Business Plan Collaboration

Collaborate on client business plans with control

Invite teammates and clients into structured workspaces. Assign roles to protect edits, keep feedback in context, and move plans from draft to investor-ready fast.

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Collaborate on client business plans with control

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Supporting multiple entrepreneurs with planning is often slow, inconsistent, and frustrating for advisors and consultants.

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Going back and forth on emails and files makes it hard to track the latest draft.

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Fixing messy formats takes more time than focusing on the actual plan.

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Spreadsheets slow things down and leave clients stuck instead of moving forward.

Upmetrics makes planning faster, consistent, and collaborative!

Manage multiple clients in single space

Keep all your clients’ plans, forecasts, and pitch decks neatly organized in dedicated workspaces. Everything stays in one place, so it’s easier for you and your team to track progress and updates without losing context.

Assign tasks with role-based access

Set clear roles like Admin, Editor, or Viewer for every client and teammate. This keeps control in your hands, while still making it simple for others to review, comment, or contribute without confusion.

Reduce back-and-forth with real-time feedback

Collect feedback directly on each section of the plan instead of over email. Everyone sees the same thing in real time, helping reviews move faster and keeping decisions easy to follow.

Share your plan instantly with a secure link

Create a single link to share your plan, forecasts, or pitch deck with clients and investors. They can open it in their browser anytime, ensuring they always see the latest version without messy file exchanges.

Build reusable, custom plan templates

Save hours by creating templates tailored to your style and process. Every client plan starts with the right structure, so you can spend time refining ideas and content rather than fixing layouts.

Create a plan and build your dream business

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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