Finish Faster & Accurate Projections: Forecast with AI

Streamline financial forecasting with AI. Upmetrics Assist suggests revenue sources, startup costs, and payroll, reading financial statements to provide key insights from your accounting data.

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A smarter way to plan your business - with AI-powered planning

Experience how AI can transform your approach, making it faster, more accurate, and tailored to your unique business needs.

Revenue Sources Suggestions

Upmetrics Assist provides dynamic revenue stream suggestions tailored to your business needs. It simplifies the forecasting process by analyzing your business model and market trends to offer the most viable revenue options.

For instance, The AI suggests diverse revenue options for logistics businesses like freight billing, warehousing fees, and value-added services, ensuring a comprehensive view of possible income sources.

Startup Cost Suggestions

Let’s get intelligent suggestions on essential startup expenses associated with your business such as initial inventory, equipment, licensing fees, office space leasing etc.

For instance, To plan a typical logistics business Upmetrics AI highlights likely expenditures such as fleet vehicles, fuel costs, warehouse leasing, and technology for inventory management.

Payroll Forecasting suggestions

Tailored to your business needs, Our AI assist provides automated suggestions for setting up your payroll structure, factoring in various employee roles from entry-level to executive positions.

In logistics, Upmetrics AI assists with the payroll expenses for roles critical to operations, such as drivers, warehouse staff, administrative personnel, etc. So you don’t miss any personnel expenses to consider in your budget.

Your business plan co-pilot: Just Ask Questions

Get direct answers to your questions. Your business plan co-pilot, translates complex data into actionable insights, enabling you to grasp your financial health quickly and accurately. Whether you’re assessing profitability, cash flow, or expense management, our conversational AI ensures you have all the necessary information at your fingertips.

Your co-pilot can answer your queries:

1. By when I’ll be profitable?
2. How many units am I going to sell in Feb 2025?
3. How much funding do we require by the end of 2025?

Join over 500k+ entrepreneurs and experience how AI can simplify your financial planning

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Loved by forward-thinking entrepreneurs and business owners

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

“I had a wonderful experience, I was able to cut down the time it takes me to write a business plan because the layout was already done and the AI feature was also really helpful.”

Athena R.

Mobile Notary and Paralegal Services

“Having complete control over our business plan has been instrumental in being able to raise funds from investors. Upmetrics is an invaluable product that keeps getting better.”

Jason Lorje

Founder & CEO at Agmondo

“Hands down, the best business planning software I have ever used. It is extremely easy to use, it's intuitive, incorporates AI, guides you through it step by step and it's extremely easy for others to collaborate.”

Cindy Kennedy

CEO at Metabolic Terrain Omics

“Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and generating and publishing financial reports take up a lot of a founder's time.”

Deepak Dhanak

Founder at DocuX

“people are impressed! You made my dreams come true on paper fast! AI help and in response were amazing. It's awesome.”

Darin Leonardson

President and CEO, Transformed Culinary Solutions

“I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use & understand. It simplifies the often complex process of creating financial projections and forecasts.”

Vaibhav Kamble

Founder at CloudOptime