Upmetrics

Financial Spreadsheets vs. Upmetrics

Spreadsheets are daunting & time consuming—you need Upmetrics.

No manual calculations
No cluttered spreadsheets
No frustrating data analysis
Done in hours (not days)
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Financial Spreadsheets vs Upmetrics

Why choose Upmetrics over financial spreadsheets?

Preparing financials using traditional Excel/spreadsheets is tedious, frustrating, and time consuming. Upmetrics makes accurate & realistic financial projections easier.

Spreadsheets

Cluttered & disorganized spreadsheets

Lack of structure makes it hard to maintain consistency and accuracy in financial planning.

Tiring, error-prone manual data-entry

Manually updating spreadsheets takes hours and increases the risk of miscalculations.

Daunting & time-consuming process

Managing projections with static spreadsheets is slow, complex, and inefficient.

Hard to interpret trends without charts

Spreadsheets provide raw numbers, making it difficult to spot trends or visually analyze data.

Upmetrics

Guided financial forecasting tool

Follow step-by-step prompts to create accurate financial forecasts without confusion.

Built-in formulas & automated calculations

AI-powered tools & built-in formulas eliminate manual calculations, reducing human errors.

AI-powered financial recommendations

Get AI revenue/expense stream suggestions or insights to optimize your financial strategy.

Interactive visual dashboard

Present key financial metrics with interactive charts, reports, and real-time updates.

Functions that Ensure Simplified Financial Forecasting

Upmetrics is a modern, AI-powered planning tool engineered to simplify plan creation for startups & small businesses. These offerings are just a testament to that.

Automated Financial Projections

Automated Financial Projections

Get inspired from industry-specific business plan templates to design your very own.

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Easy Collaborate & Sharing

Work collaboratively with partners and team members, share plans, and gather feedback.

📑

Long-term Financial Forecasting

Plan a decade ahead with long-term (1-10 years) forecasting options.

Visual Financial Dashboard

Visual Financial Dashboard

Present key financial metrics with interactive charts, reports, and real-time updates.

AI-Powered Recommendations

AI-Powered Recommendations

AI-powered revenue/expense stream suggestions eliminate the manual guesswork.

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Compare Plan vs. Actual

Track performance, identify gaps, and adjust strategies with real-time analysis.

Do more in less time with Upmetrics

Remove spreadsheets—guesswork, manual data-entry, and complex formulas—out of financial planning. Upmetrics makes financial forecasting easier, faster, and fun.

AI-powered financial forecasting suggestions

Make financial projections without manual calculations

No more struggling with complex formulas or spreadsheet errors. Upmetrics automates financial projections, generating accurate forecasts for revenue, expenses, and cash flow in minutes. Simply input your numbers, and the built-in formulas and AI will handle the rest.

“The great USP here is the AI feature I used, where I can write my idea in simple terms, and I use AI to reformulate it in a more persuasive way.”

Abdelraouf HammoudAbdelraouf Hammoud
5 stars
Get a complete picture of your business financials

Get a complete picture of your financials in one dashboard

Spreadsheets can be tiring for readers to comprehend. With Upmetrics, all your key financial metrics—cash flow, profit margins, revenue trends—are displayed in a visual dashboard. Easily track performance and adjust your strategy in real time.

“Hands down, the best business planning software I’ve ever used. It’s intuitive, easy to use, guides you through the process and it’s extremely easy to collaborate.”

CindyCindy
5 stars
What-If Analysis: Make sure you plan for every possibility

Consider all scenarios, plan for every possibility

What if sales slow down? What if expenses rise? Upmetrics’ scenario planning tools let you test multiple financial outcomes, helping you make informed decisions and mitigate risks before they happen.

“Upmetrics amazed me with its robust financial forecasts and numerous options. The AI writer excels at creating impressive content with minimal input.”

Diala El AchkarDiala El Achkar
5 stars
Revenue Sources Suggestions

Get smart recommendations from AI financial assist

Got a question? Need guidance? Our AI-powered assistant reviews your financial data, offering unique insights and optimization strategies. Whether you’re adjusting projections or planning for growth, AI ensures your financial forecasts stay accurate and reliable.

“I love how they are providing an explanation for every single step. You’ll get guided from the beginning to the end.”

Ingo HillenbrandIngo Hillenbrand
5 stars

Plan Smarter & Faster with Upmetrics

Start Planning Now

Loved by forward-thinking entrepreneurs and business owners

Check out what our customers have to say about their experience with Upmetrics.

5 starsCapterra
“Its financial forecasts are unmatched, offering detailed reports on profit, loss, earnings, and breakeven points.”
Mara Campbell

Mara Campbell

Owner of Reading Sewing Bee

5 starsCapterra
“I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use & understand.”
Vaibhav Kamble

Vaibhav Kamble

Founder at CloudOptimo

5 starsCapterra
“Hands down, the best business planning software I have ever used. It is extremely easy to use, it’s intuitive, incorporates AI, and it’s extremely easy for others to collaborate.”
Cindy Kennedy

Cindy Kennedy

CEO at Metabolic Terrain Omics

5 starsCapterra
“Great tool at a great price point, the financial portion of the product is also extremely easy to use.”
Samantha D.

Samantha D.

Student at University of Luxembourg

5 starsCapterra
“Its financial forecasts are unmatched, offering detailed reports on profit, loss, earnings, and breakeven points.”
Mara Campbell

Mara Campbell

Owner of Reading Sewing Bee

5 starsCapterra
“I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use & understand.”
Vaibhav Kamble

Vaibhav Kamble

Founder at CloudOptimo

5 starsCapterra
“Hands down, the best business planning software I have ever used. It is extremely easy to use, it’s intuitive, incorporates AI, and it’s extremely easy for others to collaborate.”
Cindy Kennedy

Cindy Kennedy

CEO at Metabolic Terrain Omics

5 starsCapterra
“Great tool at a great price point, the financial portion of the product is also extremely easy to use.”
Samantha D.

Samantha D.

Student at University of Luxembourg

PRICING

Don't let 'Free' Spreadsheets cost you time & effort

A lower price doesn't always mean better value. Spreadsheets are complex, time-consuming, and prone to manual errors. Upmetrics saves you time and ensures accuracy.

Plan

Spreadsheets

$0/month

What's included:

  • Several hours of work
  • Manual calculations
  • Tedious forecasting
  • No collaboration
  • No support

Plan

Upmetrics

$14/month

Billed annually (Save up to 25%)

What's included:

  • AI Financial Assist
  • Up to 7-Year Financial Forecast
  • What-if analysis
  • Up to 5 Team Members
  • World-class customer support
  • Connect with QuickBooks/XERO

Frequently Asked Questions

To enjoy Upmetrics at its best value, sign up for the annual plan and get up to a 25% OFF discount. If you are new to business planning or simply want to try out Upmetrics, we recommend starting with the yearly plan to save more.

Upmetrics

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