
upmetrics
Cloud business plan software with templates, financial projections and team collaboration
- Financial Projections
- Online
- Business Hours
- Documentation
- +19 more
About upmetrics
Upmetrics is cloud-based software for producing business plans. It supplies tailored templates and tools for building financial projections, so a plan can be put in front of investors with supporting numbers.
What Upmetrics offers
- Plan templates — layouts suited to different kinds of business.
- Financial projections — forecasts to support an investor-ready plan.
- Business model canvases — a way to rethink how an organisation works.
- Progress tracking — shows how far planning has advanced.
- Team collaboration — colleagues can be invited to contribute.
- Sharing and export — plans can be shared online with investors and colleagues, or downloaded and printed.
Who it works with
Founders, managers and teams who need a written business plan with numbers behind it, to show investors or colleagues.
Key facts
- Deployment: cloud-based
Profile written by TrustList from the business's own published information, Oct 2026.
Categories & features
- Financial Projections
- Online
- Business Hours
- Documentation
- Webinars
- Live Online
- In Person
- Web-Based, Cloud, SaaS
- Installed - Windows
- Installed - Mac
- Pitch Presentation
- Financial Templates
- Dashboard
- Business Plan Templates
- Storytelling
- Self-service Analytics
- Self Service Data Preparation
- Step-by-Step Wizard
- Social Sharing
- Data Source Connectors
- Data Visualization
- Collaboration
- Reporting/Analytics
Rankings
- Business plan software › Step by step wizard#5
- Business plan software › Collaboration#6
- Business plan software › Dashboard#7
- Business plan software › Web based cloud saas#7
- Business plan software › Business plan templates#8
- Business plan software › Financial projections#8
- Business plan software › Financial templates#8
As of 2026-10-05. Organic ranks only; sponsored placements are never ranks.
What the business tells TrustList
- Delivery
- SaaS (cloud) evidence sent
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