What is Upmetrics?
Business plans, forecasts and pitch decks with QuickBooks sync.
Who is Upmetrics best for?
Upmetrics is best for founders writing a business plan for a loan or investors, and consultants planning for clients.
Founders applying for loans or funding
AI drafts each section of the plan, the forecast and the pitch deck, and the output includes lender-ready reports.
Businesses on QuickBooks or Xero
Actual figures flow in from the accounting app, so the plan-versus-actuals view stays current without CSV exports.
Consultants and incubators
The Professional plan adds 3 workspaces, client management, custom templates and the option to hand a workspace over to a client.
Teams planning together
Up to 5 team members per workspace and unlimited guests can edit and review one shared plan.
How much does Upmetrics cost?
Upmetrics costs $19 a month for Premium or $49 a month for Professional, or $14 and $37 a month when billed yearly, and it has no free plan or free trial.
- 1 workspace with up to 5 team members
- AI plan writing, industry research and pitch deck builder
- Forecasts up to 7 years, QuickBooks Online and Xero sync
- 3 workspaces with up to 5 team members each
- Forecasts up to 10 years
- Client management, custom templates and workspace transfer
Billed yearly, Premium is $14 and Professional $37 a month. Add-ons cost $7 a month per extra workspace, $5 a month per extra team member and $249 a month for white-label ($5, $3 and $185 billed yearly). Students and registered non-profits get 30% off. There is no free trial, but every plan has a 15-day money-back guarantee. Prices are in US dollars. Full pricing on upmetrics.co. We checked these prices on .
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What are the best Upmetrics alternatives?
Three tools on Recaply do Upmetrics's job.
Questions about Upmetrics
What is Upmetrics?
Business plans, forecasts and pitch decks with QuickBooks sync.
Who is Upmetrics for?
Upmetrics is best for founders writing a business plan for a loan or investors, and consultants planning for clients.
Is Upmetrics free?
No. Upmetrics has no free plan and no free trial; plans start at $19 a month for Premium. Every plan comes with a 15-day money-back guarantee, so you can sign up, build a plan and ask for a full refund within 15 days.
How much does Upmetrics cost?
Upmetrics's paid plans are Premium at $19 per month and Professional at $49 per month.
What are the best Upmetrics alternatives?
The closest alternatives on Recaply are Venturekit, Modeliks and IdeaBuddy.
Where can I try Upmetrics?
On its official website, upmetrics.co.
Is there a limit on Upmetrics AI use?
No. Upmetrics says Premium users get unlimited AI use in each workspace every month, with no usage cap, so drafting sections, forecasts and research reports does not run down a credit balance.
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