Upmetrics.com Review

Overview

Be it emerging or established—solid business and financial planning is essential for the success of your business.

From validating your business idea to preparing business plans and securing the funds—a lot goes into building a well-planned and financially sound business.

However, planning by no means is easy. Especially if you are an entrepreneur launching a business for the first time, planning without directional help is quite impossible.

This is where business planning tools like Upmetrics step up.

Upmetrics offers a one-stop solution to meet all your business planning needs. From assisting you in creating business plans to making financial forecasts, and crafting your pitch decks—Upmetrics does it all.

But is this the right tool for you?

In this Upmetrics review, I will evaluate this tool based on the following factors to assist you in making the right choice.

1. Features
2. Quality of the product
3. Pricing
4. Usability
5. Customer Service
6. Value for money
7. Competitors
8. Customer testimonials

I have personally used this tool and in this review, I will share my experiences in detail.

Let’s get started.

Upmetrics Review

Upmetrics is a business planning tool that helps startups and small businesses with tools and resources to plan and grow their business idea.

This AI-powered tool simplifies end-to-end business planning by helping its users create business plans, financial forecasts, strategic plans, and pitch decks.

It’s a one-stop destination for entrepreneurs planning to turn their ideas into reality.

Who will find Upmetrics helpful?

Upmetrics is a highly versatile tool suited for almost everyone. Anyone regardless of their business planning expertise and stage of business can use Upmetrics to get their work done.

• Startups
• Small Businesses
• Business consultants
• Educators and Advisors
• Non-profits
• Fundraising companies

Upmetrics’s Main Features

Upmetrics is designed to assist you with your entire business planning process. It has helped thousands of entrepreneurs to date in their business planning journey and has been featured in leading publications.

Here are the key features of Upmetrics that make it all-comprehensive:

AI Business plan generator

Upmetrics AI business plan generator uses AI to build your entire plan from scratch in less than 10 minutes. It asks for basic business details and answers to certain strategic and financial questions and uses that information to build your business plan.

If you don’t want a quick but effective business plan for an urgent presentation, you can trust Upmetrics’s AI business plan generator.

AI pitch deck creator

Upmetrics’s Pitch deck creator is AI-powered. It generates pitch-ready decks in less than an hour and requires zero designing. It guides you thoroughly through each slide ensuring that you cover all the essential information and offers AI assistance to quickly furbish your content.

Not only are pitch decks aesthetically pleasing, but the content generated by Upmetrics’s AI is quite commendable. It’s refreshing and touches all the key points without you having to try much.

Canvas modelling

Upmetrics helps you transform your goals and ideas into winning and actionable strategies. It offers a variety of essential canvas templates that will help you shape your vision and bring your strategies to life.

Financial forecasting

Upmetrics makes financial forecasting extremely easy. For a person who hates number crunching and spreadsheet sourcing, Upmetrics was quite a breeze with its automated forecasts and AI assistance.

Upmetrics premium features allow forecasting up to 7 years and include every report and statement that an investor would want in your business plan.

Whether you want to plan for different scenarios, create forecasts for the future, or simply prepare your financial plan—Upmetrics eases everything with its detailed financial planning.

If you are looking for integration, Upmetrics allows Xero and Quickbook as of now. They might introduce integrations with other platforms in the future.

AI assistance

Upmetrics’s AI writing assistant helps to write business plan content without having to worry about tone, context, or flow. Simply enter what you need to and let its AI assistant fix it for you.

Moreover, this AI also offers suggestions for costs, revenue, expenses, and sales—ensuring that you leave nothing unturned while preparing your business planning documents.

Custom branding

Upmetrics offers a curated collection of cover pages to its users. It’s easy to edit and can be easily incorporated into your plans.

If you don’t want to spend time figuring out the designs and templates for your cover page, Upmetrics has got you covered.

400+ Business plan samples

The most wonderful thing about Upmetrics is its extensive collection of business plan samples curated for businesses in different industries.

These templates reflect that enough research has been done to prepare them and each of them is highly customizable to build your unique plan.

I personally loved their detailed instructions on templates to write the contents of my business plan.

There is no doubt that Upmetrics is the ultimate business planning tool.

Apart from these core features, it offers access to business planning courses, informative blogs, educational resources, and ebooks to streamline your business planning.

Scroll through their webpage and you will find free resources to help you plan efficiently.

How does Upmetrics work?

Upmetrics is well-known for its simplicity and ease of use. It’s easy navigation and thorough detailing of services make it easier for anyone to get started without any additional help.

Here’s a full step-by-step guide to using Upmetrics:

1. Subscribe to Upmetrics and log into your account.
2. Set up your workspace by entering basic business details as follows.

1. Create your business strategy using one of the canvas models offered by Upmetrics.
2. Proceed with creating your business plan and use AI assistance or plan builder as needed.
3. Edit your business plan and export it in PDF and Docs or share it directly with your stakeholders with a link.

Take a guided tour of the web app before you proceed to work your way with this tool.

Webiste Usability

Upmetrics web page is simple and easy to navigate. They have carefully segregated the tools and features of the app to enhance its accessibility.

It’s intuitive, user-friendly, and is aesthetically pleasing.

As for the mobile application, they currently don’t have one. As per their support executives, the plan to get the IoS and Play Store app is under process.

Is Upmetrics safe or a scam?

Upmetrics is a registered company based in India. The website reviews and ratings by trusted sites suggest a positive inclination towards this company.

Upmetrics has catered to more than 110K clients in over 195 countries over the past few years and it’s by no means a scam.

Pricing

Upmetrics offers 2 pricing plans to its customers, a starter pack and a premium pack. It follows a monthly subscription model priced at $9 and $19, respectively.

Buying an annual subscription to Upmetrics gets you up to 25% off, costing you $7 and $14 respectively every month.

While the entire tool is focused on business and financial planning resources, the starter pack lacks AI accessibility and a couple of additional features.

You can easily upgrade or downgrade your plan by considering

As for me, this tool is priced quite economically compared to other tools offering similar services. Besides, new customers get a 14-day money-back guarantee if they are not satisfied with the service.

In terms of payment, Upmetrics accepts all major credit cards:

1. Visa
2. MasterCard
3. American Express
4. Discover Credit Cards

It also accepts payments through PayPal.

Software Quality

There is no doubt that Upmetrics is an all-comprehensive business planning tool.

Whether I talk about its AI features, business plan templates, or guidebooks—everything is crafted with utmost practicality to help the users get the best of business planning services.

I personally love how its AI doesn’t operate like a generic writing tool. It harnesses the breadth and depth of business planning which is quite evident in the way it generates results.

Additionally, the templates are well detailed covering all the essential aspects. You are creating investor-worthy business plans when you follow the step-by-step instructions that these templates detail.

As for the financial forecasts, not only does it make the process easier, but it also enhances the accuracy helping you plan better.

Customer Service & Alternatives

Upmetrics’s in-depth video tutorials and guides ensure that a user finds answers to all sorts of queries, effortlessly.

However, it does offer customer services through mail and chat support. Their support staff is quite prompt and efficient at resolving the queries you might have.

Comparison with Competitors

Upmetrics offers excellent resources and functionalities to ease business and financial planning. However, if you are considering to use some other tool, here are a few you should know of:

Both Upmetrics and Liveplan stand at par offering extensive business planning services.

Value for Money

• Upmetrics offers a comprehensive range of AI and business planning features at negligent pricing. The returns in terms of securing the finance and growing your business are far more than the subscription fees paid by you.
• Upmetrics addresses every aspect of business, financial, and strategic planning with its range of tools and resources. Thus, saving customers the cost and time of seeking each of these services individually.
• An enterprise that wants to practice business planning without spending a bomb on business plan writers can benefit greatly from this tool.

Client Testimonials

Upmetrics has marked its presence in more than 195 countries and has catered to over 110K clients.

It has undeniably marked a positive place for itself in the market and these reviews are a testament to their growth.

This experience shared on Trust Pilot, shows how friendly the Upmetrics AI feature is in creating funding business plans.

People tend to have positive experiences using Upmetrics and this past customer review shows that clearly.

As this review at Capterra suggests, Upmetrics truly is assisting emerging entrepreneurs with no prior experience in business planning to succeed.

I personally haven’t found any negative reviews demeaning Upmetrics or its services. Most users have found this platform extremely helpful.

In very few cases, we have found users expecting a little more functionality from the app. However, given the way the app is progressing with new features, I don’t see that to be a problem any longer.

Recap: Is Upmetrics a Good Tool?

In my experience, Upmetrics checklists all the boxes that a robust business planning tool must have. My experience with this tool was nothing but positive.

Be it their detailed business plan templates, AI-enabled business plan and pitch deck generator, or their canvas models—each aspect of this tool contributes to making the business planning process seamless and easier for the users.

It is cost-effective, time-efficient, and requires zero learning curve.

Gauging the testimonials, ratings, and my own personal opinion—I enthusiastically recommend Upmetrics to budding entrepreneurs and business consultants.