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SPECIFICTION
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Upmetrics

upmetrics.co

From $14/mo WebAPI
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Spec score 7.1 #30 of 39 in Business Plan Software

Spec sheet

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.Read 1 Oct 2026 · upmetrics.co
Audience
Upmetrics says it serves entrepreneurs, startups, small businesses, consultants, educators, and incubators.Read 1 Oct 2026 · upmetrics.co
Integrations
Plan-vs-actuals sync connects QuickBooks or Xero to compare forecasts with live results.Read 1 Oct 2026 · upmetrics.co
Security
Upmetrics says it uses industry-standard encryption and security measures to safeguard data and personal information.Read 1 Oct 2026 · help.upmetrics.co
Support
The company provides a help desk and support by email at [email protected].Read 1 Oct 2026 · upmetrics.co
Headquarters
Los Angeles, California, United StatesRead 23 Sep 2026 · upmetrics.co
Founded
2019Read 23 Sep 2026 · upmetrics.co
AI data handling
When using third-party AI services, Upmetrics says it sends only anonymized data and no personally identifiable information.Read 1 Oct 2026 · help.upmetrics.co
AI generation
The AI Plan Generator creates a full first draft after users answer a few questions.Read 1 Oct 2026 · upmetrics.co
Collaboration
Users can co-write in real time, leave inline comments, resolve threads, restore earlier drafts, and assign roles and permissions.Read 1 Oct 2026 · upmetrics.co
Demo and refund
Upmetrics has no conventional free trial, offers a 7-day demo access, and provides a 15-day money-back guarantee.Read 1 Oct 2026 · help.upmetrics.co
Forecasting
Financial Forecasting builds 3- to 5-year projections for revenue, expenses, cash flow, and balance sheet.Read 1 Oct 2026 · upmetrics.co
Pitch decks
The AI Pitch Deck Generator turns a plan into an investor-ready pitch deck with one click.Read 1 Oct 2026 · upmetrics.co
Plan builder
The business plan builder includes guided sections, 400+ sample plans, and AI in every chapter.Read 1 Oct 2026 · upmetrics.co

Plans and prices

Premium $19 a month 1 Workspace · Up to 5 Team Members · Up to 7-Year Financial Forecast · PDF/DOC/PPT and Excel exports · QuickBooks Online & Xero Read 1 Oct 2026 · upmetrics.co
Professional $49 a month 3 Workspaces · Up to 10-Year Financial Forecast · Custom Templates · Manage Clients · Transfer Workspaces Read 1 Oct 2026 · upmetrics.co
Premium $168 a year $168.00 per year (= $14.00/month, billed annually) 1 Workspace · Up to 5 Team Members · Up to 7-Year Financial Forecast · PDF/DOC/PPT and Excel exports · QuickBooks Online & Xero Read 1 Oct 2026 · upmetrics.co
Professional $444 a year $444.00 per year (= $37.00/month, billed annually) 3 Workspaces · Up to 10-Year Financial Forecast · Custom Templates · Manage Clients · Transfer Workspaces Read 1 Oct 2026 · upmetrics.co

Every Upmetrics plan and price →

Where Specifiction places it

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