Financial Forecasting Software
Financial forecasting & reporting simplified for everyone
Create accurate financial projections to raise investment, secure loans, or plan for internal operations. Our automated forecast calculators & AI suggestions make it easy and fun.
15-Day Money BackGuarantee
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: 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: 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.
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
Start Planning NowLoved 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
“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
Every tool you need to plan for your business financials
Long-Term Forecasting
Plan a decade ahead with 1-10 year financial projections.
Visual Analysis
Gain actionable insights with dynamic charts and financial summaries.
What-If Analysis
Evaluate financial outcomes with scenario planning tools.
Real-Time Collaboration
Share and update your financial plans instantly, across any device.
Integrated Reports
Directly embed detailed financials into your business plan.
Ready-to-Use Templates
Jump-start with industry-specific financial plan templates.
3-way forecasting
Generate detailed three-way financial statements effortlessly.
Profitability Analysis
Gain clarity on your breakeven point and safety margins.
Actuals vs forecast
Analyze your actual performance against your forecast in real-time.
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.
Ready for automated financial forecasting?
- 15 Day money back guarantee
- Change plans anytime
- Cancel anytime