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Plan, Launch, and Grow your Business

Upmetrics Overview

Upmetrics is a business plan software designed to help entrepreneurs and business owners develop, refine, and communicate their business strategies. The platform includes templates, financial forecasting tools, and collaboration features, enabling users to create comprehensive business plans that appeal to investors and stakeholders. Upmetrics’ intuitive draganddrop interface allows users to customize their plans easily, while its financial modeling tools support cash flow projections, revenue forecasting, and budget planning. The software also offers goalsetting and milestone tracking, helping businesses monitor progress and adapt their strategies as needed. With collaboration features, team members can work together on plans in realtime, ensuring alignment and collective input. Cloudbased access provides flexibility, allowing users to update plans from any location. Upmetrics is ideal for startups and growing businesses aiming to create structured, persuasive business plans that support strategic decisionmaking and attract potential investors.

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Upmetrics Screenshot & Video

Contact Details

  • Vendor Name upmetrics
  • Founded 2017
  • Location India
  • Employees 11-50

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Food & Beverages, Information Technology & Services, Wholesale

Upmetrics Features

  • Arrow Icon General Ledger
  • Arrow Icon Forecasting
  • Arrow Icon Self-Service Reporting
  • Arrow Icon Financial Analysis
  • Arrow Icon Strategic Planning
  • Arrow Icon Expense Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Income & Balance Sheet
  • Arrow Icon Financial Management
  • Arrow Icon Cash Management
  • Arrow Icon Multi-Department/Project
  • Arrow Icon Profit/Loss Statement
  • Arrow Icon Real Time Reporting
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Data Visualization
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Collaboration Tools
  • Arrow Icon Purchase Order Management
  • Arrow Icon Multi-Currency
  • Arrow Icon Asset Lifecycle Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Receipt Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Financial Templates
  • Arrow Icon Business Plan Templates
  • Arrow Icon Goal Setting/Tracking
  • Arrow Icon Step-by-Step Wizard
  • Arrow Icon Collaboration Tools
  • Arrow Icon Data Visualization
  • Arrow Icon Pitch Presentation
  • Arrow Icon Investor Management
  • Arrow Icon Financial Modeling
  • Arrow Icon Progress Tracking
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Financial Reporting
  • Arrow Icon Competitive Analysis
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Tax Management
  • Arrow Icon Financial Reporting
  • Arrow Icon Data Visualization
  • Arrow Icon Financial Analysis
  • Arrow Icon Compliance Management
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Consolidation/Roll-Up
  • Arrow Icon Dashboard Creation
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Revenue Recognition
  • Arrow Icon Cash Management
  • Arrow Icon Accounting
  • Arrow Icon Investment Management
  • Arrow Icon Real-Time Data
  • Arrow Icon Data Import/Export
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Cash Management
  • Arrow Icon Expense Tracking
  • Arrow Icon Multi-Currency
  • Arrow Icon What If Scenarios
  • Arrow Icon Customizable Reports
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Data Import/Export
  • Arrow Icon Financial Management
  • Arrow Icon Consolidation/Roll-Up
  • Arrow Icon Activity Dashboard
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Audit Trail
  • Arrow Icon Forecasting
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Data Visualization
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Multi-Company
  • Arrow Icon Financial Analysis
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Financial Reporting
  • Arrow Icon Transaction Management
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Approval Process Control
  • Arrow Icon Workflow Management
  • Arrow Icon Chart of Accounts
  • Arrow Icon Multi-Currency
  • Arrow Icon Multi-Location
  • Arrow Icon Audit Trail
  • Arrow Icon Cash Flow Management
  • Arrow Icon Accounts Receivable
  • Arrow Icon Accounts Payable
  • Arrow Icon Data Import/Export
  • Arrow Icon Activity Dashboard
  • Arrow Icon Expense Tracking
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Management
  • Arrow Icon Workflow Management
  • Arrow Icon Data Visualization
  • Arrow Icon Contact Management
  • Arrow Icon Contact Database
  • Arrow Icon Data Import/Export
  • Arrow Icon What If Scenarios
  • Arrow Icon Graphical Data Presentation
  • Arrow Icon Activity Tracking
  • Arrow Icon Statistical Analysis
  • Arrow Icon Forecasting
  • Arrow Icon Sales Reports
  • Arrow Icon Dynamic Modeling
  • Arrow Icon Customizable Reports
  • Arrow Icon Opportunity Management
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Lead Capture
  • Arrow Icon Artificial Intelligence

Upmetrics Pricing

Pricing Type

  • Pricing Type Usage Based

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Starter

$7 Per Month

Upmetrics FAQs

Upmetrics is a business plan software designed to help entrepreneurs and business owners develop, refine, and communicate their business strategies. The platform includes templates, financial forecasting tools, and collaboration features, enabling users to create comprehensive business plans that appeal to investors and stakeholders. Upmetrics’ intuitive draganddrop interface allows users to customize their plans easily, while its financial modeling tools support cash flow projections, revenue forecasting, and budget planning. The software also offers goalsetting and milestone tracking, helping businesses monitor progress and adapt their strategies as needed. With collaboration features, team members can work together on plans in realtime, ensuring alignment and collective input. Cloudbased access provides flexibility, allowing users to update plans from any location. Upmetrics is ideal for startups and growing businesses aiming to create structured, persuasive business plans that support strategic decisionmaking and attract potential investors.

  • No, Upmetrics does not offer a free version.

  • Yes, Upmetrics offers a free trial.

  • No, Credit Card details are not required for the Upmetrics trial.

  • Upmetrics offers the following pricing plans & packages:

    Starter

    $7 Per Month

  • Upmetrics supports the following payment frequencies:

    • Monthly Subscription

  • No, Upmetrics does not offer an API.

  • Upmetrics offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • Upmetrics offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • Upmetrics supports the following languages:
    • English

  • Following are the typical users of the Upmetrics:
    • Self-Employed , Small-Business , Midsize-Business

  • Upmetrics supports the following deployment:
    • Cloud Hosted

  • Upmetrics supports the following devices and operating systems:
    • Web-Based

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