Business Consulting Software
Empowering Client Success: Integrated Planning for Consultants
Streamline your client strategies with collaborative workspaces and help grow their business with our tailored planning tools.
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Deliver engaging business advisory services with our financial forecasting & planning tools
Provide impactful suggestions
Help your clients make informed business decisions and achieve long-term success by providing actionable advice.
Make your process more efficient
Focus on advising, not on number-crunching. Our platform enhances your efficiency, letting you spend more time consulting with your clients on growth.
Grow your advisory practice
Our platform helps you serve more clients, build a stronger team, and diversify your consulting services.
Impress your clients with the platform purposely built for advisory
Manage all your clients in a single space
Management of multiple clients is made easy with one unified platform. This is where you can create, collaborate, and communicate in dedicated workspaces tailored to each consulting engagement.
Upon completion of your consulting, transfer ownership of the workspace smoothly to your client. This transition empowers clients with control over their business plans, all within our secure, intuitive platform.
Create lender-ready business plans
Bring your advisory role to the next level with custom business plans tailored to lenders’ requirements. Our customizable templates and comprehensive financial tools allow you to tailor each plan to meet the investor’s requirements.
Whether your client requires a simple pitch deck for agile investors or an elaborate, detailed business plan for banks, our platform equips you to deliver exactly what’s needed.
Fast and accurate financial projections
Guide your clients through detailed three-way financial forecasts to provide them with the foresight they need. Step-by-step guides and examples ensure clients can develop their projections easily.
Rather than static spreadsheets, why not use dynamic forecasting? Our tool takes you beyond traditional methods, offering real-time insights, intuitive scenario planning, and error-free calculations.
Deliver insights your clients will love
Discover valuable insights into your clients’ performance metrics with our intuitive dashboard. Integrate essential charts and reports into the business plan to ensure clients understand their numbers.
Transform financial data into a compelling narrative with our visually striking reports. Guide clients through data-driven solutions, ensuring each meeting brings them closer to their business goals.
Ready to take your business consulting services to the next level?
Get Started TodayLoved by forward-thinking entrepreneurs and business owners
Check out what our customers have to say about their experience with Upmetrics.
“For incubators and business plan consultants, Upmetrics provides a feature for designing your own customized business plan template for your clients. Upmetrics is the most comprehensive, complete, flexible, and easy-to-use tool ever used.”
Mathias Wassen
Founder/Business Consultant at QPeople
“Using Upmetrics made the task of Business Planning so much easier. Its design application is absolutely amazing. As a professional using Upmetrics, I am well pleased. In addition, every question I raised was promptly answered/responded to in a detailed and easily understood way. Highly recommended.”
Chua Otunnu
Senior Business Consultant
“Great tool, easy to use, at a great price point, the financial portion of the product is also extremely easy to use and plug + play with the combination of utilizing excel spreadsheets.”
Samantha Dula
Student at University of Luxembourg
“I lucked up finding Upmetrics. I am an educator that decided to open my own business. I have little to know background in Business Management and I don't have time to relearn the wheel. Upmetrics has made this process smooth. I am excited every time I work on my business plan.”
Jocerlyn Hickson
Educator at Annistown Elementary School
“Great software. I tried and used other business plan softwares and apps, but I was really impressed by Upmetrics. The financial forecast section has excellent features none others have. I found it all very easy to use, the graphics are impactful and easy to read.”
Mara Campbell
Owner of Reading Sewing Bee
“Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and publishing financial reports take up a lot of a founder's time.”
Deepak Dhanak
Founder at DocuX
“For incubators and business plan consultants, Upmetrics provides a feature for designing your own customized business plan template for your clients. Upmetrics is the most comprehensive, complete, flexible, and easy-to-use tool ever used.”
Mathias Wassen
Founder/Business Consultant at QPeople
“Using Upmetrics made the task of Business Planning so much easier. Its design application is absolutely amazing. As a professional using Upmetrics, I am well pleased. In addition, every question I raised was promptly answered/responded to in a detailed and easily understood way. Highly recommended.”
Chua Otunnu
Senior Business Consultant
“Great tool, easy to use, at a great price point, the financial portion of the product is also extremely easy to use and plug + play with the combination of utilizing excel spreadsheets.”
Samantha Dula
Student at University of Luxembourg
“I lucked up finding Upmetrics. I am an educator that decided to open my own business. I have little to know background in Business Management and I don't have time to relearn the wheel. Upmetrics has made this process smooth. I am excited every time I work on my business plan.”
Jocerlyn Hickson
Educator at Annistown Elementary School
“Great software. I tried and used other business plan softwares and apps, but I was really impressed by Upmetrics. The financial forecast section has excellent features none others have. I found it all very easy to use, the graphics are impactful and easy to read.”
Mara Campbell
Owner of Reading Sewing Bee
“Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and publishing financial reports take up a lot of a founder's time.”
Deepak Dhanak
Founder at DocuX
Get a fully customizable plan for your business
Create your custom template
With customizable business plans and financial forecasting templates, you can cater your plan exactly to your consultancy’s methodology. Set up your structure and implement your unique processes. Create once, and reuse to eliminate repetition, ensuring each client receives a personalized plan that aligns with your unique process and methodologies.
Discover how Manninvest uses Upmetrics to optimize its consulting practices
Manninvest utilized Upmetrics to streamline its consulting operations, significantly reducing turnaround time and increasing client satisfaction. Learn from their success to boost your consultancy.
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Empower your clients with our Business Consulting Software
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