Founders preparing a plan for a lender or investor, from $14 a month; no free plan, but a 15-day money-back guarantee.

Kenning's take

What it does

Upmetrics helps founders write a business plan by answering a few questions, after which AI drafts each section, a three-year forecast and a pitch deck. Plans can be edited with partners in a shared workspace and linked to QuickBooks or Xero. It also sells paid services such as plan writing and SBA lending help.

  • AI business plan generator
  • Three-year financial forecasting
  • AI pitch deck generator
  • Business model templates such as Lean Canvas and SWOT
  • 400+ sample business plans

Who it suits. Founders and small business owners preparing a plan for a lender or investor.

Key facts

Made by
Upmetrics Inc.
How to get it
self-serve sign-up with paid plans
Works on
Web

Pricing

PlanPriceBilled
entry plan (name not shown)$14month, billed yearly

source

FAQ

How much does Upmetrics cost?

Plans start at $14 a month billed yearly, with a 15-day money-back guarantee.

What does Upmetrics do?

It drafts business plan sections with AI, builds a three-year financial forecast and creates a pitch deck.

Does Upmetrics connect to accounting software?

Its homepage says it connects to QuickBooks or Xero.

Facts from the maker's own pages and the sources listed. Checked 2026-10-11.