Upmetrics

Make accurate startup cost estimates using AI

Startup cost worksheets can be tedious & time consuming. Calculate your startup costs in minutes with our built-in formulas and AI suggestions.

Capterra rating - Excellent 4.9/5.0
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4.9
Capterra
4.9
G2
Product Hunt - Product of the Day 2nd

You don't need to worry about complex formulas and spreadsheets

Transform financial forecasting with Upmetrics—no complex formulas needed. Just input data and let our tool handle the rest.

Automated Forecasts

Automated Forecasts: we do all the hard work for you

Forget the daunting spreadsheets and let us simplify your financial forecasts. Our AI delivers powerful suggestions, transforming raw data into clear, actionable insights without the hassle of complex calculations.

Present a complete financial picture to lenders and investors with Upmetrics. Our forecasts compile essential reports—from sales projections and budgets to profit & loss statements and cash flow—ensuring a comprehensive and credible financial strategy.

What-If Analysis

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

Empower your financial strategy with our scenario planning. Effortlessly toggle between financial components—revenues, expenses, assets, funding—to simulate the impact of key decisions

Test various financial scenarios and be ready for the future, Our intuitive tools enable you to test multiple outcomes, ensuring you're equipped for any financial situation.

Financial Dashboard

Get a complete picture of your business' financials

Dive into the financial story of your business with our powerful dashboard. Our visual tools turn numbers into narratives, charting your growth journey in vibrant graphs and actionable reports.

Say goodbye to tedious spreadsheets—discover a new perspective on your financial data that's both insightful and straightforward. It's not just data—it's your strategy visualized.

Build your first projections in minutes

Build your first projections in minutes

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
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.

Athena R.

Mobile Notary and Paralegal Services

5 starsCapterra
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

Jason Lorje

Founder & CEO at Agmondo

5 starsCapterra
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

Cindy Kennedy

CEO at Metabolic Terrain Omics

5 starsG2
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

Deepak Dhanak

Founder at DocuX

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

Darin Leonardson

President and CEO, Transformed Culinary Solutions

5 starsG2
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

Vaibhav Kamble

Founder at CloudOptime

5 starsCapterra
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.

Athena R.

Mobile Notary and Paralegal Services

5 starsCapterra
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

Jason Lorje

Founder & CEO at Agmondo

5 starsCapterra
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

Cindy Kennedy

CEO at Metabolic Terrain Omics

5 starsG2
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

Deepak Dhanak

Founder at DocuX

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

Darin Leonardson

President and CEO, Transformed Culinary Solutions

5 starsG2
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

Vaibhav Kamble

Founder at CloudOptime

Every tool you need to plan for your business financials

Long-Term Forecasting

Long-Term Forecasting

Plan a decade ahead with 1-10 year financial projections.

Visual Analysis

Visual Analysis

Gain actionable insights with dynamic charts and financial summaries.

What-If Analysis

What-If Analysis

Evaluate financial outcomes with scenario planning tools.

Real-Time Collaboration

Real-Time Collaboration

Share and update your financial plans instantly, across any device.

Integrated Reports

Integrated Reports

Directly embed detailed financials into your business plan.

Ready-to-Use Templates

Ready-to-Use Templates

Jump-start with industry-specific financial plan templates.

3-way forecasting

3-way forecasting

Generate detailed three-way financial statements effortlessly.

Profitability Analysis

Profitability Analysis

Gain clarity on your breakeven point and safety margins.

Actuals vs forecast

Actuals vs forecast

Analyze your actual performance against your forecast in real-time.

Every component to Forecast your financials

Every component to forecast your financials

Frequently Asked Questions

Our platform enables you to create comprehensive financial reports including cash flow statements, balance sheets, profit & loss statements, break-even analyses, and more.

Upmetrics

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