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On the recordRead 1 Oct 202614 facts
Upmetrics
Los Angeles, California, United States
Plans and prices
Premium
$19a month
1 Workspace · Up to 5 Team Members · Up to 7-Year Financial Forecast · PDF/DOC/PPT and Excel exports
Read 1 Oct 2026 · upmetrics.co
Premium
$168a year
1 Workspace · Up to 5 Team Members · Up to 7-Year Financial Forecast · PDF/DOC/PPT and Excel exports
Read 1 Oct 2026 · upmetrics.co
Professional
$49a month
3 Workspaces · Up to 10-Year Financial Forecast · Custom Templates · Manage Clients
Read 1 Oct 2026 · upmetrics.co
Professional
$444a year
3 Workspaces · Up to 10-Year Financial Forecast · Custom Templates · Manage Clients
Read 1 Oct 2026 · upmetrics.co
On the record
- AI data handling
- When using third-party AI services, Upmetrics says it sends only anonymized data and no personally identifiable information.help.upmetrics.co · read 1 Oct 2026
- AI generation
- The AI Plan Generator creates a full first draft after users answer a few questions.upmetrics.co · read 1 Oct 2026
- Audience
- Upmetrics says it serves entrepreneurs, startups, small businesses, consultants, educators, and incubators.upmetrics.co · read 1 Oct 2026
- Collaboration
- Users can co-write in real time, leave inline comments, resolve threads, restore earlier drafts, and assign roles and permissions.upmetrics.co · read 1 Oct 2026
- Demo and refund
- Upmetrics has no conventional free trial, offers a 7-day demo access, and provides a 15-day money-back guarantee.help.upmetrics.co · read 1 Oct 2026
- Forecasting
- Financial Forecasting builds 3- to 5-year projections for revenue, expenses, cash flow, and balance sheet.upmetrics.co · read 1 Oct 2026
- Integrations
- Plan-vs-actuals sync connects QuickBooks or Xero to compare forecasts with live results.upmetrics.co · read 1 Oct 2026
- Pitch decks
- The AI Pitch Deck Generator turns a plan into an investor-ready pitch deck with one click.upmetrics.co · read 1 Oct 2026
- Plan builder
- The business plan builder includes guided sections, 400+ sample plans, and AI in every chapter.upmetrics.co · read 1 Oct 2026
- Security
- Upmetrics says it uses industry-standard encryption and security measures to safeguard data and personal information.help.upmetrics.co · read 1 Oct 2026
- Support
- The company provides a help desk and support by email at [email protected].upmetrics.co · read 1 Oct 2026
- 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.upmetrics.co · read 1 Oct 2026
