Upmetrics' AI Assistants
AI support for planning, writing, forecasting, and research.
Built-in AI assistants that help at every stage of planning, from drafting to forecasting and research, offering context-aware support while you remain in control.
15-Day Money BackGuarantee
AI Assistance Across the Planning Lifecycle
Build a complete business plan using structured AI assistance
Use our AI plan builder to create a complete first draft from structured inputs about your business. The system generates relevant Q&A to capture context and then builds a structured business plan you can review, edit, and refine.
Instantly improve your business plan with our writing assist
Use the writing assistant to improve your plan as you work. Rewrite, shorten, expand, translate, or adjust tone across sections while keeping full control over content and ensuring changes fit your plan's context and audience.
Support your plan with relevant & latest market insight
Support your plan with up-to-date market insights. Our research assistant helps gather market and competitor information tied to your business context, so research stays focused, usable, and connected to planning decisions.
Get answers to all your strategy and planning questions
Get strategic guidance and answers to plan-related questions while building your plan. The AI assistant helps you think through decisions, risks, and next steps using your inputs, without replacing your judgment or taking control.
AI-powered financial suggestions & forecasting support
Our AI forecasting assistant suggests relevant revenue and expense streams, answers finance-related questions, and helps review assumptions, keeping projections transparent and aligned with your inputs.
Simplify business planning with our AI-assisted workflow
Start PlanningLoved 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
Upmetrics' virtual business advisor with task-specific AI agents
Helps answer plan–related questions, explains the structure, and guides section-level decisions based on your input, ensuring clarity, consistency, and alignment across the entire business plan.
Frequently Asked Questions
Absolutely! The Upmetrics AI assistant starts by collecting basic details about your business idea and then poses tailored questions for you to answer. Based on your responses, it crafts a comprehensive draft of your business plan, ensuring a solid starting point for your venture.
Finish your plan faster with Upmetrics AI
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