Upmetrics
Overview
Upmetrics helps teams create business plans, financial forecasts, and investor pitch decks with templates and guided workflows. The platform automates financial calculations and generates visual reports to clarify business performance. Teams can collaborate in real time and convert plans into slide-ready presentations. The tool suits startups, consultants, educators, and small businesses seeking structured planning.
Use cases
- Prepare investor-ready business plans and pitch materials.
- Generate automated financial forecasts and visual reports.
- Coordinate team input and maintain versioned plans.
- Teach structured planning and forecasting in courses or workshops.
How it helps
- Reduces manual forecasting time through automated financial models.
- Improves clarity for stakeholders with charts and exportable reports.
- Speeds pitch creation by exporting plans into presentation format.
- Keeps collaborative work centralized to avoid duplicated effort.
Key features
- Guided plan builder with templates for common business models.
- Automated financial forecasting and visual reports that reduce manual work.
- Real-time collaboration and versioning to keep teams aligned.
- One-click pitch export using the integrated Presentation Maker.
- AI-assisted content suggestions to speed section writing.
Pricing
Freemium access available; premium tiers add advanced features and reports. Check the official site for current details.
Why to choose Upmetrics?
Upmetrics pairs structured planning templates with automated financial models and a built-in pitch export. That combination streamlines plan creation and presentation prep.
