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Upmetrics

AI-powered business planning software to build business plans, financial forecasts, pitch decks, and strategic plans.

SIC MemberSoftware Development
Industry
Software Development
Team size
26-50
Founded
2019
Location
Surat, Gujarat

About Upmetrics

Upmetrics is an AI-powered business planning and financial forecasting platform that helps entrepreneurs, startups, and small businesses turn ideas into clear, actionable plans. The platform brings business planning, financial forecasting, pitch deck creation, industry research, strategic planning, and performance tracking into one connected workspace. Users can build their plans with AI assistance, create financial projections without complex spreadsheets, model different scenarios, collaborate with teams and advisors, and compare actual performance against forecasts. Upmetrics has helped more than 110,000 entrepreneurs plan and grow their businesses and provides access to 400+ industry-specific sample business plans. Alongside its software, Upmetrics offers professional business planning services, including business plan writing and review, custom financial forecasting, investor-ready pitch deck creation, and SBA lending assistance. Upmetrics also supports consultants, educators, accelerators, and organizations through collaborative workspaces and white-label business planning solutions.

Services12

business planning
Business Plan Writing
Business Plan Review
Financial Forecasting
Financial Modeling
Pitch Deck Creation
Strategic Planning
SBA Lending Assistance
Business Planning Consulting
Market Research
Business Planning Software
White-Label Business Planning

Technologies12

ReactNode.jsMongoDBAWSDockerGitHub ActionsOpenAIAnthropicQuickBooksXeroStripeChargebee

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