Upmetrics

Meet Upmetrics

Upmetrics combines business-plan writing, financial forecasting, and pitch preparation. Users describe the business and work through sections of a plan, with AI drafts that can be reviewed, edited, or replaced. Business model canvases, lean canvases, and SWOT templates help organize the underlying assumptions.

Forecasting and dashboards show revenue, expenses, cash flow, and selected measures. QuickBooks and Xero connections bring actual accounting figures into comparisons with the plan. Partners and advisors can collaborate, leave feedback, and revise the work together. The pitch-deck tools turn the plan into a presentation while keeping the narrative and financial information in the same planning workspace.