and QuickBooks/XERO integration.
  • Professional Plan: $37/month – Offers 3 workspaces, 10-year forecasting, client management, custom templates, and workspace transfers.

Disclaimer: Please note that pricing information may change. For the most accurate and current pricing details, refer to the official Upmetrics AI website.

What Makes Upmetrics AI Unique?

Upmetrics AI is unique for its AI-powered business plan builder, 400+ templates, and 7-year financial forecasting. It simplifies planning with smart guidance, real-time team collaboration, and auto-generated pitch decks—perfect for all skill levels.

Summary:

Upmetrics AI is used by freelancers, startups, and small to mid-sized businesses to create business plans and pitch decks.

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