Upmetrics
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Introduction
Upmetrics is an AI business planning platform to draft, forecast, and pitch, built for modern teams.
Listed on
July 23, 2026
What is Upmetrics?
Upmetrics is a modern business planning software that helps entrepreneurs create winning business plans, accurate forecasts, and compelling pitch decks faster. It combines five tools in one workspace: idea validation on a Lean Canvas, AI business plan writing, financial forecasting, pitch deck building, and plan-vs-actuals tracking. The platform runs the full lifecycle from idea to funded to growth.
How to use Upmetrics?
- Sign up and answer a few questions about your business. AI drafts your plan, forecast, and deck with Suggest Answers filling every section. Review, edit, and accept what fits your business. Submit the plan to your lender or investor, and connect QuickBooks or Xero to watch plan-vs-actuals update live.
Core features of Upmetrics
- AI business plan generator
- Financial forecasting tool with P&L, cash flow, balance sheet, and break-even
- Pitch deck builder with 32+ investor-ready slide layouts
- Collaborative workspaces with role-based access
- Interactive financial dashboards
- QuickBooks and Xero integration for plan-vs-actuals tracking
- 400+ sample business plans and strategic planning templates
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